This section provides instructions for tracking and managing trial records using the PA abstraction dashboards. The PA application has one abstraction dashboard for each of the following roles:
- Super Abstractors
- Administrative Abstractors
- Scientific Abstractors
- Administrative/Scientific Abstractors
The system associates your CTRP account with your role when you log in to PA, and automatically displays the Workload page of the appropriate abstraction dashboard.
Using the Administrative Abstractor's Dashboard
- Workload page - Lists trials that require processing and sorts them by the date on which abstraction should be complete.
- Details page - PA displays this page only after you have selected a trial from the Workload page. Provides details of that trial and links to the Trial Identification page, where you can do the following:
- Check in and check out trials for processing
- Review the trial's check-out history
- Begin your abstraction
- Download the Trial Summary Report (TSR)
Accessing the Abstraction Dashboard
You can access the abstraction dashboard at any time. On the main menu, under Dashboards, select the name of the role you are using.
You must be logged in to PA as an Administrative Abstractor to use the Administrative Abstractor's dashboard. To use other abstraction dashboards, see Using the Scientific Abstractor Dashboard, Using the Administrative and Scientific Abstractor Dashboard, or Using the Super Abstractor Dashboard.
For information on each page of the abstraction dashboard, refer to the following sections:
Using the Administrative Abstractor's Dashboard Workload Page
- Using the Administrative Abstractor's Dashboard Details Page
Using the Administrative Abstractor's Dashboard Workload Page
The Workload page provides up-to-the-minute details of each trial, including the following: How to Use the Workload Page To do this... Do this Sort the list of trials By default, the system sorts the trials by Expected Abstraction Completion Date. To sort the list by any other column, click any column header. To reverse the order, click the column header again. An arrow indicates the sort order: Click the Filter icon ( Update the list of trials and reset all filters Click the Refresh button. Export the list of trials to a file On the upper or lower right corner of the page, click one of the following: View trial details Click an NCI Trial Identifier link. The Details page appears with information about the trial you selected. 
Filter the list of trials by submission type 
) in the Submission Type column. The Submission Type dialog box appears. Select one or more submission types that you want to include and click OK.
Filter the list of trials by date ) in a date column. The Date Filter dialog box appears. 
View comments on an overridden Expected Abstraction Completion Date Hover the mouse over the underlined date. 
Using the Administrative Abstractor's Dashboard Details Page
The abstraction dashboard's Details page displays information about the trial you select from the abstraction dashboard's Workload page.
The Details page includes the following trial details:
| Field | Description |
|---|---|
| Submission Type | The submission type:
For information, refer to Processing Trial History Information (original versus amendment) or Abstracting NCI-Specific Information (Complete versus Abbreviated). |
| NCI ID | The unique ID assigned to the trial by the CTRP. NCI Trial Identifiers The prefix "NCI" is implicit in the NCI trial identifiers. |
| ClinicalTrials.gov Identifier | The unique ID assigned to the trial by the National Clinical Trial program (ClinicalTrials.gov) for trials that have been submitted to ClinicalTrials.gov Protocol Registration System (PRS) previously. This ClinicalTrials.gov ID appears as "NCT" followed by 8 numeric characters (such as NCT12345678). For details, refer to Abstracting Trial Descriptions, Titles, and Identifiers. |
| CTEP ID | The unique ID assigned to the trial submitted by CTEP (Cancer Therapy Evaluation Program). For details, refer to Abstracting Trial Descriptions, Titles, and Identifiers. |
| DCP ID | The unique ID assigned to the trial submitted by DCP (Division of Cancer Prevention). For details, refer to Abstracting Trial Descriptions, Titles, and Identifiers. |
| CDR ID (PDQ ID) | The number assigned to trials in the Clinical Data Repository. For details, refer to Abstracting Interventions. |
| Submitting Organization | The organization associated with the CTRP user who submitted the trial to CTRP. |
| Submission Date | The date on which the CTRP user submitted the trial. |
| Amendment # | If the trial submitter specified a value as the amendment number while amending the trial, this field displays that value. (This value may be a text string, whereas the submission number is numeric.) For instructions on revising this value, refer to Editing Trial Submission History. |
| Trial Category | The category of the trial, as determined by the submission of a full protocol (Complete) or a ClinicalTrials.gov import (Abbreviated). For information, refer to CTRP Trial Categories, Study Sources and Abstracting NCI-Specific Information. |
| Trial Type | The primary investigative techniques used in the protocol (interventional or non-interventional). The non-interventional category includes observational and ancillary/correlative studies. For information, refer to Trial Types and Subtypes, Abstracting Interventional Trial Design, and Abstracting Non-Interventional Trial Design. |
| Data Table 4 Funding | The type of Data Table 4 funding sponsorship (National, Externally Peer-Reviewed, Institutional, or Industrial). For information, refer to CTRP Trial Categories, Study Sources and Abstracting NCI-Specific Information. |
| On Hold Date | The date on which the abstractor put the trial on hold, if applicable. For details, refer to Putting Trial Processing On Hold. |
| Off Hold Date | The date on which the abstractor took the trial off hold, if applicable. For details, refer to Putting Trial Processing On Hold. |
| On Hold Reason | The reason why the abstractor put the trial on hold, if applicable. For details, refer to Putting Trial Processing On Hold. |
| NCI Sponsored? | An indication whether National Cancer Institute (NCI) sponsored the trial. For details, refer to Abstracting Sponsors and Responsible Parties. |
| Assigned To | Displays the name of the abstractor assigned to the trial by a Super Abstractor. Only users with the Super Abstractor role can assign a trial to another PA user. For information, refer to Assigning Trials to Abstractors. |
| Submission Source | The means by which the trial was submitted to the CTRP:
|
| Processing Priority | The importance assigned to the trial by a Super Abstractor: Only users with the Super Abstractor role can assign a priority to a trial. For information, refer to Assigning Trial Priorities.
|
| Trial Processing Comments | Any comments that an abstractor has recorded for this trial. This field also allows you to enter new comments about the trial. An abstractor can also add comments on the Trial Identification page. For information, refer to Viewing Trial Identification Details. |
| Processing Status | The current status of the trial in the CTRP trial processing work flow. For information, refer to Trial Processing Statuses and Abstracting Trial Statuses. |
| Processing Status Date | The date on which the current processing status was recorded. |
| Admin Check-out | The Administrative Abstractor who has the trial checked out currently (if applicable). For details, refer to Checking In and Checking Out Trials. |
| Scientific Check-out | The Scientific Abstractor who has the trial checked out currently (if applicable). For details, refer to Checking In and Checking Out Trials. |
| Milestone (table) | A list of the milestones recorded to date. For details, refer to Processing Trial Milestones. |
How to Use the Details Page
| To do this... | Do this |
| Check the trial in or out | Click the Admin Check In/Out link. The trial is checked out to you, preventing other users from abstracting the same trial at the same time. This link is not available when the trial is currently checked out by another Administrative Abstractor. Current check-out information is displayed on the Details page. If a Super Abstractor assigned the trial to you, it will already be checked out to you when you log in. You can check it back in when you have finished processing it. See Checking In and Checking Out Trials. |
| View check-out history | Click the Check-Out History link. The Trial Check-Out History page displays records of each check-out/check-in event. For details, see Viewing Check-Out History Records . |
| Accept the trial | Click the Validate link. This link is available only for trials that have been submitted but not accepted yet. |
| Abstract the trial | Click the Abstract link. |
| View the TSR | Click the View TSR link. |
| Enter comments | Enter text in the Trial Processing Comments text box, then click Save. The comment field is limited to 4000 characters. |
In the figure above, a Super Abstractor has not assigned the trial to a particular abstractor for processing, and has kept the default processing priority (2 - Normal).
Using the Scientific Abstractor's Dashboard
- Workload page - Lists trials that require processing and sorts them by the date on which abstraction should be complete.
- Details page - PA displays this page only after you have selected a trial from the Workload page. Provides details of that trial and links to the Trial Identification page, where you can do the following:
- Check in and check out trials for processing
- Review the trial's check-out history
- Begin your abstraction
- Download the Trial Summary Report (TSR)
Accessing the Abstraction Dashboard
You can access the abstraction dashboard at any time. On the main menu, under Dashboards, select the name of the role you are using.
You must be logged in to PA as an Scientific Abstractor to use the Scientific Abstractor's dashboard. To use other abstraction dashboards, see Using the Administrative Abstractor Dashboard , Using the Administrative and Scientific Abstractor Dashboard , or Using the Super Abstractor Dashboard.
For information on each page of the abstraction dashboard, refer to the following sections:
Using the Scientific Abstractor's Dashboard Workload Page
The Workload page provides up-to-the-minute details of each trial, including the following: How to Use the Workload Page To do this... Do this Sort the list of trials By default, the system sorts the trials by Expected Abstraction Completion Date. To sort the list by any other column, click any column header. To reverse the order, click the column header again. An arrow indicates the sort order: Click the Filter icon ( Update the list of trials and reset all filters Click the Refresh button. Export the list of trials to a file On the upper or lower right corner of the page, click one of the following: View trial details Click an NCI Trial Identifier link. The Details page appears with information about the trial you selected. 
Filter the list of trials by submission type ) in the Submission Type column. The Submission Type dialog box appears. Select one or more submission types that you want to include and click OK.Filter the list of trials by date ) in a date column. The Date Filter dialog box appears. View comments on an overridden Expected Abstraction Completion Date Hover the mouse over the underlined date. 
Using the Scientific Abstractor's Dashboard Details Page
The abstraction dashboard's Details page displays information about the trial you select from the abstraction dashboard's Workload page.
The Details page includes the following trial details:
| Field | Description |
|---|---|
| Submission Type | The submission type:
For information, refer to Processing Trial History Information (original versus amendment) or Abstracting NCI-Specific Information (Complete versus Abbreviated). |
| NCI ID | The unique ID assigned to the trial by the CTRP. NCI Trial Identifiers The prefix "NCI" is implicit in the NCI trial identifiers. |
| ClinicalTrials.gov Identifier | The unique ID assigned to the trial by the National Clinical Trial program (ClinicalTrials.gov) for trials that have been submitted to ClinicalTrials.gov Protocol Registration System (PRS) previously. This ClinicalTrials.gov ID appears as "NCT" followed by 8 numeric characters (such as NCT12345678). For details, refer to Abstracting Trial Descriptions, Titles, and Identifiers. |
| CTEP ID | The unique ID assigned to the trial submitted by CTEP (Cancer Therapy Evaluation Program). For details, refer to Abstracting Trial Descriptions, Titles, and Identifiers. |
| DCP ID | The unique ID assigned to the trial submitted by DCP (Division of Cancer Prevention). For details, refer to Abstracting Trial Descriptions, Titles, and Identifiers. |
| CDR ID (PDQ ID) | The number assigned to trials in the Clinical Data Repository. For details, refer to Abstracting Interventions. |
| Submitting Organization | The organization associated with the CTRP user who submitted the trial to CTRP. |
| Submission Date | The date on which the CTRP user submitted the trial. |
| Amendment # | If the trial submitter specified a value as the amendment number while amending the trial, this field displays that value. (This value may be a text string, whereas the submission number is numeric.) For instructions on revising this value, refer to Editing Trial Submission History. |
| Trial Category | The category of the trial, as determined by the submission of a full protocol (Complete) or a ClinicalTrials.gov import (Abbreviated). For information, refer to CTRP Trial Categories, Study Sources and Abstracting NCI-Specific Information. |
| Trial Type | The primary investigative techniques used in the protocol (interventional or non-interventional). The non-interventional category includes observational and ancillary/correlative studies. For information, refer to Trial Types and Subtypes, Abstracting Interventional Trial Design, and Abstracting Non-Interventional Trial Design. |
| Data Table 4 Funding | The type of Data Table 4 funding sponsorship (National, Externally Peer-Reviewed, Institutional, or Industrial). For information, refer to CTRP Trial Categories, Study Sources and Abstracting NCI-Specific Information. |
| On Hold Date | The date on which the abstractor put the trial on hold, if applicable. For details, refer to Putting Trial Processing On Hold. |
| Off Hold Date | The date on which the abstractor took the trial off hold, if applicable. For details, refer to Putting Trial Processing On Hold. |
| On Hold Reason | The reason why the abstractor put the trial on hold, if applicable. For details, refer to Putting Trial Processing On Hold. |
| NCI Sponsored? | An indication whether National Cancer Institute (NCI) sponsored the trial. For details, refer to Abstracting Sponsors and Responsible Parties. |
| Assigned To | Displays the name of the abstractor assigned to the trial by a Super Abstractor. Only users with the Super Abstractor role can assign a trial to another PA user. For information, refer to Assigning Trials to Abstractors. |
| Submission Source | The means by which the trial was submitted to the CTRP:
|
| Processing Priority | The importance assigned to the trial by a Super Abstractor: Only users with the Super Abstractor role can assign a priority to a trial. For information, refer to Assigning Trial Priorities.
|
| Trial Processing Comments | Any comments that an abstractor has recorded for this trial. This field also allows you to enter new comments about the trial. An abstractor can also add comments on the Trial Identification page. For information, refer to Viewing Trial Identification Details. |
| Processing Status | The current status of the trial in the CTRP trial processing work flow. For information, refer to Trial Processing Statuses and Abstracting Trial Statuses. |
| Processing Status Date | The date on which the current processing status was recorded. |
| Admin Check-out | The Administrative Abstractor who has the trial checked out currently (if applicable). For details, refer to Checking In and Checking Out Trials. |
| Scientific Check-out | The Scientific Abstractor who has the trial checked out currently (if applicable). For details, refer to Checking In and Checking Out Trials. |
| Milestone (table) | A list of the milestones recorded to date. For details, refer to Processing Trial Milestones. |
How to Use the Details Page
| To do this... | Do this |
| Check the trial in or out | Click the Scientific Check In/Out link. The trial is checked out to you, preventing other users from abstracting the same trial at the same time. This link is not available when the trial is currently checked out by another Scientific Abstractor. Current check-out information is displayed on the Details page. If a Super Abstractor assigned the trial to you, it will already be checked out to you when you log in. You can check it back in when you have finished processing it. See Checking In and Checking Out Trials. |
| View check-out history | Click the Check-Out History link. The Trial Check-Out History page displays records of each check-out/check-in event. For details, see Viewing Check-Out History Records . |
| Accept the trial | Click the Validate link. This link is available only for trials that have been submitted but not accepted yet. |
| Abstract the trial | Click the Abstract link. |
| View the TSR | Click the View TSR link. |
| Enter comments | Enter text in the Trial Processing Comments text box, then click Save. The comment field is limited to 4000 characters. |
In the figure above, a Super Abstractor has not assigned the trial to a particular abstractor for processing, and has kept the default processing priority (2 - Normal).
Using the Administrative and Scientific Abstractor's Dashboard
The Scientific/Administrative Abstractor's Dashboard combines the search criteria of the Administrative Abstractor's Dashboard and the Scientific Abstractor's Dashboard.
- Workload page - Lists trials that require processing and sorts them by the date on which abstraction should be complete.
- Details page - PA displays this page only after you have selected a trial from the Workload page. Provides details of that trial and links to the Trial Identification page, where you can do the following:
- Check in and check out trials for processing
- Review the trial's check-out history
- Begin your abstraction
- Download the Trial Summary Report (TSR)
Accessing the Abstraction Dashboard
You can access the abstraction dashboard at any time. On the main menu, under Dashboards, select the name of the role you are using.
You must be logged in to PA as a Scientific/Administrative Abstractor to use the Scientific/Administrative Abstractor's Dashboard. To use other abstraction dashboards, see Using the Scientific Abstractor Dashboard, Using the Administrative Abstractor Dashboard , or Using the Super Abstractor Dashboard .
For information on each page of the abstraction dashboard, refer to the following sections:
Using the Administrative and Scientific Abstractor's Dashboard Workload Page
- Using the Administrative and Scientific Abstractor's Dashboard Details Page
Using the Administrative and Scientific Abstractor's Dashboard Workload Page
The Workload page provides up-to-the-minute details of each trial, including the following: How to Use the Workload Page To do this... Do this Sort the list of trials By default, the system sorts the trials by Expected Abstraction Completion Date. To sort the list by any other column, click any column header. To reverse the order, click the column header again. An arrow indicates the sort order: Click the Filter icon ( Update the list of trials and reset all filters Click the Refresh button. Export the list of trials to a file On the upper or lower right corner of the page, click one of the following: View trial details Click an NCI Trial Identifier link. The Details page appears with information about the trial you selected. 
Filter the list of trials by submission type ) in the Submission Type column. The Submission Type dialog box appears. Select one or more submission types that you want to include and click OK.Filter the list of trials by date ) in a date column. The Date Filter dialog box appears. View comments on an overridden Expected Abstraction Completion Date Hover the mouse over the underlined date. 
Using the Administrative and Scientific Abstractor's Dashboard Details Page
The abstraction dashboard's Details page displays information about the trial you select from the abstraction dashboard's Workload page.
The Details page includes the following trial details:
| Field | Description |
|---|---|
| Submission Type | The submission type:
For information, refer to Processing Trial History Information (original versus amendment) or Abstracting NCI-Specific Information (Complete versus Abbreviated). |
| NCI ID | The unique ID assigned to the trial by the CTRP. NCI Trial Identifiers The prefix "NCI" is implicit in the NCI trial identifiers. |
| ClinicalTrials.gov Identifier | The unique ID assigned to the trial by the National Clinical Trial program (ClinicalTrials.gov) for trials that have been submitted to ClinicalTrials.gov Protocol Registration System (PRS) previously. This ClinicalTrials.gov ID appears as "NCT" followed by 8 numeric characters (such as NCT12345678). For details, refer to Abstracting Trial Descriptions, Titles, and Identifiers. |
| CTEP ID | The unique ID assigned to the trial submitted by CTEP (Cancer Therapy Evaluation Program). For details, refer to Abstracting Trial Descriptions, Titles, and Identifiers. |
| DCP ID | The unique ID assigned to the trial submitted by DCP (Division of Cancer Prevention). For details, refer to Abstracting Trial Descriptions, Titles, and Identifiers. |
| CDR ID (PDQ ID) | The number assigned to trials in the Clinical Data Repository. For details, refer to Abstracting Interventions. |
| Submitting Organization | The organization associated with the CTRP user who submitted the trial to CTRP. |
| Submission Date | The date on which the CTRP user submitted the trial. |
| Amendment # | If the trial submitter specified a value as the amendment number while amending the trial, this field displays that value. (This value may be a text string, whereas the submission number is numeric.) For instructions on revising this value, refer to Editing Trial Submission History. |
| Trial Category | The category of the trial, as determined by the submission of a full protocol (Complete) or a ClinicalTrials.gov import (Abbreviated). For information, refer to CTRP Trial Categories, Study Sources and Abstracting NCI-Specific Information. |
| Trial Type | The primary investigative techniques used in the protocol (interventional or non-interventional). The non-interventional category includes observational and ancillary/correlative studies. For information, refer to Trial Types and Subtypes, Abstracting Interventional Trial Design, and Abstracting Non-Interventional Trial Design. |
| Data Table 4 Funding | The type of Data Table 4 funding sponsorship (National, Externally Peer-Reviewed, Institutional, or Industrial). For information, refer to CTRP Trial Categories, Study Sources and Abstracting NCI-Specific Information. |
| On Hold Date | The date on which the abstractor put the trial on hold, if applicable. For details, refer to Putting Trial Processing On Hold. |
| Off Hold Date | The date on which the abstractor took the trial off hold, if applicable. For details, refer to Putting Trial Processing On Hold. |
| On Hold Reason | The reason why the abstractor put the trial on hold, if applicable. For details, refer to Putting Trial Processing On Hold. |
| NCI Sponsored? | An indication whether National Cancer Institute (NCI) sponsored the trial. For details, refer to Abstracting Sponsors and Responsible Parties. |
| Assigned To | Displays the name of the abstractor assigned to the trial by a Super Abstractor. Only users with the Super Abstractor role can assign a trial to another PA user. For information, refer to Assigning Trials to Abstractors. |
| Submission Source | The means by which the trial was submitted to the CTRP:
|
| Processing Priority | The importance assigned to the trial by a Super Abstractor: Only users with the Super Abstractor role can assign a priority to a trial. For information, refer to Assigning Trial Priorities.
|
| Trial Processing Comments | Any comments that an abstractor has recorded for this trial. This field also allows you to enter new comments about the trial. An abstractor can also add comments on the Trial Identification page. For information, refer to Viewing Trial Identification Details. |
| Processing Status | The current status of the trial in the CTRP trial processing work flow. For information, refer to Trial Processing Statuses and Abstracting Trial Statuses. |
| Processing Status Date | The date on which the current processing status was recorded. |
| Admin Check-out | The Administrative Abstractor who has the trial checked out currently (if applicable). For details, refer to Checking In and Checking Out Trials. |
| Scientific Check-out | The Scientific Abstractor who has the trial checked out currently (if applicable). For details, refer to Checking In and Checking Out Trials. |
| Milestone (table) | A list of the milestones recorded to date. For details, refer to Processing Trial Milestones. |
How to Use the Details Page
| To do this... | Do this |
Check the trial in or out | Click the Admin Check In/Out or Scientific Check In/Out link. You can check the trial out for administrative abstraction, scientific abstraction, or both simultaneously. The trial is checked out to you, preventing other users from abstracting the same trial at the same time. If you check out the trial for administrative abstraction only, a Scientific Abstractor can process the trial simultaneously, and vice versa. These links are not available when the trial is currently checked out by both an Administrative Abstractor and a Scientific Abstractor simultaneously. Current check-out information is displayed on the Details page. If a Super Abstractor assigned the trial to you, it will already be checked out to you when you log in. You can check it back in when you have finished processing it. See Checking In and Checking Out Trials. |
View check-out history | Click the Check-Out History link. The Trial Check-Out History page displays records of each check-out/check-in event. For details, see Viewing Check-Out History Records. |
| Accept the trial | Click the Validate link. This link is available only for trials that have been submitted but not accepted yet. |
Abstract the trial | Click the Abstract link. |
View the TSR | Click the View TSR link. |
Enter comments | Enter text in the Trial Processing Comments text box, then click Save. |
In the figure above, a Super Abstractor has not assigned the trial to a particular abstractor for processing, and has kept the default processing priority (2 - Normal).
Using the Super Abstractor's Dashboard
With the Super Abstractor Dashboard, you can create custom searches that enable you to track the progress of, and process, clinical trials. The PA application displays the abstraction dashboard automatically each time you log in. It has the following tabbed pages:
- Workload page - Lists trials that require processing and sorts them by the date on which abstraction should be complete. From this page, you can change the Expected Abstraction Completion Date for a trial. For details, refer to Using the Super Abstractor's Dashboard Workload Page.
- Counts page - This page displays various trial count panels for your reference. For details, refer to Using the Super Abstractor's Dashboard Counts Page.
- Search Criteria page - Enables you to search for trials by the criteria you specify. For details, refer to Using the Super Abstractor's Dashboard Search Criteria Page.
- Results page - Displays the results of your search, in order of priority, from High (1) to Low (3). PA displays this page only after you have conducted a search. For details, refer to Using the Super Abstractor's Dashboard Results Page.
- Details page - PA displays this page only after you have selected a trial from the Workload or Results page. Provides details of any trial you select from the Workload page or Results page, and links to the Trial Identification page, where you can do the following:
- Assign trials to specific abstractors
- Set trial processing priorities
- Enter trial processing comments
- Check in and check out trials for processing
- Review the trial's check-out history
- Begin your abstraction
- Download the Trial Summary Report (TSR)
For details, refer to Using the Super Abstractor's Dashboard Details Page.
Accessing the Abstraction Dashboard
You can access the abstraction dashboard at any time. On the main menu, under Dashboards, select the name of the role you are using.
You must be logged in to PA as a Super Abstractor to use the Super Abstractor dashboard. To use other abstraction dashboards, see Using the Scientific Abstractor Dashboard , Using the Administrator Dashboard, or Using the Administrative and Scientific Abstractor Dashboard.
Using the Super Abstractor's Dashboard Workload Page
The Workload page provides up-to-the-minute details of each trial. The following table describes each column on the Workload page: Identifier assigned to the trial by the CTRP. NCI Trial Identifiers The prefix "NCI" is implicit in the NCI trial identifiers One of the following: A calculated date, available only to Super Abstractors. This calculation starts with the Submitted date, adds ten business days, and adds any number of days in which trial was on hold waiting for information from the submitter. The system requires this date to fall on a business day. This date is a good starting point in deciding how soon abstraction should be completed for each trial. A calculated date, by default.This calculation starts with the Submitted date, adds ten business days, and adds any number of days in which trial was on hold waiting for information from the submitter. The system requires this date to fall on a business day. If the date has an underline, a Super Abstractor has overridden the default date for the trial. A calculated value, available only to Super Abstractors. If a value appears in this column for a trial, the system calculated it based on the Reason and Reason Category selected each time an abstractor put the trial on hold: This calculation is the total number of days in which the trial has been on hold, waiting for information from CTRP. The name of the user who has the trial checked out, if any, followed by an abbreviation in parentheses indicating the type of check-out for the trial: How to Use the Workload Page To do this... Do this Sort the list of trials By default, the system sorts the trials by Expected Abstraction Completion Date. To sort the list by any other column, click any column header. To reverse the order, click the column header again. An arrow indicates the sort order: Click the Filter icon ( Update the list of trials and reset all filters Click the Refresh button. Export the list of trials to a file On the upper or lower right corner of the page, click one of the following: View trial details Click an NCI Trial Identifier link. The Details page appears with information about the trial you selected. 
Column in Workload Page Description NCI Trial Identifier Submission Type Submitted On
Date on which the organization submitted the trial. Submission Plus 10 Business Days Expected Abstraction Completion Date Business Days Since Submitted A calculated value, available only to Super Abstractors. This calculation starts with today, subtracts the Submitted date, and subtracts any weekend days and Federal holidays between (and including) the two dates. Business Days on Hold (CTRP)
Business Days on Hold (Submitter)
A calculated value, available only to Super Abstractors. If a value appears in this column for a trial, the system calculated it based on the Reason and Reason Category selected each time an abstractor put the trial on hold: This calculation is the total number of days in which the trial has been on hold, waiting for information from the submitter. Current On-Hold Date The on-hold date, if the trial is on-hold today. Accepted Date of the Submission Acceptance Date milestone, if the trial has reached that point. Admin Abstraction Completed Date of the Administrative Processing Completed Date milestone, if the trial has reached that point. Admin QC Completed Date of the Administrative QC Completed Date milestone, if the trial has reached that point. Scientific Abstraction Completed Date of the Scientific Processing Completed Date milestone, if the trial has reached that point. Scientific QC Completed Date of the Scientific QC Completed Date milestone, if the trial has reached that point. Ready for TSR Date of the Ready for Trial Summary Report Date milestone, if the trial has reached that point. Checked Out By Filter the list of trials by submission type ) in the Submission Type column. The Submission Type dialog box appears. Select one or more submission types that you want to include and click OK.Filter the list of trials by date ) in a date column. The Date Filter dialog box appears. Change the Expected Abstraction Completion Date for a trial 
) next to the Expected Abstraction Completion Date. The Expected Abstraction Completion Date dialog box appears.
View comments on an overridden Expected Abstraction Completion Date Hover the mouse over the underlined date. 
Using the Super Abstractor's Dashboard Counts Page
The Counts page of the abstraction dashboard displays trial count panels. The following table describes each trial count panel on the Counts page: Lists the number of trials checked out to each abstractor, for each type of check-out. An abbreviation in parentheses after each user name indicates the role of that user: Lists a number of trials in the following columns: How to Use the Trial Count Panels To do this... Do this
Trial Count Panel Description Milestones in Progress Lists the number of trials in progress at specific milestones. This list does not include trials on hold. On-Hold Trials Lists the number of trials on hold for each on-hold reason. Trial Submission Distribution Lists the number of trials submitted for each time range. Abstractors Work in Progress Trial Counts by Date
Expand or collapse a trial count panel Click the panel header. View the trials represented by a link in a trial count panel Click the link. The Results page of the abstraction dashboard appears, listing the relevant trials. (In some cases, the Search Criteria tab retains the search criteria.)
Using the Super Abstractor's Dashboard Search Criteria Page
The abstraction dashboard's Search Criteria page enables you to search for trials that meet the criteria you select.
When you select two or more search criteria, the search includes only those trials that contain both/all criteria. For example, if you select Processing Status = Accepted, and Priority = 1 - High, the results will include only those trials that have been Accepted AND are Priority 1.
How to Search for Trials Using the Search Criteria Page
Type or select any of the search criteria listed in the following table, and then click Search.
Selecting multiple options
You can select more than one option in many of the criteria lists. Your selections for Interventions, Disease/Condition, and Data Table 4 Anatomic Site are cumulative. For other fields, press and hold the <Shift> or <Ctrl> key to select multiple options.
Search Criteria | Description/Instructions | ||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Assigned To | To limit the search results to trials that are currently assigned to any one abstractor, select the abstractor's name from the drop-down list. | ||||||||||||||||||||||
Checked Out By | To limit the search results to trials that are currently checked out to any one abstractor, select the abstractor's name from the drop-down list. | ||||||||||||||||||||||
| Submitted Between |
| ||||||||||||||||||||||
| Submitted By | To limit the search results to trials submitted by a given organization, click Look Up and follow the instructions in Searching for Organizations . | ||||||||||||||||||||||
| Processing Priority | To limit the search results to trials by with a given priority, select one of the following:
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Submission Type | Select one or more of the following submission types from the list:
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On-Hold Status | Select one or more of the following On-Hold statuses from the list:
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On-Hold Reason | Select one or more of the following On-Hold reason codes from the list: The following table defines the reason codes for the on-hold status:
If you select a reason code, but not an On-Hold Status option, the system automatically searches for trials with the On Hold (at any time) status. | ||||||||||||||||||||||
Processing Status | Select one or more processing statuses from the list. For processing status definitions, see Trial Processing Statuses. | ||||||||||||||||||||||
| Disease/Condition | Start typing the name of a disease or condition. All of the matching diseases/conditions in the system appear, with the matching text in bold. Select one or more diseases/conditions. To view a disease/condition's position in the disease tree, click the tree icon ( | ||||||||||||||||||||||
| Interventions | Start typing the name of an intervention. All of the matching interventions in the system appear, with the matching text in bold. The interventions in the list appear in the following format:
Select one or more interventions. | ||||||||||||||||||||||
| NCI Sponsored | Select an option to limit the search results to trials that are either sponsored by, or not sponsored by, the NCI. | ||||||||||||||||||||||
DCP/CTEP Trials | Select the sponsor organization from the drop-down list. Valid values are as follows:
DCP is an abbreviation of Division of Cancer Prevention. CTEP is an abbreviation of Cancer Therapy Evaluation Program. PIO is an abbreviation of Protocol and Information Office. | ||||||||||||||||||||||
Milestones |
For individual milestone definitions, see Processing Trial Milestones. | ||||||||||||||||||||||
| Show Trials Ready for | Select one or more of the following processing statuses from the matrix:
For processing status definitions, see Trial Processing Statuses. | ||||||||||||||||||||||
| Data Table 4 Anatomic Site | Select one or more anatomic sites. |
The system will not return any results if you select certain combinations of search criteria. For example, selecting a name from the Checked Out By list cancels out the Not Checked Out option when selected together. If you select no other criteria for the same search, the system will not return results.
Using the Super Abstractor's Dashboard Results Page
The abstraction dashboard's Results page displays trials that meet the criteria you selected on the Search Criteria page.
The Results page provides up-to-the-minute details of each trial, including the following:
How to Use the Results Page
To do this... | Do this |
|---|---|
Sort the list of trials | By default, the system sorts the trials by priority, from 1 (high) to 3 (low). To sort the list by any other column, click any column header. To reverse the order, click the column header again. An arrow indicates the sort order:
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Update the list of trials | Click the Refresh button. |
Export the list of trials to a file | On the upper or lower right corner of the page, click one of the following:
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View trial details | Click an NCI Trial Identifier link. The Details page appears with information about the trial you selected. |
Although you can sort the trials by column, you can use PA's trial search feature to find a specific trial or trials that meet specified criteria. See Searching for Trials in PA .
Using the Super Abstractor's Dashboard Details Page
The abstraction dashboard's Details page displays information about the trial you select from the abstraction dashboard's Workload page or Results page.
The Details page includes the following trial details:
| Field | Description |
|---|---|
| Submission Type | The submission type:
For information, refer to Processing Trial History Information (original versus amendment) or Abstracting NCI-Specific Information (Complete versus Abbreviated). |
| NCI ID | The unique ID assigned to the trial by the CTRP. NCI Trial Identifiers The prefix "NCI" is implicit in the NCI trial identifiers. |
| ClinicalTrials.gov Identifier | The unique ID assigned to the trial by the National Clinical Trial program (ClinicalTrials.gov) for trials that have been submitted to ClinicalTrials.gov Protocol Registration System (PRS) previously. This ClinicalTrials.gov ID appears as "NCT" followed by 8 numeric characters (such as NCT12345678). For details, refer to Abstracting Trial Descriptions, Titles, and Identifiers. |
| CTEP ID | The unique ID assigned to the trial submitted by CTEP (Cancer Therapy Evaluation Program). For details, refer to Abstracting Trial Descriptions, Titles, and Identifiers. |
| DCP ID | The unique ID assigned to the trial submitted by DCP (Division of Cancer Prevention). For details, refer to Abstracting Trial Descriptions, Titles, and Identifiers. |
| CDR ID (PDQ ID) | The number assigned to trials in the Clinical Data Repository. For details, refer to Abstracting Interventions. |
| Submitting Organization | The organization associated with the CTRP user who submitted the trial to CTRP. |
| Submission Date | The date on which the CTRP user submitted the trial. |
| Amendment # | If the trial submitter specified a value as the amendment number while amending the trial, this field displays that value. (This value may be a text string, whereas the submission number is numeric.) For instructions on revising this value, refer to Editing Trial Submission History. |
| Trial Category | The category of the trial, as determined by the submission of a full protocol (Complete) or a ClinicalTrials.gov import (Abbreviated). For information, refer to CTRP Trial Categories, Study Sources and Abstracting NCI-Specific Information. |
| Trial Type | The primary investigative techniques used in the protocol (interventional or non-interventional). The non-interventional category includes observational and ancillary/correlative studies. For information, refer to Trial Types and Subtypes, Abstracting Interventional Trial Design, and Abstracting Non-Interventional Trial Design. |
| Data Table 4 Funding | The type of Data Table 4 funding sponsorship (National, Externally Peer-Reviewed, Institutional, or Industrial). For information, refer to CTRP Trial Categories, Study Sources and Abstracting NCI-Specific Information. |
| On Hold Date | The date on which the abstractor put the trial on hold, if applicable. For details, refer to Putting Trial Processing On Hold. |
| Off Hold Date | The date on which the abstractor took the trial off hold, if applicable. For details, refer to Putting Trial Processing On Hold. |
| On Hold Reason | The reason why the abstractor put the trial on hold, if applicable. For details, refer to Putting Trial Processing On Hold. |
| NCI Sponsored? | An indication whether National Cancer Institute (NCI) sponsored the trial. For details, refer to Abstracting Sponsors and Responsible Parties. |
| Assigned To | Displays the name of the abstractor assigned to the trial by a Super Abstractor. Only users with the Super Abstractor role can assign a trial to another PA user. For information, refer to Assigning Trials to Abstractors. |
| Submission Source | The means by which the trial was submitted to the CTRP:
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| Processing Priority | The importance assigned to the trial by a Super Abstractor: Only users with the Super Abstractor role can assign a priority to a trial. For information, refer to Assigning Trial Priorities.
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| Trial Processing Comments | Any comments that an abstractor has recorded for this trial. This field also allows you to enter new comments about the trial. An abstractor can also add comments on the Trial Identification page. For information, refer to Viewing Trial Identification Details. |
| Processing Status | The current status of the trial in the CTRP trial processing work flow. For information, refer to Trial Processing Statuses and Abstracting Trial Statuses. |
| Processing Status Date | The date on which the current processing status was recorded. |
| Admin Check-out | The Administrative Abstractor who has the trial checked out currently (if applicable). For details, refer to Checking In and Checking Out Trials. |
| Scientific Check-out | The Scientific Abstractor who has the trial checked out currently (if applicable). For details, refer to Checking In and Checking Out Trials. |
| Milestone (table) | A list of the milestones recorded to date. For details, refer to Processing Trial Milestones. |
How to Use the Details Page
| To do this... | Do this |
Check the trial in or out | Click the Admin Check In/Out, Scientific Check In/Out, or Admin/Scientific Check In/Out link. You can check the trial out for administrative abstraction, scientific abstraction, or both simultaneously. The trial is checked out to you, preventing other users from abstracting the same trial at the same time. If you check out the trial for administrative abstraction only, a Scientific Abstractor can process the trial simultaneously, and vice versa. These links are not available when the trial is currently checked out by both an Administrative Abstractor and a Scientific Abstractor simultaneously. Current check-out information is displayed on the Details page. If a Super Abstractor assigned the trial to you, it will already be checked out to you when you log in. You can check it back in when you have finished processing it. See Checking In and Checking Out Trials. |
View check-out history | Click the Check-Out History link. The Trial Check-Out History page displays records of each check-out/check-in event. For details, see Viewing Check-Out History Records. |
| Accept the trial | Click the Validate link. This link is available only for trials that have been submitted but not accepted yet. |
Abstract the trial | Click the Abstract link. |
View the TSR | Click the View TSR link. |
| Assign the trial to an abstractor | Next to Assigned To, select the user from the drop-down list, and then either click Save or continue to make other changes on the Details page. (You do not have to click Save after each task, but be sure to click Save before leaving the Details page if you assigned a trial to an abstractor, changed the processing priority, or entered a comment.) The system checks the current trial out to the assignee for abstraction. |
| Change the processing priority | Next to Processing Priority, select the priority number from the drop-down list, and then either click Save, or continue to make other changes on the Details page. |
Enter comments | Enter text in the Trial Processing Comments text box, then click Save, or continue to make other changes on the Details page. |
In the figure above, a Super Abstractor has not assigned the trial to a particular abstractor for processing, and has kept the default processing priority (2 - Normal).
Assigning Trial Priorities
As a Super Abstractor, you can assign a priority number to a trial from the abstraction dashboard's Details page. Trial priority is an indication of the relative importance of the trial, from high priority to low, as follows:
- 1 = High. Assigning this priority moves the trial to the top of the abstractor's list of trials to process.
- 2 = Normal
- 3 = Low. Assigning this priority moves the trial to the bottom of the abstractor's list of trials to process.
In the figure above, a Super Abstractor assigned the trial to an abstractor and made the processing of this trial a High priority (1).
How to Assign Trial Priorities
- Search for the trial you want to prioritize by following the instructions in Using the Super Abstractor's Dashboard Search Criteria Page .
- On the Results page, click the NCI Trial Identifier link for the trial you want to prioritize. The Details page appears.
- At the bottom of the Details page, next to Processing Priority, select the priority number from the drop-down list.
- Optionally, enter text in the Trial Processing Comments text box describing the reason for the priority assignment.
- Click Save.
Assigning Trials to Abstractors
As a Super Abstractor, you can assign a trial to another PA user for processing. The user must be affiliated with your organization.
- If the trial is already checked out by someone else, the system checks it back in, stamps it with the current date and time, and then checks it out to the selected abstractor (again using the current date).
- If the trial is not checked out by someone else, the system checks out the trial to the abstractor based on the abstractor’s role. For example, if the abstractor is a scientific abstractor, the system checks the trial out for scientific abstraction.
In the figure above, a Super Abstractor assigned the trial to an abstractor and made the processing of this trial a High priority (1).
How to Assign Trials to Abstractors
- Search for the trial you want to assign by following the instructions in Using the Super Abstractor's Dashboard Search Criteria Page .
- On the Results page, click the NCI Trial Identifier link for the trial you want to assign. The Details page appears.
- At the bottom of the Details page, next to Assigned to, select the user from the drop-down list.
- Optionally, enter text in the Trial Processing Comments text box describing the reason for the assignment.
- Click Save.
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