# Configuring the Study Startup Specialist Homepage

The <a href="/en/gr/50259/">Study Startup Specialist Homepage</a> 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.

<div class="note-border alert-info">
  <div class="alert alert-info" role="alert">
    <div><i class="far fa-info-circle"></i></div>
    <div class="alert-text">
      <p><strong>Note</strong>: This feature is only available on Clinical Operations Study Startup Vaults.</p>
    </div>
  </div>
</div>



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.
  * <a href="/en/gr/1269/">Add picklist values</a> 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_][3] field.
  * Optional: [Configure widget labels][4] to change the labels that are displayed to users.


## Configuring Widget Labels {#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.

<table class="wbord">
  <tr>
    <td>
      <p>
        <strong>Widget</strong>
      </p>
    </td>
    <td>
      <p>
        <strong>Widget Label</strong>
      </p>
    </td>
  </tr>
  <tr>
    <td>
      <p>
        Upcoming Site Greenlight Milestones
      </p>
    </td>
    <td>
      <ul>
        <li>
          "Upcoming"
        </li>
        <li>
          <a href="/en/gr/1269/">Picklist Value Label</a> of the <em>Site Greenlight</em> (<code>site_greenlight__v</code>) Picklist Value Name for the <em>Milestone Type</em> (<code>milestone_type__v</code>) picklist
        </li>
        <li>
          Object Plural Label of the <em>Milestone</em> (<code>milestone__v</code>) object
        </li>
      </ul>
    </td>
  </tr>
  <tr>
    <td>
      <p>
        Upcoming Submissions
      </p>
    </td>
    <td>
      <ul>
        <li>
          "Upcoming"
        </li>
        <li>
          Plural Label of the <em>Submission</em> (<code>submission__clin</code>) object type of the <em>Milestone</em> (<code>milestone__v</code>) object
        </li>
      </ul>
    </td>
  </tr>
  <tr>
    <td>
      <p>
        Upcoming Milestones
      </p>
    </td>
    <td>
      <ul>
        <li>
          "Upcoming"
        </li>
        <li>
          Object Plural Label of the <em>Milestone</em> (<code>milestone__v</code>) object
        </li>
      </ul>
    </td>
  </tr>
  <tr>
    <td>
      <p>
        Greenlight Planning and Progress
      </p>
    </td>
    <td>
      <ul>
        <li>
          <a href="/en/gr/1269/">Picklist Value Label</a> of the <em>Site Greenlight</em> (<code>site_greenlight__v)</code> Picklist Value Name for the <em>Milestone Type</em> (<code>milestone_type__v</code>) picklist
        </li>
        <li>
          "Planning and Progress"
        </li>
      </ul>
    </td>
  </tr>
</table>

## Configuring the Milestone Risk Field {#milestone-risk}

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:

<table class="wbord">
  <tr>
    <td>
      <p>
        &nbsp;
      </p>
    </td>
    <td>
      <p>
        Planned Finish Date < 8 Days
      </p>
    </td>
    <td>
      <p>
        Planned Finish Date = 8-14 Days
      </p>
    </td>
    <td>
      <p>
        Planned Finish Date = 15-21 Days
      </p>
    </td>
    <td>
      <p>
        Planned Finish Date > 21 Days
      </p>
    </td>
  </tr>
  <tr>
    <td>
      <p>
        Completeness < 25%
      </p>
    </td>
    <td>
      <p>
        At Risk
      </p>
    </td>
    <td>
      <p>
        At Risk
      </p>
    </td>
    <td>
      <p>
        At Risk
      </p>
    </td>
    <td>
      <p>
        On Track
      </p>
    </td>
  </tr>
  <tr>
    <td>
      <p>
        Completeness < 50%
      </p>
    </td>
    <td>
      <p>
        At Risk
      </p>
    </td>
    <td>
      <p>
        At Risk
      </p>
    </td>
    <td>
      <p>
        On Track
      </p>
    </td>
    <td>
      <p>
        On Track
      </p>
    </td>
  </tr>
  <tr>
    <td>
      <p>
        Completeness < 75%
      </p>
    </td>
    <td>
      <p>
        At Risk
      </p>
    </td>
    <td>
      <p>
        On Track
      </p>
    </td>
    <td>
      <p>
        On Track
      </p>
    </td>
    <td>
      <p>
        On Track
      </p>
    </td>
  </tr>
  <tr>
    <td>
      <p>
        Completeness <= 100%
      </p>
    </td>
    <td>
      <p>
        Pending
      </p>
    </td>
    <td>
      <p>
        On Track
      </p>
    </td>
    <td>
      <p>
        On Track
      </p>
    </td>
    <td>
      <p>
        On Track
      </p>
    </td>
  </tr>
</table>

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.

 [3]: #milestone-risk
 [4]: #widget-labels