Reporting

We added new workflow-related attributes and a new assigned user value to reporting views.

Reporting views

Workflow assignment

We updated the study_activities reporting view to add the following workflow related attributes:

• is_workflow_assigned (Boolean to track if this workflow is currently assigned to the site)
• workflow_initially_assigned_on (The first datetime this workflow was assigned to a site. This value allows your organization to track various workflows assigned to a site if they were assigned a series of workflows.)

For a studysite that was assigned a workflow and completed all or some tasks and then reassigned to a new workflow and completed all or some tasks, the study_activities reporting view will have an entry with full activity details for each workflow task of both workflows.

WARNING:

BREAKING CHANGE: We updated the study_activities reporting view to now output all study site activities to include activities performed on previously-assigned workflows. This will increase the number of records in the view and also require an update to existing customer integrations with the CSV dumps of reporting views. The update will need to consider whether a study_activities record is flagged is_workflow_assigned to understand if the task was performed by the study site for the current workflow.

Note that this enhancement does not affect Oracle Site Analyze reports, which work as they did previously.

Assigned user

The notes, site_survey_responses, and study_sites reporting views will now export the site-assigned user’s email address as “assigned_user_email.” By design, if a site is assigned to UserA and a site note is saved, and then the site is reassigned to UserB and a site note is saved, the records in the reporting view will document UserB’s email address for the assigned_user_email column in all views.

The assigned_user_email column will be null if a site isn’t assigned to an Oracle Site Select user. The column will also be null if a site is no longer assigned to an Oracle Site Select user but was previously.

The assigned_user_email column will export in the nightly CSV exports in the files that correspond to the notes, site_survey_responses, and study_sites views, but the column isn’t included in site_and_trial_details. This is expected behavior.

Epic: SEL-17230