1 Introduction to ClearTrial Terminology

ClearTrial applications use the following terms consistently across functions and modules.

ClearTrial Terms

• Authentication: The process of providing information that identifies a user to an application. A common means of authentication is to login with a user name and password.

• Authorization: Specific permissions, or privileges, that control which features and data are available to a user.

• Credentials: The information the application uses to authenticate or authorize a user. For example, a user name and password.

• Edit Mode: One of four levels of interaction that control which fields the user can access. Quick Mode is intended for either "ballpark" estimation or novice users. Basic Mode is for normal operation. Advanced Mode is for use when planning studies with unusual or specific assumptions that differ from the defaults. Expert Mode allows the user to access every field.

• Maximum Edit Mode: The Maximum Edit Mode is the highest edit mode the user is authorized to use.

• Permission: Authorization to use a specific feature or access certain data.

• Preferred Edit Mode: ClearTrial defaults users to their Preferred Edit Mode every time they create a new study or plan. Users can change their preferred edit mode by using the Edit Profile button.

• Preferred Home Page: ClearTrial allows users to select the preferred screen to be displayed upon logging in. Users can select the Plan List, Study List, or Portfolio List Screens to be displayed.

• Preferred Locale: The Preferred Locale is the geographic location of the user. System Administrators can select the Preferred Locale for a user, which determines how dates and numbers are displayed in ClearTrial.

• Role: A group of permissions that can be granted to a user.

• User Account: Each user has an account that stores their credentials, personal data, and preferences.

• Security Question and Answer: Upon registration, users select a security question and provide an answer. System Administrators use this information to identify a user to reset their password. Users need this information to reset their password with the "Forgot your Password?" feature.