Skip Headers
Oracle® Health Sciences Pharmacovigilance Operational Analytics User and Administrator Guide
Release 1.0

E23554-01
Go to Documentation Home
Home
Go to Book List
Book List
Go to Table of Contents
Contents
Go to Index
Index
Go to Feedback page
Contact Us

Go to previous page
Previous
Go to next page
Next
PDF · Mobi · ePub

A Dashboards and Reports

This section describes predefined dashboards and reports delivered with Oracle Pharmacovigilance Operational Analytics (OPVA):

See Also:

A.1 Oracle Pharmacovigilance Operational Analytics Dashboards

OPVA is delivered with three dashboards. These dashboards can be accessed by users with a specific job responsibility and security privileges. Each dashboard has tabbed pages that display reports.

OPVA includes the following dashboards:

Log in to OPVA, and select the dashboard you want to view. For more information, refer to Accessing Oracle Health Sciences Pharmacovigilance Operational Analytics.

A.1.1 Case Processing History

This section describes the Case Processing History dashboard in OPVA.

This dashboard of retrospective metrics (or trailing KPIs) can be accessed by an Executive Manager or Team Leader. It provides reports on completed case versions, that is case versions that are already locked.

This dashboard includes the following prompt, which is common to all its pages:

  • Enterprise ID: Lists the unique identifier for the enterprise.

A.1.1.1 Case Processing History Dashboard Pages

This dashboard includes the following tabbed pages:

A.1.1.1.1 Case Processing Volume History

This page displays reports on the volume of completed case versions. This page includes the following prompts, which are common to all its reports:

  • Deleted Case: Lists whether the case is a deleted case.

  • Case Processing Site: Lists the name of the case processing site.

  • Country of Incidence: Lists the country of incidence.

  • Case Seriousness: Lists the seriousness level for the case.

  • Gender: Lists the gender of the patient reported in the case.

  • Age Group: Lists the age group of the patient reported in the case.

  • Case Type: Lists the type of case.

  • Study ID: Lists the unique identifier for the study.

  • Product Group: Lists the product group in the case.

  • Product Family: Lists product family in the case.

  • Product Name: Lists the product name in the case.

  • Version Receipt Month Between: Lists the month range for the version receipt.

This page includes the following reports:

A.1.1.1.2 Case Processing Compliance History

This page displays reports on the lock compliance of completed case versions, that is whether cases have been locked on time or not. This page includes the following prompts, which are common to all its reports:

  • Deleted Case: Lists whether the case is a deleted case.

  • Case Processing Site: Lists the name of the case processing site.

  • Country of Incidence: Lists the country of incidence.

  • Case Seriousness: Lists the seriousness level for the case.

  • Gender: Lists the gender of the patient reported in the case.

  • Age Group: Lists the age group of the patient reported in the case.

  • Case Type: Lists the type of case.

  • Study ID: Lists the unique identifier for the study.

  • Product Group: Lists the product group in the case.

  • Product Family: Lists product family in the case.

  • Product Name: Lists the product name in the case.

  • Version Receipt Month Between: Lists the month range for the version receipt.

This page includes the following reports:

A.1.1.1.3 Workflow State Repetition History

This page displays reports on the workflow state repetition of completed case versions, that is whether workflow states in the same case version have been repeated or not. This page includes the following prompts, which are common to all its reports:

  • Case Processing Site: Lists the name of the case processing site.

  • Study ID: Lists the unique identifier for the study.

  • Product Group: Lists the product group in the case.

  • Product Family: Lists product family in the case.

  • Product Name: Lists the product name in the case.

  • State Name: Lists the name of the state in the case.

  • State Finalization User ID: Lists the state finalization User ID in the case.

  • State Finalization User Group: Lists the state fina in the case.

  • State Start Date Between: Lists the start date for the state.

  • State End Date Between: Lists the end date for the state.

This page includes the following reports:

A.1.2 Case Processing Management

This section describes the Case Processing Management dashboard in OPVA.

This dashboard of current metrics (or effective KPIs) can be accessed by a Workflow Manager or Team Leader. It provides reports on pending case versions, that is case versions currently being processed in the workflow and not yet locked.

This dashboard includes the following prompt, which is common to all its pages:

  • Enterprise ID: Lists the unique identifier for the enterprise.

A.1.2.1 Case Processing Management Dashboard Pages

This dashboard includes the following tabbed pages:

A.1.2.1.1 Case Processing Volume Management

This page displays reports on the volume of pending case versions. This page includes the following prompts, which are common to all its reports:

  • Case Processing Site: Lists the name of the case processing site.

  • Country of Incidence: Lists the country of incidence.

  • Case Seriousness: Lists the seriousness level for the case.

  • Gender: Lists the gender of the patient reported in the case.

  • Age Group: Lists the age group of the patient reported in the case.

  • Product Name: Lists the product name in the case.

  • State Name: Lists the state name in the case.

  • Routing User Group: Lists the name of the routing user group in the case.

  • Lock Due Date Between: Lists the date range for the due date for case lock.

This page includes the following reports:

A.1.2.1.2 Case Processing Compliance Management

This page displays reports on the lock compliance of pending case versions, that is whether cases can still be locked on time or not. This page includes the following prompts, which are common to all its reports:

  • Case Processing Site: Lists the name of the case processing site.

  • Country of Incidence: Lists the country of incidence.

  • Case Seriousness: Lists the seriousness level for the case.

  • Gender: Lists the gender of the patient reported in the case.

  • Age Group: Lists the age group of the patient reported in the case.

  • Product Name: Lists the product name in the case.

  • State Name: Lists the state name in the case.

  • Routing User Group: Lists the name of the routing user group in the case.

  • Lock Due Date Between: Lists the date range for the due date for case lock.

This page includes the following reports:

A.1.2.1.3 Workflow State Compliance Management

This page displays reports on the workflow state compliance of pending case versions, that is whether workflow states can still be completed on time or not. This page includes the following prompts, which are common to all its reports:

  • Case Processing Site: Lists the name of the case processing site.

  • Country of Incidence: Lists the country of incidence.

  • Case Seriousness: Lists the seriousness level for the case.

  • Gender: Lists the gender of the patient reported in the case.

  • Age Group: Lists the age group of the patient reported in the case.

  • Product Name: Lists the product name in the case.

  • State Name: Lists the state name in the case.

  • Routing User Group: Lists the name of the routing user group in the case.

  • Lock Due Date Between: Lists the date range for the due date for case lock.

This page includes the following reports:

A.1.3 Personal User Dashboard

This section describes the dashboard called Personal User Dashboard in OPVA.

This dashboard of both retrospective and current metrics (trailing and effective KPIs) can be accessed by an individual Case Processor. It provides reports on cases that the Case Processor has worked on in the past, as well as cases that are currently assigned to the Case Processor and his/her user group(s).

This dashboard includes the following prompt, which is common to all its pages:

  • Enterprise ID: Lists the unique identifier for the enterprise.

A.1.3.1 Personal User Dashboard Pages

This dashboard includes the following tabbed pages:

A.1.3.1.1 Personal User Case History

This page displays reports on the locked case versions that have been worked on (in any workflow state prior to case lock) by the user who is viewing this page.

This page includes the following prompt, which is common to all its reports:

  • Product Name: Lists the product name in the case.

This page includes the following reports:

A.1.3.1.2 Personal User Case Management

This page displays reports on the cases that are currently assigned to the user who is viewing this page, as well as cases assigned to the group(s) to which that user belongs.

This page includes the following prompts, which are common to all its reports:

  • Product Name: Lists the product name in the case.

  • Routing User Group: Lists the names of the routing user groups in the case.

This page includes the following reports:

A.2 Oracle Pharmacovigilance Operational Analytics Reports

OPVA includes the following reports:

To locate a report, you need to select a dashboard and access a page that contains the report.

A.2.1 Completed Case Versions - Volume Overview

This section describes the Completed Case Versions - Volume Overview report.

This report displays an overview of the volume of completed cases by product group. This report can be used to compare the number of cases by product group, and to drill down into product families and products. This indicates which products are creating the greatest case processing workload.

A.2.1.1 Audience

Drug Safety Manager

Drug Safety Team Leader

Pharmacovigilance Executive Management

A.2.1.2 Report Type

  • 2-D Vertical Bar Graph

  • Group by Table

A.2.1.3 Location

  • Case Processing History dashboard > Case Processing Volume History page

A.2.1.4 Dimensions

Product.Product Group

A.2.1.5 Supplementary Prompts

None

A.2.1.6 Reports Referenced

Completed Case Versions – Line Listing

A.2.1.7 Reports Referencing This Report

None

A.2.1.8 Column Descriptions

Table A-1 describes the columns in the Completed Case Versions – Volume Overview report:

Table A-1 Completed Case Versions – Volume Overview

Table Heading Column Heading Measure

Product

Product Group

Product.ProductGroup

Case Version

#Versions Locked Once

Case Version.# Locked Once


A.2.2 Completed Case Versions – Volume Trend

This section describes the Completed Case Versions - Volume Trend report.

This report displays the trend over time of the volume of completed cases by product group. This report can be used to compare the case volume trend over the last three months by product group, and to drill down into months, weeks and days as well as product families and products. This indicates if the case processing workload for certain products is increasing, decreasing, or remaining constant over time.

A.2.2.1 Audience

Drug Safety Manager

Drug Safety Team Leader

Pharmacovigilance Executive Management

A.2.2.2 Report Type

  • 2-D Line Graph

  • Group by Table

A.2.2.3 Location

  • Case Processing History dashboard > Case Processing Volume History page

A.2.2.4 Dimensions

Product.Product Group

Period.Case Version - Version Receipt Date

A.2.2.5 Supplementary Prompts

None

A.2.2.6 Reports Referenced

Completed Case Versions – Line Listing

A.2.2.7 Reports Referencing This Report

None

A.2.2.8 Column Descriptions

Table A-2 describes the columns in the Completed Case Versions – Volume Trend report:

Table A-2 Completed Case Versions – Volume Trend

Table Heading Column Heading Measure

Product

Product Group

Product.ProductGroup

Case Version

# Versions Locked Once

Case Version.# Versions Locked Once

Case Version - Version Receipt Date

Year

Product.Case Version - Version Receipt Date


A.2.3 Completed Case Versions – Line Listing

This section describes the Completed Case Versions - Line Listing report.

This report displays the trend over time of the lock compliance of completed cases. This report can be used to view the lock compliance trend over the last three months and to drill down into months, weeks and days. This indicates if lock compliance is increasing, decreasing, or remaining constant over time.

A.2.3.1 Audience

Drug Safety Manager

Drug Safety Team Leader

Pharmacovigilance Executive Management

A.2.3.2 Report Type

  • Narrative Table

A.2.3.3 Location

  • Case Processing History dashboard > Case Processing Volume History page

  • Case Processing History dashboard > Case Processing Compliance History page

  • Case Processing History dashboard > Case Processing Repetition History page

A.2.3.4 Dimensions

Enterprise.EnterpriseID

A.2.3.5 Supplementary Prompts

None

A.2.3.6 Reports Referenced

Completed Workflow States – Line Listing

A.2.3.8 Column Descriptions

Table A-3 describes the columns in the Completed Case Versions – Line Listing report:

Table A-3 Completed Case Versions – Line Listing

Table Heading Column Heading Measure

Enterprise

Enterprise ID

Enterprise.Enterprise ID

Case

ID

Case.ID

Case

Version ID

Case.Version ID

Case Version

Version Type

Case Version.Version Type

Case Version

Case Processing Site

Case Version.Case Processing Site

Case Version

Case Type

Case Version.Case Type

Case Version

Case Seriousness

Case Version.Case Seriousness

Case Version

Case Listedness

Case Version.Case Listedness

Case Version

Case Causality

Case Version.Case Causality

Case Version

SUSAR

Case Version.SUSAR

Case Version

Initial Receipt Date

Case Version.Initial Receipt Date

Case Version

Clock Start Date

Case Version.Clock Start Date

Case Version

Lock Timestamp

Case Version.Lock Timestamp

Case Version

Lock Due Date

Case Version.Lock Due Date


A.2.4 Completed Case Versions – Lock Compliance Overview

This section describes the Completed Case Versions - Lock Compliance Overview report.

This report displays an overview of the lock compliance of completed cases by case processing site. This report can be used to compare the retrospective lock compliance of case processing sites. This indicates which case processing sites might be having difficulties locking cases on time.

A.2.4.1 Audience

Drug Safety Manager

Drug Safety Team Leader

Pharmacovigilance Executive Management

A.2.4.2 Report Type

  • 2-D Stacked Bar Graph

  • Group by Table

A.2.4.3 Location

  • Case Processing History dashboard > Case Processing Compliance History page

A.2.4.4 Dimensions

Case Processing Site.Case Processing Site

A.2.4.5 Supplementary Prompts

None

A.2.4.6 Reports Referenced

Completed Case Versions – Line Listing

A.2.4.7 Reports Referencing This Report

None

A.2.4.8 Column Descriptions

Table A-4 describes the columns in the Completed Case Versions - Lock Compliance Overview report:

Table A-4 Completed Case Versions - Lock Compliance Overview

Table Heading Column Heading Measure

Case Processing Site

Case Processing Site

Case Processing Site.Case Processing Site

Case Version

# Versions Locked On-Time

Case Version.# Versions Locked On-Time

Case Version

# Versions Locked Late

Case Version.# Versions Locked Late


A.2.5 Completed Case Versions – Lock Compliance Proportion

This section describes the Completed Case Versions - Lock Compliance Proportion report.

This report displays the lock compliance of completed cases by percentage. This report can be used to compare the ratio of cases locked late to those locked on time.

A.2.5.1 Audience

Drug Safety Manager

Drug Safety Team Leader

Pharmacovigilance Executive Management

A.2.5.2 Report Type

  • 2-D Pie Graph

  • Group by Table

A.2.5.3 Location

  • Case Processing History dashboard > Case Processing Compliance History page

A.2.5.4 Dimensions

Case Processing Site.Case Processing Site

A.2.5.5 Supplementary Prompts

None

A.2.5.6 Reports Referenced

Completed Case Versions – Line Listing

A.2.5.7 Reports Referencing This Report

None

A.2.5.8 Column Descriptions

Table A-5 describes the columns in the Completed Case Versions - Lock Compliance Proportion report:

Table A-5 Completed Case Versions - Lock Compliance Proportion

Table Heading Column Heading Measure

Case Processing Site

Case Processing Site

Case Processing Site.Case Processing Site

Case Version

% Versions Locked On-Time

Case Version.% Versions Locked On-Time

Case Version

% Versions Locked Late

Case Version.% Versions Locked Late


A.2.6 Completed Case Versions – Lock Compliance Trend

This section describes the Completed Case Versions - Lock Compliance Trend report.

This report displays the trend over time of the lock compliance of completed cases. This report can be used to view the lock compliance trend over the last three months and to drill down into months, weeks and days. This indicates if lock compliance is increasing, decreasing, or remaining constant over time.

A.2.6.1 Audience

Drug Safety Manager

Drug Safety Team Leader

Pharmacovigilance Executive Management

A.2.6.2 Report Type

  • 2-D Line Graph

  • Group by Table

A.2.6.3 Location

  • Case Processing History dashboard > Case Processing Compliance History page

A.2.6.4 Dimensions

Period.Case Version - Version Receipt Date

A.2.6.5 Supplementary Prompts

None

A.2.6.6 Reports Referenced

Completed Case Versions – Line Listing

A.2.6.7 Reports Referencing This Report

None

A.2.6.8 Column Descriptions

Table A-6 describes the columns in the Completed Case Versions - Lock Compliance Trend report:

Table A-6 Completed Case Versions - Lock Compliance Trend

Table Heading Column Heading Measure

Case Version - Version Receipt Date

Year

Period.Case Version - Version Receipt Date.Year

Case Version

# Versions Locked On-Time

Case Version.# Versions Locked On-Time

Case Version

# Versions Locked Late

Case Version.# Versions Locked Late


A.2.7 Completed Workflow States – Line Listing

This section describes the Completed Workflow States - Line Listing report.

This report lists the completed cases by Case ID including workflow states that were completed in each version of each case. This report can be used to drill down to the workflow states of the completed cases. This indicates which workflow states can be targeted for a root cause analysis, e.g. an investigation of cases that were locked late.

A.2.7.1 Audience

Drug Safety Manager

Drug Safety Team Leader

Pharmacovigilance Executive Management

A.2.7.2 Report Type

  • Narrative Table

A.2.7.3 Location

  • Case Processing History dashboard > Case Processing Volume History page

  • Case Processing History dashboard > Case Processing Compliance History page

  • Case Processing History dashboard > Workflow State Repetition History page

A.2.7.4 Dimensions

Enterprise.Enterprise ID

State.Case Workflow - State

A.2.7.5 Supplementary Prompts

None

A.2.7.7 Reports Referencing This Report

You can also navigate to this report from the following report:

A.2.7.8 Column Descriptions

Table A-7 describes the columns in the Completed Workflow States - Line Listing report:

Table A-7 Completed Workflow States - Line Listing

Table Heading Column Heading Measure

Enterprise

Enterprise ID

Enterprise.Enterprise ID

Case

ID

Case.ID

Case

Version ID

Case.Version ID

State.Case Workflow - State

State Name

State.Case Workflow - State.State Name

Case Workflow - State

Duration State-Start-To-End

Case Workflow - State.Duration State-Start-To-End

Case Workflow - State

Duration Within State

Case Workflow - State.Duration Within State

Case Workflow - State

# Times State Repeated

# Repeated States


A.2.8 Completed Case Version Routing – Line Listing

This section describes the Completed Case Version Routing - Line Listing report.

This report lists the completed cases by Case ID including routing between workflow states that were completed in each version of each case. This report can be used to drill down to the workflow state routing information of the completed cases. This indicates which routings can be targeted for a root cause analysis, e.g. an investigation of cases that were locked late.

A.2.8.1 Audience

Drug Safety Manager

Drug Safety Team Leader

Pharmacovigilance Executive Management

A.2.8.2 Report Type

  • Narrative Table

A.2.8.3 Location

  • Case Processing History dashboard > Case Processing Compliance History page

  • Case Processing History dashboard > Workflow State Repetition History page

A.2.8.4 Dimensions

Enterprise.Enterprise ID

State.Case Routing - State

User Group.Case Routing - Routing User Group

User.Case Routing - Routing User

A.2.8.5 Supplementary Prompts

None

A.2.8.6 Reports Referenced

None

A.2.8.7 Reports Referencing This Report

You can also navigate to this report from the following report:

A.2.8.8 Column Descriptions

Table A-8 describes the columns in the Completed Case Version Routing - Line Listing report:

Table A-8 Completed Case Version Routing - Line Listing

Table Heading Column Heading Measure

Enterprise

Enterprise ID

Enterprise.Enterprise ID

Case

ID

Case.ID

Case

Version ID

Case.Version ID

State.Case Routing - State

State Routed From

State.Case Routing - State.State Routed From

State.Case Routing - State

State Routed To

State.Case Routing - State.State Routed To

Case Routing

Routing Timestamp From State

Case Routing.Routing Timestamp From State

Case Routing

Routing Timestamp To State

Case Routing.Routing Timestamp To State

Case Routing

Routing Justification

Case Routing.Routing Justification

User Group.Case Routing - Routing User Group

Routing User Group

User Group.Case Routing - Routing User Group.Routing User Group

User.Case Routing - Routing User

Routing User ID

User.Case Routing - Routing User.Routing User ID


A.2.9 Repeated Workflow States – Volume Overview

This section describes the Repeated Workflow States - Volume Overview report.

This report displays an overview of the workflow state repetition of completed case versions. This report can be used to highlight which workflow states have been repeated within a single case version. Repetition can be an indicator of case quality (returned for rework) as well as new follow-up information being added to a case version (returned for additional data entry).

A.2.9.1 Audience

Drug Safety Manager

Drug Safety Team Leader

Pharmacovigilance Executive Management

A.2.9.2 Report Type

  • 2-D Bar Graph

  • Group by Table

A.2.9.3 Location

  • Case Processing History dashboard > Workflow State Repetition History page

A.2.9.4 Dimensions

State.Case Workflow - State

A.2.9.5 Supplementary Prompts

None

A.2.9.6 Reports Referenced

Completed Workflow States – Line Listing

A.2.9.7 Reports Referencing This Report

None

A.2.9.8 Column Descriptions

Table A-9 describes the columns in the Repeated Workflow States - Volume Overview report:

Table A-9 Repeated Workflow States - Volume Overview

Table Heading Column Heading Measure

Case Workflow - State

State Name

State.Case Workflow - State.State Name

Case Workflow State

# Times State Repeated

Case Workflow State.# Times State Repeated


A.2.10 Repeated Workflow States – Volume Proportion

This section describes the Repeated Workflow States - Volume Proportion report.

This report displays the workflow state repetition of completed case versions by percentage. This report can be used to compare the ratio of workflow states have been repeated within a single case version. Repetition can be an indicator of case quality (returned for rework) as well as new follow-up information being added to a case version (returned for additional data entry).

A.2.10.1 Audience

Drug Safety Manager

Drug Safety Team Leader

Pharmacovigilance Executive Management

A.2.10.2 Report Type

  • 2-D Pie Graph

  • Group by Table

A.2.10.3 Location

  • Case Processing History dashboard > Workflow State Repetition History page

A.2.10.4 Dimensions

State.Case Workflow - State

A.2.10.5 Supplementary Prompts

None

A.2.10.6 Reports Referenced

Completed Workflow States – Line Listing

A.2.10.7 Reports Referencing This Report

None

A.2.10.8 Column Descriptions

Table A-10 describes the columns in the Repeated Workflow States - Volume Proportion report:

Table A-10 Repeated Workflow States - Volume Proportion

Table Heading Column Heading Measure

Case Workflow - State

State Name

State.Case Workflow - State.State Name

Case Workflow State

% Times State Repeated

Case Workflow State.% Times State Repeated


A.2.11 Pending Cases – Volume Overview

This section describes the Pending Cases - Volume Overview report.

This report displays an overview of the volume of pending cases by user group.This report can be used to compare the current, real-time workloads of the user groups that are processing cases. This indicates where immediate action could be taken to balance the workload among the groups if necessary.

A.2.11.1 Audience

Drug Safety Manager

Drug Safety Team Leader

Pharmacovigilance Executive Management

A.2.11.2 Report Type

  • 2-D Bar Graph

  • Group by Table

A.2.11.3 Location

  • Case Processing Management dashboard > Case Processing Volume Management page

A.2.11.4 Dimensions

User Group.Pending Cases - Routing User Group

A.2.11.5 Supplementary Prompts

None

A.2.11.6 Reports Referenced

Pending Cases – Line Listing

A.2.11.7 Reports Referencing This Report

None

A.2.11.8 Column Descriptions

Table A-11 describes the columns in the Pending Cases - Volume Overview report:

Table A-11 Pending Cases - Volume Overview

Table Heading Column Heading Measure

Pending Cases - Routing User Group

Routing User Group

User Group.Pending Cases - Routing User Group.Routing User Group

Pending Cases

# Unlocked Cases

Pending Cases.# Unlocked Cases


A.2.12 Pending Cases – Line Listing

This section describes the Pending Cases - Line Listing report.

This report displays an overview of the lock compliance of pending cases by number of days until case lock is due and number of days that case lock is overdue.

This report can be used to compare the volumes of cases due on each day. This indicates where to focus resources in order to lock cases on time.

A.2.12.1 Audience

Drug Safety Manager

Drug Safety Team Leader

Pharmacovigilance Executive Management

A.2.12.2 Report Type

  • Narrative Table

A.2.12.3 Location

  • Case Processing Management dashboard > Case Processing Volume Management page

  • Case Processing Management dashboard > Case Processing Compliance Management page

  • Case Processing Management dashboard > Workflow State Compliance Management page

A.2.12.4 Dimensions

Enterprise.Enterprise ID

User Group.Pending Cases - Routing User Group

User.Pending Cases - Assigned User

A.2.12.5 Supplementary Prompts

None

A.2.12.6 Reports Referenced

None

A.2.12.8 Column Descriptions

Table A-12 describes the columns in the Pending Cases - Line Listing report:

Table A-12 Pending Cases - Line Listing

Table Heading Column Heading Measure

Enterprise

Enterprise ID

Enterprise.Enterprise ID

Case

Case ID

Case.Case ID

Pending Cases

Follow-Up ID

Pending Cases.Follow-up ID

Pending Cases

Follow-Up Type

Pending Cases.Follow-up Type

Pending Cases

Case Processing Site

Pending Cases.Case Processing Site

Pending Cases

Case Type

Pending Cases.Case Type

Pending Cases

Study ID

Pending Cases.Study ID

Pending Cases

Case Seriousness

Pending Cases.Case Seriousness

Pending Cases

Case Listedness

Pending Cases.Case Listedness

Pending Cases

Case Causality

Pending Cases.Case Causality

Pending Cases

Case Outcome

Pending Cases.Case Outcome

Pending Cases

SUSAR

Pending Cases.SUSAR

Pending Cases

Lock Due Soon Date

Pending Cases.Lock Due Soon Date

Pending Cases

Lock Due Date

Pending Cases.Lock Due Date

User.Pending Cases - Assigned User

Assigned User ID

User.Pending Cases - Assigned Cases.Assigned User ID

Pending Cases

User with Case Open ID

Pending Cases.User with Case Open ID

Pending Cases

State Name

Pending Cases.State Name

Pending Cases

Routing ID

Pending Cases.Routing ID

UserGroup.Pending Cases - Routing User Group

Routing User Group

UserGroup.Pending Cases - Routing User Group.Routing User Group

Pending Cases

Routing Timestamp

Pending Cases.Routing Timestamp

Pending Cases

Routing Justification

Pending Cases.Routing Justification


A.2.13 Pending Cases – Lock Compliance Overview

This section describes the Pending Cases - Lock Compliance Overview report.

This report displays an overview of the lock compliance of pending cases by user group. This report can be used to compare the current, real-time lock compliance of the user groups that are processing cases. This indicates where immediate action could be taken to balance the workload among the groups, if necessary.

A.2.13.1 Audience

Drug Safety Manager

Drug Safety Team Leader

Pharmacovigilance Executive Management

A.2.13.2 Report Type

  • 2-D Stacked Bar Graph

  • Group by Table

A.2.13.3 Location

  • Case Processing Management dashboard > Case Processing Compliance Management page

A.2.13.4 Dimensions

User Group.Pending Cases - Routing User Group

A.2.13.5 Supplementary Prompts

None

A.2.13.6 Reports Referenced

Pending Cases – Line Listing

A.2.13.7 Reports Referencing This Report

None

A.2.13.8 Column Descriptions

Table A-13 describes the columns in the Pending Cases - Lock Compliance Overview report:

Table A-13 Pending Cases - Lock Compliance Overview

Table Heading Column Heading Measure

Pending Cases - Routing User Group

Routing User Group

User Group.Pending Cases - Routing User Group.Routing User Group

Pending Cases

# Unlocked Cases On-Time

Pending Cases.# Unlocked Cases On-Time

Pending Cases

# Unlocked Cases Due Soon

Pending Cases.# Unlocked Cases Due Soon

Pending Cases

# Unlocked Cases Overdue

Pending Cases.# Unlocked Cases Overdue


A.2.14 Pending Cases – Lock Compliance In Days

This section describes the Pending Cases - Lock Compliance In Days report. This report displays an overview of the lock compliance of pending cases by number of days until case lock is due and number of days that case lock is overdue.

This report can be used to compare the volumes of cases due on each day. This indicates where to focus resources in order to lock cases on time.

A.2.14.1 Audience

Drug Safety Manager

Drug Safety Team Leader

Pharmacovigilance Executive Management

A.2.14.2 Report Type

  • 2-D Bar Graph

  • Group by Table

A.2.14.3 Location

  • Case Processing Management dashboard > Case Processing Compliance Management page

A.2.14.4 Dimensions

None

A.2.14.5 Supplementary Prompts

None

A.2.14.6 Reports Referenced

None

A.2.14.7 Reports Referencing This Report

None

A.2.14.8 Column Descriptions

Table A-14 describes the columns in the Pending Cases - Lock Compliance In Days report:

Table A-14 Pending Cases - Lock Compliance In Days

Table Heading Column Heading Measure

Pending Cases

> +5 Days

Pending Cases.Lock Due Date

Pending Cases

+5 Days

Pending Cases.Lock Due Date

Pending Cases

+4 Days

Pending Cases.Lock Due Date

Pending Cases

+3 Days

Pending Cases.Lock Due Date

Pending Cases

+2 Days

Pending Cases.Lock Due Date

Pending Cases

+1 Day

Pending Cases.Lock Due Date

Pending Cases

0 Day

Pending Cases.Lock Due Date

Pending Cases

-1 Day

Pending Cases.Lock Due Date

Pending Cases

-2 Days

Pending Cases.Lock Due Date

Pending Cases

-3 Days

Pending Cases.Lock Due Date

Pending Cases

-4 Days

Pending Cases.Lock Due Date

Pending Cases

-5 Days

Pending Cases.Lock Due Date

Pending Cases

> -5 Days

Pending Cases.Lock Due Date


A.2.15 Pending Workflow States – Compliance Overview

This section describes the Pending Workflow States - Compliance Overview report.

This report displays an overview of the compliance of pending cases by workflow state. This report can be used to highlight the current, real-time workflow state compliance of pending cases. This indicates where to focus resources in order to complete workflow states on time, which in turn can help to ensure that cases are later locked on time.

A.2.15.1 Audience

Drug Safety Manager

Drug Safety Team Leader

Pharmacovigilance Executive Management

A.2.15.2 Report Type

  • 2-D Stacked Bar Graph

  • Group by Table

A.2.15.3 Location

  • Case Processing Management dashboard > Workflow State Compliance Management page

A.2.15.4 Dimensions

None

A.2.15.5 Supplementary Prompts

None

A.2.15.6 Reports Referenced

Pending Cases – Line Listing

A.2.15.7 Reports Referencing This Report

None

A.2.15.8 Column Descriptions

Table A-15 describes the columns in the Pending Workflow States - Compliance Overview report:

Table A-15 Pending Workflow States - Compliance Overview

Table Heading Column Heading Measure

Pending Cases

State Name

Pending Cases.State Name

Pending Cases

# Unlocked Cases On-Time

Pending Cases.# Unlocked Cases On-Time

Pending Cases

# Unlocked Cases Due Soon

Pending Cases.# Unlocked Cases Due Soon

Pending Cases

# Unlocked Cases Overdue

Pending Cases.# Unlocked Cases Overdue


A.2.16 My Completed Workflow States – Volume Trend

This section describes the My Completed Workflow States – Volume Trend report.

This report displays the trend over time of the volume of workflow states that have been completed by the user who is viewing this report.

This report can be used to highlight the user's personal workflow state volume trend over the last three months. This indicates if the user's personal workload is increasing, decreasing, or remaining constant over time.

A.2.16.1 Audience

Drug Safety Data Entry Personnel

Drug Safety Medical Assessment Physician

Drug Safety Quality Reviewer

Drug Safety and Surveillance Specialist

A.2.16.2 Report Type

  • 2-D Line Graph

  • Group by Table

A.2.16.3 Location

  • Personal User dashboard > Personal User Case History page

A.2.16.4 Dimensions

State.Case Workflow - State

A.2.16.5 Supplementary Prompts

Routing Date

A.2.16.6 Reports Referenced

My Completed Case Versions – Line Listing

A.2.16.7 Reports Referencing This Report

None

A.2.16.8 Column Descriptions

Table A-20 describes the columns in the My Completed Workflow States – Volume Trend report:

Table A-16 My Completed Workflow States – Volume Trend

Table Heading Column Heading Measure

Case Workflow - State

Workflow State

State.Case Workflow - State.State Name

Case Routing

Routing Date

Case Routing.Routing Timestamp To State

Case

# Case Versions

Case.Case Internal ID


A.2.17 My Repeated Workflow States – Volume Overview

This section describes the My Repeated Workflow States – Volume Overview report.

This report displays an overview of the workflow states that have been repeated by the user who is viewing this report. This report can be used to highlight which workflow states have been repeated by the viewing user within a single case version. Repetition can be an indicator of case quality (returned for rework) as well as new follow-up information being added to a case version (returned for additional data entry).

A.2.17.1 Audience

Drug Safety Data Entry Personnel

Drug Safety Medical Assessment Physician

Drug Safety Quality Reviewer

Drug Safety and Surveillance Specialist

A.2.17.2 Report Type

  • 2-D Bar Graph

  • Group by Table

A.2.17.3 Location

  • Personal User dashboard > Personal User Case History page

A.2.17.4 Dimensions

State.Case Workflow - State

A.2.17.5 Supplementary Prompts

State End Date

A.2.17.6 Reports Referenced

My Completed Case Versions – Line Listing

A.2.17.7 Reports Referencing This Report

None

A.2.17.8 Column Descriptions

Table A-21 describes the columns in the My Repeated Workflow States – Volume Overview report:

Table A-17 My Repeated Workflow States – Volume Overview

Table Heading Column Heading Measure

Case Workflow - State

State Name

State.Case Workflow - State.State Name

Case Workflow State

# Times State Repeated

Case Workflow State.# Times State Repeated


A.2.18 My Completed Case Versions – Line Listing

This section describes the My Completed Case Versions – Line Listing report.

This report lists the locked case versions that have been worked on (in any workflow state prior to case lock) by the user who is viewing this report.

A.2.18.1 Audience

Drug Safety Data Entry Personnel

Drug Safety Medical Assessment Physician

Drug Safety Quality Reviewer

Drug Safety and Surveillance Specialist

A.2.18.2 Report Type

  • Narrative Table

A.2.18.3 Location

  • Personal User dashboard > Personal User Case History page

A.2.18.4 Dimensions

Enterprise.Enterprise ID

A.2.18.5 Supplementary Prompts

Routing Date

Start End Date

A.2.18.6 Reports Referenced

My Completed Workflow States – Line Listing

A.2.18.8 Column Descriptions

Table A-22 describes the columns in the My Completed Case Versions – Line Listing report:

Table A-18 My Completed Case Versions – Line Listing

Table Heading Column Heading Measure

Enterprise

Enterprise ID

Enterprise.Enterprise ID

Case

ID

Case.ID

Case

Version ID

Case.Version ID

Case Version

Version Type

Case Version.Version Type

Case Version

Case Processing Site

Case Version.Case Processing Site

Case Version

Case Type

Case Version.Case Type

Case Version

Case Seriousness

Case Version.Case Seriousness

Case Version

Case Listedness

Case Version.Case Listedness

Case Version

Case Causality

Case Version.Case Causality

Case Version

SUSAR

Case Version.SUSAR

Case Version

Initial Receipt Date

Case Version.Initial Receipt Date

Case Version

Clock Start Date

Case Version.Clock Start Date

Case Version

Lock Timestamp

Case Version.Lock Timestamp

Case Version

Lock Due Date

Case Version.Lock Due Date


A.2.19 My Completed Workflow States – Line Listing

This section describes the My Completed Workflow States – Line Listing report.

This report lists the completed workflow states of the locked case versions that have been worked on (in any workflow state prior to case lock) by the user who is viewing this report.

A.2.19.1 Audience

Drug Safety Data Entry Personnel

Drug Safety Medical Assessment Physician

Drug Safety Quality Reviewer

Drug Safety and Surveillance Specialist

A.2.19.2 Report Type

  • Narrative Table

A.2.19.3 Location

  • Personal User dashboard > Personal User Case History page

A.2.19.4 Dimensions

Enterprise.Enterprise ID

State.Case Workflow - State

A.2.19.5 Supplementary Prompts

None

A.2.19.7 Reports Referencing This Report

My Completed Case Versions – Line Listing

A.2.19.8 Column Descriptions

Table A-23 describes the columns in the My Completed Workflow States – Line Listing report:

Table A-19 My Completed Workflow States - Line Listing

Table Heading Column Heading Measure

Enterprise

Enterprise ID

Enterprise.Enterprise ID

Case

ID

Case.ID

Case

Version ID

Case.Version ID

State.Case Workflow - State

State Name

State.Case Workflow - State.State Name

Case Workflow - State

Duration State-Start-To-End

Case Workflow - State.Duration State-Start-To-End

Case Workflow - State

Duration Within State

Case Workflow - State.Duration Within State

Case Workflow - State

# Times State Repeated

# Repeated States


A.2.20 My Pending Cases – Overview

This section describes the My Pending Cases - Overview report.

The report displays an overview of the volume of cases that are currently assigned to the user who is viewing this report (My Assigned Cases), the cases that are assigned to the group(s) to which that user belongs but not to any individual users (My Unassigned Cases), and the cases that are assigned to other users in the group(s) to which the viewing user belongs (Other Assigned Cases).

This report can be used to highlight the current, real-time workload of the user viewing this report, the pool of cases that need to be worked on next (upcoming workload), and the workload of the viewing user's colleagues (potential workload if cases are reassigned). Therefore the user has a complete overview of his/her current, upcoming and potential workloads.

A.2.20.1 Audience

Drug Safety Data Entry Personnel

Drug Safety Medical Assessment Physician

Drug Safety Quality Reviewer

Drug Safety and Surveillance Specialist

A.2.20.2 Report Type

  • 2-D Bar Graph

  • Count Table

A.2.20.3 Location

  • Personal User dashboard > Personal User Case Management page

A.2.20.4 Dimensions

User.Pending Cases - Assigned User

A.2.20.5 Supplementary Prompts

None

A.2.20.7 Reports Referencing This Report

None

A.2.20.8 Column Descriptions

Table A-16 describes the columns in the My Pending Cases - Overview report:

Table A-20 My Pending Cases - Overview

Table Heading Column Heading Measure

Pending Cases

# My Assigned Cases

User.Pending Cases - Assigned User.Assigned User ID

Pending Cases

# My Unassigned Cases

User.Pending Cases - Assigned User.Assigned User ID

Pending Cases

# Other Assigned Cases

User.Pending Cases - Assigned User.Assigned User ID

Pending Cases

Total Cases

Cases.Case ID


A.2.21 My Assigned Cases – Line Listing

This section describes the My Assigned Cases - Line Listing report.

This report lists the cases that are currently assigned to the user who is viewing this report.

A.2.21.1 Audience

Drug Safety Data Entry Personnel

Drug Safety Medical Assessment Physician

Drug Safety Quality Reviewer

Drug Safety and Surveillance Specialist

A.2.21.2 Report Type

  • Narrative Table

A.2.21.3 Location

  • Personal User dashboard > Personal User Case Management page

A.2.21.4 Dimensions

Enterprise.Enterprise ID

User Group.Pending Cases - Routing User Group

User.Pending Cases - Assigned User

A.2.21.5 Supplementary Prompts

None

A.2.21.6 Reports Referenced

None

A.2.21.7 Reports Referencing This Report

My Pending Cases – Overview

A.2.21.8 Column Descriptions

Table A-17 describes the columns in the My Assigned Cases - Line Listing report:

Table A-21 My Assigned Cases - Line Listing

Table Heading Column Heading Measure

Enterprise

Enterprise ID

Enterprise.Enterprise ID

Case

Case ID

Case.Case ID

Pending Cases

Follow-Up ID

Pending Cases.Follow-up ID

Pending Cases

Follow-Up Type

Pending Cases.Follow-up Type

Pending Cases

Case Processing Site

Pending Cases.Case Processing Site

Pending Cases

Case Type

Pending Cases.Case Type

Pending Cases

Study ID

Pending Cases.Study ID

Pending Cases

Case Seriousness

Pending Cases.Case Seriousness

Pending Cases

Case Listedness

Pending Cases.Case Listedness

Pending Cases

Case Causality

Pending Cases.Case Causality

Pending Cases

Case Outcome

Pending Cases.Case Outcome

Pending Cases

SUSAR

Pending Cases.SUSAR

Pending Cases

Lock Due Soon Date

Pending Cases.Lock Due Soon Date

Pending Cases

Lock Due Date

Pending Cases.Lock Due Date

User.Pending Cases - Assigned User

Assigned User ID

User.Pending Cases - Assigned Cases.Assigned User ID

Pending Cases

User with Case Open ID

Pending Cases.User with Case Open ID

Pending Cases

State Name

Pending Cases.State Name

UserGroup.Pending Cases - Routing User Group

Routing User Group

UserGroup.Pending Cases - Routing User Group.Routing User Group

Pending Cases

Routing Timestamp

Pending Cases.Routing Timestamp

Pending Cases

Routing Justification

Pending Cases.Routing Justification


A.2.22 My Unassigned Cases – Line Listing

This section describes the My Unassigned Cases - Line Listing report.

This report lists the cases that are assigned to the group(s) to which the viewing user belongs but not to any individual users.

A.2.22.1 Audience

Drug Safety Data Entry Personnel

Drug Safety Medical Assessment Physician

Drug Safety Quality Reviewer

Drug Safety and Surveillance Specialist

A.2.22.2 Report Type

  • Narrative Table

A.2.22.3 Location

  • Personal User dashboard > Personal User Case Management page

A.2.22.4 Dimensions

Enterprise.Enterprise ID

User Group.Pending Cases - Routing User Group

User.Pending Cases - Assigned User

A.2.22.5 Supplementary Prompts

None

A.2.22.6 Reports Referenced

None

A.2.22.7 Reports Referencing This Report

My Pending Cases – Overview

A.2.22.8 Column Descriptions

Table A-18 describes the columns in the My Unassigned Cases - Line Listing report:

Table A-22 My Unassigned Cases - Line Listing

Table Heading Column Heading Measure

Enterprise

Enterprise ID

Enterprise.Enterprise ID

Case

Case ID

Case.Case ID

Pending Cases

Follow-Up ID

Pending Cases.Follow-up ID

Pending Cases

Follow-Up Type

Pending Cases.Follow-up Type

Pending Cases

Case Processing Site

Pending Cases.Case Processing Site

Pending Cases

Case Type

Pending Cases.Case Type

Pending Cases

Study ID

Pending Cases.Study ID

Pending Cases

Case Seriousness

Pending Cases.Case Seriousness

Pending Cases

Case Listedness

Pending Cases.Case Listedness

Pending Cases

Case Causality

Pending Cases.Case Causality

Pending Cases

Case Outcome

Pending Cases.Case Outcome

Pending Cases

SUSAR

Pending Cases.SUSAR

Pending Cases

Lock Due Soon Date

Pending Cases.Lock Due Soon Date

Pending Cases

Lock Due Date

Pending Cases.Lock Due Date

User.Pending Cases - Assigned User

Assigned User ID

User.Pending Cases - Assigned Cases.Assigned User ID

Pending Cases

User with Case Open ID

Pending Cases.User with Case Open ID

Pending Cases

State Name

Pending Cases.State Name

UserGroup.Pending Cases - Routing User Group

Routing User Group

UserGroup.Pending Cases - Routing User Group.Routing User Group

Pending Cases

Routing Timestamp

Pending Cases.Routing Timestamp

Pending Cases

Routing Justification

Pending Cases.Routing Justification


A.2.23 Other Assigned Cases – Line Listing

This section describes the Other Assigned Cases - Line Listing report.

This report lists the cases that are assigned to other users in the group(s) to which the viewing user belongs.

A.2.23.1 Audience

Drug Safety Data Entry Personnel

Drug Safety Medical Assessment Physician

Drug Safety Quality Reviewer

Drug Safety and Surveillance Specialist

A.2.23.2 Report Type

  • Narrative Table

A.2.23.3 Location

  • Personal User dashboard > Personal User Case Management page

A.2.23.4 Dimensions

Enterprise.Enterprise ID

User Group.Pending Cases - Routing User Group

User.Pending Cases - Assigned User

A.2.23.5 Supplementary Prompts

None

A.2.23.6 Reports Referenced

None

A.2.23.7 Reports Referencing This Report

My Pending Cases – Overview

A.2.23.8 Column Descriptions

Table A-19 describes the columns in the Other Assigned Cases - Line Listing report:

Table A-23 Other Assigned Cases - Line Listing

Table Heading Column Heading Measure

Enterprise

Enterprise ID

Enterprise.Enterprise ID

Case

Case ID

Case.Case ID

Pending Cases

Follow-Up ID

Pending Cases.Follow-up ID

Pending Cases

Follow-Up Type

Pending Cases.Follow-up Type

Pending Cases

Case Processing Site

Pending Cases.Case Processing Site

Pending Cases

Case Type

Pending Cases.Case Type

Pending Cases

Study ID

Pending Cases.Study ID

Pending Cases

Case Seriousness

Pending Cases.Case Seriousness

Pending Cases

Case Listedness

Pending Cases.Case Listedness

Pending Cases

Case Causality

Pending Cases.Case Causality

Pending Cases

Case Outcome

Pending Cases.Case Outcome

Pending Cases

SUSAR

Pending Cases.SUSAR

Pending Cases

Lock Due Soon Date

Pending Cases.Lock Due Soon Date

Pending Cases

Lock Due Date

Pending Cases.Lock Due Date

User.Pending Cases - Assigned User

Assigned User ID

User.Pending Cases - Assigned Cases.Assigned User ID

Pending Cases

User with Case Open ID

Pending Cases.User with Case Open ID

Pending Cases

State Name

Pending Cases.State Name

UserGroup.Pending Cases - Routing User Group

Routing User Group

UserGroup.Pending Cases - Routing User Group.Routing User Group

Pending Cases

Routing Timestamp

Pending Cases.Routing Timestamp

Pending Cases

Routing Justification

Pending Cases.Routing Justification


A.2.24 My Completed Case Version Routing – Line Listing

This section describes the My Completed Case Version Routing – Line Listing report.

This report lists the workflow state routing information of the locked case versions that have been worked on (in any workflow state prior to case lock) by the user who is viewing this report.

A.2.24.1 Audience

Drug Safety Data Entry Personnel

Drug Safety Medical Assessment Physician

Drug Safety Quality Reviewer

Drug Safety and Surveillance Specialist

A.2.24.2 Report Type

  • Narrative Table

A.2.24.3 Location

  • Personal User dashboard > Personal User Case History page

A.2.24.4 Dimensions

Enterprise.Enterprise ID

State.Case Routing - State

User Group.Case Routing - Routing User Group

User.Case Routing - Routing User

A.2.24.5 Supplementary Prompts

None

A.2.24.6 Reports Referenced

None

A.2.24.7 Reports Referencing This Report

My Completed Workflow States – Line Listing

A.2.24.8 Column Descriptions

Table A-24 describes the columns in the My Completed Case Version Routing – Line Listing report:

Table A-24 My Completed Case Version Routing - Line Listing

Table Heading Column Heading Measure

Enterprise

Enterprise ID

Enterprise.Enterprise ID

Case

ID

Case.ID

Case

Version ID

Case.Version ID

State.Case Routing - State

State Routed From

State.Case Routing - State.State Routed From

State.Case Routing - State

State Routed To

State.Case Routing - State.State Routed To

Case Routing

Routing Timestamp From State

Case Routing.Routing Timestamp From State

Case Routing

Routing Timestamp To State

Case Routing.Routing Timestamp To State

Case Routing

Routing Justification

Case Routing.Routing Justification

User Group.Case Routing - Routing User Group

Routing User Group

User Group.Case Routing - Routing User Group.Routing User Group

User.Case Routing - Routing User

Routing User ID

User.Case Routing - Routing User.Routing User ID