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9 Managing Worklists

This chapter contains the following topics:

• Section 9.1, "Overview"

• Section 9.2, "Managing Worklist Generation"

9.1 Overview

The Manage Workslists Generation page lets you assign trials to manual worklists or automatic worklists as required. It also lets you set the default worklist type for all the new trials you create. Assignment to automatic worklists must be initiated by a Support ticket. For more details on manual worklists and automated worklists, see Chapter 10.

Note:

Only Oracle administrator users and third party Tier-I help desk users with required access rights can access the Manage Worklists tab.

9.2 Managing Worklist Generation

To manage worklist generation:

1. Select Manage Worklists from the menu bar. The Manage Worklists Generation page is displayed.

   For more details on how to manage worklist generation, see Section A.49.

2. Select the sponsor company from the Sponsor drop-down list.

3. To assign a trial to a manual worklist:

   Select the required trial from the Disabled box and click the right arrow. The selected trial is moved to the Manual Worklists box.

4. To assign a trial to an automatic worklist, Oracle support team has to create a support ticket.

5. Enter the reason for modification in the Reason for change text box.

6. Click Submit to save the changes. To discard the changes, click Return.