1. User Guide for Sponsors
  2. Create a history report
  3. User Assignment History report

User Assignment History report

This report includes an audit history of changes made to each user account.
  • User status changes, such as created, activated, deactivated, and terminated.
  • Query group changes
  • Reporting group changes
  • Rights group changes
  • Signature group changes
  • Site association changes

Follow the steps below to generate the User Assignment History report

  1. On the My Requests page, select Create History Request from the Create Requests drop-down.
  2. On the Study Information page, accept the default Request Name (comprised of the study name plus the current date and time) or enter a different name.
  3. Enter an optional Description.
  4. Select User Assignment History, and click Next.
  5. Enter the Request Settings, then click Next.

    Table 3-3 User Assignment History Report - Request Settings

    Setting Description
    Headings Language
    • Specify the language to use for labeling headers.
    • English is the default language.
    Share with Sites
    • Select Yes (default) if you want to make the report made available for download by site users.
    • Select No if site users do not need to download this report.
    Site Confirmation Required

    Note:

    Appears only if Share with Sites is Yes.
    • Select Yes (default) if you want site users to confirm downloading the report shared with them.

      Note:

      For more information about the site confirmation process, see Confirm archives and reports
    • Select No if you do not require confirmation from site users.
    Notify CRFS Site Users

    Note:

    Appears only if Share with Sites is Yes.
    • Select Yes to send site users the, PDF or History Request is available for download (Site user, when share with sites) notification when a request is available for download.

      Note:

      The notification is only sent if it has been enabled. For more information, see About email notifications. The setting displays even if the notification is not enabled.
    • Select No (default) if the notification should not be sent.
    Generate TOC
    • Select Yes (default) to include a table of contents (TOC).
    • Select No to not include the TOC.
    Include data as of date and time
    • Select Now to include all data up to the date and time displayed.
    • Choose Select date/time to enter a specific date and time.

    Note:

    The earliest date you can select is the enrollment date of the first subject. For more information, see How does the Include data as of date and time option affect the output?
    Export Selection Criteria
  6. Review the request settings on the Review and Submit page for accuracy.
    • Click Print to print a copy of the request settings. The zip file also includes a copy of the request settings.
    • Click Submit to generate the report.
  7. The PDF Request Submitted window opens and presents the following options.
    • Click Yes, Create Another to return to the Create History Request page.
    • Click No, Go to Processing Page to be taken to the My Requests - Processing page.
  8. On the My Requests - Processing page, click Refresh until the % Complete column displays 100.

    Note:

    Completed requests are moved to the My Requests - Completed page.
  9. You can now Download a history report.

    Table 3-4 User Assignment History (UAH) Output Details

    Output Column Output Column Description
    Study Name InForm study name
    Site ID InForm site number
    Site Name InForm site name
    Username Username of the user to whom changes were applied
    Change Type The type of change made to the user Change Types: Group or Status.
    Change Time Date/Time the change was submitted
    Change Time (UTC) Date/Time in Coordinated Universal Time (UTC) the change was submitted
    User Change The high-level change made to the user User Change Types: User Created, User Activated, User Deactivated, Added to Group & Removed from Group.
    Change Rights Group Type The group change made for the user Change Rights Group Types: Site, Rights Group, Reporting Group, Query Group, and Signature Group
    Group Name The specific group name that was changed
    Changing Username The username of the person who made the change
    Example of a Reporting Group change applied to a user.
    • Change Type: Group
    • User Change: Added to Group
    • Change Rights Group Type: Reporting Group
    • Group Name: Sponsor Users Reporting Group

Parent topic: Create a history report