This article describes the Activate Resource Allocation workbook. We've included the following sections:
This workbook shows users assigned to sites across all studies within Activate and can be used to identify where resources are overloaded and also unassigned. This workbook also provides an export option.
Resource Allocation by Study
This sheet shows resources assigned to studies in Activate, grouped by country or user. The data can be filtered using the options to the right (Study Name, Study Status, Country Name, etc.).
Resource Assignments by User
This sheet identifies which users are assigned to business roles within a study and includes site experience users and users with primary assignment flags. Analyze users can filter the data using the filter panel displayed to the right.
The export sheet provides an convenient way to download resource allocation detail. By default, all previously applied filters will be applied to the export sheet.
Copyright ©2018 goBalto, Inc. All Rights Reserved.
Under the copyright laws, this article may not be copied, in whole or in part without written consent of goBalto, Inc. except in the normal use of the application and as described in the Terms of Service. The same proprietary and copyright notices must be affixed to any permitted copies as were affixed to the original.