Creating New Profiles

You can create personal or study-specific profiles. To create a new profile, click the Create button to open the Create a New Profile dialog box. The dialog box contains a Profile Name field and three radio buttons. Enter a unique name for your profile. Then choose one of the three choices in the radio button group:

  • Create Profile from Default Master creates a new personal profile for you based on your default master profile. Since a user group may have more than one master profile, the default master flag identifies the default.

  • Create Profile from Current Profile creates a new personal profile based on the current profile's settings.

  • Create Study-Specific Profile from Current Profile creates a study-specific profile for the present study using the current profile displayed in the field on the main window.

An administrator assigns you one default master profile (see the Oracle Clinical Getting Started manual for more information). The default master contains the basic functions required for your job. If you have more than one master profile assigned to you, the administrator designates one as the default.

Clicking the OK button stores the new profile and closes the dialog box. The new profile is now available in the list of profile names. Clicking the Cancel button closes the pop-up window without creating the new record.

Table 4-1 Fields of the Profiles for Discrepancy Management Dialog Box

Field Description

User Profile list

The list at the top of the dialog box contains all of the profiles the current user can access.

Show All Users box

Select this to access all of the profiles in your default user group in the Profile list.

Creation Date Between

Limit the discrepancies you access by entering a starting date in this field. Use the date format DD-MON-YYYY.

And

Limit the discrepancies you access by entering an ending date in this field. Use the date format DD-MON-YYYY.

System Status Code

Click this field to limit the discrepancies you view to a particular system status: Current or Obsolete.

Accessible Data Only?

Check this box to limit the discrepancies to data that has completed first pass Data Entry, and — if required — second pass Data Entry.

Last Modified by Userid

Check this box to limit your queries to the discrepancies modified by the current user.

Review Status Panel

The values in this panel are set by the group's system administrator. Values that appear in italics are locked.

Make This My Default Profile box

Select to make the current settings the default ones.

Save My Changes box

Select to save any criteria changes to the profile.

Exit button

Click the Exit button to exit the profile selection window with no changes to a profile. (You must choose a profile when you start a discrepancy management session.)

More… button

Opens the More Profile Criteria dialog box for customizing a session's data access.

Create button

For creating a new profile.

Create button

Click the Use button to make your current profile criteria the criteria for the current session. This allows you to set criteria that are useful for the current session, but that you would be unlikely to use in future sessions.