User Assignment report

This report includes information about all users in a given study, including the account information, their access details and audit records. You can run the User Assignment report only for the organizations that you're assigned to.

Note:

If a user is recreated with the same email address but different name details after the original user was removed, the User Assignment report may display two separate records. This occurs because the system treats the names as distinct, even though both entries share the same email (username) and only one is active.
  1. User jsmith@domain is created with a first name John and a last name Smith, then later removed.
  2. A new user jsmith@domain is created with with the first name Jonathan and the family name Smith. The result? Both John Smith and Jonathan Smith appear as separate rows in the User Assignment report.
The User Assignment report contains the following details:
  • Each user's roles.
  • The date the user was provisioned, plus their end date, if it was specified.
  • The last time the user signed in.
  • All changes that have been made to the user, only if historical information is included.

Modes

Available for all modes: Testing, Training, Production, and Draft mode.

Permission required to run the report

Any user who's assigned the Run the User Assignment Report permission can generate the User Assignment report.

Filters

Filter Description
Location Type
  • Select Site to include user assignment information for sites only.
  • Select Depots to include information for depots only.
  • Select All to include information for both, sites and depots.
Location Choose a site or depot to include assignment details for users at that location only or leave the filter blank to include assignment details for all locations.
User Name Choose one or more users to include assignment information for or leave the filter blank to include assignment information for all users.
Last Modified By Choose one or more users to see only the users that they last modified or leave the filter blank to include users that anyone last modified.
Permissions Select Exclude Permissions or Include Permissions to either exclude or include permissions included in a user's assigned study roles.
Data Type
  • Select Current Data to see a user's current assignments.
  • Select Historical Data to see every change that has been made to a user.
File Type Select the output type for the report:
  • CSV
  • HTML
  • PDF

Field descriptions

Note:

Fields that don't have any corresponding values are marked as N/A in the report.
Initial fields Description
Customer Name A customer's name used to purchase the cloud subscription
Study Name A study's ID as entered by the study manager when they created the study
Mode The mode in which you ran this report.
Location Type Displays values such as Site, Depot, or both.
Data Type Indicates whether the generated report contains historical data, current data, or both.
Report Generated By User name of the user who generated this report
Created Date UTC time and date of when this report was run
Permissions Depends on the selected filters when you generated the report:
  • If you chose to Include Permissions, all user's permissions are listed.
  • If you chose to Exclude Permissions, displays the word Excluded.
Fields for users assigned to a location Description
User Name Indicates the specified user's name.
First Name Indicates a user's first name as entered by a user administrator when they created their user account.
Last Name Indicates a user's last name as entered by a user administrator when they created their user account.
Site ID Indicates a site's ID as entered by a global user when they created the institution at a global level.
Study Role The study role that is assigned to the user.
Roles

This column used to indicate the roles associated to a user before study roles were introduced. Typically, this column displays N/A.

In a future release, this column will become deprecated and be removed.
Permissions If included, permissions are listed in this column for a specified user. If excluded, the column only displays a value of "Excluded".
Organization Indicates the associated institution or vendor that a user is assigned to. The field displays the Site ID, as well as the ShortOrg ID.
State Indicates the county or province associated with a user.
Country Indicates the user's associated country.
Effective Start Date Displays the date of when the user could sign into the study.
Effective End Date Displays either "No End Date" or the date entered to terminate a user's access.
Last Login Indicates a user's last login session into Oracle Clinical One Platform.
Status A user's status in the system (Active or Inactive)
Last Modified By User name of the user who last modified a user's assignments
Last Modified UTC time and date of when the last transaction was performed by a user
Comment Comment entered when uploading users in Oracle Clinical One Platform. Only applicable to users uploaded using the user upload template, refer to Add and manage study users in bulk.

If there are no comments for this user, the field displays N/A.

Related Topics

Parent topic: User Assignment reports