Configuring the Actions Allowed against Discrepancies

In RDC, a user changes the review status of a discrepancy by selecting an option from the list in the Action field. You use the DISCREPANCY ACTIONS role codelists to define the set of routing and resolution actions that each user role can take against discrepancies.

When Oracle Clinical is installed, the system automatically creates the following DISCREPANCY ACTIONS role codelists, where role specifies one of the default user roles:

• DISCREPANCY ACTIONS CRA
• DISCREPANCY ACTIONS DM
• DISCREPANCY ACTIONS INV
• DISCREPANCY ACTIONS SITE

Only RDC uses the set of DISCREPANCY ACTIONS role codelists. Each codelist is specific to a user role.

In the Short Value field, you enter the name of the discrepancy review status for which users of the relevant role can take action on the discrepancies. The status you specify must be listed in the DISCREPANCY REV STATUS CODE codelist.

In the Long Value field, you enter the text that RDC displays in the Action drop-down list. You use the Active check box to enable the action.

Note:

At run time, if the user selects a univariate or multivariate discrepancy, the Action drop-down list excludes any action that would route the discrepancy to a status that is HIDDEN (that is, has a long value of HIDDEN in the DISCREPANCY STATUS role codelist) for any role.

For more information, see:

• Default Entries for the DISCREPANCY ACTIONS role Codelists
  
• Rules for the DISCREPANCY ACTIONS role Codelist
  

Default Entries for the DISCREPANCY ACTIONS role Codelists

configuring-actions-allowed-discrepancies.html#GUID-0723C638-F98C-4C48-BBB7-33E01480375B__BABJEAJH lists the default entries for the DISCREPANCY ACTIONS DM codelist, which defines the allowed actions for the Data Manager (DM) user role.

Table 4-2 Default Entries for the DISCREPANCY ACTIONS DM Codelist

Short Value (Resulting Review Status)	Long Value (Action)
INV REVIEW	Send to site
TMS EVALUATION	Send for classification
RESOLVED	Close - resolved
IRRESOLVABLE	Closed - no resolution
INT CRA REV	Internal CRA Review

Rules for the DISCREPANCY ACTIONS role Codelist

When entering and modifying values in a DISCREPANCY ACTIONS role reference codelist, you must follow these rules:

• Each DISCREPANCY ACTIONS role codelist must contain a subset of the short values (the statuses) defined in the DISCREPANCY REV STATUS CODE codelist. The long value specifies an action that the user can take against a discrepancy. The corresponding short value, which must match a short value in the DISCREPANCY REV STATUS CODE codelist, identifies the status RDC assigns to the discrepancy when the user selects the action.
• CLOSED should not appear as a short value in any DISCREPANCY ACTIONS role codelist.
• You must specify text in the Long Value field. RDC displays this text in the Action drop-down list.
• The Description field is optional for all entries.