Overview
New compliance reports for COI and Protocols are being released next week for hosted customers (by end of day Wednesday - UPDATE - now end of day Friday). This includes preconfigured reports for both COI and Protocols that will be available in the COI and Protocols folders in the reporting tool. Also, new module specific report roles have been added and report access to existing COI and Protocol roles. These compliance reports will display if you access reports via the dashboard in the Sponsored Projects monolith but also a new Reports menu option is available in the COI and Protocols modules (if the user has the necessary role). Below is more information on the preconfigured reports and the specific roles for each module.
COI Reports
Below outlines the preconfigured reports available and more information on the new report roles and navigating in the reports menu can be found in the below articles:
|
Category |
Report |
Business Questions Answered by this Report |
Available Filters |
Views in Report |
|
Conflict of Interest |
Disclosures Volume |
How many disclosures have been submitted to date or over a given time period? How disclosures have been automatically approved? |
Submission date, Approval date, Quarters in Last Action Date |
Disclosure Reviewer Details table, Disclosure Details pivot table, Disclosure Volume per Quarter Line Graph, Disclosure Volume per Month Line Graph, Disclosure by Reviewer bar graph |
|
Conflict of Interest |
Project Reviewer Dispositions |
What dispositions were recommended by reviewers and assigned to project persons in disclosures? |
Project Title, Project ID, Project Sponsor, Project Type, Project Disposition, Project Reviewer Disposition, Required, Sponsor Hierarchy, Sponsor Code, |
Project Reviewer Disclosure table, Reviewer Disposition Bar graph, Project Dispositions Bar graph |
|
Conflict of Interest |
Review Assignments |
What reviewers are assigned to disclosures and what is the status of those reviews? |
Assigned date, Completed date, Disclosure status |
Review Assignments Pivot Table, Disclosure Status by Reviewer bar chart |
Protocols Reports
Below outlines the preconfigured reports available and more information on the new report roles and navigating in the reports menu can be found in the below articles:
|
Category |
Report |
Business Questions Answered by this Report |
Available Filters |
Views in Report |
|
Protocols |
Basic |
How many protocols have been submitted to date? How many protocols were assigned to each Committee? |
Protocol Lead Unit, Protocol State, Protocol Type, Committee name, Protocol Person Name, Protocols Person Role, Submission Review Type, Submission Approval Date |
Table |
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