Summary

This article covers accessing the site action item screen and creating, loading, and updating a study level action item set.  

Table of Contents

• Access Site Action Item Screen
  • Create a Study Level Action Item Set
  • Loading and Updating Action Item Sets

The Site Action Items screen is where site-specific Action Item Sets are tracked.

Access Site Action Item Screen

The Site Action Items screen for each site can be accessed under each study site name by selecting Action Items.

Create a Study Level Action Item Set

To create a new Action Item set, navigate to the Actions menu and click Add New Action Items.

Complete the Name field. The Include in Site Visit Reports field indicates if this Action Item Set should be included in any Site Visit Reports configured with connection fields for open or closed Action Items. This field defaults to Yes. Save the form.

After returning to the Action Item Sets screen, click the name link.

Loading and Updating Action Item Sets

Site level Action Item Sets can be created and maintained utilizing the same functions described in Study Level Action Items.

Refer to Understanding the Structure Template for details on designing Action Item sets.

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