Dashboard

This section explains the Dasboard of CTMS.

Global-level dashboard provide a clear overview of the organization's performance across studies, countries, and sites.

It helps users track progress, identify trends, and visualize overall performance.

With intuitive charts and filters, users can quickly access key information and focus on important details.

The Global-level dashboard consists of multiple dashlets:

• Top Countries dashlet: The Top Country Dashboard highlights the countries with the most study activity, providing a quick view of global study distribution.
• Portfolio dashlet: A world map provides a visual representation of study activity by highlighting the number of studies in each country.
• Site Visit Report Review Status dashlet: The Site Visit Report Review Status Dashlet provides a comprehensive overview of the status of site visit reports across studies and sites as well as CRA visit assignment. It allows users to track the progress of reports through various stages, such as review and approval, ensuring that site visit documentation is completed in a timely manner.

The visibility of tabs within this dashlet depends on user roles. All users can access the "Visit Owners" tab to review site visits by CRA across studies, helping them determine which CRAs are conducting site visits within a specific location on particular dates.

Users designated as site visit report reviewers for any study will have access to additional tabs for reviewing and managing site visit report statuses. With this dashlet, users can easily identify reports that are pending review, unassigned, or overdue after initial submission. Customizable filtering options allow users to focus on specific studies, sites, CRAs, or timeframes, helping them stay on top of outstanding actions and ensure timely completion of site visit documentation.

• Studies dashlet: The Studies Dashlet provides a clear breakdown of all studies by their current status using a pie chart and a list view. This allows users to quickly see the overall study count categorized by status. The pie chart offers a visual representation of study distribution, while the list view provides detailed information on each study's status. Users can easily track the progress of studies and gain insights into the distribution of study statuses across their portfolio.
• CRA Visit Report Performance dashlet: The CRA Visit Report Performance Dashlet offers a comprehensive view of site visit report statuses across studies. It includes a pie chart that visually breaks down the total number of site visit reports by their current status, providing an at-a-glance overview of report progress. Additional visuals displaying key performance metrics: completed on first submission, currently rejected, past due, and approved, allowing users to easily track report performance. Additionally, the dashlet shows the average number of review cycles across all studies, helping users monitor the efficiency of the review process and potentially identifying areas for improvement.