Skip Headers
Oracle® User Management Tool User's Guide
Release 12.0.1
E57087-01
Index
Contact Us
Next
PDF
·
Mobi
·
ePub
1/21
Contents
List of Figures
List of Tables
Title and Copyright Information
Preface
Audience
Documentation Accessibility
Related Documents
Conventions
1
Introduction
1.1
Main Functions
1.2
How to Use Help
1.2.1
Navigational and Layout Features
2
Getting Started
2.1
Getting a New Password
2.2
Changing the Login Password
2.3
Accessing Support Help Desk
2.4
User Management Tool Interface
2.4.1
Navigation Elements
2.4.1.1
Menu
2.4.1.2
Page
2.4.1.3
Buttons
2.4.1.4
Links
2.4.1.5
Icons
2.4.2
Entry Fields
2.4.2.1
Text Boxes
2.4.2.2
Drop-down Lists
2.4.2.3
Check Boxes
2.4.2.4
Radio or Option Buttons
2.4.2.5
List Boxes
2.4.2.6
Date Boxes
2.5
Performing a Quick Search
2.6
Saving Details
2.7
Viewing Audit Trails
2.8
Logging out of the Application
3
Managing Users
3.1
User Types
3.2
InForm, IRT, and OLx Users
3.2.1
Viewing the List of InForm, IRT, or OLx Users
3.2.2
Creating InForm, IRT, or OLx Users
3.2.3
Viewing and Modifying InForm User Details
3.2.4
Viewing Multiple Association
3.2.5
Associating a User with a Site
3.2.6
Terminating InForm Users
3.2.7
Viewing Terminated InForm Users
3.2.8
Unterminating InForm Users
3.2.9
Approving or Rejecting InForm Users
3.2.10
Marking Users for Upload to InForm
3.2.11
Marking Users as Trained
3.2.12
Assigning IOL Classes
3.2.13
Sending InForm Account Details
3.2.14
Exporting InForm Users
3.2.15
Marking Users for Upload to IRT
3.2.16
Marking Users for Load to OLx
3.2.17
Marking Users for Updating User Name in Email Notifications
3.2.18
Updating Assessment Status
3.2.19
Assigning Preferred Study Locale
3.3
UMT Users
3.3.1
Viewing the List of UMT Users
3.3.2
Creating UMT Users
3.3.3
Viewing and Modifying UMT User Details
3.3.4
Activating UMT Users
3.3.5
Terminating UMT Users
3.3.6
Viewing Terminated UMT Users
3.3.7
Unterminating UMT Users
3.3.8
Resetting the Password for UMT Users
3.3.9
Resending UMT Login Details
3.4
Oracle Users
3.4.1
Viewing the List of Oracle Users
3.4.2
Creating Oracle Users
3.4.3
Viewing and Modifying Oracle User Details
3.5
Global Users
3.5.1
Viewing the List of Global Users
3.5.2
Creating Global Users
3.5.3
Assigning a Product
3.5.4
Viewing and Modifying Global User Details
3.5.5
Terminating a Global User
3.5.6
Viewing the Terminated User List
3.5.7
Unterminating Global Users
3.6
Merging Duplicate Users
3.7
Linking Users
4
Managing Trials
4.1
Viewing the List of Trials
4.2
Creating Trials
4.3
Viewing and Modifying Trial Details
4.4
Viewing and Resolving Duplicate Items
4.5
Bulk Copying
4.6
Selective Copying
4.7
Archiving Trials
4.8
Viewing Archived Trials
4.9
Exporting Trial Details
4.10
Exporting Trials
4.11
Importing Trials
4.12
Generating InForm XML
5
Managing Sites
5.1
Viewing the List of Sites
5.2
Creating Sites
5.3
Viewing and Modifying Site Details
5.4
Approving or Rejecting Sites
5.5
Marking Sites as Uploaded to InForm
5.6
Marking Sites as Not Participating
5.7
Viewing Not Participating Sites
5.8
Marking a Not Participating Site as Participating
5.9
Assigning or Updating the Study Version
5.10
Exporting Sites
5.11
Marking Upload to IRT
5.12
Updating Assessment Status for a Site
5.13
Sending Assessment Email
5.14
Stopping Assessment Process
5.15
Assigning Preferred Study Locale
6
Managing Roles
6.1
Managing InForm Roles
6.1.1
Viewing the List of InForm Roles
6.1.2
Creating InForm Roles
6.1.3
Viewing and Modifying InForm Role Details
6.1.4
Viewing and Modifying InForm User-Role Associations
6.1.5
Setting the Display Override Option
6.1.6
Approving or Rejecting InForm Roles
6.1.7
Transferring InForm Roles
6.2
Managing UMT Roles
6.2.1
Viewing the List of UMT Roles
6.2.2
Creating UMT Roles
6.2.3
UMT Roles and Rights
6.2.4
Viewing and Modifying UMT Role Details
6.2.5
Viewing and Modifying UMT User - Role Association
6.2.6
Deleting UMT Roles
6.3
Managing IRT Roles
6.3.1
Viewing the List of IRT Roles
6.3.2
Creating IRT Roles
6.3.3
Approving or Rejecting IRT Roles
7
Managing Groups
7.1
Viewing the List of Groups
7.2
Creating Groups
7.3
Viewing and Modifying User and Group Association
7.4
Validating AutoQuery Groups
7.5
Viewing and Modifying Group Details
7.6
Approving or Rejecting Groups
7.7
Creating PF Groups
8
Managing Reports
8.1
Viewing the List of Reports
8.2
Generating the Reports
8.2.1
Generating Assessment Reports
8.2.1.1
Generating the Assessment Summary Report at Sponsor Level
8.2.1.2
Generating the Assessment Summary Report at Trial Level
8.2.1.3
Generating the Assessment Detail Report at Trial Level
8.2.1.4
Generating the Assessment Summary Report at Site Level
8.2.1.5
Generating the Assessment Detail Report at Site Level
8.2.2
Generating Master Reports
8.2.2.1
Generating the Master Summary Report at Site Level
8.2.2.2
Generating the Master Detail Report at Site Level
8.2.3
Generating General Reports
8.2.3.1
Generating the Billing Report Details
8.2.3.2
Generating the Training Details Report
8.2.3.3
Generating the User Detail Report
8.2.3.4
Generating the WorkList-Site/User Report
8.2.3.5
Generating the Trial Archive Package (TAP) Report
9
Managing Worklists
9.1
Overview
9.2
Managing Worklist Generation
10
Worklist
10.1
Overview
10.2
Viewing Manual Worklist
10.3
Viewing Archived Records
11
Managing Assessment
11.1
Viewing the List of Assessed Users
11.2
Updating Assessment Status for an Assessed User
11.3
Viewing Assessment Comment History
11.3.1
Adding New Comments to the Assessment Comments History
11.3.2
Editing Comments
11.3.3
Deleting Comments
12
Managing Log Files
12.1
Viewing the List of Log Files
12.2
Viewing the List of Transferred Data
12.3
Archiving Log Files
12.4
Viewing Archived Log Files
13
InStruct Online Training
13.1
Overview
13.2
Assigning an IOL Class to a Trial
13.3
Managing Training
14
Configuring Settings
14.1
Configuring UMT Settings
14.1.1
Configuring Default Trials, Sites, and User Settings
14.1.2
Exporting UMT Configuration Settings
14.2
Configuring InForm Settings
14.2.1
Configuring Editable System Configuration Options for Trials on Trial Level
14.2.2
Configuring Editable System Configuration Options for New and Existing Trials on Sponsor Company Level
14.2.3
Configuring General Settings
14.2.4
Exporting InForm Configuration Settings
14.3
Configuring Custom Review State
14.4
Configuring Assessment
14.5
Configuring Assessment Benchmark
14.6
UMT Settings
14.6.1
Configuring UMT Settings
14.6.2
Managing ISD Codes and Time Zones for Countries
14.6.3
Viewing and Modifying Country Details
A
UMT Field Information
A.1
InForm, IRT, and OLx Users Field Information
A.2
Create InForm, IRT, and OLX User Details
A.3
Modify InForm and IRT User Details
A.4
Multiple Association
A.5
Global User List Page
A.6
Create Global User
A.7
Edit Global User
A.8
InForm Roles
A.9
Create InForm Role
A.10
InForm Role Details
A.11
User, Role Association
A.12
Display and Change Override
A.13
List of Groups
A.14
Create Groups
A.15
View and Modify User and Group Association
A.16
Edit Groups
A.17
Configuration Settings
A.18
UMT Settings
A.19
Country Details
A.20
UMT Roles
A.21
PF Roles
A.22
Bulk Copy
A.23
Create Sponsor Company
A.24
Sponsor Company Details
A.25
List of Sponsor Companies
A.26
Log Files
A.27
User, Role Association
A.28
Study Variables
A.29
Selective Copy
A.30
PF User List Page
A.31
List of Sites
A.32
Selective Copy
A.33
UMT Role Details
A.34
UMT Users
A.35
Create UMT Role
A.36
Create PF Role
A.37
Sponsor Company Details
A.38
Create Sponsor Company
A.39
Create Trial Details
A.40
Create Oracle User
A.41
Create Trial Details
A.42
Edit PF User
A.43
Create UMT User Details
A.44
UMT User Details
A.45
Create Site Details
A.46
Site Details
A.47
MUL Import - Error and Corrective Action Information
A.48
Worklist Details
A.49
Manage Worklists Generation
A.50
Assessment Configuration Settings
A.51
Assessment Benchmark Settings
A.52
Generate Assessment Summary Report - Sponsor Level
A.53
Generate Assessment Summary Report - Trial Level
A.54
Generate Assessment Detail Report - Trial Level
A.55
Generate Assessment Summary Report - Site Level
A.56
Generate Assessment Detail Report - Site Level
A.57
Generate Master Summary Report - Site Level
A.58
Generate Master Detail Report - Site Level
A.59
Generate Billing Details Report
A.60
Generate Training Details Report
A.61
Generate User Detail Report
A.62
Generate Site-User Detail Report
A.63
Generate Trial Archive Package (TAP) Report
A.64
List of Oracle Users
A.65
InForm Terminated User List
A.66
List of Trials
A.67
List of Archived Trials
A.68
Managing Training
A.69
Custom Review State Configuration Settings
Index