What is Request Orchestration?
Request orchestration manages structured actions:- Track action status
- Coordinate multi-step processes
- Automate routine operations
- Monitor completion
Action Status
Actions in orchestrated workflows have statuses:How It Works
1
Action Created
An action is created as part of a workflow or request.
2
Assignment
Action is assigned to appropriate performer.
3
Execution
Performer completes the action.
4
Status Update
Status automatically updates based on completion.
5
Review
Actions may require review before finalization.
Action Types
Standard Actions
Review-Required Actions
Some actions require additional review:- Mark for approval/rejection
- Add review comments
- Track review status
Action Review
Review Status
Performing Reviews
1
Access Action
Navigate to the action requiring review.
2
Review Content
Examine the completed action.
3
Make Decision
Approve or reject the action.
4
Add Comments
Provide feedback if needed.
Workflow Integration
Request orchestration integrates with:Site Onboarding
- Track onboarding task completion
- Coordinate multi-step setup
- Monitor site activation progress
Participant Pathways
- Manage scheduled activities
- Track visit completion
- Handle conditional activities
Automation Benefits
Monitoring Orchestrated Tasks
Dashboard View
Monitor orchestrated tasks:- Actions by status
- Pending actions
- Overdue items
- Completion rates
Notifications
Receive notifications for:- New action assignments
- Status changes
- Review requests
- Overdue actions
Configuration
Enabling Orchestration
Orchestration features are configured at:- Study level for participant workflows
- Organization level for operational processes
Action Configuration
Configure actions with:- Required vs. optional
- Review requirements
- Performer assignment
- Timing constraints
Best Practices
Clear Actions
Clear Actions
Define actions with clear instructions and expectations.
Appropriate Review
Appropriate Review
Require review only where it adds value.
Monitor Progress
Monitor Progress
Track action completion regularly.
Address Delays
Address Delays
Follow up on overdue or stalled actions promptly.
Related
Workflows
Operational workflows.
Participant Pathways
Participant activity management.