12 Resource Allocation

Workbook synopsis

This workbook shows users assigned to sites across all studies within Oracle Site Activate and can be used to identify where resources are overloaded and also unassigned. The workbook also provides worksheets that helps you to track and manage assignment of user roles and business permissions in Oracle Site Activate.

About

The About sheet provides a summary of key report features to help you understand if the report is applicable to your, or another report user's, role. The About sheet provides details like:

• Study startup roles that would use the report
• Key report features and metrics
• Types of data the report contains
• Examples of how to use the report to answer a business question

Resource Allocation by Study

This worksheet shows resources assigned to studies in Oracle Site Activate. Use any of the filters at the top of the worksheet to subset the data to your preferred view.

Role Assignment by User

This sheet identifies which users are assigned to business roles within a study and includes site experience users and users with primary assignment flags. Again, the filters at the top of this worksheet allow you to subset the data as preferred.

Data Export

The export sheet provides a convenient way for you to download resource allocation detail. By default, all previously applied filters will be applied to the export sheet.

Business Role Definitions

The Business Role Definitions sheet presents a simple columnar view of business role name and the list of all permissions currently enabled for the role.

Note that this worksheet is intended only for data export use.

User Roles and Permissions

The User Roles and Permissions" sheet shows which business roles a user is assigned even if they are not assigned to a study, country, or site. You can also use this sheet to view which user level settings an individual user has assigned. The sheet includes:

• User name
• Role type (business role or system role)
• List of business and system roles that user is assigned

Note that this worksheet is intended only for data export use.