Start a Monitoring Visit

Who can complete this task? Veeva Clinical Basics: Vault Admin, Study Manager, Monitor

If you have not yet Created & Confirmed the monitoring visit, do that first.

When you are ready to go onsite to conduct a monitoring visit, you can start the visit in the system. Starting a visit changes its status from Confirmed to In Progress.

To start a monitoring visit:

  1. Navigate to the Study Management homepage. Use the study selector to navigate to the correct country and site.

    Screenshot steps 3 and 4

  2. In the Monitoring Plan section, click the Visit you want to start.

    Screenshot steps 3 and 4

  3. Select Start Monitoring Visit from the Workflow Actions menu.

    Screenshot steps 3 and 4

  4. Specify the Actual Start and End Date for the visit and click Start.

    Screenshot steps 3 and 4

What is the next step?

Review & Complete Monitoring Details