The Action Item Report is a daily report users can check for any items that need to be addressed. This report is accessible on both a browser and the mobile app so users are able to maintain the most current study data.

Scroll further down this page for directions on the website Action Item Report.


Mobile App:


1. Open the Study tab from the navigation menu.

2. Select the Action Item Report from the menu.





3. Select the applicable study site (for users that belong to more than one site).

4. Open the appropriate action item list (these items are described in more detail below).






Web Browser:


Reference the image below for the following annotated descriptions:


1. Select the applicable study site (for users that belong to more than one site).
2. List of all records containing data changes where a reason for change was not provided. Reasons must be provided before the record can be opened and viewed by other users.
3. List of scheduled visit forms that are within or past their visit window.
4. List of records that are ready for review. Review levels are study-dependent. In the example above, any user can open records from the list, but only a Monitor will be able to review the record.