Clinical Research Associate (CRA)

View the permissions included in the CRA template study role. This template study role is available for all studies at your organization.

Note:

You should always copy a template role and begin customizing it within the context of your study. For more information, see About predefined study roles.

Table 8-3 Permissions included in the CRA template study role

Category	Permissions assigned
CRF Submit Access	Run and Download Site Confirmation and Download Log audit reports Run and download all PDF request types and Audit reports. Enable Share with Sites, and Site Confirmation
Clinical Data Collection	Edit Classified Subject Data Only Update Subject Number after Creation View Blinded Dispensation Details with Calculated Doses View Blinded Dispensation Details without Calculated Doses View Classified Subject Data Only View Form Data for Subjects View Queries
Inventory Management	Create Manual Shipments Perform Supplies Reconciliation at Site View Shipments to Sites View Site Inventory
Notifications	Receive Notification of Shipments Receive Rule Failure Notification for Locked Data Receive Site has been Updated Notification Receive the Code Break Notification Receive the Dispensation Notification Receive the Pending Signatures Notification Receive the Randomization Notification Receive the Study Limits Notifications Receive the Subject Completion Notification Receive the Subject Number Update Notification Receive the Subject Rollover Notification Receive the Subject Screening Notification Receive the Subject Transferred Notification Receive the Subject Visit Notification Receive the Subject Withdrawal Notification Receive the Unscheduled Visit Notification
Reports	Run the Blinded Chain of Custody Report Run the Blinded Inventory Report Run the Blinded Subject Events Dataset Run the Enrollment Report Run the Kit Dispensation Report Run the Kit Reconciliation Report Run the Order Summary Report Run the Site and Depot Report Run the Study Codelist Dataset Run the Study Design Report Run the Study Query Dataset Run the Subject Data Report Run the Subject Dataset Run the Subject Events Report Run the Subject Form Items Dataset Run the Subject Forms Dataset Run the Subject Query Report Run the Subject Visit Report Run the Titration Summary Report Run the Training Report Run the User Assignment Report Schedule Reports to Run
Settings	Manage Signature Settings
Study Management	Answer Assigned Queries Close All Queries Close Auto Queries Close Queries By Role Create Candidate Queries Create Queries Create Shipments to DDF Delete Candidate Queries Perform Source Data Verification and Reconcile Inventory Transfer subjects between sites Unfreeze subject data entered at a site Verify subject data entered at a site View All Queries
Study Setup	Assign a Study Version to a Site Create and Manage SDV Strategies Manage Archives Settings View Depots View Regions View Roles Assignments for Study Users View Sites View Study Design View Study Settings
Trial Management	Note: All permissions listed in this category are planned for a future release. Close Trial Management Events Create Actions on Trial Management Event Records Create Trial Management Event Records Create Unblinded Trial Management Records (Unblind) Edit Actions on Trial Management Event Records Edit Trial Management Event Records Edit Unblinded Trial Management Records (Unblind) Open Trial Management Events View Actions on Trial Management Event Records View Blinded Trial Management Records View Trial Management Event Records View Trial Management Event Records with Actions Assigned to me View Unblinded Trial Management Records (Ublind)