01Map One Study Workflow and Its BoundariesSelect a recurring process such as sponsor request intake or site document follow-up. Define its owner, approved source records, required identifiers, completion criteria and decisions that must remain with qualified staff.
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02Configure Data Access and Routing RulesAssess available exports or interfaces before implementation; no particular CTMS, eTMF, EDC or safety-system connection is assumed. Establish authorized access, minimum necessary data fields, escalation paths and retention requirements.
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03Test Exceptions and Approve the ProcessTest representative records, missing identifiers, conflicting versions, duplicate submissions and unavailable source systems. Complete risk-appropriate validation and documented approval where required, including checks that urgent escalations cannot be silently suppressed.
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04Monitor Queues and Improve with OversightTrack measures such as request age, document review turnaround and unresolved exception volume. Retain reviewable processing records where required, investigate failures and approve rule changes through the CRO's applicable change-control process.