Monitoring a Study

You can monitor the status of the tasks for your study.

This task shows you how to:

Before you begin: Open the study for which you want to monitor tasks.
See Also
Introductory Concepts
Study Data
Opening a Study
Generating Reports for a Study

Review a Study

You can review the overall status of all combinations of time points and conditions in a map.

  1. Select the Monitoring tab of the study.
    This displays a heat map of all storage conditions and time points for the first material in the study, along with its required, and available amounts. The colors of the cells indicate the statuses of the tasks for each combination.

  2. Select the material lot for which to display tasks.

    Note: For manufactured lots, the Receipt Lot ID updates when the material is received.

    The heat map updates to display the required and available amounts of the material lot and the status of its tasks.
  3. Manipulate the map:
    • Click to pivot the orientation of the storage conditions and time points.
    • Click to display a legend explaining the colors shown in the map.
    • Click to display a detailed list of the Foundation Hub Tasks for the study, according to their current state.
    • Hover over a row or column header to display a tooltip. For storage conditions, the tooltip describes any challenges and temperature or humidity ranges.
  4. Edit the display of the rows and columns for the map:
    1. Click to activate editing of the map elements.
    2. For any time point or storage condition element, click to view the options.
    3. Optional: Select Hide, to remove the row or column for the current element.
    4. Optional: Select Show, to redisplay a hidden row or column.
    5. Click to exit editing of the map elements.
  5. Click Refresh to update the display of the status of the study tasks.

The colors of the intersections between the storage conditions and time points indicate the current status of the tasks for that combination. When all intersections are dark green (that is, all tasks are released) the study is considered completed.

Review the Status of Tasks

You can review the status of the tasks required to run activities at each combination of a time point and storage conditions.

  1. Click for the map.
    A Status Details panel opens on the right of the Monitoring tab.
  2. Select a column or row heading, or a colored cell.
    The Status Details displays the information for the selected element, reporting the time point, storage condition, and challenges as appropriate. The status names report the number of tasks in that status according to the selection in the map.
  3. Expand a status with tasks.

    Note: If a study uses sample grouping, when you update the single Foundation Hub Task for a timepoint, the heat map displays the same status for all affected tests.

    This displays the status of each task to execute an activity according to the selection in the map. Tasks with corresponding Foundation Hub Tasks provide links to the Task Plan. Planned tasks in the study without corresponding Foundation Hub Tasks do not have linked titles; for example, tasks added when updating an active study. For more information, see Updating an Active Study.
  4. For the task of interest, click its title.
    The BIOVIA Foundation Hub Task Plan for the study opens, with the Tasks tab displayed.

    For more information, see the Managing Tasks section of the BIOVIA Foundation Hub User Guide.

  5. Optional: Click to close the Status Details panel.

This displays the statuses of all tasks for all combinations of time points and storage conditions.