PCRO Reports

The PCRO reporting folder contains reports utilized by the Partners Corporate Sponsored Clinical Research office.

PCRO Reports Screen Shot

PCRO Agreements Received by Agreement Type

 

Provides data needed to ensure an equitable distribution of work across agreement associates.

 

Caption

Type

Description

Created Date (From):

Date

Start of the date range for when a record was created in InfoEd

Created Date (To):

Date

End of the date range for when a record was created in InfoEd

 

PCRO Approved Agreements Report

 

Provides break-outs of PCRO work by agreement associate, transaction type, PHS entity and who initiated. This report provides useful data for PCRO management to better understand the characteristics of agreements completed.

 

Caption

Type

Description

Created Date (From):

Date

Start of the date range for when a record was created in InfoEd

Created Date (To):

Date

End of the date range for when a record was created in InfoEd

 

PCRO Agreements under Negotiation

 

Lists all corporate-sponsored clinical research agreements currently under negotiation. This report includes all Agreements with a master status or Amendment submission status of Pending or Pending Signature.

 

Caption

Type

Description

Institution

Pick List

Based on security, lists all available institutions.  Department/Unit selections are based on what Institution is selected.

Department

Pick List

Based on security, lists all available departments for the selected Institution

Unit

Pick List

Based on security, lists all available units (if applicable) under the selected department

PCRO Case Manager

Multiselect

Can be either ALL, individual, or multiple PCRO Case managers.  To select more than one, hold down the “CTRL” button then clicking on multiple case manager names

Including DFCI?

Yes/No

Defaults to “No.”  Can be set to “Yes” to include records created under the DFCI and DFPCC institutions.

Show Folder Number?

Yes/No

Used for QA testing

 

PCRO Analyst Pending Report

 

Lists all corporate-sponsored clinical research agreements in each PCRO analyst’s work queue, including Agreements and Amendments.

 

Caption

Type

Description

PCRO Case Manager

Multiselect

Can be either ALL, individual, or multiple PCRO Case managers.  To select more than one, hold down the “CTRL” button then clicking on multiple case manager names

Including DFCI?

Yes/No

Defaults to “No.”  Can be set to “Yes” to include records created under the DFCI and DFPCC institutions.

 

PCRO Executed Agreements (Senior Leadership) Report

 

Lists all corporate-sponsored clinical research agreements executed within a specified time period (i.e., 3 months, YTD, annual); distributed quarterly to MGH/BWH/PHS VPs and department chiefs and ad hoc upon request by senior leadership.

 

 

 

 

Caption

Type

Description

PCRO Executed Date (From):

Date

Start of the date range for when a record was PCRO-Executed in InfoEd

PCRO Executed Date (To):

Date

End of the date range for when a record was PCRO-Executed in InfoEd

Institution

Pick List

Based on security, lists all available institutions.  Department/Unit selections are based on what Institution is selected.

Department

Pick List

Based on security, lists all available departments for the selected Institution

Unit

Pick List

Based on security, lists all available units (if applicable) under the selected department

PCRO Case Manager

Multiselect

Can be either ALL, individual, or multiple PCRO Case managers.  To select more than one, hold down the “CTRL” button then clicking on multiple case manager names

Including DFCI?

Yes/No

Defaults to “No.”  Can be set to “Yes” to include records created under the DFCI and DFPCC institutions.

 

PCRO Activity Report

 

Provides break-outs of PCRO work by agreement associate and details time required for steps in agreement execution process. The data provided by this report is needed for PCRO's reporting of activity metrics for the RV&L monthly dashboard as well as internal quality assurance/quality improvement. 

 

Caption

Type

Description

Created Date (From):

Date

Start of the date range for when a record was created in InfoEd

Created Date (To):

Date

End of the date range for when a record was created in InfoEd

Institution

Pick List

Based on security, lists all available institutions.  Department/Unit selections are based on what Institution is selected.

Department

Pick List

Based on security, lists all available departments for the selected Institution

Unit

Pick List

Based on security, lists all available units (if applicable) under the selected department

PCRO Case Manager

Multiselect

Can be either ALL, individual, or multiple PCRO Case managers.  To select more than one, hold down the “CTRL” button then clicking on multiple case manager names

Including DFCI?

Yes/No

Defaults to “No.”  Can be set to “Yes” to include records created under the DFCI and DFPCC institutions.

 

 


PI Satisfaction Survey Report

 

Generates a list of agreements executed by PCRO in a given time period. PCRO uses this list (a) to generate the list of PIs to whom to send quarterly PI satisfaction surveys and (b) for selection of agreements to be included in our monthly QA review.

 

Caption

Type

Description

PCRO-Executed Date (From):

Date

Start of the date range for when a record was PCRO-Executed in InfoEd

PCRO-Executed Date (To):

Date

End of the date range for when a record was PCRO-Executed in InfoEd

Institution

Pick List

Based on security, lists all available institutions.  Department/Unit selections are based on what Institution is selected.

Department

Pick List

Based on security, lists all available departments for the selected Institution

Unit

Pick List

Based on security, lists all available units (if applicable) under the selected department

Sponsor Type

Multiselect

Can be either ALL, individual, or multiple Sponsor Types.  To select more than one, hold down the “CTRL” button then clicking on multiple Sponsor Types

Sub activity Type

Yes/No

Can be either ALL, individual, or multiple Sponsor Types.  To select more than one, hold down the “CTRL” button then clicking on multiple Sponsor Types

 

PCRO REX Executed Agreements Report

Include info here

PCRO Turnaround Report

 

This report provides the ability to measure Associate/Analyst turnaround times for PCRO contract deliverables, support agreements, and amendments in a given time period: 0-30 days, 31-45 days, 45-60 days, 61-89 days, 90+ days.

 

Caption

Type

Description

PCRO-Executed Date (From):

Date

Start of the date range for when a record was PCRO-Executed in InfoEd

PCRO-Executed Date (To):

Date

End of the date range for when a record was PCRO-Executed in InfoEd

Institution

Pick List

Based on security, lists all available institutions.  Department/Unit selections are based on what Institution is selected.

Department

Pick List

Based on security, lists all available departments for the selected Institution

Analysis Type

Pick List

Contract, MCA, Proposal, Working Budget

Manager Type

Multiselect

Options based on Analysis Type

 

PCRO Statistics Report

 

Generates a list of Budgets pending, device deliverables pending, and MCA’s pending and completed by Analyst for a selected date range.

 

Caption

Type

Description

MCA Completed Date (From):

Date

Start of the date range for when a record was PCRO-Executed in InfoEd

MCA Completed Date (To):

Date

End of the date range for when a record was PCRO-Executed in InfoEd

Including DCFI?

Yes/No

Can include or exclude DFCI deliverables