Set up master list criteria

Master list criteria (e.g., countries, specializations, therapeutic areas, and more) determine the studies included in the site nomination master list.

You must have Study setup management permission to set master list criteria.

1. Choose the study from the Study drop-down list.
2. In the top navigation bar, hover over setup and click master list criteria.
3. If displayed, click the Master list criteria tab. The tab displays only when your organization has enabled query for Oracle Learning Health Network patient counts. Otherwise, go to step 4.
4. Except for Trial Start Date, the page will display only those filters and filter values found in the study's attached datasource(s). Enter or change any of the following bold attributes (for fields, click into a field to display a selection list):
   • Pre-selected sites (allows sites to bypass study parameter filters. If toggle enabled, only pre-selected sites display on the master list. This option requires upload and mapping of a CSV format file with pre-selected sites. Please contact your site identification and/or feasibility specialist for more information.)
   • Preferred sites - If toggle enabled, allows CRO preferred sites to bypass study parameter filters and move into the master list. This option requires upload and mapping of a CSV format file with CRO preferred sites. Please contact your site identification and/or feasibility specialist for more information.
   • Countries - Enter a portion of the country name. If found in the attached study datasource(s), choose a country from the list. To remove a country, click X next to the country name.
   • Institution states/provinces - Enter a portion of the state or province name. If found in the attached study datasource(s), choose the item from the list. To remove a selection, click X next to the state or province name.
   • Institution cities - Enter a portion of the city name. If found in the attached study datasource(s), choose the city from the list. To remove a selection, click X next to the city name.
   • Specializations - Enter a portion of the specialization. If found in the attached study datasource(s), choose one from the list. To remove a specialization, click the X next the specialization.
   • Therapeutic areas - Enter a portion of the therapeutic area. If found in the attached study datasource(s), choose one from the resulting list. To remove a therapeutic area, click X next to the item.
   • Patient segments - Enter a portion of the patient segment type. If found in the attached study datasource(s), choose the item from the list. To remove a selection, click X next to the patient segment name.
   • Indications - Enter a portion of the indications relevant to the study. If found in the attached study datasource(s), choose one from the resulting list. To remove a filter indication, click X next to the item.
   • Phases - Enter a portion of the phase relevant to the study. If found in the attached study datasource(s), choose one from the resulting list. To remove a phase, click X next to the item.
   • Drug classes - Enter a portion of the drug classes relevant to the study. If found in the attached study datasource(s), choose one from the resulting list. To remove a drug class, click X next to the item.
   • Trial Start Date - Specify from and to date range values; the site list includes sites associated with the study sites when the trial start date falls within the specified date range, and excludes any sites whose trial-sites do not have trial start date data. If both date range fields for the filter are empty, the site list includes all sites except those excluded by other filter criteria.
5. Click Save.
   Warning:

   The site grid will experience degraded performance when loading very large datasets. If this occurs, please check your master list filters and apply more stringent criteria