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:| Status | Code | Description |
|---|---|---|
| In Progress | in-progress | Action is being worked on |
| Complete | complete | Action finished at site |
| Edited After Submission | edited-after-submission | Modified after initial completion |
| Verified | verified-study-team | Reviewed by study team |
| Pending Queries | pending-queries | Has open data queries |
How It Works
Action Types
Standard Actions
| Type | Description |
|---|---|
| Questionnaire | Data collection form |
| Document | File upload or review |
| Signature | Electronic signature |
| Invitation | Member invitation |
Review-Required Actions
Some actions require additional review:- Mark for approval/rejection
- Add review comments
- Track review status
Action Review
Review Status
| Status | Meaning |
|---|---|
| Approved | Action accepted |
| Rejected | Action needs revision |
| Pending | Awaiting review |
Performing Reviews
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
| Benefit | Description |
|---|---|
| Consistency | Same process every time |
| Tracking | Clear visibility into status |
| Efficiency | Reduced manual coordination |
| Accountability | Clear assignment and completion records |
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.