Site grid

The site grid is your configurable view of sites in each site selection bucket (i.e., Nominate, Evaluate, Select, and Finalize) and bucket state (e.g., Master list, Short list, Invited, etc.). You can optionally adjust displayed columns and filter data to the view that works best for you.

Adjust site grid data and columns

Nominate, Evaluate, Select, and Finalize buckets display site lists in a grid format. You can adjust the displayed data using column and filter options (described below). You can also navigate between the buckets and bucket states by clicking the bucket/bucket state names displayed above the site grid. The Select bucket navigation also provides a "Surveys #/#" link that opens a Surveys submission overview. The overview shows the study's total submitted surveys and surveys by scoring tier, and Tier 4 includes all surveys that scored lower than Tier 3. You can access the survey submission overview link when viewing any of the selection buckets.


Example site grid showing two selected sites and column data

The site grid menu (action icons and buttons) displayed above the search field updates as necessary to show the options available to you based on your user permissions, the current bucket state, and the sites you've selected in the grid.


Example site grid menu in the Short list bucket

To adjust data displayed in any of the site grids, click the column selector icon column selectoror the filter icon filter in the site grid menu to choose additional columns for display or specify data filters. Note that some columns are in fixed position in the grid, and we've detailed those below. Also note, because filters typically remove data that would otherwise be displayed in the grid, Oracle Site Select outlines the filter icon if filters have been applied.

  • Sort columns by clicking a column heading
  • Reorder columns by selecting a column header and dragging it to a new position
  • Resize columns by selecting the header, moving your cursor to the outer boundary of the column, then dragging the column boundary to the desired position.
  • Display column borders by clicking the borders icon border at the upper right of the grid
You can reorder site grid columns for your current session by clicking, dragging, and dropping column headers. Each bucket (Nominate, Evaluate, Select, and Finalize) can have its own custom column order, and your changes persist when navigating away and returning during your session.

Note:

Column order resets when you log out or use the Column selector (described below), and the drag-and-drop order does not affect the order in site grid extracts.

Column selector

Column selections help you view data in the site grid based on your preference and applicable data for each step. Drag and drop columns you want to display in the grid ("Selected columns"), and order the columns as preferred by grabbing the handle handle and dragging the column to the preferred position.

Site grid column display


Site grid column selector page showing available and selected columns

Filter selectors

You can apply unlimited filters to the site grid as available. When adding new filters, click on the "Filter criteria" selector, and you’ll see all available filter options listed right away. If there are filters with the same name from different Filter domains, you’ll see duplicates listed so you can pick the right one. Once you choose a filter, it shows in your filter list along with the domain it belongs to, so you'll know where it came from.

Filtering for the Site Progress CDA status column is unique in that it lets you apply multiple filters for that single column. Available filters for the CDA status column are:
  • Not started
  • Pending
  • Pending review
  • Final review
  • Completed
  • Document on file
  • Completed – Not required

Filter selection showing the CDA status column with multiple selected filters

Fixed site grid columns

Some columns are “fixed” in context of the current site grid. For instance, Site score and Investigator name columns will always display in Evaluate bucket's Nominated site grid; these columns are not selectable when you choose columns in the column selector.

The table below identifies fixed site grid columns and the location where selected columns are inserted in the site grid (i.e., <selected columns>).

Where appropriate, Preferred site will be the first fixed column in the site grid if preferred sites are used in the study.

Step Bucket state(s) Sub-tab Fixed columns
nominate Master list, Review, Dropped Sites Preferred site, Site score, Notes, Investigator, Institution, Country, Dropped by (Dropped only) <selected columns>, Actions
nominate Master list, Review, Dropped Trials Preferred site, Site score, Notes, Investigator, Institution, Country, Dropped by (Dropped only) <selected columns>, Actions
evaluate Nominated N/A Preferred site, Site score, Investigator, Institution, Country, Notes, Nominated by, <selected columns>, Actions
evaluate Short list N/A Preferred site, Site score, Investigator, Institution, Country, Workflow, Notes, Short list by, <selected columns>, Actions
evaluate On hold N/A Preferred site, Site score, Investigator, Institution, Country, Workflow, Notes, On hold by, <selected columns>, Actions
evaluate Do not invite N/A Preferred site, Site score, Investigator, Institution, Country, Workflow, Notes, Do not invite by, <selected columns>, Actions
select Invited, Recommended, Selected, Back up, Not interested, Declined Site details Preferred site, Site score, Notes, Investigator, Institution, Country, Survey results, Invite Received, Accessed Site portal, Workflow, Workflow task progress columns, Invited / Recommended / Selected by, etc. (applicable bucket state) <selected columns>, Actions
finalize Final acceptance Site details Preferred site, Site score, Notes, Investigator, Institution, Country, Acceptance sent (if applicable), Finalized by, Selected by Migrated to Activate (if applicable), Survey results, Workflow, Workflow tasks progress columns, <selected columns>, Actions
finalize Final decline Site details Preferred site, Site score, Notes, Investigator, Institution, Country, Decline sent (if applicable), Finalized by, Selected by Migrated to Activate (if applicable), Survey results, Workflow, Workflow tasks progress columns, <selected columns>, Actions

Export site list to CSV or Microsoft Excel

The Site grid export page makes it easy to create a CSV or Microsoft Excel report. You can even save an extract as a template for later use if you'd prefer. Just choose drag, drop, and order the data columns you want to add to the export. Oracle Site Select will include your chosen data columns in addition to the report's default, fixed columns. You will also specify the site statuses to include in the export.

When you open the download utility from a Select or Finalize bucket state, you’ll see the option to append the extract when you reach Step 3, Export/save report. Use the new option’s drop-down to specify one of the following:

  • No additional columns (default)
  • Site progress task completion details
  • Survey responses

If you choose to include Survey responses, you’ll have these additional extract options:

  • Export only survey questions marked scored for survey responses (default selected)
  • Include category % scoring

When you save the extract as a template, it displays in the "Saved Report" section at the top of the page. By default, the accordion section will be closed; you can toggle the section control to view an alphabetical list of all your saved extracts. Saved reports are specific to you and will be available across studies.

When you select an extract from the Saved Reports section, the Site grid extract page refreshes to display the report's saved and ordered columns and site statuses. You can add, remove and change the order of chosen columns without updating the saved report; however, saving updates to a previously saved report will create a new saved report. You can delete reports from your Saved Reports list as preferred at any time.


Site grid data export page showing three export design steps

Fixed export columns

The table below identifies Oracle Site Select fixed export columns and the location where selected columns will be inserted in the export (i.e., <selected columns>).

Preferred site will be the first fixed column in a site details export if preferred sites are used in the study.

Step Bucket state(s) Sub-tab Fixed columns
nominate Master list all N/A - No export download option
nominate Review Investigator Site score, Investigator last name, Investigator first name, <selected columns>
nominate Dropped Investigator Site score, Investigator last name, Investigator first name, Declined by, <selected columns>
nominate Review Sites, Studies Site score, Investigator score, Investigator last name, Investigator first name, <selected columns>
nominate Dropped Sites, Studies Site score, Investigator score, Investigator last name, Investigator first name, Declined by, <selected columns>
evaluate Nominated N/A Site score, Investigator last name, Investigator first name, Nominated by, <selected columns>
evaluate Short list N/A Site score, Investigator last name, Investigator first name, Short listed by, <selected columns>
evaluate On hold N/A Site score, Investigator last name, Investigator first name, Held by, <selected columns>
evaluate Do not invite N/A Site score, Investigator last name, Investigator first name, Declined by, <selected columns>
select Invited, Recommended, Selected, Back up, Not interested, Declined Site progress Investigator last name, Investigator first name, Country, Site invitation email status, All site tasks completed?, Site interested?, Workflow close date, <selected columns>
select Invited, Recommended, Selected, Back up, Not interested, Declined Survey analysis Protocol title, Protocol number, Country, Investigator last name, Investigator first name, <selected columns>, Version number, Initial submission date, <1 column per question>
select Invited Site details Site score, Investigator last name, Investigator first name, Invited by, Last task completed by site, <selected columns>
select Recommended Site details Site score, Investigator last name, Investigator first name, Recommended by, Last task completed by site, <selected columns>
select Back up Site details Site score, Investigator last name, Investigator first name, held by, Last task completed by site, <selected columns>
select Not interested Site details Site score, Investigator last name, Investigator first name, Last task completed by site, <selected columns>
select Selected Site details Site score, Investigator last name, Investigator first name, Selected by, Last task completed by site, <selected columns>
select Declined Site details Site score, Investigator last name, Investigator first name, Declined by, Last task completed by site, Invited by, <selected columns>
finalize Final acceptance Site details Investigator last name, Investigator first name, Institution, Site score, Selected by, Finalized by, Activate site number, <selected columns>
finalize Final decline Site details Investigator last name, Investigator first name, Institution, Site score, Finalized by, <selected columns>
  • Download the sites list
    Create a CSV or Microsoft Excel document with the columns and site statuses you specify. You can optionally save the report as an extract template and use it as shortcut later.

Parent topic: Site Selection