Contents

Title and Copyright Information

Preface

• Audience
• Documentation Accessibility
• Finding Oracle Documentation
• Related Documents

1 Getting Started: Basics and Common Tools

• Using ClearTrial Track to Manage a Study Budget
  • The Baseline Plan Supplies the Values to Track
  • Baseline Plans are Locked
  • Planned vs. Actual Values
  • Enter Actual Values
  • A Tabbed Interface Guides You through Tracking a Study
• Roadmap: Tracking a Study
• Working with Tracked Studies
  • Viewing Tracked Studies on the Studies Screen
  • Entering Actuals for a Tracked Study
  • Locking and Unlocking Actuals
  • Copying Actuals
  • Viewing the Tracked Study Summary
  • Viewing Reports for a Tracked Study
• Working with Baseline Plans
  • Setting the Baseline Plan
  • Locking and Unlocking Baseline Plans
• Reforecasting Baseline Plans
  • Reforecasting a Baseline Plan
  • Setting the Reforecasted Plan as the Baseline Plan

2 Tracking Studies

• Select Track Settings for a Study: Settings Tab
  • Opening the Settings Tab
  • Selecting a Tracking Interval
  • Entering a Study Status Date
  • Selecting a Tracking Level for Major Tasks and Miscellaneous Costs
  • Selecting Earned Value Options for Miscellaneous Costs
  • Selecting How Payments are Tracked for each Service Provider
• Enter Approved Sites: Sites tab
  • Opening the Sites Tab
  • Enter Approved Sites for each Week
  • Adding a Later Week
• Enter Enrolled Study Subjects: Subjects Tab
  • Opening the Subjects Tab
  • Entering Enrolled Subjects for Each Week
  • Adding Earlier and Later Weeks
• Enter Completed Case Report Forms: Monitoring Tab
  • Opening the Monitoring Tab
  • Entering the Number of Completed CRF Pages
  • Adding Earlier and Later Weeks
• Track Work Completed by Service Providers: Task Units Tab
  • Opening the Task Units Tab
  • Entering Completed Work for Major Tasks
• Track Dates for Work Completed by Service Providers: Task Dates Tab
  • Opening the Task Dates Tab
  • Entering the Start and Completed Dates
• Track Dates for Study Milestones: Milestone Dates Tab
  • Opening the Milestone Dates Tab
  • Entering Dates Study Milestones Occur
• Track Payments Made Against the Milestone Payment Schedule: Milestone Payments Tab
  • Opening the Milestone Payments Tab
  • Entering Actual Payments
• Track Labor for Service Providers: Labor Fees Tab
  • Opening the Labor Fees Tab
  • Entering Actual Fees for Major Tasks
• Track Costs for Each Service Provider: Costs Tab
  • Opening the Costs Tab
  • Entering the Actual/Earned Value for Costs
• Evaluate your Study's Progress: Summary Tab
  • Opening the Summary Tab
  • Select Data to Include in the Study Summary
    • Including and Excluding Data
    • Selecting Providers to Include in the Study Summary
    • Selecting a View As Of date to Include in the Study Summary
  • View Project Performance with the Project Health Data
  • View the Study Performance Trend Graph
  • Viewing Project Performance Details
• Generate Tracking Reports: Reports Tab
  • Opening the Reports Tab
  • Generating a Report

3 Track Screen and Dialog Box Field Descriptions

• Costs Tab Fields
• Labor Fees Tab Fields
• Milestone Dates Tab Fields
• Milestone Payments Tab Fields
• Monitoring Tab Fields
• Report Descriptions
• Settings Tab Fields
• Sites Tab Fields
• Studies Screen Fields
• Subjects Tab Fields
• Summary Tab Fields
• Task Dates Tab Fields
• Task Units tab Fields