17 Assignment Tab

The Assignment Tab is used to assign a service provider and billing rate location to outsourced tasks in a plan.

Task Assignments

This section allows you to assign locations and responsibilities to specific service providers. If all outsourced tasks in your plan are performed by a single provider, select that provider for the “Default service provider for outsourced tasks” field and click Save or Next to continue to the next tab.

For each task performed by a different provider, depending on location, select the location in the “Values apply to” drop-down menu and assign the appropriate provider to the tasks in that location.

If outsourced tasks in your plan are performed by various providers in the study, then follow the steps below.

Assigning Outsourced Tasks

Outsourced tasks can be assigned to various providers on the Assignment Tab.

To assign outsourced tasks to various providers:

1. Choose your primary provider who performs most of the outsourced work in the “Default service provider for outsourced tasks” drop-down and click Save.

2. Click the Show Tasks link and assign tasks to the appropriate non-primary providers as necessary.

3. Choose the appropriate location in the “Values apply to” drop-down and assign Service Provider location dependent tasks. You can also specify a different billing rate location for each task group or task.

Including and Excluding Tasks

You can exclude selected tasks from the plan, which eliminates the effort and costs associated with these tasks. Tasks that cannot be excluded or specifically assigned, or whose billing rate location cannot be different from the location of subject data, are presented with the associated option(s) disabled (grayed out).

You can save the Service Provider and billing rate location assignments for any task by clicking the pin icon. Pinning allows you to protect and ensure that your current assignments for each task will not be lost due to other changes. For example, changes made to the group of tasks such as task groups in the Assignment Tab will override the assignments made for individual tasks included in the group, if the latter changes are not pinned.

If an assigned provider has been deleted from the plan, then the task assignment will be changed to the primary provider in the plan. Any changes to tasks are pinned by default.