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CTMS Module 16 of 29

Configurable Workflows

Custom study workflows with role-based assignments, approvals, and status tracking.

Module Overview

The Configurable Workflows module enables creation of custom study-specific workflows with role-based assignments, multi-step approval chains, conditional routing, and status tracking. From document approvals to site activation checklists, every process can be modeled with visual workflow builder.

Key Features

Visual workflow builder with drag-and-drop steps
Role-based task assignment and routing
Multi-step approval chains with parallel and sequential steps
Conditional routing based on field values
SLA tracking with deadline alerts
Workflow templates for common study processes

Workflow & Interface

Explore the module's workflow through interactive interface mockups showing each step of the process.

1

Workflow Builder

Design custom workflows with a visual builder. Define steps, assignees, conditions, and approval chains.

medifirm-ctms — module view
Site Activation Checklist
7 sequential steps
3 role-based approvers
2 conditional branches
30 days end-to-end
Email + in-app alerts
Published — v1.0
12 running
2

Active Workflow Instances

Track all running workflow instances with current step, assignee, and SLA status.

medifirm-ctms — module view

WF-001 — Mayo Clinic

Step 3: IRB Approval

On Track

WF-002 — AIIMS Delhi

Step 5: Contract Review

At Risk

WF-003 — Karolinska

Step 1: Feasibility

In Progress

WF-004 — NCC Tokyo

Step 6: Regulatory

On Track

WF-005 — Apollo

Step 7: Activation

Complete
3

Workflow Analytics

Monitor workflow performance with cycle time, bottleneck identification, and completion rates.

medifirm-ctms — module view

Active Workflows

12

across 3 types

Mean Cycle Time

22 days

-8% vs last month

On-Time Rate

87%

Above 80% target

Bottleneck Step

Step 4: Budget

Avg 6 days

Module Connections

How Configurable Workflows integrates with other CTMS modules in the platform.

BidirectionalStudy Management

Study processes modeled as workflows

View Module
BidirectionalSite Management

Site activation workflow managed here

View Module
BidirectionalDocument Approvals

Approval workflows defined and tracked

View Module
BidirectionalStartup Workflow

Startup tasks use configurable workflows

View Module
BidirectionalRegulatory Vault

Document review workflows configured

View Module