The InForm Trial Management package

Studies that share a sponsor can share an InForm Trial Management package. This way, any revisions or updates to the package automatically apply to all studies for the sponsor.

You import the InForm Trial Management package by importing the operational model and Reports deployment archive. When you imported this archive as part of your Reporting and Analysis installation, you imported both the standard reports folders and the InForm Trial Management package.

However, to revise packages for individual studies, you must import a study management package for each study.

To import InForm Trial Management packages for different sponsors or studies:

Log in to the study as the InForm system administrator.
Click Reports.
Select Launch > Reporting Administration.
The Administration page appears.
Click the Configuration tab.
Click Content Administration.
For the Op package and reports entry, click Set properties.
Click the Import tab.
Select the InForm Trial Management checkbox. Make sure that all other options are deselected.
Click the pencil icon next to InForm Trial Management.
Change the name of the InForm Trial Management package to reflect the sponsor or study that will be using the package.
Click OK.
Click Return.
The Administration page appears.
For the package you created, click the Run with options - [package name] icon ().
The Run with options - [package name] page appears.
In the Time section, specify when to run the import.
In the Report Specification upgrade section, select one of the following:
- Upgrade all report specifications to the latest version.
- Keep the existing report specification versions.
Click Run.