How to read the study progress screen

Who and when

Sponsor For a sponsor representative who needs to know one thing — is the study on track. The screen opens right after sign-in; the “Sponsor (overview)” role has no other navigation.

What the screen shows — and what it doesn’t

The screen answers “is everything moving” and deliberately shows no numbers and no data: no subjects, values, counters, safety events or queries. Progress is conveyed by a word and a bar without a scale. The pace is calculated by the server from the enrolment plan; only the word and the bar share reach your browser — the data they were calculated from never does.

How to read the screen

1. Heading. The study code and one phrase about its state — for example, “Study in progress”. The line below says whether data is being entered regularly (“Data is entered regularly — latest today”).

2. Enrolment. The bar shows how much of the enrolment plan is done; it has no scale or labels. On the right is the pace word:

   Word	Meaning
   On track	enrolment is going as planned
   Slightly behind	enrolment is a bit slower than planned — discuss
   Behind	enrolment is clearly slower — a decision is needed

3. Sites. Each site has its own bar and the same pace word. You can see where enrolment is going well and where help is needed, without revealing how many or whom were enrolled.

4. Milestones. Key points of the study — for example, “First participant enrolled”, “Half of enrolment”, “Enrolment complete”, “Follow-up complete”, “Database locked”. Each is marked passed or ahead; milestones have no dates.

If you need more

The screen does not replace study reports. If a pace word raises questions, contact the study’s project lead or data manager: site-level detail is available to the roles entitled to it — with access control and an audit trail record.

Next

• What is X7 Insight EDC — how work in a study is organised.
• Audit trail — why every action in the system is traceable.