IMP Dashboard & Charts (Randomization mode)

IMP Dashboard is a single page built from three sections. Counters and charts appear only for roles that can view the matching IMP area (receipts, delivery requests, dispenses, returns, IP codes), so what a user sees depends on their role:

Section	Shows	Shown to
Dashboard RTSM Admin	Product, site, warehouse, and receipt counters, plus the Products by Warehouses and Products by Sites charts	Every role that can open the dashboard
Supply & Request Status	Kits-in-stock counters, delivery request and dispense status counters, near-expiry/expired counters, and up to four status charts	Roles that can view at least one of receipts, delivery requests, dispenses, returns, or IP codes
My Tasks	Outstanding tasks assigned to the current user for this study	Every role that can open the dashboard

The Dashboard tab itself is visible only to roles that can open the IMP dashboard; other roles do not see the tab at all.

Available to 18 roles

Clinical Research CoordinatorInvestigatorProject ManagerSite MonitorStudy AdministratorStudy MonitorStudy SponsorSystem AdministratorUnblinded Supply ManagerUnblinded RTSM AdminUnblinded PharmacistSponsor IP Code ManagerSponsor Supply ManagerSponsor Data ManagerMedical MonitorWarehouse ManagerSite PharmacistSponsor Manager(default roles — your study may differ)

Screenshot pending

What this should show: the IMP Dashboard page for a role that can see all three sections — the Dashboard RTSM Admin cards and the two Products charts, the Supply & Request Status cards (including the three kits-in-stock counters) with the four status donut charts below them, and the My Tasks list at the bottom.

Access

1. From Study Home, open the IMP app.
2. Select the Dashboard tab.

Dashboard RTSM Admin

Shown to every role that can open the dashboard. This section has no filters: counters and charts always cover the whole study.

Counters

Counter	Description
Products	Total number of products defined for the study (Randomization mode allows only one)
Sites	Total number of sites on the study
Warehouses	Total number of parent warehouses configured for the study
Receipts	Total number of receipts created for the study, in any status

The Warehouses counter appears only when the study has at least one warehouse configured, and links through to the warehouse configuration only for roles that can configure the study; for other roles it displays but is not clickable. Available to:Study AdministratorSystem Administrator(default roles — your study may differ) The Receipts counter appears only for roles that can view receipts.

Available to 11 roles

Study AdministratorStudy MonitorStudy SponsorSystem AdministratorUnblinded Supply ManagerUnblinded PharmacistSponsor IP Code ManagerSponsor Supply ManagerSponsor Data ManagerWarehouse ManagerSponsor Manager(default roles — your study may differ)

Charts

Chart	Description	Shown to
Products by Warehouses	Net on-hand quantity of the study's product at each warehouse, as one bar per warehouse. Only shown when Manage Warehouse is turned on in the IMP app settings.	Available to 13 roles Clinical Research CoordinatorStudy AdministratorStudy MonitorStudy SponsorSystem AdministratorUnblinded Supply ManagerUnblinded PharmacistSponsor IP Code ManagerSponsor Supply ManagerSponsor Data ManagerWarehouse ManagerSite PharmacistSponsor Manager(default roles — your study may differ)
Products by Sites	Net on-hand quantity of the study's product at each site, as one bar per site.	Available to 11 roles Study AdministratorStudy SponsorSystem AdministratorUnblinded Supply ManagerUnblinded RTSM AdminUnblinded PharmacistSponsor IP Code ManagerSponsor Supply ManagerWarehouse ManagerSite PharmacistSponsor Manager(default roles — your study may differ)

Because a Randomization-mode study has exactly one product, each bar always reflects a single product. Each bar's quantity is calculated as quantity received or transferred in minus quantity shipped or dispensed out. Clicking a bar segment opens the Stock by Warehouse or Stock by Site report filtered to that location and product, for roles that can open the report. For a row-level breakdown of on-hand, dispensed, and returned quantities, see Inventory Warehouse and Inventory Site.

Supply & Request Status

Shown to roles that can view at least one of receipts, delivery requests, dispenses, returns, or IP codes. Each counter group and chart below appears only for the roles listed against it.

Counters

Counter	Description	Shown to
Warehouse kits in stock	Quantity currently available at the study's warehouses, excluding the default warehouse	Available to 11 roles Study AdministratorStudy SponsorSystem AdministratorUnblinded Supply ManagerUnblinded RTSM AdminUnblinded PharmacistSponsor IP Code ManagerSponsor Supply ManagerWarehouse ManagerSite PharmacistSponsor Manager(default roles — your study may differ)
Default warehouse kits in stock	Quantity currently available at the study's default warehouse	Available to 11 roles Study AdministratorStudy SponsorSystem AdministratorUnblinded Supply ManagerUnblinded RTSM AdminUnblinded PharmacistSponsor IP Code ManagerSponsor Supply ManagerWarehouse ManagerSite PharmacistSponsor Manager(default roles — your study may differ)
Site kits in stock	Quantity remaining at sites	Available to 11 roles Study AdministratorStudy SponsorSystem AdministratorUnblinded Supply ManagerUnblinded RTSM AdminUnblinded PharmacistSponsor IP Code ManagerSponsor Supply ManagerWarehouse ManagerSite PharmacistSponsor Manager(default roles — your study may differ)
Draft Request	Delivery requests in Draft status	Available to 11 roles Clinical Research CoordinatorInvestigatorStudy AdministratorStudy SponsorSystem AdministratorUnblinded Supply ManagerUnblinded PharmacistSponsor Supply ManagerWarehouse ManagerSite PharmacistSponsor Manager(default roles — your study may differ)
Prepared Request	Delivery requests in Prepared status	Available to 11 roles Clinical Research CoordinatorInvestigatorStudy AdministratorStudy SponsorSystem AdministratorUnblinded Supply ManagerUnblinded PharmacistSponsor Supply ManagerWarehouse ManagerSite PharmacistSponsor Manager(default roles — your study may differ)
On Delivery Request	Delivery requests in On Delivery status	Available to 11 roles Clinical Research CoordinatorInvestigatorStudy AdministratorStudy SponsorSystem AdministratorUnblinded Supply ManagerUnblinded PharmacistSponsor Supply ManagerWarehouse ManagerSite PharmacistSponsor Manager(default roles — your study may differ)
Done Request	Delivery requests in Done status	Available to 11 roles Clinical Research CoordinatorInvestigatorStudy AdministratorStudy SponsorSystem AdministratorUnblinded Supply ManagerUnblinded PharmacistSponsor Supply ManagerWarehouse ManagerSite PharmacistSponsor Manager(default roles — your study may differ)
Cancelled Request	Delivery requests in Cancelled status	Available to 11 roles Clinical Research CoordinatorInvestigatorStudy AdministratorStudy SponsorSystem AdministratorUnblinded Supply ManagerUnblinded PharmacistSponsor Supply ManagerWarehouse ManagerSite PharmacistSponsor Manager(default roles — your study may differ)
Ready For Dispense	Dispenses in Ready for Dispense status	Available to 9 roles Clinical Research CoordinatorInvestigatorSite MonitorStudy AdministratorStudy MonitorSystem AdministratorSponsor Data ManagerMedical MonitorSite Pharmacist(default roles — your study may differ)
On Hold Dispenses	Dispenses in On Hold status	Available to 9 roles Clinical Research CoordinatorInvestigatorSite MonitorStudy AdministratorStudy MonitorSystem AdministratorSponsor Data ManagerMedical MonitorSite Pharmacist(default roles — your study may differ)
Dispensed	Dispenses in Dispensed status	Available to 9 roles Clinical Research CoordinatorInvestigatorSite MonitorStudy AdministratorStudy MonitorSystem AdministratorSponsor Data ManagerMedical MonitorSite Pharmacist(default roles — your study may differ)
Cancelled Dispenses	Dispenses in Cancelled status	Available to 9 roles Clinical Research CoordinatorInvestigatorSite MonitorStudy AdministratorStudy MonitorSystem AdministratorSponsor Data ManagerMedical MonitorSite Pharmacist(default roles — your study may differ)
Near Expiry	Stock expiring within 30 days	Available to 11 roles Study AdministratorStudy SponsorSystem AdministratorUnblinded Supply ManagerUnblinded RTSM AdminUnblinded PharmacistSponsor IP Code ManagerSponsor Supply ManagerWarehouse ManagerSite PharmacistSponsor Manager(default roles — your study may differ)
Expired	Stock past its expiration date	Available to 11 roles Study AdministratorStudy SponsorSystem AdministratorUnblinded Supply ManagerUnblinded RTSM AdminUnblinded PharmacistSponsor IP Code ManagerSponsor Supply ManagerWarehouse ManagerSite PharmacistSponsor Manager(default roles — your study may differ)

The Request counters are shown to roles that can view delivery requests, and the Dispense counters to roles that can view dispenses. The three kits-in-stock counters, Near Expiry, and Expired are shown to roles that can view IP codes.

Charts

Chart	Statuses shown	Shown to
Receipts	Draft, Done, Reject	Available to 11 roles Study AdministratorStudy MonitorStudy SponsorSystem AdministratorUnblinded Supply ManagerUnblinded PharmacistSponsor IP Code ManagerSponsor Supply ManagerSponsor Data ManagerWarehouse ManagerSponsor Manager(default roles — your study may differ)
Requests	Draft, On Delivery, Prepared, Done, Cancelled	Available to 11 roles Clinical Research CoordinatorInvestigatorStudy AdministratorStudy SponsorSystem AdministratorUnblinded Supply ManagerUnblinded PharmacistSponsor Supply ManagerWarehouse ManagerSite PharmacistSponsor Manager(default roles — your study may differ)
Dispenses	Ready for Dispense, Dispensed, On Hold, Cancelled	Available to 9 roles Clinical Research CoordinatorInvestigatorSite MonitorStudy AdministratorStudy MonitorSystem AdministratorSponsor Data ManagerMedical MonitorSite Pharmacist(default roles — your study may differ)
Returns	Draft, Requested, Approved, Preparing, On Delivery, Received, Quarantined, Rejected	Available to 16 roles Clinical Research CoordinatorInvestigatorSite MonitorStudy AdministratorStudy MonitorStudy SponsorSystem AdministratorUnblinded Supply ManagerUnblinded PharmacistSponsor IP Code ManagerSponsor Supply ManagerSponsor Data ManagerMedical MonitorWarehouse ManagerSite PharmacistSponsor Manager(default roles — your study may differ)

Each chart is shown independently — a role can see any combination of the four, and none is required for the others to display.

My Tasks

Shown to every role that can open the dashboard.

Lists the current user's most recent outstanding tasks for the study (up to 8), with a link to open the full task list. The section does not appear at all when the user has no outstanding tasks.

Permissions

What the user sees	Default roles
The Dashboard tab, Dashboard RTSM Admin (Products, Sites, Warehouses counters), and My Tasks	Available to 18 roles Clinical Research CoordinatorInvestigatorProject ManagerSite MonitorStudy AdministratorStudy MonitorStudy SponsorSystem AdministratorUnblinded Supply ManagerUnblinded RTSM AdminUnblinded PharmacistSponsor IP Code ManagerSponsor Supply ManagerSponsor Data ManagerMedical MonitorWarehouse ManagerSite PharmacistSponsor Manager(default roles — your study may differ)
Receipts counter and Receipts by Status chart	Available to 11 roles Study AdministratorStudy MonitorStudy SponsorSystem AdministratorUnblinded Supply ManagerUnblinded PharmacistSponsor IP Code ManagerSponsor Supply ManagerSponsor Data ManagerWarehouse ManagerSponsor Manager(default roles — your study may differ)
Delivery request counters and Requests chart	Available to 11 roles Clinical Research CoordinatorInvestigatorStudy AdministratorStudy SponsorSystem AdministratorUnblinded Supply ManagerUnblinded PharmacistSponsor Supply ManagerWarehouse ManagerSite PharmacistSponsor Manager(default roles — your study may differ)
Dispense counters and Dispenses chart	Available to 9 roles Clinical Research CoordinatorInvestigatorSite MonitorStudy AdministratorStudy MonitorSystem AdministratorSponsor Data ManagerMedical MonitorSite Pharmacist(default roles — your study may differ)
Returns by Status chart	Available to 16 roles Clinical Research CoordinatorInvestigatorSite MonitorStudy AdministratorStudy MonitorStudy SponsorSystem AdministratorUnblinded Supply ManagerUnblinded PharmacistSponsor IP Code ManagerSponsor Supply ManagerSponsor Data ManagerMedical MonitorWarehouse ManagerSite PharmacistSponsor Manager(default roles — your study may differ)
Warehouse, default warehouse and site kits-in-stock counters, Near Expiry and Expired counters, and the Products by Sites chart	Available to 11 roles Study AdministratorStudy SponsorSystem AdministratorUnblinded Supply ManagerUnblinded RTSM AdminUnblinded PharmacistSponsor IP Code ManagerSponsor Supply ManagerWarehouse ManagerSite PharmacistSponsor Manager(default roles — your study may differ)
Products by Warehouses chart (when Manage Warehouse is on)	Available to 13 roles Clinical Research CoordinatorStudy AdministratorStudy MonitorStudy SponsorSystem AdministratorUnblinded Supply ManagerUnblinded PharmacistSponsor IP Code ManagerSponsor Supply ManagerSponsor Data ManagerWarehouse ManagerSite PharmacistSponsor Manager(default roles — your study may differ)

For the full permission list, see the Permission Matrix.

Related Docs

• Supply Chain Overview
• Delivery to Site
• Dispenses
• Returns
• Inventory Warehouse
• Inventory Site

Studies using PSP mode instead: For PSP Study — Dashboard