Task Summary

Overview

Task Summary lists tasks to be completed in a study/site/study subject

The listed tasks depends on the users' permission in as study and the position of the Task Summary

Task summary appears in the following 3 pages:

• Homepage at the study level
• Homepage at the site level
• Study Subject Information

This guide contains the following content:

• Overview
• Difference of Task Summary in different pages
• Listed tasks in Task Summary
• Using Task Summary

Task Summary on different pages

Task Summary Dialogues on different pages have the same appearance but have different content

Homepage at study level	Homepage at site level	Subject information page
Listing tasks by site	Listing tasks by study subject	Listing tasks by visit CRFs

Tasks summarized in Task Summary

Task	Data manager, Study Director	Data Entry Person / Clinical Coordinator	Monitor	Data Specialist / Investigator
New Failed Validation Check
Updated Failed Validation Check
Resolved Failed Validation Check
New Query
Update Query
Resolved Query
Requiring Signature
Requiring Verification
Requiring Enter Data
Ready For Lock
Ready For Freeze
Incoming Visit

Using Task Summary

Task Summary is used to list tasks to be completed for the corresponding site, subject or visit CRF.

To work with Task Summary, user needs to

1. Select the type of task
2. Select the link in the list to access the task to be completed