4 Integrations and Configurations

Mobile CRA lets you register, define, and manage key performance indicators (KPIs) either from OCDA or from other external sources. You can use the site-at-a-glance (SaaG) feature of Mobile CRA to view analytical data and metrics even if you do not use OCDA.

This chapter contains the following topics:

• Section 4.1, "Registering the Client"

• Section 4.2, "Registering Sources"

• Section 4.3, "Adaptive Site-at-a-Glance"

• Section 4.4, "Alerts Registration"

4.1 Registering the Client

You must provision the client in the Adaptive SaaG through WebLogic Server configuration. Use the Client Name and your credentials to receive the Client ID and Client Key.

You must procure (offline activity) and submit the Client ID and the Client Key through the Mobile CRA Configuration Utility application.

Figure 4-1 The Client Registration Screen

Description of "Figure 4-1 The Client Registration Screen"

Note:

The Client ID and Client Key are sent to the Mobile CRA Configuration Utility user through offline communication such as an e-mail.

4.2 Registering Sources

You must register the various external sources (such as labs, imagery services, and so on) within the system before they can start sending information.

The Configuration Utility has the following enhancements for registering KPIs:

The Source Registration on the Configurations page. Send the Source Name and Source Type to the SaaG server. The returned information, Source ID and Source Key, is displayed.

4.2.1 Adding a Source

To add a source, perform the following:

1. Click Add. The Add Source window is displayed.

2. From the Source Type drop-down list, select KPI for a source that sends KPIs. Select ALERT for a source that sends alerts.

3. Enter the details and click OK.

Figure 4-2 Adding a Source

Description of "Figure 4-2 Adding a Source"

4.3 Adaptive Site-at-a-Glance

Mobile CRA's SaaG is a key feature as it assists CRAs in monitoring sites.

Earlier, Mobile CRA pulled in data only from the OCDA system. To let you use non-OCDA systems with this feature, Mobile CRA is re-designed to make SaaG an open feature by exposing APIs using which any system can push in KPI information, once registered into the system. This feature is now called the Adaptive SaaG.

The Mobile CRA Configuration Utility Web application now includes multiple enhancements for setting up KPIs from external systems.

4.3.1 Registering Key Performance Indicators

After the sources for KPIs are defined, you must define and manage the KPIs to be displayed on the mobile application.

Clicking Site-at-a-glance opens up the Register KPIs table on the right side of the page.

The system assigns the display order for the KPIs. However, you can add, edit, or delete a KPI as needed. There is no restriction on the number of KPIs that you can register.

4.3.1.1 Adding a KPI

To add a KPI, perform the following steps:

1. Click Add. The Add KPI window is displayed.

2. Enter the details and click OK.

Figure 4-3 Adding a KPI

Description of "Figure 4-3 Adding a KPI"

4.3.1.2 Editing a KPI

To edit a KPI, perform the following steps:

1. Click Edit. The Edit KPI window is displayed.

2. Edit the required details and click OK.

Figure 4-4 Editing a KPI

Description of "Figure 4-4 Editing a KPI"

4.3.1.3 Deleting a KPI

To delete a KPI, perform the following steps:

1. Click Delete. The Remove KPI confirmation message is displayed.

2. Click Yes.

Figure 4-5 Deleting a KPI

Description of "Figure 4-5 Deleting a KPI"

4.3.2 Trending Graphs and KPIs Displayed

Any number of KPIs can be registered and defined here. The first three KPIs are used for the trending graphs in the mobile application. You can define the order in which these KPIs are displayed here. The order can be changed and the mobile application reflects the change accordingly, including the KPIs for the trending graphs.

Figure 4-6 The Trending Graphs

Description of "Figure 4-6 The Trending Graphs"

You can choose the number of KPIs you want to view on a page: 6, 9, or 12.

Figure 4-7 The 6 KPI Display

Description of "Figure 4-7 The 6 KPI Display"

Figure 4-8 illustrates selecting the 9 KPI display setting.

Figure 4-8 Selecting the 9 KPI Display Setting

Description of "Figure 4-8 Selecting the 9 KPI Display Setting"

Figure 4-9 illustrates the 9 KPI display.

Figure 4-9 The 9 KPI Display

Description of "Figure 4-9 The 9 KPI Display"

Figure 4-10 illustrates selecting the 12 KPI display setting.

Figure 4-10 Selecting the 12 KPI Display Setting

Description of "Figure 4-10 Selecting the 12 KPI Display Setting"

Figure 4-11 illustrates the 12 KPI Display

Figure 4-11 The 12 KPI Display

Description of "Figure 4-11 The 12 KPI Display"

4.3.3 Changing the Display Order

You can change the order of the KPIs displayed. Perform the following steps:

1. Select the KPI whose display order you want to change. Click Edit.

2. Enter the new display order number in Display Order. Click OK.

Figure 4-12 Existing Order in the Configuration Utility

Description of "Figure 4-12 Existing Order in the Configuration Utility"

Figure 4-13 displays the corresponding display on the iPad.

Figure 4-13 Corresponding Display in the iPad.

Description of "Figure 4-13 Corresponding Display in the iPad."

Figure 4-14 displays the changed order in the Configuration Utility.

Figure 4-14 Changed Display Order in the Configuration Utility

Description of "Figure 4-14 Changed Display Order in the Configuration Utility"

Figure 4-15 displays the changed display in the iPad.

Figure 4-15 Corresponding Changed Display Order in the iPad

Description of "Figure 4-15 Corresponding Changed Display Order in the iPad"

4.3.4 Pushing KPI Information to Mobile CRA

External sources (such as labs, drug companies, and imagery services) must use the Source ID and Source Key to push information such as KPI ID, KPI Name, Study Site ID or Study ID or General, and KPI Value.

The external source can send information in bulk or for a KPI at a time. In case of errors, appropriate error messages are sent back to the external source.

4.4 Alerts Registration

An alert is a notification by which CRAs are notified about the various aspects of the studies that they are involved in. These alerts may be about a site's performance, number of patients being enrolled in sites, visit dates, and so on.

Mobile CRA lets the users from non-OCDA sources create subscriptions for such notifications here. CRAs who have subscribed to such alerts receive these as and when the thresholds (set against that particular Alert) are met.

4.4.1 Adding an Alert

To add an alert, perform the following steps:

1. Click Add. The Add Alert window is displayed.

2. Enter the details and click OK.

   Note:

   Only those sources registered as alerts (as type) are displayed.

Figure 4-16 Adding an Alert

Description of "Figure 4-16 Adding an Alert"

4.4.2 Editing an Alert

To edit an Alert, perform the following steps:

1. Click Edit. The Edit Alert window is displayed.

2. Edit the required details and click OK.

Figure 4-17 Editing an Alert

Description of "Figure 4-17 Editing an Alert"

4.4.3 Deleting an Alert

To delete an alert, perform the following steps:

1. Click Delete. The Delete Alert window is displayed.

2. Delete the required alert and click OK.

Figure 4-18 Deleting an Alert

Description of "Figure 4-18 Deleting an Alert"