What this CTMS screenshot shows
This reference page displays a configured record for an Interim Monitoring Visit (IMV 9) within Veeva Vault CTMS. The interface provides a centralized view of a specific site monitoring event, capturing essential administrative and operational metadata. At the top, a chevron-style lifecycle progress bar indicates that this monitoring event is currently in the "Planning" phase, with subsequent stages including "In Progress," "In Review," "In Approval," and "Final." The main workspace is divided into a left-hand navigation panel for quick section jumping and a primary content area displaying detailed fields. Key sections visible include Study Details, Monitoring Event Details, and Monitoring Visit Participants. This structured layout is designed to help clinical trial managers and clinical research associates organize, track, and document site visits systematically throughout the clinical trial lifecycle.
Visible interface elements
- Record header displaying 'Interim Monitoring Visit: IMV 9' with a 'Confirmed' status badge.
- Chevron-style lifecycle progress bar showing stages from 'Planning' to 'Final'.
- Left-hand navigation panel listing record sections with item counts in parentheses.
- Study Details section displaying study code, country, site, and monitored location.
- Monitoring Event Details section showing the assigned CRA and event type.
- Global navigation bar highlighting the 'Site Monitoring' tab.
- Monitoring Visit Participants table header with 'Create' and 'Show in Tab' buttons.
Interface details
The user interface is structured with a global navigation bar at the top, highlighting "Site Monitoring" as the active module. Below this, the record header displays the title "Interim Monitoring Visit: IMV 9" alongside a "Confirmed" status badge. A prominent chevron progress indicator visually maps out the lifecycle of the monitoring event, with "Planning" highlighted in blue. The left sidebar lists various record sections, complete with item counts in parentheses, such as "Monitoring Visit Participants (2)," "Monitoring Activities (12)," and "Open Issues (1)." This allows users to quickly assess the volume of tasks and issues associated with the visit. The main content pane presents data in collapsible sections. Under "Study Details," fields display synthetic trial data including the study identifier (AVEG 027), country, site (US-103), and monitored location (Chapel Hill Health Care). The "Monitoring Event Details" section identifies the assigned Clinical Research Associate (CRA) as "Mary P CRA" and specifies the event type. A table at the bottom for "Monitoring Visit Participants" includes action buttons like "Create" and "Show in Tab" to manage attendee records.
Workflow context
In clinical operations, managing site monitoring visits is critical for ensuring protocol compliance, subject safety, and data integrity. This interface supports the preparation phase of an interim monitoring visit by consolidating essential study and site information. A clinical research associate or study manager can use this view to verify site details, confirm the assigned CRA, and review the status of participants and activities before arriving at the site. The inclusion of counts for open issues and follow-up items could help the monitor prioritize their on-site activities, focusing on unresolved queries or outstanding documentation. By tracking the event through defined lifecycle stages from planning to final approval, the system can support standardized monitoring workflows and facilitate oversight across multiple trial sites. This structured approach helps clinical teams maintain audit readiness and document monitoring activities in a consistent, traceable manner.
Source, version, and interpretation limits
The source image is a public demonstration screenshot of Veeva Vault CTMS, representing a release from approximately 2020. Because this is a static screenshot of a demo environment, it does not represent real-time clinical trial data, active site monitoring, or live system integrations. The visible fields, labels, and workflows reflect a specific configuration and may differ from current software versions or individual customer implementations. This reference is intended solely for educational and interface analysis purposes. It does not verify regulatory compliance, validation status, or specific product performance metrics.
Authoritative references
Use these primary sources to confirm current product positioning, terminology, and release-specific behavior.
- Monitoring in Veeva CTMS(Official Veeva hosted demo)
- Veeva CTMS product overview(Official Veeva product page)
- Veeva CTMS trial-management overview(Official Veeva resource)
