# About the TMF Homepage With the TMF Homepage, you can easily view critical metrics related to your trial master file. The TMF Homepage displays graphs that visualize the timeliness, completeness, and quality of your TMF documents, in addition to your tasks and upcoming milestones. This provides at-a-glance insight into your team's progress and your most important action items. You can apply filters to the homepage to show metrics based on _Study_, _Study Country_, and _Study Site_, using the fields at the top of the page. The _Study_ field is required, while _Study Country_ and _Study Site_ are optional.

Note: This feature is only available on Clinical Operations eTMF Vaults and requires some configuration by an Admin.

## Related Object & Document Fields * **Overcount**: Yes/No field on the _EDL Item_ object. Vault sets this field to "Yes" if the number of all documents is greater than the number of expected documents, and to "No" if the number of all documents is less than or equal to the number of expected documents. * **Expected vs All Documents**: Number field on the _EDL Item_ object. Vault sets this field with the difference between all documents and expected documents. * **Timeliness**: Number field available on documents. Vault sets this field based on the number of days it took to file the document in TMF. ## 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_. ## TMF Homepage Widgets The homepage contains several widgets that track and display real-time metrics related to your trial master file. ### Upcoming Milestones This widget displays a list of milestones that do not yet have an _Actual Finish Date_. Hover over the **Completeness** column of a milestone to view details of its completeness. Select a **Milestone Category** to filter the list of _Milestones_ displayed.

### Completeness This widget displays the percentage of EDL items based on the milestone you select from the _Upcoming Milestones_ widget, whose **Requiredness** is set to _Required_. The number listed above _Unapproved Documents_ is a count of all the documents, to which the user has access, whose latest version is not in the _Steady State_ type based on its lifecycle configuration. This count does not include documents in the _Superseded_ or _Obsolete_ lifecycle state.

From this widget, click **Unapproved Documents** to view all documents contributing to the *Unapproved Document* count in the _Documents_ page. The _Documents_ page only displays documents the user has view permissions for. You can also _Review Overcount_ or _Review Pending Decisions_. Click **Review Overcount** to go to a pre-filtered list of EDL items with an _Overcount_ value of **Yes**. Click **Review Pending Decisions** to go to a pre-filtered list of EDL items with _Requiredness_ set to **Pending Decision**. ### Timeliness {#Timeliness} This widget displays the timeliness of document approval as a pie chart with two calculated values: _Approved in less than or equal to {#} days_ and _Approved in greater than {#} days_. Your Vault's Admin will define these values.

### Tasks Requiring Attention This widget displays the number of document and clinical user tasks that are _Overdue_, _Unassigned_, and _Due Today_ based on the study, study country, or site you choose in the **Study Selector**. Click on a number to display a list of tasks filtered on the respective metric. Note that these lists are not comprehensive. We recommend that you utilize reports to capture the exact number of tasks that are _Overdue_, _Unassigned_, and _Due Today_.

### My Tasks Displays up to ten (10) of your assigned tasks. Note that _My Tasks_ only shows document, envelope, and clinical user tasks assigned to you. View quality issue tasks from the [Quality Issues][7] widget.

### Quality Issues {#quality-issues} The [_Quality Issues_](/en/lr/50384/) widget shows a pie chart of the quality issues in your Vault. The chart groups issues by type (_Duplicate_, _Expired_, _Misclassified_, etc.). You can filter to show _Open_ or _Closed_ issues, all issues, or issues assigned to you. You must [add the _Quality Issue_ shared field](/en/lr/4884/) to relevant document types before Vault will display quality issues for documents of those types on the homepage. Any quality issues that you create for a document prior to the configuration of this field will not appear on the homepage.

## Related Permissions {#related-permissions} The following permissions control your ability to use the TMF Homepage:

Type	Permission Label	Controls
Security Profile	Tabs: TMF Homepage: View	Ability to view and access the TMF Homepage tab on the navigation bar.
Security Profile	Objects: Activity: User Task: Read	Ability to view Tasks in the Tasks Requiring Attention and My Tasks widgets.
Security Profile	Objects: Clinical User Task: Read	Ability to view Clinical User Tasks. Note that you must assign the read permission on all object types for the Clinical User Tasks object.
Security Profile	Objects: Expected Document: Read	Ability to view EDL items. Note that you must assign the read permission on all object types for the Expected Document object.
Security Profile	Objects: Milestones: Read	Ability to view Milestone records. Note that you must assign the read permission on all object types for the Milestone object.
Security Profile	Objects: Quality Issue: Read	Ability to view Quality Issues. Note that you must assign the read permission on all object types for the Quality Issue object.

[7]: #quality-issues