Cancel & Re-open a Monitoring Visit

Last updated: Dec 5, 2025
Who can complete this task? Veeva Clinical Basics: Vault Admin, Study Manager, Monitor

Cancel a Monitoring Visit

To cancel a monitoring visit:

  1. From the Study Management homepage, select the Study, Country, and Site where the monitoring visit is taking place. Screenshot of step 1
  2. Select the monitoring visit from the Monitoring Plan section. Screenshot of step 2
  3. Select the Cancel Monitoring Visit from the Workflow Actions menu. Screenshot of step 3
  4. Click Start to cancel the monitoring visit.
    Screenshot of step 4
  5. The monitoring visit is now in the Cancelled state. Screenshot of step 5

Re-open a Cancelled Monitoring Visit

To restart a cancelled monitoring visit:

  1. From the Study Management homepage, select the Study, Country, and Site where the monitoring visit was scheduled to take place.
    Screenshot of step 1
  2. Select the monitoring visit from the Monitoring Plan section.
    Screenshot of step 2
  3. Select Re-open Monitoring Visit from the Workflow Actions menu. Screenshot of step 3
  4. Click Yes to re-open the monitoring visit.
    Screenshot of step 4
  5. The monitoring visit is now in the Planning state. Screenshot of step 5