Configuring the Startup Specialist Homepage (Study Startup)

The Study Startup Specialist Homepage provides a single page to view key information for Startup Specialists, including actionable tasks, milestones, and data related to overdue or high priority items at the Study, Study Country, and Study Site levels. With the Study Startup Specialist Homepage, you can quickly identify actions needed, assess the status of your sites, and navigate to and interact with your data.

You must complete the following configuration steps to allow users to work with the Study Startup Specialist Homepage:

  • Add the Admin: Tabs: Startup Specialist permission to any custom permission sets.
  • If your Vault has existing Greenlight or IP Release Milestones, update them to the Site Greenlight milestone type. Note that you may also need to update reports referencing these Milestones as well.
  • If your Vault configuration constrains the Milestone Type picklist by object type on the Milestone or Template Milestone objects, add the Site Greenlight milestone type to Milestone and Milestone Template records.
  • Add the Default Days, Site Selected to Greenlight (default_days_site_selection_to_gl__v) field to the Country object page layout.
  • Add the Target Lag, Site Selection to Greenlight (target_lag_site_selection_to_greenlight__v) field to the Study Country object page layout.
  • Add the Planned Greenlight Date (planned_greenlight_date__v), Days to Greenlight (days_to_greenlight__v), % Greenlight Activities Complete (greenlight_activities_complete__v), and Greenlight Completeness (greenlight_completeness__v_) fields to the Site object page layout.
  • Add picklist values to the Milestone Category picklist so that users can filter the list of Milestones displayed in the Upcoming Milestones widget.
  • Add the Risk (risk__v) field to the Milestone object page layout.
  • Optional: Configure the Milestone Risk field.
  • Optional: Configure widget labels to change the labels that are displayed to users.

Lifecycle Configuration

You can configure an entry action to automatically set the site’s Planned Greenlight Date:

  1. Navigate to Admin > Configuration > Object Lifecycles > Site Lifecycle > States > Initiating.
  2. Scroll to Entry Actions and click Edit.
  3. Click Create Entry Action and select Perform with conditions.
  4. Set the condition: If Planned Greenlight Date is blank.
  5. Under perform actions, select Update Record Field in the drop-down.
  6. In the Fields drop-down, select Planned Greenlight Date.
  7. In the Set to value* field, enter the formula: dateAdd(Object.site_selected_date__v, days(Object.target_lag_site_selected_to_greenlight__v)).
  8. Click Save to save your entry action.

Configuring Widget Labels

The widgets displayed on the Study Startup Special Homepage will reflect the labels of the object, object type, and milestone type. You can change the labels that are displayed to users.

Widget

Widget Label

Upcoming Site Greenlight Milestones

  • "Upcoming"
  • Picklist Value Label of the Site Greenlight (site_greenlight__v) Picklist Value Name for the Milestone Type (milestone_type__v) picklist
  • Object Plural Label of the Milestone (milestone__v) object

Upcoming Submissions

  • "Upcoming"
  • Plural Label of the Submission (submission__clin) object type of the Milestone (milestone__v) object

Upcoming Milestones

  • "Upcoming"
  • Object Plural Label of the Milestone (milestone__v) object

Greenlight Planning and Progress

  • Picklist Value Label of the Site Greenlight (site_greenlight__v) Picklist Value Name for the Milestone Type (milestone_type__v) picklist
  • "Planning and Progress"

Configuring the Milestone Risk Field

The Milestone Risk field is a formula field on the Milestone object. Vault automatically calculates Milestone Risk based on values in a Milestone record’s Actual Finish Date, Planned Finish Date, and the % Complete fields. This field determines how milestones are grouped in the Site Greenlights and Submissions widgets.

Below are the default values for this field:

 

Planned Finish Date < 8 Days

Planned Finish Date = 8-14 Days

Planned Finish Date = 15-21 Days

Planned Finish Date > 21 Days

Completeness < 25%

At Risk

At Risk

At Risk

On Track

Completeness < 50%

At Risk

At Risk

On Track

On Track

Completeness < 75%

At Risk

On Track

On Track

On Track

Completeness <= 100%

Pending

On Track

On Track

On Track

To change the threshold values that determine risk:

  1. Navigate to Admin > Configuration > Objects > Milestone > Fields > Milestone Risk.
  2. Click Edit.
  3. Modify the Formula Expression to fit the needs of your organization.