# Using the Study Startup Specialist Homepage

The Study Startup Specialist Homepage provides a single page to view key information for Startup Specialists, including actionable tasks, milestones, and data related to overdue or high priority items at the _Study_, _Study Country_, and _Study Site_ levels. With the Study Startup Specialist Homepage, you can quickly identify actions needed, assess the status of your sites, and navigate to and interact with your data.


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      <p><strong>Note</strong>: This feature is only available on Clinical Operations Study Startup Vaults and requires some <a href="/en/lr/63283/">configuration by an Admin</a>.</p>
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## Context Selector

To view the Study Startup Specialist Homepage, you must select a _Study_ record from the context selector. You can select any study that you have permission to view. You can choose to narrow your homepage view by selecting a _Study Country_ and a _Site_ from the drop-down menus in the context selector.

Vault filters any object or document lists on the homepage by the records you choose in the context selector. For example, if Teresa selects Study: _VV485_ > Study Country: _United States_ > Site: _VV485-301_, all components of Teresa's homepage will be specific to the study site, _VV485-301_.

## Startup Specialist Homepage Components

The Study Startup Specialist Homepage contains several widgets that track and display real-time metrics. Depending on the configuration of your Vault, the labels of the widgets that you see in your Vault may be different than the labels listed below.

### Site Startup Progress

The **Site Startup Progress** widget displays a list of sites relevant to the _Study_ or _Study Country_ you chose in the context selector. If you've selected a _Site_ in the context selector, the widget will still display other _Sites_ in the selected _Study Country_. When you select a _Site_ from the _Site Startup Progress_ widget, the homepage updates to reflect data for that _Site_.

Vault sorts _Sites_ by name and displays key startup details to help you decide which site to focus on: _Primary Investigator_, _Days to Greenlight_, and _Greenlight Completeness_. These fields update as the site's related _Milestone_ of type _Site Greenlight_ record is updated.

From this widget, you can perform bulk object record actions, access the **Actions** menu for each _Site_, and create new _Site_ records.

### Upcoming Site Greenlights & Submissions

These widget display pie chart summaries of open _Milestones_ of type _Site Greenlight_ and _Submission Milestone_ records for the context you've selected, grouped by _Milestone_ _Risk_: On Track, Pending, At Risk, Overdue, and Unknown.

The _Milestone Risk_ field is a formula field on the _Milestone_ object. Vault automatically calculates _Milestone Risk_ based on values in a _Milestone_ record's _Actual Finish Date_, _Planned Finish Date_, and the _% Complete_ fields. Below is the default logic for setting this field, but an [Admin can change the thresholds that determine these values](/en/lr/63283/#milestone-risk):

<table class="wbord" style="width: 566px;">
  <tr>
    <td style="width: 104px;">
    </td>
    <td style="width: 108px;">
      <strong>Planned Finish Date < 8 Days</strong>
    </td>
    <td style="width: 124px;">
      <strong>Planned Finish Date = 8-14 Days</strong>
    </td>
    <td style="width: 124px;">
      <strong>Planned Finish Date = 15-21 Days</strong>
    </td>
    <td style="width: 106px;">
      <div>
        <div>
          <strong>Planned Finish Date > 21 Days</strong>
        </div>
      </div>
    </td>
  </tr>
  <tr>
    <td style="width: 104px;">
      <strong>Completeness < 25%</strong>
    </td>
    <td style="width: 108px;">
      At Risk
    </td>
    <td style="width: 124px;">
      At Risk
    </td>
    <td style="width: 124px;">
      At Risk
    </td>
    <td style="width: 106px;">
      On Track
    </td>
  </tr>
  <tr>
    <td style="width: 104px;">
      <strong>Completeness < 50%</strong>
    </td>
    <td style="width: 108px;">
      At Risk
    </td>
    <td style="width: 124px;">
      At Risk
    </td>
    <td style="width: 124px;">
      On Track
    </td>
    <td style="width: 106px;">
      On Track
    </td>
  </tr>
  <tr>
    <td style="width: 104px;">
      <strong>Completeness < 75%</strong>
    </td>
    <td style="width: 108px;">
      At Risk
    </td>
    <td style="width: 124px;">
      On Track
    </td>
    <td style="width: 124px;">
      On Track
    </td>
    <td style="width: 106px;">
      On Track
    </td>
  </tr>
  <tr>
    <td style="width: 104px;">
      <strong>Completeness <= 100%</strong>
    </td>
    <td style="width: 108px;">
      Pending
    </td>
    <td style="width: 124px;">
      On Track
    </td>
    <td style="width: 124px;">
      On Track
    </td>
    <td style="width: 106px;">
      On Track
    </td>
  </tr>
</table>

If the _Planned Finish Date_ is blank, the _Milestone Risk_ is **Unknown**. If the _Planned Finish Date_ is before the current day, the _Milestone Risk_ is **Overdue**.

If you hover over a _Risk_ section in one of the pie charts, the hovercard displays the corresponding _Milestones_ records and their _Completeness_ value, sorted by _Planned Finish Date_. Click a _Milestone_ name to navigate to that record.

### Tasks Requiring Attention

The **Tasks Requiring Attention** widget displays counts of _Clinical User Tasks_, document workflow tasks, object workflow tasks, and envelope tasks related to the following objects: _Expected Document_, _Milestone_, _Milestone Item_, _Study_, _Study Communication Log_, _Study Country_, _Study Person_, and _Site_ for the _Study_, _Study Country_, or _Study Site_ you chose in the context selector.

Vault sorts tasks into three categories: Due Today, Overdue, and Unassigned. When the _Assigned To_ field is blank on _Clinical User Tasks_, Vault categorizes the task as Unassigned. Vault sorts workflow tasks that users configure to send to all members of a group as Unassigned until a member of the group accepts the task. 

If you click on one of these task counts, the widget toggles to display a grid view of the corresponding tasks. Click a task to navigate to it. To return to the summary view, click **Back to tasks requiring attention**.

From each task's **Actions** menu in this widget, you can choose to **Complete** workflow tasks, **Reassign** document workflow tasks, **Accept** unassigned tasks, or **Complete**, **Assign**, or **Reassign** user tasks, depending on workflow configurations.

### My Tasks

The **My Tasks** widget displays a simplified view of the Vault Home **My Tasks** page. This widget shows your assigned _Clinical User Tasks_, document workflow tasks, and object workflow tasks on the following objects: _Expected Document_, _Milestone_, _Milestone Item_, _Study_, _Study Communication Log_, _Study Country_, _Study Person_, and _Site_ for the selected _Study_, _Study Country_, or _Study Site_.

From the **Actions** menu, you can choose to **Complete** tasks or **Undo Acceptance** (workflow tasks only).

### Upcoming Milestones

The **Upcoming Milestones** widget displays a list of open _Milestone_ records for your _Study_, _Study Country_, or _Site_. From this widget, you can perform bulk object actions, access the **Actions** menu for each _Milestone_, and create and relate object records. Select a **Milestone Category** to filter the list of _Milestones_ displayed.

If you hover over a _Milestone_, a hovercard displays the _% Complete_, a status indicator icon, a list of [_Milestone Dependencies_](/en/lr/24430/#milestone_dependencies), a list of [expected documents](/en/lr/37991/), and a list of [matched documents](/en/lr/32749/#matching) with each document's _Name_, _Status_, and _Version_. Learn more about [milestone hover cards](/en/lr/24430/#hover-cards).

### Greenlight Planning & Progress

The **Greenlight Planning and Progress** widget displays running totals of _Greenlight Milestones_ over time by _Baseline Finish Date_, _Planned Finish Date_, and _Actual Finish Date_.

The first date on the X-axis is the earliest applicable date for a _Greenlight Milestone_ record in your selected context, and the last date is the latest applicable date. The Y-axis represents the count of _Greenlight_ _Milestone_ records for a given day. The vertical line on the X-axis represents the current date. If you hover over an entry on the chart, a hovercard displays the total count of _Greenlight Milestone_ records for that day.

The chart legend identifies the three (3) date groupings: _Baseline Finish Date_, _Planned Finish Date_, and _Actual Finish Date_. Vault sorts _Greenlight Milestone_ records within these date groupings when the corresponding date field falls on or before a date on the X-axis. Click an entry in the legend to add or remove that line from the chart.

If you click the download icon  in the upper-right corner of the chart, you can download it in various image formats or as a PDF.

### About Milestone Greenlights {#milestone-greenlights}

The _Days to Greenlight_ field calculates the difference between the current date and the site's _Planned Greenlight Date_. When a user configures the entry action, Vault sets the _Planned Greenlight Date_ by adding the _Target Lag, Site Selection to Greenlight_ field value from the site's related _Study Country_ record to the date the site is selected for the study. The _Target Lag, Site Selection to Greenlight_ field automatically defaults to the _Default Days, Site Selected to GL_ field value on the related _Country_ record. When you update the _Planned Finish Date_ of a site's related _Milestone_ of type _Site Greenlight_ record, Vault also updates the _Days to Greenlight_ field, unless the _Milestone_ has an _Actual Finish Date_.

The _Greenlight Completeness_ field on the _Site_ object displays a status indicator icon representing the _% Greenlight Activities Complete_ for that site. Vault updates _% Greenlight Activities Complete_ for a _Site_ whenever the _Completeness_ value is updated on a related _Greenlight Milestone_ record. When the related _Greenlight Milestone_ is complete, Vault no longer updates _% Greenlight Activities Complete_ for the _Site_. Learn more about [how Vault calculates milestone _Completeness_](/en/lr/24430/#completeness).

## Related Permissions

You must have at least _View_ permission on the following objects to see the Study Startup Specialist Homepage components:

  * _Study_, _Study Country_, and _Study Site_
  * _Clinical User Task_
  * _Expected Document_
  * _Milestone_
  * _Milestone Item_
  * _Study Communication Log_
  * _Study Person_
  * _Site Metrics_