Content

Overview

Study Suite Status

Study Suite Flow Diagram

Status Descriptions

Status Rules

Study Suite Evolution

Creating a Study Suite Request

Options for Creating a Study Suite Request

Study Suite Page

Study Suite Form

Study Suite Member Studies

 
Associating Approvals with Study Suites

Approving Study Suite Requests

Submitting for Approval

Reviewing Approval

Working with Active Study Suites

Making Study Suites Active

Change Study Status in an Active Study Suite

Historical Study Suites

 

Overview

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A Study Suite consists of multiple Stability Studies called "Members". You can work with the Member Studies from within the Study Suite. The statuses of all individual Member Studies are rolled-up to indicate a status for the Study Suite. An individual Member Study can belong to only one Study Suite.

Study Suites are useful for dealing with:

Study Suite Status

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Study Suite Flow Diagram

 

Status Descriptions

 
Status Study Suite Status
Request Draft Requested for creation of Study Suite. It stays in this state until it is submitted for approval.

If a new Study is created within a Suite, then its status is set to "Not Started". Otherwise when a Study is added to a Suite, it retains its current status.

Pending Approval Once all required addition/modification is complete, the Study Suite is submitted for approval. It stays in this state until all approval steps are completed.
Not Started Study Suite is not started.
Active Study Suite is started and it is running.
Suspended Study Suite is momentarily halted.
Completed Study Suite is declared finished.
Cancelled Study Suite is discarded.

Status Rules

 

This is how the status of a Study affects the status of its Study Suite:

If... The Study Suite Status is...
All Studies are Not Started Not Started
One Study is Running or Suspended Active
All Studies are Suspended Suspended
All Studies are Complete Complete
All Studies are Cancelled Cancelled

  

Study Suite Evolution

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A Study Suite evolves through these phases. A separate List Page displays Study Suites in each phase:

Phase Description Applicable Section
Request "Creating a Study Suite Request" means creating a request for new Study Suite to be submitted for approval. Creating a Study Suite Request
Approval An authorized person approves and starts the Study Suite. Approving Study Suite Requests
Activation Each Study Suite becomes Active after it is started. An authorized person can work with the Study Suite while it is Active. Working with Active Study Suites
History Historical Study Suites are those that have been cancelled or declared complete. Historical Study Suites

 

Creating a Study Suite Request

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Options for Creating a Study Suite Request

 

To create a Study Suite Request navigate to LIMS → Studies → Suite Request. The Study Suite Request List page displays.

Click "New Request" to open the Create new Study Suite dialog.

Choose how the Study Suite will be created:

From Scratch lets you create a new Study Suite. This allows to create a Suite using a Protocol. Clicking OK opens the edit Study Suite page for this purpose.
Copy Existing lets you create a Study Suite that is a duplicate of an existing Study Suite.

 

Study Suite Page

 

Study Suite Form

The Study Suite form (below) is where you specify Study Suite management details.

Field Description
Study Suite ID Shows the automatically generated identifier of the Study Suite.
Description Enter a text description if desired.
Study Suite Status Shows the current Study Suite Status. When newly created, the status becomes "Request Draft".
Protocol Shows the Protocol (if any) on which the Studies of the Suite is based. This is important and required when new Study is created for the Suite.
Laboratory Shows the department where the tests of the Study Suite supposed to get executed.
Purpose Enter this information if desired.
Notes

 

Study Suite Member Studies

In the Member Studies tab add Studies with a common purpose to the Suite.

Studies are added to the Suite in two ways:

Add - Add existing Study to the Suite from the list displayed. A Study can only be added to one Suite.
Create - Create new Study for the Suite (see Creating a New Study).
Copy - Copy a Study by selecting one from the "Member Studies" list.

 

Associating Approvals with Study Suites

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Approval is associated to the Study Suite request for review and approval.

"Add Type" button opens the "Select ApprovalType" lookup page where you can an approval type.

Define Approval properties:

Property Description
Type Type of the approval for the Study Suite request.
Step Default steps for the approval.
Role Role to perform the approval step.
Mandatory Flag indicating that the approval step mandatory or not.
Assigned To User to perform the approval step. Note that the lookup page displays only the relevant user(s) that has the required role.
Status Status of the approval.
Notes Additional notes for future reference.

If you need to add another approval step for the selected type, click on the "Add Step" button.

This replicates the selected step.

 

Approving Study Suite Requests

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Submitting for Approval

 

From the Study Suite list page select the Suite you want to send for Approval and click "Edit". You can also submit a Suite for Approval while creating new request. The Edit Study Suite page displays. Make changes as required prior to Study Suite Approval.

when the information on the Study Suite is correct and needs no further modification click "Submit For Approval". The Study Suite displays on the "Study Suite Approval List" page with the status as "Pending Approval".

 

Reviewing Approval

 

Once sent for Approval you can Approve or reject a Study Suite request from the Study Suite Approval List Page, which shows all Study Suite with the status as "Pending Approval". The list page is accessed through the menu option "Suites For Approval".

To approve or reject Study Suite, click "Review" button.

The View Study Suite page is displayed. To approve or reject, click on the "Approve/Reject" button.

The approve/reject page gets displayed on a new window.

The page shows the status of the approval steps specific for the current user.

Here you pass or fail the approval step and enter comment about the approval step.

Multiple steps appear if the user is authorized to approve them all.

The Study Suite has any of the following status.

Once the Study Suite request is approved, it is then displayed in the section "Active Suites" with the status as "Not Started".

 

Working with Active Study Suites

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Making Study Suites Active

 

To make the Study Suite active select a Suite with the status as "Not Started" from the Study Suite Active List page and click "Edit". 

 

The Edit Study Suite page displays,

As the status of the member Studies changes, the status of the Study Suite also changes. 

Change Study Status in an Active Study Suite

 

Changing the Status of any Study affects the Study Suite in accordance with the Status Rules. All status changes on an Active Study Suite require approval.

Active

Checking Start activates the Study, with consequences for the Study Suite defined by the Status Rules.

a. Check Start, then click Save and enter your Electronic Signature.

The Study is also now listed in the Active Study List Page as an Active Study.

b.The Study Suite is now listed in the Study Suite Active List as Active.
Suspended

Checking Suspend suspends the Study, with consequences for the Study Suite defined by the Status Rules.

a.

Check Suspend, then click Save and enter your Electronic Signature.

The Study is also now listed in the Active Study List Page as an Suspended Study.

b.The Study Suite is now listed in the Study Suite Active List as Suspended.

You can restart the Study by editing it and choosing Resume. This again makes the status of the Study and the Study Suite Active.

Completed

Checking Complete declares the Study as having been completed, with consequences for the Study Suite defined by the Status Rules.

a.

Check Complete, then click Save and enter your Electronic Signature.

The Study is also now listed in the Historical Study List Page as an Completed Study.

b. The Study Suite is now listed in the Study Suite Historical List as Completed.
Cancelled

Checking Cancelled cancels the Study, affecting the Study Suite according to the Status Rules.

a. Check Cancel, then click Save and enter your Electronic Signature.

The Study is also now listed in the Historical Study List Page as an Cancelled Study.

b. The Study Suite is now listed in the Study Suite Historical List as Cancelled.

 

Historical Study Suites

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The Study Suite Historical List page shows Study Suites that have been cancelled, as well as those that have been declared complete.

However, Suites from Historical Suite list page can be restarted.