Use aliases such as “Site 01.” Do not enter subject IDs, protocol numbers, patient identifiers, sponsor-confidential documents, report text, deviations, CAPAs, or source data. This is a personal memory aid—not the sponsor’s system of record.
Overdue follow-ups0
Upcoming visits0next 14 days
Waiting on0
Sites needing attention0

Focus now

Prioritized from your due dates, upcoming visits, waiting items, and sites you marked for attention.

Add or manage actions

7-day workload

A calendar view of your open follow-ups and planned visits. Counts are descriptive only.

Upcoming visits

Prepare a visit