Clinical Trial Monitoring Visit Tracker (Excel Tracker)

Keeping monitoring visits, trip reports and findings on schedule across every site is hard to do from memory or scattered emails. This Excel tracker gives CRAs and clinical operations teams one place to plan visits, log findings, and track every CAPA through to closure — with the math done for you.

What's inside:

• A Site & Visit Setup tab to record each site, country, PI and target visit frequency
• A Visit Schedule log covering SIV / IMV / COV visit types, planned vs. actual dates, and an auto-calculated Report Due Date (actual visit date + 5 calendar days)
• A Findings & CAPA Log with severity (Critical / Major / Minor), category, corrective action, owner, due date and an automatic days-open counter
• A live Dashboard summarizing visit compliance (completed, overdue, upcoming in the next 14 days, on-time visit report rate), findings by severity, overdue CAPAs and per-site activity
• Color-coded input cells, a full color legend and key definitions, and one pre-filled example site, visit and finding

Who it's for: CRAs, clinical monitors, and clinical operations managers who need a defensible, up-to-date record of site visits and findings without building a spreadsheet from scratch.

Format: One Excel workbook (.xlsx), fully editable, in English. Works in Excel and Google Sheets. Instant download after purchase.