Contents

Title and Copyright Information

Preface

• Audience
• Documentation Accessibility
• Resetting a Forgotten Password
• Accessing ClearTrial Help
• Finding Oracle Documentation
• Related Documents

Part I Getting Started in ClearTrial Track

1 Baseline Plans

• Identifying the Baseline Plan
  • Baseline Plan
  • Adjusting the Baseline Plan to Reflect the Negotiated Contract
• Setting the Baseline Plan
  • Editing a Baseline Plan

2 Tracking Studies

• Tracking a Study
  • Viewing a Tracked Study Summary
  • Study Performance Summary Report
• Entering Actuals
• Entering Notes

Part II Entering Actuals

3 Settings Tab

• Tracking Settings
  • Tracking Interval
  • Study Status Date
• Setting the Level of Detail for Tracking Tasks and Costs
  • Tracking Earned Value for Costs
  • Payment Tracking Options

4 Sites Tab

• Entering Sites Approved

5 Subjects Tab

• Entering Randomized Subjects

6 Monitoring Tab

• Entering Collected CRF Pages

7 Task Units Tab

• Entering Actual Data for Major Tasks

8 Task Dates Tab

• Entering Start and End Task Dates

9 Milestone Dates Tab

• How Payment Settings Affect the Milestone Dates Tab
• Entering Milestone Dates

10 Milestone Payments Tab

• How Payment Settings Affect the Milestone Payments Tab
  • Other Task Payments
• Entering Milestone Payments

11 Labor Fees Tab

• How Payment Settings Affect the Labor Fees Tab
• Recording Labor Fees

12 Costs Tab

• How Cost Settings Affect the Costs Tab
• Entering Costs

13 Summary Tab

• Arranging Summary View
• Detailed Summary View
• Project Health Portlet
• Current Status Portlet
• Study Performance Trend Portlet
• Projected at Completion Portlet

14 Reports Tab

• Reports

Part III ClearTrial Track Reports

15 Utilizing Reports

• Identifying Underperforming Locations and Tasks
  • Generating the Tracking Detail Report
  • Deciding What to Update in the Plan
• Reconciling Service Provider Invoices and Work Performed
  • Generating the Accruals Report
• Comparing Invoice Amounts and Earned Value
  • If Invoice Amount Equals EV
  • If Invoice Amount Does Not Equal EV
  • Using ClearTrial Invoice and Activity Report Templates
• Generating Project Cost Accruals
  • Prepare the Accruals Report
    • Viewing Costs Accrued During a Time Window
    • Viewing Cost Accrual as of the Latest Work Performed
    • Viewing Cost Accrual Through a Specific Date
• Assessing Provider Performance

Part IV Reforecasting Studies

16 Reforecasting

• Reforecasting a Plan
  • Generate a Reforecast
• Setting the Reforecasted Plan as the Baseline