Import Location-specific Data from Any Plan or Template

When the new customer preference, described in the previous session, is set to true, you see a new prompt when you add a location to your plan/template in ClearTrial 5.6. On the Choose Locations dialog, after you have selected the location to add, a new prompt appears toward the bottom of the dialog for you to choose the location-specific overrides to import from a list of templates or plans (via a new configurable filter).

The list will contain prior/existing completed plans/templates that contain the overrides made for the specific location. Once you have selected the plan/template (source) to import the overrides from, you will see the following types of overrides pulled into your current plan/template (destination):

• Custom Fields

• Location Data (MOH Delay, Ave Grant Amount)

• Site Information (Number of sites, etc.)

• Subject Data (Screening, drops)

• Task Assignments

• Task-Resource Department/GL Code

• Task-Resource Algorithms

• Task-Resource Billing Rate Location

• Task-Resource Rate Overrides

• Task-Resource Unit Hours

• Indirect Cost Assignments

• Indirect Cost Departments/GL Codes

• Indirect Cost Adjustments

• Indirect Cost Algorithms

• Meetings

• Resource Assignments (made in the Override Resources and Rates dialog)