Site administration · Monitoring & oversight
Monitoring & oversight
The two things you own before a monitor arrives: every delegated person trained, and every site ready for its initiation or monitoring visit.
Your remit is training-readiness for monitoring — that each site’s delegated staff are trained and its file is current before the visit. The monitor (CRA) and their schedule are assigned by your sponsor/CRO; you prepare the site, you don’t staff the monitoring. Under ICH E6 risk-based monitoring, better-trained sites attract lighter oversight — so closing training gaps early is the surest way to reduce a site’s monitoring burden.
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Members trained
protocol training complete
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In training
due — not yet complete
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Not started
assign & chase
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Credentials ≤30d
GCP · HSP · licenses
People to unblock · where they’re stuck & what helps0 people
The same readiness gate your staff see, rolled up for you — each person who isn’t fully ready, what’s blocking them, and the one action that helps.
Site
| Member | Role | Site | Study | Training | Credentials |
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Your team is provisioned by your sponsor/CRO. This is your training-action surface — assign, nudge and remind to renew until everyone’s ready for the visit. Roles, delegation & access live in Sites & People.