Study management

The Account Overview Studies tab enhancements provide searching and study details, and a new optional setting will change an account's closed studies to a read-only state.

Account Overview Studies tab

With release 23.2, we enhanced the Studies tab functionality in Account Overview to provide search functionality and display study details.

The Studies tab now includes a search field where users can search by study name, CRO ID, or Protocol to filter the displayed study list. To remove filtering and display the full list, the user can click “Clear result” to the right of the search field.

We also made a minor enhancement to the Studies tab to add a new info icon (Information icon is a white lower case letter i inside a black circle) tooltip to the Study Name column. The text is: “The studies shown here are the studies you are directly assigned to. Click on the study row for additional study details.”

The Studies tab will now display study details in a drawer format. When a user clicks on a study row, the details drawer opens from the right. The collapsible drawer title is “Study Details for [Study Name].” A launch icon (Icon is a square with an arrow facing out of the upper right corner) to the right of the study name allows users to open the study in a new browser tab if preferred.

Below the drawer title, the following study details display:

  • CRO ID:
  • Protocol:
  • Status:
  • Created:
  • Phase:
  • Therapeutic Area:
  • Sponsor name: (if CRO account) / CRO name: (if Sponsor account)
  • Field1:
  • Field2:
  • Field3:
  • Field4:
  • Field5:
  • Field6:
  • Field7:
  • Field8:
  • Field9:
  • Field10:

The detail drawer displays the field name and any saved value for each field above. By design, only the field name displays if no value exists for a study details field. Additionally, Flex fields 1-10 above will display the system default name, or the configured custom name if any.

Studies tab shows an expanded study details drawer

EPIC: CHK-42692

Closed study status

In release 23.2, Oracle Site Activate introduces the account level option to make studies in Closed status read-only to prevent any updates. When enabled for the account, Closed studies are viewable but not actionable for most users. A new business role permission, "Enable study status change for closed studies" will allow permissioned users to modify a study's status to return it to an actionable status if preferred.

Note:

Please get in touch with your Oracle services representative to discuss enabling this option for your account.

EPIC: CHK-42692