New report

Oracle Site Analyze introduces a new TMF Status Dashboard report in release 24.2.1.

TMF Status Dashboard

With release 24.2.1, Oracle Site Analyze introduces a new report, TMF Status Dashboard. When your organization’s account is licensed and enabled for Oracle eTMF, you can use data and visualizations in this report to evaluate TMF data and activity.

The report comprises four worksheets:

1. Completeness
2. Completeness Breakdown
3. Document File Status
4. Document Details

Completeness worksheet

This worksheet includes interactive pie charts for Document Status and TMF Status. Hover over any portion of the charts to view count, status, and percentage details. You can filter this worksheet by Study, Country, Site, Investigator, TMF Zone, TMF Section, TMF artifact, Document Name, Document Version, TMF Status, Document Status, Version ID, and Protocol.

The Document Assignment Status section provides a tabular view of document assignment data with the following columns:

• Assigned User
• Assigned User Role
• Current Activity
• Documents Assigned
• TMF Status

You can optionally drill down to document details from the visualizations on the worksheet. Right-click and choose “View Document Details” from the menu. This option opens the Document Details worksheet with the selected document(s).

Completeness Breakdown

This worksheet provides visualizations of TMF Status by Zone, Zone and Section, and Country. You can filter this worksheet by Study, Country, Site, Investigator, TMF Zone, TMF Section, TMF artifact, Document Name, Document Version, TMF Status, Document Status, Version ID, and Protocol.

Hover over any chart on this worksheet to view details in a tooltip. Note that this worksheet also supports detail drill down. Right-click on any visualization and choose “View Document Details” from the menu.

Document File Status

This worksheet visualizes Documents Created over Time and Files Collected Over Time. You can filter this worksheet by Study, Country, Site, Investigator, Document Name, Document Version, TMF Status, Document Status, Version ID, Protocol, File Name, TMF Zone, TMF Section, and TMF artifact.

Hover over any point in the Documents Created Over Time and Files Collected Over Time bar charts to see details in a tooltip. Again, right-click to choose “View Document Details” if preferred.

Document Details

This worksheet is a tabular view of document information. You can filter this worksheet by Study, Country, Site, Investigator, TMF Zone, TMF Section, TMF artifact, Document Name, Document Version, TMF Status, Document Status, Version ID, and Protocol.

At the top of the worksheet, you’ll see a summary with document counts for:

• Total Documents
• Not Started
• Ready for Review
• Rejected

The Document Details worksheet shows data, as available, in the following columns:

• Study
• Protocol
• Country
• Site
• Investigator
• Document Name
• Document Version (e.g., 0, 2, 4, 0.1, 1.1, etc.)
• version ID
• TMF Status
• TMF ID
• Assigned User
• Assigned User Role
• File Name
• Files Version (e.g., “3” if it is the 3rd attachment on the document)
• Completed vs Total Activities (e.g., 2/3)
• Last Completed Activity
• Activity Decision
• Current Activity
• Last Note
• Last Note By