Complete Study Closeout
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<title>Complete Study Closeout</title>
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<body>
<div class="wrap">
<!-- Header -->
<div class="page-header">
<p class="header-eyebrow" aria-hidden="true">Certified Workflow · Verily Viewpoint Site CTMS</p>
<h1>Complete Study Closeout</h1>
<p class="header-sub">TrialPath · Finance · Enterprise · Insights</p>
<div class="header-note" role="note">
<strong>Note:</strong> Sites may have varying internal processes for study closeout. Use this workflow to develop SOPs, support training, and define CTMS-related closeout activities. Check off each step in order to track your progress.
</div>
</div>
<!-- Progress -->
<div class="progress-wrap">
<p class="progress-label" id="progress-label">Overall progress</p>
<div class="progress-track" role="progressbar" aria-labelledby="progress-label" aria-valuenow="0" aria-valuemin="0" aria-valuemax="100" id="progress-bar">
<div class="progress-fill" id="progress-fill"></div>
</div>
<p class="progress-count" id="progress-count" aria-live="polite" aria-atomic="true">0 / 0</p>
</div>
<!-- Completion banner -->
<div class="completion-banner" id="completion-banner" role="status" aria-live="polite">
<h2>✓ Study closeout complete</h2>
<p>All steps have been checked off. Make sure study documentation is archived and stakeholders have been notified.</p>
<button class="reset-btn" onclick="resetAll()">Reset checklist</button>
</div>
<!-- ── Section 1: TrialPath — Participants & visits ── -->
<div class="section-card" id="sec-1">
<button class="section-header" onclick="toggleSection('sec-1')" aria-expanded="true" aria-controls="body-sec-1" id="hdr-sec-1">
<span class="section-num" aria-hidden="true">1</span>
<span class="section-title-wrap">
<span class="section-title">TrialPath — Participants & visits</span>
<span class="section-subtitle">Confirm participant data is finalized before proceeding to Finance</span>
</span>
<span class="section-badge" id="badge-sec-1" aria-hidden="true">0 / 6</span>
<span class="section-chevron" aria-hidden="true">▼</span>
</button>
<div class="section-body" id="body-sec-1" role="group" aria-labelledby="hdr-sec-1">
<div class="check-item" id="c-1-1" role="checkbox" aria-checked="false" tabindex="0" onclick="toggle('c-1-1')" onkeydown="handleKey(event,'c-1-1')">
<span class="check-box" aria-hidden="true"><span class="check-tick">✓</span></span>
<span class="check-text"><strong>Confirm each participant is on the correct protocol version.</strong> If needed, migrate participants to the correct version. For more, see the <strong>Migrate Study Participants</strong> guide.</span>
</div>
<div class="check-item" id="c-1-2" role="checkbox" aria-checked="false" tabindex="0" onclick="toggle('c-1-2')" onkeydown="handleKey(event,'c-1-2')">
<span class="check-box" aria-hidden="true"><span class="check-tick">✓</span></span>
<span class="check-text"><strong>Confirm all participants are linked to the correct consent version.</strong> If needed, update or add final consent versions. For more, see the <strong>Consent and Reconsent Study Participants</strong> guide.</span>
</div>
<div class="check-item" id="c-1-3" role="checkbox" aria-checked="false" tabindex="0" onclick="toggle('c-1-3')" onkeydown="handleKey(event,'c-1-3')">
<span class="check-box" aria-hidden="true"><span class="check-tick">✓</span></span>
<span class="check-text"><strong>Complete all outstanding participant visits and activities</strong> to avoid leaving outstanding charges. For more, see the <strong>Complete Visits</strong> guide and the <strong>Complete Study Activities</strong> guide.</span>
</div>
<div class="check-item" id="c-1-4" role="checkbox" aria-checked="false" tabindex="0" onclick="toggle('c-1-4')" onkeydown="handleKey(event,'c-1-4')">
<span class="check-box" aria-hidden="true"><span class="check-tick">✓</span></span>
<span class="check-text"><strong>Confirm all participant statuses have been updated</strong> to one of the following:</span>
</div>
<div class="sub-items" role="group" aria-label="Participant status options">
<div class="sub-item" id="c-1-5" role="checkbox" aria-checked="false" tabindex="0" onclick="toggle('c-1-5')" onkeydown="handleKey(event,'c-1-5')">
<span class="sub-box" aria-hidden="true"><span class="sub-tick">✓</span></span>
<span class="sub-text"><strong>Completed</strong> — Participant fully completed study.</span>
</div>
<div class="sub-item" id="c-1-6" role="checkbox" aria-checked="false" tabindex="0" onclick="toggle('c-1-6')" onkeydown="handleKey(event,'c-1-6')">
<span class="sub-box" aria-hidden="true"><span class="sub-tick">✓</span></span>
<span class="sub-text"><strong>Off Study</strong> — Participant dropped out, withdrew, etc. prior to study closeout.</span>
</div>
</div>
</div>
</div>
<!-- ── Section 2: Finance ── -->
<div class="section-card" id="sec-2">
<button class="section-header" onclick="toggleSection('sec-2')" aria-expanded="true" aria-controls="body-sec-2" id="hdr-sec-2">
<span class="section-num" aria-hidden="true">2</span>
<span class="section-title-wrap">
<span class="section-title">Finance — Revenue, expenses, & payments</span>
<span class="section-subtitle">Requires Section 1 to be finalized first</span>
</span>
<span class="section-badge" id="badge-sec-2" aria-hidden="true">0 / 5</span>
<span class="section-chevron" aria-hidden="true">▼</span>
</button>
<div class="section-body" id="body-sec-2" role="group" aria-labelledby="hdr-sec-2">
<div class="check-item" id="c-2-1" role="checkbox" aria-checked="false" tabindex="0" onclick="toggle('c-2-1')" onkeydown="handleKey(event,'c-2-1')">
<span class="check-box" aria-hidden="true"><span class="check-tick">✓</span></span>
<span class="check-text"><strong>Confirm all TrialPath participant data has been finalized</strong> (Section 1 above) to avoid leaving outstanding charges.</span>
</div>
<div class="check-item" id="c-2-2" role="checkbox" aria-checked="false" tabindex="0" onclick="toggle('c-2-2')" onkeydown="handleKey(event,'c-2-2')">
<span class="check-box" aria-hidden="true"><span class="check-tick">✓</span></span>
<span class="check-text"><strong>Confirm all study-related activities are accounted for</strong> and all relevant dates have been entered. For more, see the <strong>Add Invoiceable Study Activities</strong> guide.</span>
</div>
<div class="check-item" id="c-2-3" role="checkbox" aria-checked="false" tabindex="0" onclick="toggle('c-2-3')" onkeydown="handleKey(event,'c-2-3')">
<span class="check-box" aria-hidden="true"><span class="check-tick">✓</span></span>
<span class="check-text"><strong>Reconcile any pending accountables in Accounts Receivable (AR) and Accounts Payable (AP).</strong> For more, see the <strong>Manage Accounts Receivable</strong> guide and the <strong>Manage Accounts Payable</strong> guide.</span>
</div>
<div class="check-item" id="c-2-4" role="checkbox" aria-checked="false" tabindex="0" onclick="toggle('c-2-4')" onkeydown="handleKey(event,'c-2-4')">
<span class="check-box" aria-hidden="true"><span class="check-tick">✓</span></span>
<span class="check-text"><strong>Reconcile and log all payments,</strong> applying them to invoices and/or accountables. Verify all payments have been correctly allocated — there should be no outstanding AR and AP items remaining. For more, see the <strong>Record Payments</strong> guide.</span>
</div>
<div class="check-item" id="c-2-5" role="checkbox" aria-checked="false" tabindex="0" onclick="toggle('c-2-5')" onkeydown="handleKey(event,'c-2-5')">
<span class="check-box" aria-hidden="true"><span class="check-tick">✓</span></span>
<span class="check-text"><strong>Confirm budget end dates have been updated accordingly.</strong> If additional study-level charges or administrative fees are anticipated, budget end dates may be left blank for now — return later to enter a budget end date once all charges and/or fees are settled.</span>
</div>
</div>
</div>
<!-- ── Section 3: TrialPath — Site study closeout ── -->
<div class="section-card" id="sec-3">
<button class="section-header" onclick="toggleSection('sec-3')" aria-expanded="true" aria-controls="body-sec-3" id="hdr-sec-3">
<span class="section-num" aria-hidden="true">3</span>
<span class="section-title-wrap">
<span class="section-title">TrialPath — Site study closeout</span>
<span class="section-subtitle">Update study details and team end dates at the site level</span>
</span>
<span class="section-badge" id="badge-sec-3" aria-hidden="true">0 / 4</span>
<span class="section-chevron" aria-hidden="true">▼</span>
</button>
<div class="section-body" id="body-sec-3" role="group" aria-labelledby="hdr-sec-3">
<div class="check-item" id="c-3-0" role="checkbox" aria-checked="false" tabindex="0" onclick="toggle('c-3-0')" onkeydown="handleKey(event,'c-3-0')">
<span class="check-box" aria-hidden="true"><span class="check-tick">✓</span></span>
<span class="check-text">On the <strong>Study Details tab,</strong> complete the following. For more, see the <strong>Edit Site Study Details</strong> guide.</span>
</div>
<div class="sub-items" role="group" aria-label="Study Details tab steps">
<div class="sub-item" id="c-3-1" role="checkbox" aria-checked="false" tabindex="0" onclick="toggle('c-3-1')" onkeydown="handleKey(event,'c-3-1')">
<span class="sub-box" aria-hidden="true"><span class="sub-tick">✓</span></span>
<span class="sub-text"><strong>Update the site study status to Completed or Finished,</strong> as applicable. Site study status updates only apply to the site level.</span>
</div>
<div class="sub-item" id="c-3-2" role="checkbox" aria-checked="false" tabindex="0" onclick="toggle('c-3-2')" onkeydown="handleKey(event,'c-3-2')">
<span class="sub-box" aria-hidden="true"><span class="sub-tick">✓</span></span>
<span class="sub-text"><strong>Enter the Site Study End Date.</strong></span>
</div>
<div class="sub-item" id="c-3-3" role="checkbox" aria-checked="false" tabindex="0" onclick="toggle('c-3-3')" onkeydown="handleKey(event,'c-3-3')">
<span class="sub-box" aria-hidden="true"><span class="sub-tick">✓</span></span>
<span class="sub-text"><strong>Enter the Site Enrollment End Date.</strong></span>
</div>
</div>
<div class="check-item" id="c-3-4" role="checkbox" aria-checked="false" tabindex="0" onclick="toggle('c-3-4')" onkeydown="handleKey(event,'c-3-4')">
<span class="check-box" aria-hidden="true"><span class="check-tick">✓</span></span>
<span class="check-text">On the <strong>Site Team tab, add an End Date</strong> for each person assigned to the study.</span>
</div>
</div>
</div>
<!-- ── Section 4: Enterprise ── -->
<div class="section-card" id="sec-4">
<button class="section-header" onclick="toggleSection('sec-4')" aria-expanded="true" aria-controls="body-sec-4" id="hdr-sec-4">
<span class="section-num" aria-hidden="true">4</span>
<span class="section-title-wrap">
<span class="section-title">Enterprise — Network study closeout</span>
<span class="section-subtitle">Only required if the study is closing across the entire network</span>
</span>
<span class="section-badge" id="badge-sec-4" aria-hidden="true">0 / 2</span>
<span class="section-chevron" aria-hidden="true">▼</span>
</button>
<div class="section-body" id="body-sec-4" role="group" aria-labelledby="hdr-sec-4">
<div class="check-item" id="c-4-1" role="checkbox" aria-checked="false" tabindex="0" onclick="toggle('c-4-1')" onkeydown="handleKey(event,'c-4-1')">
<span class="check-box" aria-hidden="true"><span class="check-tick">✓</span></span>
<span class="check-text"><strong>Update the Network Study Status and Network Study Status Date</strong> in the Study Information tab. Updating the Enterprise status ensures the closure is visible in network-level reporting and portfolio data in Insights. For more, see the <strong>Add and Manage Network Studies</strong> guide.</span>
</div>
<div class="check-item" id="c-4-2" role="checkbox" aria-checked="false" tabindex="0" onclick="toggle('c-4-2')" onkeydown="handleKey(event,'c-4-2')">
<span class="check-box" aria-hidden="true"><span class="check-tick">✓</span></span>
<span class="check-text"><strong>Update the Network Enrollment End Date.</strong></span>
</div>
</div>
</div>
<!-- ── Section 5: Insights ── -->
<div class="section-card" id="sec-5">
<button class="section-header" onclick="toggleSection('sec-5')" aria-expanded="true" aria-controls="body-sec-5" id="hdr-sec-5">
<span class="section-num" aria-hidden="true">5</span>
<span class="section-title-wrap">
<span class="section-title">Insights — Reporting & validation</span>
<span class="section-subtitle">Validate Finance reports and export per your site's SOP</span>
</span>
<span class="section-badge" id="badge-sec-5" aria-hidden="true">0 / 5</span>
<span class="section-chevron" aria-hidden="true">▼</span>
</button>
<div class="section-body" id="body-sec-5" role="group" aria-labelledby="hdr-sec-5">
<div class="check-item" id="c-5-0" role="checkbox" aria-checked="false" tabindex="0" onclick="toggle('c-5-0')" onkeydown="handleKey(event,'c-5-0')">
<span class="check-box" aria-hidden="true"><span class="check-tick">✓</span></span>
<span class="check-text"><strong>Validate Finance reports</strong> to confirm the following. For more, see the <strong>Report Dictionary</strong> guide.</span>
</div>
<div class="sub-items" role="group" aria-label="Finance report validation items">
<div class="sub-item" id="c-5-1" role="checkbox" aria-checked="false" tabindex="0" onclick="toggle('c-5-1')" onkeydown="handleKey(event,'c-5-1')">
<span class="sub-box" aria-hidden="true"><span class="sub-tick">✓</span></span>
<span class="sub-text">Applicable revenue and payments are accurate.</span>
</div>
<div class="sub-item" id="c-5-2" role="checkbox" aria-checked="false" tabindex="0" onclick="toggle('c-5-2')" onkeydown="handleKey(event,'c-5-2')">
<span class="sub-box" aria-hidden="true"><span class="sub-tick">✓</span></span>
<span class="sub-text">No outstanding AR.</span>
</div>
<div class="sub-item" id="c-5-3" role="checkbox" aria-checked="false" tabindex="0" onclick="toggle('c-5-3')" onkeydown="handleKey(event,'c-5-3')">
<span class="sub-box" aria-hidden="true"><span class="sub-tick">✓</span></span>
<span class="sub-text">All payments have been fully logged and allocated correctly.</span>
</div>
<div class="sub-item" id="c-5-4" role="checkbox" aria-checked="false" tabindex="0" onclick="toggle('c-5-4')" onkeydown="handleKey(event,'c-5-4')">
<span class="sub-box" aria-hidden="true"><span class="sub-tick">✓</span></span>
<span class="sub-text">Budget end dates align with reconciled Finance, or update per SOP if left open for closeout fees.</span>
</div>
</div>
<div class="check-item" id="c-5-5" role="checkbox" aria-checked="false" tabindex="0" onclick="toggle('c-5-5')" onkeydown="handleKey(event,'c-5-5')">
<span class="check-box" aria-hidden="true"><span class="check-tick">✓</span></span>
<span class="check-text"><strong>Export required reports</strong> per your site's internal SOP.</span>
</div>
</div>
</div>
<!-- ── Section 6: Archive & communicate ── -->
<div class="section-card" id="sec-6">
<button class="section-header" onclick="toggleSection('sec-6')" aria-expanded="true" aria-controls="body-sec-6" id="hdr-sec-6">
<span class="section-num" aria-hidden="true">6</span>
<span class="section-title-wrap">
<span class="section-title">Archive and communicate closeout</span>
<span class="section-subtitle">Final step — once all above sections are complete</span>
</span>
<span class="section-badge" id="badge-sec-6" aria-hidden="true">0 / 2</span>
<span class="section-chevron" aria-hidden="true">▼</span>
</button>
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<div class="check-item" id="c-6-1" role="checkbox" aria-checked="false" tabindex="0" onclick="toggle('c-6-1')" onkeydown="handleKey(event,'c-6-1')">
<span class="check-box" aria-hidden="true"><span class="check-tick">✓</span></span>
<span class="check-text"><strong>Archive study documents</strong> by ensuring all documents are stored in accordance with site and sponsor policies.</span>
</div>
<div class="check-item" id="c-6-2" role="checkbox" aria-checked="false" tabindex="0" onclick="toggle('c-6-2')" onkeydown="handleKey(event,'c-6-2')">
<span class="check-box" aria-hidden="true"><span class="check-tick">✓</span></span>
<span class="check-text"><strong>Notify stakeholders</strong> by communicating study closure to relevant site, sponsor, and Site CTMS stakeholders.</span>
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</div>
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