Summary
This article covers the functionalities of the collaboration tasks manager.
Table of Contents
- Collaboration Tasks
- Collaboration Task Workflows
- Access Collaboration Manager
- Available Columns and Filter Types
- Actions
The Collaboration Tasks Manager records and tracks activity of Collaboration Tasks within the CTMS environment. The use of tasks requires access to specific roles/permissions as well as role inclusion in task workflow design.
Collaboration Tasks
Collaboration Tasks are field-level interactions that allow users to collaborate on how a field has been or should be populated.
Collaboration Task Workflows
Collaborations on a task will follow a workflow designed by study staff in the configuration process. That workflow determines who is able to create and/or respond to a task and what steps must take place before the task is considered “Closed”. A form may have multiple workflows available; the creator of the task determines which workflow is appropriate for the task.
Access Collaboration Manager
From main or global menu, select Collaborations Manager. If the Collaborations Manager is not visible, then you do not have a role which grants access to the tool.
Available Columns and Filter Types
| Name | Value | Action | Sortable | Filters |
|---|---|---|---|---|
| Study | Displays the study protocol. | (none) | Yes | Text |
| Status | Indicates the status of the task based on the workflow statuses | Transition icon if applicable | Yes | Text |
| Form | Displays navigational path to the form. | Links to the form. | No | No |
| Original Comment | Displays the comment that initiated the task. | (none) | Yes | Text |
| Current Comment | Displays the most recent comment noted on the task. | (none) | Yes | Text |
| Owner | Displays the creator of the task. | (none) | Yes | Text |
| Change Date | Displays the date of the most recent change. | (none) | Yes | Date |
| Changed By | Displays the user who made the most recent change. | (none) | Yes | Text |
| Workflow | Displays the workflow managing the task. | (none) | No | Text |
| Submitted | Displays the date identified within the workflow design as the Submitted Date. | (none) | Yes | Date |
| Finalized | Displays the date identified within the workflow design as the Finalized Date. | (none) | Yes | Date |
Actions
Exports
By clicking the options Excel or CSV, the system will provide an export of the data within the Collaboration Manager.
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