Creating an Action Item

Action Items are similar to Visit notes, but they require an IDS response. Once an Action Item is created, the IDS pharmacy receives an alert on their home page to address the Action Item. These Action items are visible to other monitors that may also be monitoring that same protocol. Action Items can be left at a high level, or they can be left on inventory. 

There are 7 types of Action Items that can be chosen by the Verify user when creating the Action Item.

• IP Accountability
• IP Storage
• Return/Destruction/Quarantine
• Randomization
• Sufficient IP Supply
• Blind
• Study Documents

Adding a Protocol Action Item

1. On the Vestigo Verify Homepage - My Visits Tab, click on View Protocols for an active visit
2. Locate the protocol to review and click on View Protocol
   1. Depending on how the site setup the visit, Verify users may have multiple protocols on one visit.
3. Click on the Visit Notes tab
4. Click Add Visit Note
5. In the Note Type, change the radio selection to Action Item
   
   
6. Select the Action Item Category
7. Enter the Note you would like to add for the Action Item.
8. Click Save

Once you enter the action item, you have the ability to edit the note until the visit is over. It will show in the Visit Notes tab with the status of Pending Site Response until the IDS responds.

Adding a Drug Action Item

1. On the Vestigo Verify Homepage - My Visits Tab, click on View Protocols for an active visit
2. Locate the protocol to review and click on View Protocol
   1. Depending on how the site setup the visit, Verify users may have multiple protocols on one visit.
3. Click on the Inventory tab
4. Click Add Visit Note
5. In the Note Type, change the radio selection to Action Item
6. Select the Action Item Category
7. Enter the Note you would like to add for the Action Item.
8. Click Save

Once you enter the action item, you have the ability to edit the note until the visit is over. You can review the visit note from the Visit Notes tab, or you can click on the Show Visit Notes on the drug line. It will show with the status of Pending Site Response until the IDS responds.

Adding an Inventory Action Item

1. On the Vestigo Verify Homepage - My Visits Tab, click on View Protocols for an active visit
2. Locate the protocol to review and click on View Protocol
   1. Depending on how the site setup the visit, Verify users may have multiple protocols on one visit.
3. Click on the Inventory tab
4. Click on a Drug Name
5. If the inventory is itemized and removed from active inventory, you will need to uncheck the Show only inventory with a QOH greater than zero flag.
6. Locate the inventory and click Add Visit Note
7. In the Note Type, change the radio selection to Action Item
8. Select the Action Item Category
9. Enter the Note you would like to add for the Action Item.
10. Click Save

Once you enter the action item, you have the ability to edit the note until the visit is over. You can review the visit note from the Visit Notes tab, or you can click on the Show Visit Notes on the drug line. It will show with the status of Pending Site Response until the IDS responds.