User-defined Resources

Resources are the roles that people who work on the study are assigned.

There are two types of resources in ClearTrial:

• ClearTrial-defined resources are the ClearTrial default resources working on tasks. You can edit these resources.
• User-defined resources are custom resources you create and define to more accurately reflect your or your CROs' organizations' staffing and costing structures.

• Create a Resource
  You can add new resources and then assign these user-defined resources to both system-defined and user-defined tasks using the Task Manager.
• Add a User-defined Description for a ClearTrial-defined Resource
  You can update the description for ClearTrial-defined resources and user-defined resources so that it adequately provides other users the information they need to identify the correct resource to add to a task.
• Override Plan-level Resource Assignments
  When designing a trial, you can create alternative estimates by replacing all resources of one type with a different one.

Create a Resource

You can add new resources and then assign these user-defined resources to both system-defined and user-defined tasks using the Task Manager.

Prerequisite: You must be a Resources Administrator to assign, create, edit, or delete user-defined resources.

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. For more information about a field, click the field label to display online help.

   Use the Code field to quickly identify your resource throughout the user interface and in reporting. Specify a unique alphanumeric code that represents the resource that will be displayed in the plan and on reports; for example, CRO1.

4. In the Default Billing Rates section, enter the hourly rate for each resource for work performed in North America or USA for the ClearTrial-defined composite providers by entering a value in each cell. Rates for other locations are derived based on ClearTrial-defined percentage variances.
   • For providers you have defined, use the Billing Rates Maintenance features to provide and publish specific rates for each location.
   • Click Auto Fill if you do not want to manually enter each of the U.S. rates for each of the rate years displayed. You will be prompted with options on how to auto-populate rates for the resource; for example, you can populate rates based on a yearly percentage increase. Choose an option, enter the values, click Apply, and then Ok.
5. Click Save.

Add a User-defined Description for a ClearTrial-defined Resource

You can update the description for ClearTrial-defined resources and user-defined resources so that it adequately provides other users the information they need to identify the correct resource to add to a task.

1. From the Maintain menu, select Resources.
2. On the Resources screen, select the ClearTrial-defined resource, and then click Edit.
3. On the Edit Resource screen, click the Edit icon (
   
   
   
   ) to the right of the description.
4. Edit the description, and then click Save.
5. Click Close.

Override Plan-level Resource Assignments

When designing a trial, you can create alternative estimates by replacing all resources of one type with a different one.

For example, you might substitute junior programmers for senior clinical research associates (senior CRAs) to perform project management activities. You can substitute at the global level or for each task and override plan-level resource assignments per provider.

1. From the Edit menu, select Plans.
2. On the Plan screen, select the plan and then click Edit.
3. On the Edit Plan screen, select the Assignment tab.
4. Click the Task Assignments section, click the Override Resources or Rates link.
5. On the Resource Overrides screen, in the Scope of Overrides section, select a provider from the For tasks assigned to drop-down list.
6. In the Resources/Overrides section, specify your override for each default resource specification and pin your changes if desired.
7. Click Save.
8. To clear the overrides made in one click, click the Clear Overrides link.