Summary
This article covers the functionalities of the transition audits manager.
Table of Contents
Audits are recorded for all Monitoring Reports and Deviation transition steps.
Access Transition Audits Manager
From within the CTMS platform, click the expandable menu to the left of the screen, expand the Audits menu option and select Transition Audits.
Available Columns and Filter Types
The Transition Audits Manager is comprised of columns that the user can drag and drop between the Manager and Filters Menu. The values of the Study and Report Date Columns serve as a link to the records they represent. For more information see the article on CTMS Managers.
The following table defines each column, the actions made available through the column value and the filters and sorts available.
| Name | Value | Action | Sortable | Filters |
|---|---|---|---|---|
| Study | Displays the study with the transition audit. | Links to the Study Form. | Yes | Choice |
| Report Type | Displays deviation or monitoring based on the type of report. | (none) | Yes | Choice |
| Report Date | Displays the date of the report with the transition audit. | Links to the report form. | No | None |
| Current Status | Displays the current value of the transition status. | (none) | Yes | Text |
| Previous Status | Displays the previous value of the transition status. | (none) | Yes | Text |
| Change Date | Date the audit record was created. | (none) | Yes | Date |
| Changed By | Name of user who made the change that prompted the audit record. | (none) | Yes | Choice |
| eSignature | Displays if the report had an eSignature applied with the transition audit. | (none) | Yes | Choice |
| Report Locked | Displays if the report was locked with the transition audit. | (none) | Yes | Choice |
Actions
The Actions Menu can be expanded by clicking and contains the following options.
Exports
By selecting the options Excel or CSV, the system will provide an export of the information currently displayed in the Manager Table in the chosen format. The content of this export will be based on the filters applied to the table at the time of export.
Need more help?
Please visit the Fountayn Contact Information page.