Email and in-application notifications
Notify sponsor and site users about the status of their archive and report requests, ensuring they complete related follow-up activities like downloading and confirming requests and reports.
Email and in-application notifications can be customized to notify Sponsor and Site users about the status of PDF and report requests and inform Sponsor users about site-level PDF request, download, and confirmation activities. The system can even notify sponsor users if the storage limit is reaching capacity. For more information about viewing in-application notifications, see View notifications.
Modes
This feature is available in Testing and Production modes only.
Table 4-1 Notification name, details, and required permissions
Notification name | Notification details | Required permissions to receive the notification |
---|---|---|
Request available for download |
|
For site users
For sponsor users
|
Request failure | Sponsor and site users receive this notification when a request they generated has failed to complete successfully. |
|
Request submitted by site user | Sponsor users receive this notification when a site user has generated a new request for a site to which they are both assigned. |
|
Request shared with site downloaded | The sponsor user who generated the request receives this notification when a request shared with a site has been downloaded by the site. |
|
Request confirmed by site | The sponsor user who generated the request receives this notification when a request shared with a site has been confirmed by the site. |
|
Storage limit has exceeded | All sponsor users assigned to the study whose request
surpasses the 75% storage threshold receive this notification.
Note: Oracle allocates 1000 GB of storage server space for each customer, which is shared across all studies. |
N/A
Sponsor users with access to Oracle CRF Submit receive this notification. |
Required permissions
- Define the Default Email address.
- Enable and disable each notification.
- Determine the recipients for each notification.
- Customize the default notification body text.
Configure notifications and customize the notification body text
Here's how to enable a notification, define the default email address, determine the recipients, and customize the notification body text.
- Start by opening the Study Settings.
- Click on the Archives Settings tab.
- Select the mode to work in (Production or Testing).
- Enter a Default Email Address. Notifications are sent to this address when the Default Email option is selected as a recipient.
- Use the arrow to the left of each notification category (Request Status, Site Monitoring, and Miscellaneous) to expand the section to view the notifications.
- Use the toggle to the left of each notification to enable and
disable it. The toggle is blue when a notification is active.
Note:
The Storage limit has exceeded notification, under Miscellaneous, is enabled by default and cannot be disabled. - Click the arrow on the far right of an active notification to expand
it, then select the recipients.
Note:
In-application notifications are not created if Default Email is the only recipient selected. - To customize the notification body text, click the pencil icon to the right of Code-list: <notification name>.
- You are taken to the Code List tab. Select ArchivesNotificationBody from Clinical One Default Code List.
- Click the pencil icon in the upper-right corner.
- Click in the Label cell to edit the
content.
Tip:
Copy and past the default text before making any changes. That way, you can restore the default text if needed. - Click Save.
Parent topic: Oracle CRF Submit archives and reports