15 Study Summary

Workbook synopsis

The Study Summary workbook, which is intended for Oracle Site Activate customers, provides easy interpretation of overall study status; visibility into unplanned, past due, and upcoming milestones; and milestone and submissions progress at the country and site level. Detailed sheets, described below, complement the Study KPIs dashboard sheet, enabling you to quickly pinpoint milestones and submissions that are upcoming or past due.

Dashboards and sheets

About

The About sheet provides a summary of key report features to help Study Summary report users understand if the report is applicable to his or her 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

About worksheet

Delivery Dashboard

The Study Summary report's Delivery Dashboard is intended to help you to understand how remaining study milestones are distributed over time (day, week, month) so that your organization can correctly balance workload and achieve expected outcomes.

In a column on the left side of the dashboard, you'll find:
  • Study status breakdown (active, inactive, completed, etc.)
  • Completed milestones heat map (weekly trend of milestones completed, with darker green meaning more milestones completed that week)
  • Past due milestones heat map (weekly trend of milestones past due, with darker red meaning more milestones past due that week)
  • Upcoming milestones heat map (weekly trend of milestones planned, with darker orange meaning more milestones planning that week)

The remainder of the Delivery Dashboard sheet reflects milestone status. For each country, the dashboard shows a weekly trend of milestones past due, completed, due in less than 15 days, due in greater than 15 days. The milestone statuses are represented by stacked bar chart.


Delivery Dashboard worksheet

Study KPI Dashboard

This dashboard provides a high level graphical view of progress to plan over time for milestones and submissions. Hover-over tool tips for graphs provide additional details. Use any of the filters provided at the top of the worksheet to subset the dashboard's data to your preferred view.


Study KPI dashboard worksheet

Milestone KPI Dashboard

The Milestone KPI dashboard allows you to view details for a single milestone, which you select using the Milestone selection filter at the top of the worksheet. You can subset the data shown using any of the other filters at the top of the worksheet.

Hover over any point in the dashboard's bar chart to see additional detail for that milestone (e.g., actual or planned, month, milestone name).


Milestone KPI worksheet

Study Summary

This worksheet provides a detailed tabular view of country and site global milestones, broken down by month, over the length of the study to date. This data is a detailed representation of the high-level graphical representation in the Study KPI dashboard.


Study Summary worksheet

Study Milestones, Country Milestones, Country Submissions, Site Milestones, and Site Submissions

Each of the milestone and submissions worksheets is designed to help you understand if the study, milestones, and submissions are on track. These worksheets have similar layout with study, milestone, and associated data listed vertically in shaded cells on the left side or the worksheets. Where appropriate, the worksheets indicate the artifact or submission version (as applicable) in a vertical row header cell or a column cell.


Study Milestones worksheet

Study Artifacts

The Study Artifacts dashboard provides a comprehensive view of artifact status (e.g., total artifacts completed, % of artifacts completed, in progress, not started, and discontinued, etc.) and bar charts showing the breakdown of Artifact Status by Country and Study. As with all reports, you can adjust the included/excluded data using the filters above the worksheet.


Study Artifacts dashboard worksheet