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OC/RDC 4.6.x -
                                       the Good and
                                          the Bad
                                                   Lori Tholkes Venable



16th Annual OHSUG Conference, Oct 2011 – Toronto
Topics
• Topics covered in 2010 presentation:
  – Page (DCI) Access
  – Conditional Branching / Conditional Blocks
  – Flexible Study Design


• Topics covered this year
  – Extended Text feature
  – Some bugs & idiosyncracies discovered in 4.6.0
    and 4.6.2



                       OHSUG 2011                    2
Topics covered in 2010 presentation
 • Page (DCI) Access (Admin / Definition)
 • C diti
   Conditional Bl Branching / C diti
                       hi     Conditional l
   Blocks (Definition)
 • Flexible Study Design (Definition)
   – Enhanced DCI Books
      • DCI Expectedness Rules
      • Interval Expectedness Rules
      • Copying



                       OHSUG 2011             3
Page (DCI) Access …
• Pre-4.6 user access could be controlled by:
  – Study level security
  – Study Site level security
• V 4 6 also allows access at DCI (form) level
  V.4.6
  – At User Role level
• Default user role settings at installation level
  – Either completely RESTRICTED or UNRESTRICTED
  – Can override at study level for any user role
   Note: if you create new user roles, you must define the
    default DCI access for every role you plan to use or
      that role will not be able to log in to RDC Onsite
                          OHSUG 2011                         4
DCI Access …
• Installation level: for each user role, define
  access as either:
  – UNRESTRICTED – all DCIs visible to the user
  – RESTRICTED – no DCI visible to the user
  – for each role, OC sets default to UNRESTRICTED
• Study level: specify the exceptions:
  – for User Roles with UNRESTRICTED access, you
    EXCLUDE certain DCIs from their access
  – for User Roles with RESTRICTED access, you
    INCLUDE certain DCIs they can access


                        OHSUG 2011                   5
Conditional Branching in Onsite …
• Conditional Branching previously available
  only in Character DE (OC & RDC Classic)
  – Not available in Onsite (except Indicator
    Question functionality) until v.4.6
• Setup in OC: DCM Question definition and
  DCM Graphic Layout
  – DCM Question definition uses same screens used
    by character mode conditional branching
• Options of “hiding” or “greying out” the
              hiding      greying out
  disabled questions
  – Admin level setting can be overridden for study

                       OHSUG 2011                     6
Enhanced DCI Books…
• Support for Flexible Studies
 – Can use Enhanced DCI Books to take advantage of
   the features, even if not a Flexible Design study
• Page Tracking not supported
    g         g       pp
• Data-Triggered Rules
 –Specify data responses that determine which CRFs,
  CPEs, and/or Intervals are expected for each patient
• Copying
 –Copy pages from one CPE to another



                       OHSUG 2011                  7
Topics covered this year
 • Extended Text feature
 •SSome bbugs & idiosyncracies
                 idi        i
   discovered in 4.6.0 and 4.6.2




                   OHSUG 2011      8
Extended Text …
• Extended Text Qs support lengthy freeform
  text responses
  – up to 10,000 characters
  – Lengthy comments or narratives
• Cannot display full text in most places
  – Q Length you define determines number of
    characters displayed in these places
  – OC, RDC Classic, Onsite discrepancy details, RDC
    Audit hi t
    A dit history
  – System reserves the first 24 characters for the
    attachment prefix

                       OHSUG 2011                  9
Extended Text …
• Attachment Prefix
  – ATTACHMENT V<x.y>:
     – X = version number: number of consecutively
       different changes saved in Onsite
     – Y = subversion number: number of times focus
       leaves the ET field but before ‘save’. (used for
       internal auditing only)
• ET fields denoted by yellow note icon in RDC
  – Icon not displayed in Graphic Layout Editor
     – Be sure to leave space for it (~15 points)
• Once field has data, DEW displays the
                     ,         p y
  beginning of the text followed by ellipsis (…)
                       OHSUG 2011                   10
Extended Text … CRF in Onsite




                           Yellow Note icon
                             indicates an
                          Extended Text field




             OHSUG 2011                         11
Extended Text … CRF in Onsite




                          Click the icon to open
                            the Extended Text
                            window for entry /
                                             y
                              review / editing



             OHSUG 2011                       12
Extended Text … CRF in Onsite

                          This is the Extended
                            Text as entered




                          This is what will appear
                            in the CRF window




             OHSUG 2011                          13
Extended Text … in Onsite




   This is what appears in the Audit History pane,
    Discrepancy Details pane, Data Extract view




                      OHSUG 2011                     14
Extended Text … PDR

                         Patient Data Report –
                               CRF page


                          Patient Data Report
                           – Extended Text
                            ancillary page




            OHSUG 2011                           15
ET-
ET- Definition Restrictions
•   No DVG
•   No default
    N d f lt response
•   Cannot define as Mandatory or Derived
•   Cannot d f
           define as Repeating QG
•   Enterable is unchecked (cannot be checked)
    – Can enter/update via RDC Onsite only
    – Cannot enter/update via OC, RDC Classic, MCU or
      BDL
• Do not use as Indicator Q, trigger Q in flex
  study, or source Q in conditional branching

                        OHSUG 2011                 16
ET-
 ET- Usage Restrictions
• ET Qs can be entered/updated only via RDC
  Onsite
  – Cannot enter/update via OC, RDC Classic, MCU or
    BDL (can use Batch Data Delete to delete ET data)
• System cannot display full response in most
  areas
  – Truncated response displayed
• Validation Procs have access only to
  truncated response
  t      t d
• Data extract does not support ET Qs
• S
  Special characters may not display properly
       i l h     t          t di l         l
                        OHSUG 2011                 17
ET-
ET- Database Storage
• OC stores responses to ET Qs in 2 tables
  – RESPONSES: truncated version
  – RESPONSES_LOBS: full text
• RESPONSES
  – 24-character Attachment prefix plus response
    entered up to defined Q Length
             p                 g
     – Number of characters = Q Length - 24
• RESPONSE_LOBS
  – VALUE_TEXT_CLOB column
  – Full text – maximum of 10,000 characters
  – Version number in VERSION_SN column
                      OHSUG 2011                   18
Issues / Bugs in 4.6.x …
   Note: this is not intended to be a comprehensive list
• Clinical Study States
  – Doesn’t always retain the saved checkmarks on
    ‘DCI Forms Definition Enabled’ & ‘DCI Forms Entry
    Enabled’ flags … behaves inconsistently
  – Work-around: re-query and re-check/re-save
• Cli i l St d St t – 2nd P
  Clinical Study States   Pass N t Required
                               Not R   i d
  – After running ‘Enable/Disable 2nd Pass Required’
    job, Flex
    job ‘Flex Study Enabled flag becomes unchecked
                     Enabled’
  – BUG 9301831
  – Work-around – re-check/re-save flag (
                            /           g (can be done
    as long as not data entered for the study)
                           OHSUG 2011                      19
Issues / Bugs in 4.6.x …




              OHSUG 2011   20
Issues / Bugs in 4.6.x …
• Study Definition
  – Cannot modify the QG Name of a study-level DCM
                y     Q                y
    QG
  – BUG 10298223 … no work-around




                     OHSUG 2011                 21
Issues / Bugs in 4.6.x …
• Lab Assignment Criteria
  – Changes made to LAC for RDCMs not retained
        g
  – BUG 10350892 … no work-around




                  Change to Lab Tl2462z
                      not retained




                     OHSUG 2011                  22
Issues / Bugs in 4.6.x
• Conditional Branching
  – Doesn’t work if the source Q is defined as Multi-
    line and the "Represent Disabled Blocks” is set to
    GREYED
  – BUG 12716558
  – Work-arounds - either:
      – Set the Multi-line property to “No” … or …
                                        No
      – Set the "Represent Disabled Blocks” to HIDDEN
• BDL - OSL
  – OSL fails on Linux platform in 4.6.0
  – Fixed in 4.6.2

                           OHSUG 2011              23
Contact information


          Lori Venable
           Principal Consultant
         BioPharm Systems, Inc.
           734-332-
           734-332-1718
      lvenable@biopharm.com




                 OHSUG 2011       24
Biography
                                  Lori Venable
Lori is a Principal Consultant at BioPharm Systems, Inc. She has been in the industry
for over 23 years, representing a variety of pharma contract and device companies,
              years                            pharma, contract,               companies
                                   both large and small.
Lori has been actively involved in Oracle Clinical implementation since 1995, starting
     at Parke-Davis as a member of the OC implementation team. Prior to joining
   BioPharm S t
   Bi Ph       Systems in 2004 she was at B t H lth
                         i 2004, h          t Baxter Healthcare’s R
                                                                  ’ Renal Di i i f 4
                                                                         l Division for
  years, functioning as Sr. Project Manager overseeing OC implementation and use.
   Lori has been an active OHSUG (f.k.a. OCUG) member since its inception in Ann
     Arbor in 1996. She served as Co-Chair of OCUG from 2003-2005 and on the
  Executive Committee for several years. She’s been Co-Chair of the Global Library
 focus group from 2002-2004 and 2007-2009, and actively participates on numerous
    other focus groups. Lori also co-facilitated and still participates on the OHSUG
 Website Committee; and has served on (and/or facilitated) the Planning Committee
                     for the 2003 through 2010 annual conferences.
    Lori’s primary OC and RDC responsibilities have included: training / coaching /
consulting / troubleshooting; Global Librarian; Study Developer; Validation/Derivation
           g                 g                        y          p
  Procedure developer; writing SOPs and guidelines; Application Administrator; and
                                    System Validation.
                                       OHSUG 2011                                  25
Thank you!




      Q
      Questions


             OHSUG 2011   26

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Oracel Clinical and RDC 4.6.x: The Good and The Bad

  • 1. OC/RDC 4.6.x - the Good and the Bad Lori Tholkes Venable 16th Annual OHSUG Conference, Oct 2011 – Toronto
  • 2. Topics • Topics covered in 2010 presentation: – Page (DCI) Access – Conditional Branching / Conditional Blocks – Flexible Study Design • Topics covered this year – Extended Text feature – Some bugs & idiosyncracies discovered in 4.6.0 and 4.6.2 OHSUG 2011 2
  • 3. Topics covered in 2010 presentation • Page (DCI) Access (Admin / Definition) • C diti Conditional Bl Branching / C diti hi Conditional l Blocks (Definition) • Flexible Study Design (Definition) – Enhanced DCI Books • DCI Expectedness Rules • Interval Expectedness Rules • Copying OHSUG 2011 3
  • 4. Page (DCI) Access … • Pre-4.6 user access could be controlled by: – Study level security – Study Site level security • V 4 6 also allows access at DCI (form) level V.4.6 – At User Role level • Default user role settings at installation level – Either completely RESTRICTED or UNRESTRICTED – Can override at study level for any user role Note: if you create new user roles, you must define the default DCI access for every role you plan to use or that role will not be able to log in to RDC Onsite OHSUG 2011 4
  • 5. DCI Access … • Installation level: for each user role, define access as either: – UNRESTRICTED – all DCIs visible to the user – RESTRICTED – no DCI visible to the user – for each role, OC sets default to UNRESTRICTED • Study level: specify the exceptions: – for User Roles with UNRESTRICTED access, you EXCLUDE certain DCIs from their access – for User Roles with RESTRICTED access, you INCLUDE certain DCIs they can access OHSUG 2011 5
  • 6. Conditional Branching in Onsite … • Conditional Branching previously available only in Character DE (OC & RDC Classic) – Not available in Onsite (except Indicator Question functionality) until v.4.6 • Setup in OC: DCM Question definition and DCM Graphic Layout – DCM Question definition uses same screens used by character mode conditional branching • Options of “hiding” or “greying out” the hiding greying out disabled questions – Admin level setting can be overridden for study OHSUG 2011 6
  • 7. Enhanced DCI Books… • Support for Flexible Studies – Can use Enhanced DCI Books to take advantage of the features, even if not a Flexible Design study • Page Tracking not supported g g pp • Data-Triggered Rules –Specify data responses that determine which CRFs, CPEs, and/or Intervals are expected for each patient • Copying –Copy pages from one CPE to another OHSUG 2011 7
  • 8. Topics covered this year • Extended Text feature •SSome bbugs & idiosyncracies idi i discovered in 4.6.0 and 4.6.2 OHSUG 2011 8
  • 9. Extended Text … • Extended Text Qs support lengthy freeform text responses – up to 10,000 characters – Lengthy comments or narratives • Cannot display full text in most places – Q Length you define determines number of characters displayed in these places – OC, RDC Classic, Onsite discrepancy details, RDC Audit hi t A dit history – System reserves the first 24 characters for the attachment prefix OHSUG 2011 9
  • 10. Extended Text … • Attachment Prefix – ATTACHMENT V<x.y>: – X = version number: number of consecutively different changes saved in Onsite – Y = subversion number: number of times focus leaves the ET field but before ‘save’. (used for internal auditing only) • ET fields denoted by yellow note icon in RDC – Icon not displayed in Graphic Layout Editor – Be sure to leave space for it (~15 points) • Once field has data, DEW displays the , p y beginning of the text followed by ellipsis (…) OHSUG 2011 10
  • 11. Extended Text … CRF in Onsite Yellow Note icon indicates an Extended Text field OHSUG 2011 11
  • 12. Extended Text … CRF in Onsite Click the icon to open the Extended Text window for entry / y review / editing OHSUG 2011 12
  • 13. Extended Text … CRF in Onsite This is the Extended Text as entered This is what will appear in the CRF window OHSUG 2011 13
  • 14. Extended Text … in Onsite This is what appears in the Audit History pane, Discrepancy Details pane, Data Extract view OHSUG 2011 14
  • 15. Extended Text … PDR Patient Data Report – CRF page Patient Data Report – Extended Text ancillary page OHSUG 2011 15
  • 16. ET- ET- Definition Restrictions • No DVG • No default N d f lt response • Cannot define as Mandatory or Derived • Cannot d f define as Repeating QG • Enterable is unchecked (cannot be checked) – Can enter/update via RDC Onsite only – Cannot enter/update via OC, RDC Classic, MCU or BDL • Do not use as Indicator Q, trigger Q in flex study, or source Q in conditional branching OHSUG 2011 16
  • 17. ET- ET- Usage Restrictions • ET Qs can be entered/updated only via RDC Onsite – Cannot enter/update via OC, RDC Classic, MCU or BDL (can use Batch Data Delete to delete ET data) • System cannot display full response in most areas – Truncated response displayed • Validation Procs have access only to truncated response t t d • Data extract does not support ET Qs • S Special characters may not display properly i l h t t di l l OHSUG 2011 17
  • 18. ET- ET- Database Storage • OC stores responses to ET Qs in 2 tables – RESPONSES: truncated version – RESPONSES_LOBS: full text • RESPONSES – 24-character Attachment prefix plus response entered up to defined Q Length p g – Number of characters = Q Length - 24 • RESPONSE_LOBS – VALUE_TEXT_CLOB column – Full text – maximum of 10,000 characters – Version number in VERSION_SN column OHSUG 2011 18
  • 19. Issues / Bugs in 4.6.x … Note: this is not intended to be a comprehensive list • Clinical Study States – Doesn’t always retain the saved checkmarks on ‘DCI Forms Definition Enabled’ & ‘DCI Forms Entry Enabled’ flags … behaves inconsistently – Work-around: re-query and re-check/re-save • Cli i l St d St t – 2nd P Clinical Study States Pass N t Required Not R i d – After running ‘Enable/Disable 2nd Pass Required’ job, Flex job ‘Flex Study Enabled flag becomes unchecked Enabled’ – BUG 9301831 – Work-around – re-check/re-save flag ( / g (can be done as long as not data entered for the study) OHSUG 2011 19
  • 20. Issues / Bugs in 4.6.x … OHSUG 2011 20
  • 21. Issues / Bugs in 4.6.x … • Study Definition – Cannot modify the QG Name of a study-level DCM y Q y QG – BUG 10298223 … no work-around OHSUG 2011 21
  • 22. Issues / Bugs in 4.6.x … • Lab Assignment Criteria – Changes made to LAC for RDCMs not retained g – BUG 10350892 … no work-around Change to Lab Tl2462z not retained OHSUG 2011 22
  • 23. Issues / Bugs in 4.6.x • Conditional Branching – Doesn’t work if the source Q is defined as Multi- line and the "Represent Disabled Blocks” is set to GREYED – BUG 12716558 – Work-arounds - either: – Set the Multi-line property to “No” … or … No – Set the "Represent Disabled Blocks” to HIDDEN • BDL - OSL – OSL fails on Linux platform in 4.6.0 – Fixed in 4.6.2 OHSUG 2011 23
  • 24. Contact information Lori Venable Principal Consultant BioPharm Systems, Inc. 734-332- 734-332-1718 lvenable@biopharm.com OHSUG 2011 24
  • 25. Biography Lori Venable Lori is a Principal Consultant at BioPharm Systems, Inc. She has been in the industry for over 23 years, representing a variety of pharma contract and device companies, years pharma, contract, companies both large and small. Lori has been actively involved in Oracle Clinical implementation since 1995, starting at Parke-Davis as a member of the OC implementation team. Prior to joining BioPharm S t Bi Ph Systems in 2004 she was at B t H lth i 2004, h t Baxter Healthcare’s R ’ Renal Di i i f 4 l Division for years, functioning as Sr. Project Manager overseeing OC implementation and use. Lori has been an active OHSUG (f.k.a. OCUG) member since its inception in Ann Arbor in 1996. She served as Co-Chair of OCUG from 2003-2005 and on the Executive Committee for several years. She’s been Co-Chair of the Global Library focus group from 2002-2004 and 2007-2009, and actively participates on numerous other focus groups. Lori also co-facilitated and still participates on the OHSUG Website Committee; and has served on (and/or facilitated) the Planning Committee for the 2003 through 2010 annual conferences. Lori’s primary OC and RDC responsibilities have included: training / coaching / consulting / troubleshooting; Global Librarian; Study Developer; Validation/Derivation g g y p Procedure developer; writing SOPs and guidelines; Application Administrator; and System Validation. OHSUG 2011 25
  • 26. Thank you! Q Questions OHSUG 2011 26