# Using the Study Management Homepage The Study Management Homepage provides a single page to view key information for Study Managers, including study status, enrollment metrics, and monitoring data at the _Study_, _Study Country_, and _Study Site_ levels. With the Study Management Homepage, you can quickly identify actions needed, assess the status of your sites, and navigate to and interact with your data.

Note: This feature is only available on Clinical Operations CTMS Vaults.

## Study Selector Vault shows metrics for the study you choose from the context selector. You can narrow your search further by selecting a study country and site. For example, if you select Study: _AVEG 027_ > Study Country: _United States_ > Study Site: _US-101_, all components of your homepage will be specific to the study site, _US-101_. ## Study Management Homepage Components The Study Management Homepage contains the following components: ### Summary Metrics The summary metrics widget displays key enrollment metrics for your _Study Site_: _Subject Enrollment Rate_, _Subjects Enrolled_, and _Subjects Complete_.

If you hover over the **Subjects: Enrolled** or **Subjects: Complete** charts, a hovercard displays the actual metric number, the planned metric number, and the forecast metric number. You can edit the related _Metric_ and _Subject_ object records directly from the **Summary Metrics** widget: 1. From the **Actions** menu in the **Summary Metrics** widget, select **Summary Metrics** or **Subject Status**. 2. Vault displays a filtered list of either _Metric_ or _Subject_ records. Make any necessary edits. 3. Click **Save**. Note that the labels in this widget reflect your Vault's _Subject Label_ and the values defined in the _Subject Status_ picklist. ### Monitoring Compliance With the **Monitoring Compliance** widget, you can easily view your overdue monitoring visits and late trip reports. Prior to the 19R2.0 release, Vault calculated _Monitoring Compliance_ based on the _Compliant MVR?_ field on the document. As of the 19R2.0 release, Vault pulls this data from the _Compliant MVR?_ field on the associated _Monitoring Event_ object record.

The red number below _Visits Overdue_ is the number of monitoring visits with a planned or baseline start date before today's date and no actual start date. The black number below _Visits Overdue_ is for all _Expected Visits,_ which is the total number of planned and confirmed visits. The _Cycle Time – Target Met_ pie chart displays the percentage of monitoring visit reports that are compliant and not compliant. Hover over the pie chart to see the most recent _Monitoring Compliance_ details at the level you selected in the context selector. ### My Tasks The **My Tasks** widget displays a simplified view of the Vault Home **My Tasks** page. This widget shows your assigned _Study Site Tasks, Monitoring Follow up Items_, document workflow tasks, object workflow tasks, and envelope tasks on the following objects: _Protocol Violations or Deviations_, _Study Communication Logs_, and _Responses_ for the selected _Study_, _Study Country_, or _Study Site_.

From the **Actions** menu in this widget, you can **Complete** tasks or **Undo Acceptance** (workflow tasks only). ### Monitoring Status The **Monitoring Status** widget displays the current statuses associated with each type of _Monitoring Event_.

If you hover over a bar, the hovercard displays the lifecycle states that records are currently in and the count of records in each lifecycle state. ### Milestone Status The **Milestone Status** widget displays a list of _Milestone_ object records. Select a **Milestone Category** to filter the list of _Milestones_ displayed.

From this widget, you can perform bulk object actions, inline edit your records, and create and relate object records. The name of the **Milestone** widget reflects the plural label of the _Milestone_ object, which may be different if it has been configured by your Admin. #### Configuring the Milestone Category Picklist Add picklist values to the _Milestone Category_ picklist so that users can filter the list of _Milestones_ displayed in the **Milestones** widget. ### Enrollment Status Graph The _Enrollment Status_ graph displays the enrollment history and projected enrollment for your _Study_, _Study Country_, or _Study Site_.

The first date on the X-axis is the _Current Planned FSI_ date, and the last date on the X-axis is the _Current Planned LSO_ date. The Y-axis represents the number of subjects. Your Vault's _Subject Label_ displays in the X- and Y-axis labels. The _Subject Status_ legend identifies the different lines on the graph. For _Studies_ where users manually enter values for the _Forecasted_ fields of _Metrics Over Time_ records, the _Enrollment Status_ graph displays those _Forecasted_ values as well. For _Studies_ tracking _Enrollment Metrics_ for _Subject Groups_, select a **Subject Group** from the picklist to filter the _Enrollment Status Graph_. Vault alerts you when your graph is missing data:

Hover over the hazard sign icon to see what data is missing. For a more in-depth explanation of how Vault compiles and displays enrollment metrics, see Subject & Enrollment Metrics. ## Related Permissions You must have at least _View_ permission on the following objects to see the Study Management Homepage components: * _Study_, _Study Country_, and _Study Site_ * _Clinical User Task_ * _Metrics_ * _Monitoring Visit_ * _Monitoring Event_ * _Monitoring Compliance_ * _Milestone_ * _Enrollment Status Log_