Configuring default trials, sites, and user settings

The Configuration settings page lets you configure Oracle InForm User Management Tool settings for trial configuration, site configuration, and user configuration. New sites and Oracle InForm users created under a selected trial reflect these settings.

1. Select Configuration from the menu bar.
2. Select the sponsor company and trial from the Current Sponsor Company and Trial drop-down lists.
3. Select UMT Config.
4. Enter the settings in the Trial Configurations sections.

   Note the following fields:

   • Trial Level Duplicate—This trial level setting is dependent on how the Sponsor level setting Is Duplicate Validation trial specific? is configured.

     If the Sponsor level setting is not selected, the trial level setting is used.

     • Trial Level Duplicate = Yes—Select to allow duplicate user name validation.
     • Trial Level Duplicate = No—Select to allow duplicate user names to be created in other studies for this Sponsor.

     If the Sponsor level setting is selected, duplicate user name validation is not run at the Sponsor or study level.

   • Sponsor Name for UMT Mails—Select the required option to use the sponsor name for Oracle InForm User Management Tool mails. The available options are:
     • Append Sponsor name with Sponsor Customer Name—Select this option to append sponsor name with sponsor customer name.
     • Replace Sponsor name with Sponsor Customer name—Select this option to replace sponsor name with sponsor customer name.
   • Automated Authorization—Select to allow site or sponsor users (SSO and non-SSO) for a study to be automatically authorized and to receive automated authorization emails.

     Note:

     The Automated Authorization option is visible at the study level, but the automation is active only after the status of the study is changed to Fast Forward in UMT.
     • After users are trained and approved, SSO users will be automatically authorized to Oracle InForm and non-SSO users will be automatically marked for upload to Oracle InForm.
     • For SSO users, the Authorization email will be sent automatically after the user is both successfully authorized in Oracle Life Sciences IAMS and created/reinstated in Oracle InForm.
     • For non-SSO users, the account details email will be sent automatically to the user after they are successfully created/reinstated in Oracle InForm.
     • Enabling the Automated Authorization feature automatically authorizes newly approved and trained users and automatically sends their authorization emails. However:
       • Previously approved and trained users must be manually authorized, and their authorization emails must be manually sent.
       • Previously authorized users who have not received their authorization emails must have their emails manually sent.
   • Free Phone Number URL—Select the required free phone number URL. The available options are:
     • Oracle Helpdesk
     • Sponsor Specific—If you select Sponsor Specific, enter the URL in the Sponsor Specific URL text box.
5. Enter the settings in the Site Configuration sections.

   Note the following field:

   • Default Study Version
     • Latest—Select this option to set the latest study version as the default. New sites and reinstated sites will always be assigned the latest study version.
     • Multiple—Select this option to set multiple study versions as the default. You can select a specific study version for newly created sites and for reinstated sites. For more information, see Marking a not participating site as participating.

       To add a new study version, select Multiple.

6. Enter the settings in the User Configuration sections.
7. Enter the reason for modifying the settings in the Comments field, and click Submit.
8. To discard the changes, click Return.