User Assignment by Site report

This report contains the same data as the User Assignment report, but organized differently. You can only run this report for the organizations that you are assigned to.

Note:

The User Assignment by Site report is available as an HTML and PDF file and therefore is more visually appealing and a bit easier to scan and review. This report is most useful for users who don't need to sort and filter data, such as CRAs and site users. Want to learn more about the User Assignment report? See User Assignment report.

The User Assignment by Site report contains the following details:

• Each user's roles
• The date the user was provisioned, plus their end date, if it was specified
• The last time the user signed in
• All changes that have been made to the user only if historical information is included

Modes

Available for all 3 modes: Testing, Training, and Production. User Assignment is also available for the study design

Permission required to run the report

Any user who's assigned the Run the User Assignment Report permission can generate the User Assignment by Site report.

Filters

Filter	Description
Location Type	Select Site to include user assignment information for sites only, select Depots to include information for depots only, or All for both.
Location	Choose a site or depot to include only assignment details for users at the location or leave the filter blank to include assignment details for all locations.
User Name	Choose one or more users to include assignment information for or leave the filter blank to include assignment information for all users.
Last Modified By	Choose one or more users to see only the users that they last modified or leave the filter blank to include users that anyone last modified.
Permissions	Select Exclude Permissions or Include Permissions to exclude or include permissions included in a user's assigned study roles.
Data Type	Select Current Data to see a user's current assignments. Select Historical Data to see every change that has been made to a user.
File Type	Select the output type for the report: HTML, or PDF.

Field descriptions

Note:

Fields that don't have any corresponding values are marked as N/A in the report.

Initial fields	Description
Customer Name	A customer's name used to purchase the cloud subscription
Study Name	A study's ID as entered by the study manager when they created the study
Mode	The mode in which you ran this report.
Location Type	Displays values such as Site, Depot, or both.
Data Type	Indicates whether the generated report contains historical data, current data, or both.
Report Generated By	User name of the user who generated this report
Created Date	UTC time and date of when this report was run
Permissions	Indicates one of the two values, depending on what you selected when you generated the report: Include Permissions Exclude Permissions

Fields for users assigned to a location	Description
User Name	Indicates the specified user's name.
First Name	Indicates a user's first name as entered by a user administrator when they created their user account.
Last Name	Indicates a user's last name as entered by a user administrator when they created their user account.
Study Role	The study role that is assigned to the user
Roles	This column used to indicate the roles associated to a user before study roles were introduced. Typically, this column displays N/A. In a future release, this column will become deprecated and be removed.
Permissions	If included, permissions are listed in this column for a specified user. If excluded, the column only displays a value of "Excluded".
Effective Start Date	Displays the date of when the user could sign into the study.
Effective End Date	Displays either "No End Date" or the date entered to terminate a user's access.
Last Login	Indicates a user's last login session into Oracle Clinical One Platform.
Status	A user's status in the system (Active or Inactive)
Last Modified by	User name of the user who last performed this transaction
Last Modified	UTC time and date of when the last transaction was performed by a user
Comment	Comment entered when uploading users in Oracle Clinical One Platform. If no comment is specified, the field displays N/A. For more information, see About uploading & assigning users in bulk.