7 Site Progress

Workbook synopsis

The Oracle Site Analyze Site Progress report, intended for Oracle Site Select customers, allows you to view a summary of where sites are in the selection process and helps you to identify barriers to site progress.

Dashboards and sheets

Site Progress KPI

This worksheet gives you control over the summary Key Performance Indicators (KPIs) and/or bucket state data you prefer to view. Use the filter options along the top of the worksheet to limit the data scope (e.g., choose a specific Study, Sponsor, Region, etc.). You can also dynamically control which of the KPIs/bucket states display in the worksheet. Choose up to seven to display in the worksheet's upper section.
  • Invited to Participate
  • Accessed Select LITE
  • CDA Task Available
  • CDA Final Review
  • CDA Finalized
  • Agreed to Confidentiality
  • Initial Interest in Study
  • Final Interest in Study
  • Completed Feasibility Survey
  • Final Acceptance
  • N/A
  • Bucket – Back up
  • Bucket – Declined
  • Bucket – Do not invite
  • Bucket – Final acceptance
  • Bucket – Final decline
  • Bucket – Invited
  • Bucket – Master list
  • Bucket – Nominated
  • Bucket – Not interested
  • Bucket – On hold
  • Bucket – Selected
  • Bucket – Short list

For the lower section of the worksheet, you can also specify the KPI/bucket state shown in the bar graphs. To further refine the view for this visualization, use the “Slice Data By” filter to slice by study, region, or country. Use the“Total Count” filter to control the displayed range (Start/End/Full range).


Site Progress dashboard

Site Performance

The Site Performance dashboard allows you to easily compare performance metrics across studies and sites, and you can slice data as needed. At the top of the dashboard, selected metrics display as a percentage. Metric calculations are:
  • Accessed Select – number of sites that accessed Oracle Site Select LITE divided by the number of sites invited to participate
  • Selected – number of sites selected divided by the number of sites invited to participate
  • Declined – number of sites who declined to be in the study divided by the number of sites invited to participate
  • Finalized CDA – number of sites that have completed the CDA divided by the number of sites invited to participate
  • Completed Feasibility Survey – number of sites that have completed a survey divided by the number of sites invited to participate
  • Agreed to Confidentiality - number of sites that have completed the confidentiality agreement.

Metric calculation sources (e.g., “number of sites selected divided by the number of sites invited to participate”) display in circular graphics below the metrics.

The center section of the Site Performance dashboard shows a breakdown of a selected KPI with a bar chart to the left and a table to the right. Slice the data as you prefer – by Assigned user, Study, Region, or Country. You can also adjust the data using the Total Count filter.

The dashboard’s lower section is a geographical heat map that reflects countries for which KPI data exist. The map reflects the KPI selected in the center section of the dashboard, and the map displays percentage results in gradient blue (lighter blue, lower percentage through darker blue, higher percentage). When a country has no site data, the map reflects the country in light gray. Click a country to drill to the Site Details worksheet to view site information that made up that country metric.

As with all Oracle Site Analyze reports, a broad range of filters are available at the top of this worksheet that allow you to limit the scope of the data included in the dashboard.


Site Performance worksheet

Site Assignment Report

The Site Assignment Report provides a simple way to gain insight into action items and workflow statuses across all the sites to which Oracle Site Select users are assigned. The report includes tabular data for details like:
  • Study
  • Sites Assigned = Number of sites assigned
  • Site Invited = Number of sites invited
  • Sites Active = Number of sites active (invited but not in a dropped bucket state)
  • Needs Assessment = Number of sites with all tasks complete and still in the invited bucket
  • CDA Pending Review = Number of CDA uploaded pending review
  • CDA Final Review = CDA uploaded final review
The Site Assignment Report also includes a stacked bar chart where you can slice the above data by region, country, study, and assigned users. The "Site Assigned?" filter lets you select Yes, No, or both. These selection return data as follows:
  • Selecting both will include sites that were assigned and sites that were not assigned.
  • Selecting Yes will only include sites that are assigned,
  • Selecting No will only include sites that are unassigned.

Site Assignment worksheet

Site Assignment Details

The Site Assignment Details worksheet lets you to filter and export site assignment details to a file, if preferred. You can slice the tabular data by region, country, study, or assigned users. The "Site Assigned?" filter lets you select Yes, No, or both. These selection return data as follows:
  • Selecting both will include sites that were assigned and sites that were not assigned.
  • Selecting Yes will only include sites that are assigned,
  • Selecting No will only include sites that are unassigned.

To export the worksheet, you can use Oracle Analytics Cloud standard export controls. Click the Export icon at the top right of the workbook or right click anywhere on the sheet and select File. Then choose your preferred export options (format, orientation, etc.).


Site Assignment Details worksheet

CDA Progress Report

CDA progress metrics represented on this worksheet are:
  • CDA Task Available
  • CDA Uploaded
  • CDA Pending Site Signatures
  • CDA Requires Site Resubmission
  • CDA Final Review
  • CDA Finalized


CDA Progress Report worksheet

Survey Progress Report

This worksheet has the same user interface as the Site Progress KPI and CDA Progress worksheets. Survey progress metrics represented on this worksheet are:
  • Not started (when the site has reached the feasibility survey workflow task)
  • In Progress
  • Submitted
  • Resubmitted

Survey Progress Report

Site Details

This worksheet, which is intended for export to CSV, includes the following data for sites:
  • Study Name
  • Investigator
  • Country
  • Institution
  • Institution type
  • Survey Resubmitted
  • Site Status
  • CDA Status
  • Survey Status
  • PI Phone Number
  • PI Emails
  • Specialty
  • 1st invitation email sent

To export the worksheet, you can use Oracle Analytics Cloud standard export controls. Click the Export icon at the top right of the workbook or right click anywhere on the sheet and select File. Then choose your preferred export options (CSV format, orientation, etc.).


Site Details export worksheet