Progress reports may be required, and the initial reminder is set via the “Next Progress Report Date” on the project edit page.

 

When the first progress report entry has been made, future reminder dates are based on the greatest “Valid To Date”.

 

Progress reports must be presented at a meeting, hence the initial prompt fields. Progress reports have three (3) states :-

1.Past – where the report is “Ready To Submit”, and the meeting date has passed,

2.Scheduled - where the report is “Ready To Submit”, and the meeting date is in the future,

3.Pending – where the report is not “Ready To Submit”. Pending progress reports create an alert .

 

Participant numbers are also captured, and they include targeted, screened, current, and withdrawn.

The “Notes” field supports the conversion of text to special characters, as per the “Interface Overview” section at the start of the document.

 

A flag can also be set indicating that the report is the 'Final' progress report.

If ticked, the system will also save the project :-

•status, and

•closed date

fields.

 

Note that the "Valid To Date" is generally mandatory, however it is NOT required for :-

•Update has 'Is Final Update' ticked, or

•Project is Closed, or

•Projects where Ethics Review Type is 'Governance Only' (except Cabrini).

Note also that Closed projects can have progress reports added.