Generate a Schedule of Activities Report


1. Navigate to Reports 0:00


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  • Open the Clinials application.

  • Go to the 'Reports' section.

  • Select 'Schedule of Activities'.

 

2. Select Language and Trial 0:10


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  • Choose the desired language for the report.

  • Select the specific trial for which you want to create the report.

 

3. Start the Report Creation Process 0:18


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  • Click on 'Quick Create' to initiate the report generation.

 

4. Understand the Report Structure 0:18


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  • The report is organized into three main sections:

    • Biomarker Assessments:

      • Lists all biomarkers from the protocol.

      • Includes assay method, sample type, and collection time points.


    • Activities:

      • Converts the protocol's schedule of events into a structured list.

      • Groups activities by visit, including informed consent, medical history, physical exams, vital signs, and laboratory assessments.


    • Clinical Trial Endpoints:

      • Extracts endpoints defined in the protocol.

      • Shows measurement methods and visit time points.

 

5. Verify Report Traceability 1:18


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  • Each report includes citations back to the original protocol.

  • This allows for quick verification of the source of each activity, biomarker, or endpoint, ensuring full traceability and confidence in the report.

 

6. Review the Operational Overview 1:43


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  • The final report provides a clear operational overview of:

    • Biomarkers

    • Study activities

    • Endpoints

  • This transforms complex protocol text into an easily understandable format.

Link to Loom

https://loom.com/share/3ff3d05fc79d46ccbd8f3c718e3e2c64