Marking users for upload to Oracle InForm or Oracle IRT

Note:

Before proceeding, ensure that you comply with the regulatory requirements described in Regulatory Requirements for Oracle InForm User Management Tool.

Before a user can be added to Oracle InForm or Oracle IRT, the user must be manually or automatically marked for upload. Study users must exist in UMT and Oracle InForm or Oracle IRT, and be marked as trained in Oracle InForm User Management Tool.

Automated—If the Automated Authorization option in the Trial Configurations section on the Configuration settings page is selected for your sponsor or study, after a non-SSO user is trained and approved the user will be automatically marked for upload to InForm.

Manual—If the Automated Authorization option in the Trial Configurations section on the Configuration settings page is not selected for your sponsor or study, after a non-SSO user is trained and approved you must manually mark the user for upload to InForm.

1. Select Users from the menu bar.
2. Select the sponsor company and trial from the Current Sponsor Company and Trial drop-down lists.
3. Select the checkbox to the left of the user to upload.
4. From the Manage User drop-down list:
   • For non-SSO users, select Mark Upload to InForm or Mark Upload To IRT.
   • For SSO users, select Authorize User, which automatically marks the user for upload to Oracle InForm.
5. Enter the reason for change in the Comments field, and click Go.

When the authorization is successful the following indicators appear on the Users page:

• For a user in a non-SSO trial or an SSO trial, the Uploaded to InForm icon () appears to the left of the Username column.
• For a user in an SSO trial, you must also see the word Success in the Authorization Status column to show that the user has been authorized in Oracle Life Sciences IAMS.