Add Custom Fields to a Plan (Enterprise Edition)

If you have purchased the Enterprise Edition of ClearTrial, you can create custom fields and define default formulas for them when you need to add additional drivers to plans or use them as custom work units or variables when defining custom level-of-effort or cost algorithms.

Prerequisite: Custom Fields Designer: Users with this additional role/capability can create, edit, and delete custom fields within the DRAFT custom field model and check-out, check-in, and publish the custom field model. This additional role can only be granted to Clinical or System administrators.

Definitions

• Custom field: A field in which to enter a custom assumption value.
  • Custom fields, which are developed and published for use in plans, are grouped and versioned as a custom field model. You can assign a custom field model to a plan and use the custom fields of that model in your plan.
  • You can define the default value for a custom field by entering a static value or by using a formula to calculate the value.
• Custom assumption: The value(s) entered in a particular plan.
  • Custom assumptions behave like ClearTrial-defined assumptions. They appear on the Assumptions report, vary by location, if appropriate, and have associated Help text.
  • Any user who has permission to edit the value of a ClearTrial default assumption can edit the value of a custom assumption.
  • Custom Fields can be defined to appear in only certain plans (according to the study's phase, therapeutic area, and indication) and/or to appear on specific tabs and to be visible in specific edit modes.