13 Site IP Release Package
Workbook synopsis
Intended for Oracle Site Activate users, the Site IP Release Package Dashboard workbook allows you to see granular package and document statuses and understand the state of all IP release packages for a study.
Dashboards and sheets
About
- 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

Release Package Review
This dashboard is a high-level summary of overall status of all IP release packages, with a breakdown of package review status and rejection reasons. Use any of the filters at the top of the worksheet page (e.g., Study Name, Country Name, Package status, etc.) to subset the data to your preferred view.
The top of the dashboard shows the following top-level KPIs (based on activity type as specified in the Oracle Site Activate lifecycle):
- release package milestone status (derived from the milestone)
- not planned
- past due
- due next 15 days
- completed
- release package review status (derived from the lifecycle)
- not started
- defined
- reviewed
- approved
Below the KPIs, a trend graph shows a comparison of baseline, planned and actual IP Release ready milestone dates.

Release Package Review Status
This worksheet includes multiple bar chart visualizations that show the breakdowns of release packages under review (package status) to the left and the reasons for package rejection to the right. Use the filters at the top of the worksheet to subset the data to your preferred view (i.e., Study Name, Package Status, Urgent, Local Approval, etc.).

Release Package Document Review
This dashboard allows you to identify most the most common documents in a package as well as the most commonly rejected documents and their reasons for rejection. Use the report level filters to include/exclude data use the "Slice Data by" filter in the report header to organize included data by Country Name, Region, Study Name, Portfolio, or All.
The bottom section is divided into three bar charts as follows:
- The lower left chart shows the breakdown of document review status
- The lower middle chart shows the rejection ratio per parameter selected (portfolio, study, region, country, all)
- The lower right chart shows the count of document rejection reasons

Release Package Details
This worksheet shows you the details of the review package, including package status, document review percentage, document completion percentage, and more.

Release Package Document Details
This worksheet shows you the details of the documents included in the review package. The worksheet identifies package name, version, and status, etc. for each document and shows document detail like type, date, review status, and more.
