Quick Start for the Study Team

With the exception of the one-time setup tasks, you do the other tasks to:


Study settings (one-time setup for all modes)


Study supplies


Final steps


Study settings (one-time setup for all modes)

1. Add users at the sponsor or CRO (done by several users)

Users' roles determine the reports and notifications they see.

  1. Provision all users in OHSIAMS Oracle Identity Self Service. Learn more.
  2. On the Home page, click study settings and select Open Settings.
  3. Click the Users tab.
  4. Click Create User and fill in the fields, then add study team members

Note: If you're using study roles to assign roles to users at the sponsor or CRO, follow step-by-step help.

YouTube logo Watch training.


2. Specify subject settings (done by study manager)

  1. On the Home page, click study settings Study settings icon, a cog and select Open Settings.
  2. Click the Subject Settings tab.
  3. Specify subject settings: Along the top, select a mode, and fill in the fields.
  4. Along the top, click Apply Changes and click Apply to Production or Apply to All Modes.

Read step-by-step help for study verification or study go-live, or YouTube logo watch training.


3. Add regions (done by study manager)

Create regions if you're using region-blocked randomization.

  1. On the Home page, click study settings and select Open Settings
  2. Click the Subject Settings tab.
  3. Along the top, select a mode, and create regions for all modes.

Read step-by-step help or YouTube logo watch training.

4. Define SDV strategy and settings (done by study manager)

  1. On the Home page, click the study settings button on the study you want to edit and select Open Settings.
  2. Below the study name, click the Source Data Verification tab.
  3. Select a mode on the left and fill in the fields.

    Tip: To view tips on how to complete each field, click into a field or choose an option.

    Read step-by-step help and field descriptions for Specify settings for a SDV strategy.

  4. On the upper right, click Apply Changes and choose an option to apply to a given mode or to all modes.
  5. On the right side pane, under Source Data Verification section, click Create SDV Strategy.
  6. Fill in the fields on the open dialog and click Create.

    Repeat to create as many SDV strategies as required.

  7. >Assign SDV strategy to a site.

    Read step-by-step help for Create a SDV strategy and assign it to a site.

5. Add depots (done by clinical supply manager)

You typically create all depots when you're preparing for study verification, though you can create Production and Training depots later when you’re preparing for study go-live.

  1. Click the Depots tab.
  2. On the left, select a mode, and create depots for all modes. If you already used a depot in a previous study, use the search field to find it. When you select it, certain fields will automatically appear.
  3. Tip: If you're getting the study ready for verification in Testing mode, you can activate your Testing depots now.

Read step-by-step help or YouTube logo watch training.


6. Add sites (done by site manager)

You typically create all sites when you're preparing for study verification, though you can create Production and Training sites later when you're preparing for study go-live.

  1. Click the Sites tab.
  2. On the left, select a mode, and create sites for all modes.
  3. Note: You can only delete a site if its status is New.

Read step-by-step help or YouTube logo watch training.


7. Add site and depot users (done by site and user manager)

  1. Provision all users in OHSIAMS Oracle Identity Self Service. Learn more.
  2. On the Home page, click study settings and select Open Settings.
  3. Click the Users tab.
  4. Add site and depot users.

Note: If you're using study roles to assign roles to users at the sponsor or CRO, follow step-by-step help.

YouTube logo Watch training.


8. Specify supply settings, create resupply strategies, and create blinded groups (done by clinical supply manager)

  1. On the Home page, click study settings and select Open Settings.
  2. Click the Supply Settings tab.
  3. Specify supply settings:On the left, select a mode, and fill in the fields.
  4. Tip: If you're working to verify the study in Testing mode, define settings for Testing. If you're preparing to go live with the study in Production mode, define settings for both Production and Training. (We won't keep telling you this, we promise.)

    Read step-by-step help for study verification or study go-live, or YouTube logo watch training.


  5. Create resupply strategies:On the right, select Min/Max Resupply or Predictive Resupply.
  6. Read step-by-step help for study verification or study go-live, or YouTube logo watch training.


  7. Create blinded groups: On the right, select Blinded Groups.
  8. Read step-by-step help for study verification or study go-live, or YouTube logo watch training.

Study supplies

9. Create a randomization list (done by randomization list manager) and a kit list (done by clinical supply manager)

  1. On the Home page, click the pencil button Edit study icon, a pencil.
  2. Click the study version below Testing (for study verification) or the study version below Approved (for study go-live).
  3. Along the top, click Study Supplies.
  4. Create a randomization list: Either upload or generate it.
  5. Read step-by-step help for study verification or study go-live, or YouTube logo watch training.

  6. Create a kit list: Click the Kits tab, and upload or generate a kit list.

Read step-by-step help for study verification or study go-live, or YouTube logo watch training.


10. Create lots, assign kits to them, and combine them as needed (done by clinical supply manager)

  1. On the Home page, click either the Testing Mode button Testing mode icon, a beaker (for study verification) or the name of the study (for study go-live).
  2. Along the top, click Supplies.
  3. Click the Inventory tab.
  4. Create lots: In Lots, on the right, create manufacturing lots (and blinded lots, if needed).
  5. Read step-by-step help for study verification or study go-live, or YouTube logo watch training.


  6. Assign kits to manufacturing lots: Filter and select kits, and add them to lots.
  7. Read step-by-step help for study verification or study go-live, or YouTube logo watch training.


  8. If using blinded lots, combine manufacturing lots into blinded lots: Drag manufacturing lots into blinded lots.
  9. Read step-by-step help for study verification or study go-live, or YouTube logo watch training.


11. Create label groups, and assign kits to them (done by clinical supply manager)

  1. Stay on the Inventory tab and expand Label Groups on the right.
  2. Create label groups: If the study requires them.
  3. Assign kits to the label groups: Select a kit type, filter and select kits, and select the label group on the right.

Read step-by-step help for study verification or study go-live, or YouTube logo watch training.


Final steps

12. Activate depots (done by clinical supply manager)

  1. On the Home page, click study settings Study settings icon, a cog, and select Open Settings.
  2. Click the Depots tab.
  3. On the left, select a mode, and activate depots for the mode. If you're preparing for study verification, you may have already activated depots for Testing mode.

Read step-by-step help for study verification or study go-live, or YouTube logo watch training.


13. Release kits to depots (done by clinical supply manager)

  1. On the Home page, click the pencil button Edit study icon, a pencil on your study to make sure your study version is either in Testing or Approved mode.
  2. For study verification, click the Testing Mode button Testing mode icon, a beaker. For the Approved version, click the study name.
  3. Along the top, click Supplies, and then click the Inventory tab.
  4. Click the kit type to release.
  5. Select the kits to release, update the fields in Kit Settings (including changing their statuses to Available), and update the kits.

Read step-by-step help for study verification or study go-live, or YouTube logo watch training.


14. Open a cohort

When do I do this? Just before you activate a site, open the first cohort. After the limit for a cohort is reached, make sure you open the next cohort, or randomization errors will occur for site users.

  1. On the Home page, click study settings Study settings icon, a cog and select Open Settings.
  2. Click the Subject Settings tab.
  3. Along the top, select a mode.
  4. Scroll to the Enrollment Settings, expand Cohort, and click a toggle to the left of a cohort to open it.

Read step-by-step help for for opening and closing a cohort or YouTube logo watch training.


15. Assign a study version and resupply strategy to each site (done by site manager)

  1. On the Home page, click study settings and select Open Settings.
  2. Click the Sites tab.
  3. On the left, select a mode.
  4. Select a study version for each site: In the Study Version column.
  5. Read step-by-step help for study verification or study go-live, or YouTube logo watch training.


  6. Select a resupply strategy for each site: In the Resupply Strategy column.
  7. Read step-by-step help for study verification or study go-live, or YouTube logo watch training.


16. Activate sites (done by site manager)

This makes the study ready for verification or go-live.

  1. On the Home page, click study settings and select Open Settings.
  2. Click the Sites tab.
  3. Activate each site that's ready for either study verification or study go-live.

    Note: After you activate a site, you cannot delete it. You can only retire it.

  4. Read step-by-step help for study verification or study go-live, or YouTube logo watch training.

  5. Having problems in the study? We can help!

    Read troubleshooting tips for study verification or study go-live.

You're done!


Find out more about Oracle Clinical One Platform!

Get more information

Review the books for sponsor and CRO users, site users, and depot users on the Oracle Help Center.

Other resources

Read frequently asked questions.

Watch these and these short training videos on the Oracle Help Center.

Contact support

For assistance, contact Health Sciences Cloud Support.

Can't find what you need?

Write to us at clinical_one_doc_feedback_grp@oracle.com.

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