My Tasks: What is Included?

Within each user's Home / Study Chooser there is a view of their assigned tasks. The tasks that appear there are user specific and based on either a record that needs attention or a study setup workflow that is incomplete. This is a convenience for all users to easily see and navigate to critical tasks, and is not included in any reports or metrics. 

The tasks that appear within that view are based on specific criteria. That criteria is below. Please note that some statuses are customizable with corresponding, customizable actions that indicate business logic. For more information on being able to Customize Picklists see this article. 

Task	Task Status	Task Due Date	What User(s) Will See This Task	What Triggers the Task; What Removes the Task
eVR Needs Submitting	eVR Status	Visit End Date + SP 4 Draft Due Days	eVR Author	Trigger: The day after the associated calendar event. Remove: when report is submitted.
eVR Needs Approval	eVR Status		eVR Approver	Trigger: The submission of the report to the approver. Remove: When the report has be returned or approved.
eVR Needs Re-Submission	eVR Status	Visit End Date + SP 4 Final Due Days	eVR Author	Trigger: The return of the report to the author. Remove: Remove when it has been re-submitted.
Document Needs QC Review	Doc QC Status	n/a	All QC Reviewers who were added to the "Notify for Review" field in the QC Review form	Trigger: When a user selects the "Notify for Review" button for a document Remove: When the QC Status is not an "action required- QC reviewer" status action. Refer to Customize Picklist
Your Document Needs Action	Document Status	n/a	The “users assigned” to that document	Trigger: All documents with an “action needed (document owner)” status. Refer to Customize Picklist Remove: when the document status has "no action needed" status.
Your Document is Expiring	Document Expiration Status	expiration date	The “users assigned” to that document	Trigger: 20 Business Days before the expiration date. Remove: this task when either the expiration status is no longer in the defined timeframe or the status is "no action needed." Refer to Customize Picklist
New Document Added to TMF Inbox	n/a	n/a	The users assigned as “Site Doc Users to Alert” for that site that the document was uploaded to that folder	Trigger: A document that has been added to the INBOX either from email or portal Remove: The document has been moved out of the INBOX and filed into a folder
SIV Due	n/a	SIV Target Date	Primary CRA for that site	Trigger: SIV Date Target has passed and SIV Date Actual is blank. Remove: When either the actual date is complete or when the Target date is changed to not fit the criteria.
Complete the Study Profile (est. 15 - 45 mins)	n/a	n/a	Admins and Managers assigned to that study	Trigger: A study has been created and the study profile has not been completed Remove: When the all tabs in Study Profile are marked as "complete"
Select an eTMF Reference Model	n/a	n/a	Admins and Managers assigned to that study	Trigger: A study has been created and a TMF Reference Model has not been specified Remove: A reference model is specified
Complete the TMF Definitions (est 30 mins)	n/a	n/a	Admins and Managers assigned to that study	Trigger: A study has been created and Documents have been added to the TMF and the SP 3a has not been marked as complete Remove: Section 3a is marked as "complete"
Create or Associate a Monitoring Template (est. 5 - 60 mins)	n/a	n/a	Admins and Managers assigned to that study	Trigger: A study has been created and there is no monitoring template associated to it that is marked as "Complete" and associated to that study. Remove: A Monitoring Template has been associated to the study and marked as complete
Create or Associate a Follow Up Letter Template (est 5 - 20 mins)	n/a	n/a	Admins and Managers assigned to that study	Trigger: A study has been created and there is no f/u template associated to it that is marked as "Complete" and associated to that study. Remove: A Follow up letter has been associated to the study and marked as complete
Create or Associate a Confirmation Letter Template (est. 5 - 20 mins)	n/a	n/a	Admins and Managers assigned to that study	Trigger: A study has been created and there is no confirmation template associated to it that is marked as "Complete" and associated to that study. Remove: A confirmation letter has been associated to the study and marked as complete