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