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Site Portal home — visit overview stats, weekly workload, visit activity, and the week calendar for the selected site
URL
/— Site Portal home
Purpose
This is the home page for CSM Site Portal. For the selected organization study site, it summarizes visit workload, lists recent visit activity, and provides the week calendar where you schedule and adjust subject visits.
What you can do
- Review Active visits, Scheduled, and Open queries counts for the selected site
- Open the open-queries sheet from the Open queries count
- Scan Weekly workload for the current week by visit status
- Browse Visit activity by Scheduled, Active, or Completed and search by subject or visit
- Open an eligible visit from the activity list to continue capture or review
- Schedule, reschedule, resize, or unschedule visits on the week calendar
- Confirm or discard pending calendar changes in batch
Permissions
Page access — Requires a signed-in user with access to Site Portal for the organization (license). Choose a site in the site switcher to load site-scoped data; without a selected site, overview and calendar areas show empty states.
| Permission | Purpose |
|---|---|
Read Subject data | Loads subject and visit data that drive overview counts, weekly workload, and visit activity. |
Update Visit data | Allows scheduling, rescheduling, resizing, and unscheduling visits on the week calendar. |
Without Update Visit data, Schedule Visit and calendar write actions stay disabled. Scheduling also requires the research study to be active.
On this page
Overview stats
Three summary counts for the selected site:
- Active visits — visits currently in capture
- Scheduled — visits with a scheduled date that are not yet active
- Open queries — clickable; opens a sheet listing open EDC queries for the site
Weekly change deltas appear when subject data is ready.
Weekly workload
A chart of visits for the current calendar week (Monday–Sunday), broken down by status, with a short summary of totals for the week.
Visit activity
A side panel titled Visit activity with tabs for Scheduled, Active, and Completed. Search by subject or visit name. Cards show subject name, visit title, Subject ID, time, and status. Eligible cards link into visit capture or review.
Visit scheduler
The week calendar below the overview. Use the header to move weeks, set the time zone, pick a subject and visit, place a date and time, and click Schedule Visit. Pending changes can be discarded or confirmed in a review dialog. Drag events to reschedule or resize when writes are allowed. The same calendar is also on Visit Schedule.
Related guides
No Site Portal task guides are published yet.