The Study Dashboard allows to track the progress of your study, including:

• Participant recruitment
• Data collection progress
• Randomization
• Queries

Please note that the data aggregated in the dashboard is based on your personal viewing rights. 

View the Study Dashboard

Follow these steps below to open the Study Dashboard:

1. Navigate to the ‘Dashboard’ tab.

2. Upon opening the dashboard, you will land on the Study Progress tab, which includes information on participant record creation, participant statuses, and study progress. 

On top of the dashboard, you will see when the dashboard data was last updated and will have the opportunity to refresh it by clicking on the ‘Reload’ button. The time shown is the local (browser) time of the user.

It is possible to filter the dashboards by site and participant status using the ‘Filters’ button. The filter is saved on a study and user level and will, therefore, still be in place when returning to the dashboard at a later time. When working with the filter, if you select several sites and don’t save the selection by pressing the ‘Apply’ button, clicking the ‘Reset’ button will set the filter to the previous selection. It will not deselect everything.

Study Progress

On the ‘Study Progress’ tab, you can see the following graph and tables:

• Participant record creation over time: displays the number of participant records created over time. The graph either shows the cumulative number of records created (when all of the available sites are selected in the filter) or the number per site. The visible circles indicating dates on the graph are clickable. Doing so will automatically redirect users to the global participants overview, where the listings will show filtered data, according to the starting point and selected filters on the dashboard.
• Participant visit completion: shows the percentage of participants that have completed a visit, split out per site. The information is presented  as a heatmap. The darker the blue, the higher the percentage. The 'Visit completion' table is clickable. Doing so will  automatically redirected users to the global participants overview, where the listings will show filtered data, according to the starting point and selected filters on the dashboard.
• Participant Status: shows the participant statuses and the number of participant with the assigned status per site. 
• Visit status overview table: shows the number of visits across all participants that have been completed or not yet completed, source-data verified, signed or locked. This is non-exclusive, so a visit can be in multiple statuses. 

You can collapse or expand these metrics by clicking on the arrows.

The cards 'Participant records' and 'Added last 30 days' of ‘Study Progress’ tab links to the participants data with drilled-down filters. 

Note: If the study is not live and the user does not have ‘Manage Participants’ rights, none of the elements in the Study Progress tab are clickable

Randomization

The ‘Randomization’ tab contains a table and a graph, showing values for each randomization group on a per site basis including the following aggregate and average metrics:

• Number of randomized participants
• Percentage of randomized participants
• Number of participants randomized in the last 30 days
• Number of randomized participants, average per month

The 'participants randomized' and the percentage ‘Participants randomized’ tabs are clickable and will take you to the global listing of participants, where you can see a pre-filtered list with randomized participants.

Queries

The ‘Queries’ tab provides an overview of the pending queries, the average time to close queries and the forms with the most queries within a study. You will be able to track the following metrics related to queries:

• Number of total queries
• Number of pending queries
• Number of days to close queries, average
• Number of pending queries per site, average 
   

Users can also navigate from the 'Query status overview' table on the ‘Dashboard’ directly to the global queries listing, using the filters selected in the ‘Dashboard’ page, to easily reach more granular information.

You can change the Bar Orientation and Bar Layout by clicking on the 3 dot menu to better visualize the information shown.

Providing Feedback

To provide feedback about the dashboard functionality, please use the ‘Feedback’ button.

You will be asked to fill out a short survey and add any comments or suggestions you might have regarding the dashboard. We appreciate you taking time to submit the forms, as Castor is constantly working to improve the product based on customer feedback.