This article lists and describes:
- The various roles a person can have in ResearchCloud.
- All menu options, their related functions, and the roles that can perform them.
- A matrix of all functions under each menu option and their respective roles.
Note
It's possible for one person to have multiple roles.
| Role | Description |
|---|---|
| General Roles | |
| Program Manager | Has overview functions into the Dashboard, Scheduling, Communications, and Reporting functions for their organizational level and below. Likewise, Program Managers can set the daily capacity for appointments and site availability. They can also cancel and reschedule appointments and upload prospect records. Lastly, Program Managers can edit engagement history and create new engagement records for prospects and participants. |
| CATI Interviewer |
Has the ability to engage participants in Computer Assisted Telephone Interviews. (CATI engagements are meant for your staff, under the participant's explicit consent, to impersonate a participant session, for the purposes of completing surveys.) The CATI Interviewer role can be assigned to any user account in addition to other roles. |
| Researcher | Can take the raw data collected and produced by the study for further analysis beyond ResearchCloud's operational analytics. (The data can be used in corollary or related studies.) Because Researchers have access to participant provided information (PPI) and protected/personal health information (PHI), they are carefully vetted before they are granted access. |
| Support Staff | Has access to Participant Profile pages to assist with resetting passwords, multi-factor authentication, and unlocking accounts. |
| Additional Customized Roles (based on org structure) | |
| Communications and Engagement Manager | Has access to the Dashboard to track participant progress through the participant-provided information (PPI) surveys. In addition, this role may edit engagement history and create new engagement records for prospects and participants, and upload prospect records. |
| Program Coordinator |
Has overview functions into Appointments performance, as well as Reporting to download scheduling metrics for their organizational level and below. Program Coordinators may also manage daily capacity for their organizations and related sub-organizations. |
| Research Assistant | May view Appointments calendar and edit engagement history and create new engagement records for prospects and participants. |
| Site Manager | Has access to Appointments and Reporting for a corresponding site. The Site Manager may also manage site availability and minimum notice for appointments and view and manage appointment scheduling. |
| Support Admin | Has the same access as Support staff. In addition, the Support Admin role can work with User Management to administer accounts. |
Description: Visualization for participant enrollment analytics, including:
- Primary and EHR Consents Status
- Registered Participants
- Completed Surveys Status
- Core PPI Completion Rates and Percentages
- PM/B Participant Metrics
Note
Every program will have its own set of relevant analytics and metrics. The ones listed above serve as examples.
Available to:
- Program Manager
- Communications and Engagement Manager
- Program Coordinator
Description: View schedule dashboard, book appointments, and set scheduling settings such as business hours and appointment types.
| Function | Available to: |
|---|---|
| Schedule Dashboard |
|
| View and Schedule Appointments |
|
| Configure Location Settings |
|
Description: Find participants and prospects and their Profile View.
Available to:
- Communications and Engagement Manager
- Program Coordinator
- Program Manager
- Research Assistant
- CATI (Computer Assisted Telephone Interview) Interviewer
- Site Manager
Note
At the Profile View Overview, you'll be able to:
- Add and edit call log records.
- Launch CATI sessions, if you have the CATI Interviewer role.
- View engagement history.
Description: Gathers a set of high-level analytics and gives you the ability to drill-down for actionable details on the progress of your program along these dimensions:
-
Gathers a set of high-level analytics and gives you the ability to drill-down for actionable details on the progress of your program along these dimensions:
-
Dashboard -Displays the Dashboard, which summarizes program progress--along key dimensions for your program cohorts, including numbers for registered and consented participants, survey completion percentages and demographic breakdowns.
-
Custom Insights - Allows for the creation of custom and actionable reports.
-
Exports - Export raw data reports for further analysis
-
Available to:
- Communications and Engagement Manager
- Program Coordinator
- Program Manager
- Site Manager
Description: Create participant and prospect segmentations for targeted messages and campaigns. Create Case-Management Lists for one-on-one engagement and work cases.
| Function | Available to: |
|---|---|
| Audience segmentation and campaign creation |
|
| View campaign templates |
|
| Perform One-on-One Engagement |
|
Description: Lock and unlock user accounts and reset passwords and multi-factor authentication (MFA) codes.
Available to:
- Administrator
- Program Manager
- Site Manager
- Support Admin
- System Administrator
Note
If the System Administrator role is available, then you will also be able to add, edit, and delete user accounts.
Description: Set and track program progress for completed activities and scheduled appointments.
Available to:
- Program Coordinator
- Program Manager
Description: Set up program along organizational lines.
Available to:
- Administrator
- Communications and Engagement Manager
- Program Coordinator
- Program Manager
- Research Assistant
- CATI (Computer Assisted Telephone Interview) Interviewer
- Site Manager
- System Administrator
Description: Export raw data reports for further analysis.
| Function | Available to: |
|---|---|
| Export generated reports of raw data automatically generated by the system. |
|