Rules Designer

View the permissions included in the Rules Designer template study role. This template study role is available for all studies at your organization.

Note:

You should always copy a template role and begin customizing it within the context of your study. For more information, see About predefined study roles.

Table 8-10 Permissions included in the Rules Designer template study role

Category	Permissions assigned
Administrative	Run the Study Roles Report
CRF Submit Access	Run Archival PDFs for your site(s)
Clinical Data Collection	Add a Lab to a Site Add and Update Lab Normal Ranges Create and Add Labs to a Site Dispense Kits with Calculated Doses Edit Classified Subject Data Only Edit Form Data for Subjects Edit Visit Dates Randomize Subjects Safety Case Creation (planned for a future release) Safety Case Submit (planned for a future release) Skip Visits Take Action on Connected Devices Unblind the Treatment Arm for a Subject or Code Break (unblind) View Classified Subject Data Only View Form Data for Subjects View Queries
Data Extract	Run the Subject Data Extract (Unblind)
Inventory Management	View Shipments to Sites View Unblinded Pharmacist Kits (Unblind)
Reports	Run the Blinded Inventory Report Run the Blinded Randomization Report Run the Enrollment Report Run the Kit Dispensation Report Run the Kit Reconciliation Report Run the Lab Normal Range Report Run the Order Summary Report Run the Site and Depot Report Run the Study Codelist Dataset Run the Study Design Report Run the Study Query Dataset Run the Study Rules Report Run the Subject Data Report Run the Subject Events Report Run the Subject Form Items Dataset Run the Subject Query Report Run the Subject Visit Report Run the Titration Summary Report Run the Training Report Run the Unblinded Chain of Custody Report (Unblind) Run the Unblinded Inventory Report (Unblind) Run the Unblinded Randomization Report (Unblind) Run the Unblinded Subject Visit Schedule Report (Unblind) Run the Unblinded Titration Summary Report (Unblind) Run the User Assignment Report
Rules Management	Design Custom Rules Publish Custom Rules Re-run Rules Test Custom Rules
Settings	Configure Connected Device Study Settings Edit Welcome Details in General Study Settings Manage Signature Settings
Study Management	Transfer subjects between sites View All Queries
Study Setup	Assign a Resupply Strategy to a Site Assign a SDV Strategy to a Site Assign a Study Version to a Site Create and Manage Lots (Unblind) Create and Manage SDV Strategies Create and Manage Sites Edit General Study Settings Edit Regions Edit Study Settings Edit Supply Settings, Blinded Groups, Label Groups, and Resupply Strategies (Unblind) Manage Archives Settings Move a Study Design to Testing or Production Upload and Generate Inventory Lists (Unblind) Upload and Generate Randomization Lists (Unblind) View Role Assignments for Study Users View Sites View Study Design