25 Maintaining Resources

ClearTrial allows you to edit default resources and add user-defined resources with the Resource Maintenance feature, which can be launched by selecting “Resources” from the Maintain Menu.

25.1 Working with Resources

To work with resources, select “Resources” from the Maintain menu to display the Resource List Screen. This list displays currently defined resources and the ability to create, edit, and delete user-defined resources, as well as edit ClearTrial defined resources.

25.1.1 Roles

To work with the resource maintenance capabilities, you must have the Resources Administrator additional role/capability granted by your System Administrator.

25.1.2 Editing ClearTrial Resources

ClearTrial defined resources can be edited from the Resource List Screen. You can edit resource names, codes, and departments to match your specific resources.

To edit a resource:

1. Navigate to the Resources List Screen, by selecting “Resources” from the Maintain Menu.

2. Select a ClearTrial defined resource and click the Edit button. Make edits to the resource as needed and click Save to apply the changes.

25.1.3 Adding User-Defined Resources

User-defined resources can be added on the Resource List Screen. You can provide your own code, name, department, and description. In addition, you can enter the base rates for ClearTrial defined service providers by using the Auto-fill capability.

To add a resource:

1. Navigate to the Resources List Screen.

2. Click the New button and enter a code and name for the resource.

3. Select a Department for which this resource belongs. Fees and costs associated with this resource will be included by department in the correlating reports.

4. Enter a description for the resource. The description should include information such as responsibilities and activities generally handled by this resource.

5. Next, use the table to enter billing rates for this resource. The table allows you to assign hourly billing rates for ClearTrial defined Service Providers. If no rates are assigned, they will default to zero.

   
   

   Note: You will need to enter your internal rates within the Billing Rates Maintenance Feature for Non-ClearTrial defined Service Providers.

   
   

6. To quickly enter an hourly billing rate for one or more providers, and to apply a percentage increase, select the Auto Fill... button to open the Auto-Populate Rates dialog. Using this dialog, you have two options that allow you to apply an hourly rate and adjust it with a percentage increase as needed.

7. After entering rates for this resource, click Save to make this resource available for use in plans.

25.1.4 Editing User-Defined Resources

User-defined resources that have been added to the resource list can be edited.

To edit a user-defined resource:

1. Navigate to the Resources List Screen.

2. Click the Edit button to view the Edit Resource Screen. Edit the resource as needed and click Save to apply the changes.

25.1.5 Deleting and Restoring User-Defined Resources

User-defined resources that have been added to the resource list can be deleted and restored. ClearTrial defined resources cannot be deleted.

To delete and restore a user-defined resource:

1. Navigate to the Resources List Screen.

2. Select one or more resources to be deleted and click the Delete button. The resource(s) are removed from the list and are not available for use in new plans. Plans currently using the deleted resource(s) will not be affected.

3. To restore a deleted resource, adjust the list filter to display deleted resources. Next, select one or more deleted resources and click the Restore button.