Define Resources

Resources are the roles that people who work on the study are assigned. Associated with each resource are a code for tracking the resource through the study, a job title or classification, and a set of responsibilities.

There are two types of resources in ClearTrial:

• ClearTrial-defined resources—Resources ClearTrial provides based on its embedded clinical intelligence. You can edit these resources. However, you cannot delete ClearTrial-defined resources.
• User-defined resources—Resources a user with the Resources Administrator role add to the service. The Resources Administrator can edit, delete, and restore these resources. If they delete a user-defined resource that is being used in a plan, that resource remains available in the plan.

  Note:

  To maintain resources, you must have the Clinical Administrator primary role and your assigned ClearTrial System Administrator must grant you the Resources Administrator additional role.

1. From the Maintain menu, select Resources.
2. On the Resources screen, click New.
3. On the Create Resource screen, in the Resource Summary section, enter a resource code, name, and description.

   In the Code field, specify an alphanumeric code that represents the resource; for example, CRO1. If your company intends to use the RFP and bid management feature, you must include a code for every resource.

4. In the Default Billing Rates section, fill in the table. For each of the ClearTrial-defined service or composite providers, enter the hourly billing rate for the resource.
   • The ClearTrial composite providers include: Major CRO, Medium CRO, Niche CRO, Premium CRO, and Average All CROs.
   • This table establishes a base rate for the ClearTrial-defined providers. You can enter or edit the U.S. hourly rate for this resource for each of the years you choose as the effective rate year when planning a study.
   • To populate the table automatically, click Auto Fill. On the Auto-Populate Rates screen, you can apply an hourly rate for a selected service provider or a percentage increase for each year based on the rate specified in the selected starting year.
   • If you've already created rate cards, don't forget to enter the rates for the new resources you add.
5. Click Ok.