- User Guide for Sponsors
- Create a history report
- User Assignment History report
User Assignment History report
- User status changes, such as created, activated, deactivated, and terminated.
- Query group changes
- Reporting group changes
- Rights group changes
- Signature group changes
- Site association changes
Follow the steps below to generate the User Assignment History report
- On the My Requests page, select Create History Request from the Create Requests drop-down.
- On the Study Information page, accept the default Request Name (comprised of the study name plus the current date and time) or enter a different name.
- Enter an optional Description.
- Select User Assignment History, and click Next.
- Enter the Request Settings, then click
Next.
Table 3-3 User Assignment History Report - Request Settings
Setting Description Headings Language - Specify the language to use for labeling headers.
- English is the default language.
Share with Sites - Select Yes (default) if you want to make the report made available for download by site users.
- Select No if site users do not need to download this report.
Site Confirmation Required
Note: This setting is only available if Share with Sites is Yes.
- Select Yes
(default) if you want site users to confirm
downloading the report shared with
them.
Note: For more information about the site confirmation process, see Confirm archives and reports
- Select No if you do not require confirmation from site users.
Notify CRFS Site Users
Note: This setting is only available if Share with Sites is Yes.
- Select Yes
to send site users the, PDF or History Request
is available for download (Site user, when share
with sites) notification when a request is
available for download.
Note: The notification is only sent if it has been enabled. For more information, see About email notifications. The setting displays even if the notification is not enabled.
- Select No (default) if the notification should not be sent.
Generate TOC - Select Yes (default) to include a table of contents (TOC).
- Select No to not include the TOC.
Include data as of date and time - Select Now to include all data up to the date and time displayed.
- Choose Select
date/time to enter a specific date and
time.
Note: The earliest date you can select is the enrollment date of the first subject. For more information, see How does the Include data as of date and time option affect the output?
Export Selection Criteria
For more information, see How do I define the Export Selection Criteria?
- Select All Sites to include data for all sites.
- Select By Site to select the sites to include in the report.
- Review the request settings on the Review and Submit
page for accuracy.
- Click Print to print a copy of the request settings. The zip file also includes a copy of the request settings.
- Click Submit to generate the report.
- The PDF Request Submitted window opens and presents the following
options.
- Click Yes, Create Another to return to the Create History Request page.
- Click No, Go to Processing Page to be taken to the My Requests - Processing page.
- On the My Requests - Processing page, click
Refresh until the % Complete column displays
100.
Note:
Completed requests are moved to the My Requests - Completed page. - You can now Download a history
report.
Table 3-4 User Assignment History (UAH) Output Details
Output Column Output Column Description Study Name InForm study name Site ID InForm site number Site Name InForm site name Username Username of the user to whom changes were applied Change Type The type of change made to the user Change Types: Group or Status. Change Time Date/Time the change was submitted Change Time (UTC) Date/Time in Coordinated Universal Time (UTC) the change was submitted User Change The high-level change made to the user User Change Types: User Created, User Activated, User Deactivated, Added to Group & Removed from Group. Change Rights Group Type The group change made for the user Change Rights Group Types: Site, Rights Group, Reporting Group, Query Group, and Signature Group Group Name The specific group name that was changed Changing Username The username of the person who made the change Example of a Reporting Group change applied to a user.- Change Type: Group
- User Change: Added to Group
- Change Rights Group Type: Reporting Group
- Group Name: Sponsor Users Reporting Group
Parent topic: Create a history report