What it is
The Monitoring Visit module supports end-to-end site monitoring visit reporting — from configuring visit types and CRF mappings, through report authoring and findings capture, to reviewer and sponsor approval workflows.
Who uses it
| Role | Typical use |
|---|---|
| CRA / Monitor | Plan visits, author monitoring reports, log findings |
| Reviewer | Review and approve monitoring reports |
| Sponsor | Final approval and oversight of site monitoring activities |
| Study Administrator | Configure visit types, recipients, and site branches |
Key capabilities
- Visit type and CRF mapping configuration
- Dashboard counters for report workload by site and visit type
- Report lifecycle with audit-ready status transitions
- Cross-role handoff between Monitor, Reviewer, and Sponsor