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Oracle® Health Sciences ClearTrial Cloud Service Plan and Source User Guide Release 5.0 E36710-02 |
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# 4 Plans

After a study has been added to ClearTrial, one or more plans can be created based on that study.

## 4.1 Working with Plans

Plans are created on the Plan List Screen.

### 4.1.1 Creating Plans

To create a new plan:

1. Navigate to the Plan List Screen.

2. Click the New button.

3. Select the study for which you are creating a plan. You must also select a template to use as a starting point for your plan.

4. Click Ok. The Create Plan page is displayed, with the Overview Tab open. All of the tabs are unavailable, except for the Overview Tab. The tabs become available as information is entered.

5. Enter a name and description for your plan.

6. Complete the fields on the Overview Tab.

7. Input the assumptions for your plan in the series of tabs down the left side of the page. Use the Next button to navigate from one tab to the next. The plan is complete once you have reached the Summary Tab.

### 4.1.2 Saving Plans

ClearTrial allows you to save plans while you are editing them. You can save plans by clicking the Save button at the bottom of each tab, or you can click the Next button to save your work and navigate to the next tab.

### 4.1.3 Editing Plans

To edit a plan:

1. Navigate to the Plan List Screen.

2. Select a plan and click the Edit button to view the Edit Plan Screen. From the Edit Plan Screen, you can work with all of the tabs and adjust all plan assumptions as needed.

### 4.1.4 Deleting Plans

To delete a plan:

1. Navigate to the Plan List Screen.

2. Select one or more plans and click the Delete button.

### 4.1.5 Restoring Plans

To restore a plan:

1. Navigate to the Plan List Screen.

2. Select one or more plans. If needed, adjust the filter to display deleted plans.

3. Click the Restore button.

### 4.1.6 Copying Plans

To copy a plan:

1. Navigate to the Plan List Screen.

2. Select a plan and click the Copy button. Enter a new name for the copied plan.

   Note: Do not select “Copy as Template,” if you want to be able to work with the copied plan. If you need to create a template, see Section 5, "Templates".

3. Click OK to view the Edit Plan Screen.

### 4.1.7 Comparing Plans

To compare plans:

1. Navigate to the Plan List Screen.

2. Select two or more plans you wish to compare and click the Compare button.

3. Specify the information to include in the report. The information available for comparisons include: Assumptions, Fees and Costs, Fixed Unit Prices, Resources, and Milestone Dates. You can include provider details, location details, and inflation.

4. Select a currency and Click OK to view the comparison.

### 4.1.8 Locking Plans

If you need to prevent other users from editing a plan, you can lock the plan with the Other Actions button. You can also lock plans to prevent them from being updated with each new release of ClearTrial when there are task and algorithm changes.

Note: You cannot lock a plan that is “incomplete.” Locked plans can be copied and the copy uses the current algorithms and calculations.

To lock a plan:

1. Navigate to the Plan List Screen.

2. Select one or more plans to lock.

3. Click the Other Actions button at the top of the list and select Lock Plan. A locked symbol appears next to any plan that is locked. These plans are available for viewing, but cannot be changed.

   To view the version of ClearTrial that the plan is locked to, hover your mouse over the locked symbol. Information about which version of ClearTrial the plan was locked in is displayed.

### 4.1.9 Unlocking Plans

Plans that have been locked can be unlocked to be updated with the current algorithm and task changes.

To unlock plan:

1. Navigate to the Plan List Screen.

2. Select one or more plans to unlock

3. Select “Unlock Plan” from the Other Actions menu. The lock symbol is removed from your plan(s) and recalculated with any updated task and/or algorithm changes in the current release of ClearTrial.

### 4.1.10 Editing Attributes of a Locked Plan

The status and long description of a locked plan can be edited from the Plan List Screen, without unlocking the plan.

To edit attributes of a locked plan:

1. Navigate to the Plan List Screen.

2. Select a locked plan to edit.

3. Click the Other Actions button and select “Change Attributes” from the menu. Edit the plan status and long description as needed. Click Save.

### 4.1.11 View, Print, and Export a Plan

After you enter all of your plan assumptions, you can view the results and generate reports. Plan results can be viewed on the Summary Tab. Reports can be exported and printed from the Reports Tab.

To view plan results:

1. Navigate to the Plan List Screen.

2. Select the plan for which you want to view results and click the Edit button.

3. Navigate to the Summary Tab to see a summary of costs, FTEs, and key metrics for your plan. Select the Costs Tab to see a detailed breakdown of pass through costs (PTCs) and miscellaneous costs.

To print and export reports for a plan:

1. Navigate to the Plan List Screen.

2. Select the plan for which you want to generate a report.

3. Click the Edit button and navigate to the Reports Tab.

4. Select a report and specify the information you need included. Click OK and the report will be generated. From the report screen, you can print the report, view it as a PDF, or export it to a CSV or Excel file format.

### 4.1.12 Freezing Billing Rates for a Plan

ClearTrial allows you to freeze billing rates for plans, while allowing changes to other input specifications. This should be done prior to new releases of ClearTrial if you do not want your billing rates to be updated with the release.

To freeze a plan:

1. Navigate to the Plan List Screen.

2. Click the check box for the plan(s) for which you want to freeze the billing rates.

3. Click the Other Actions button and select “Freeze Billing Rates” from the menu. Any updates or changes to your Service Provider billing rates will not affect the output of these frozen plans.

### 4.1.13 Recalculate a Plan with Service Provider Billing Rates

ClearTrial allows you to recalculate plans with updated billing rates by unfreezing plans that were previously frozen. Plans should be unfrozen prior to new releases of ClearTrial if you want your billing rates to be updated with the release.

To unfreeze a plan:

1. Navigate to the Plan List Screen.

2. Select the plans you want to recalculate.

3. Click the Other Actions button and select “Unfreeze Billing Rates” from the submenu. These plans will now use the most current billing rates for the rate year specified in the Service Provider detail page.