Template Clean-Up
Transcript: ...but we can fix it! When the template is cleaned up and ready to move, simply collapse all of the tasks into the summary bar Change the start date of the summary bar to the ACTUAL date it's starting on Cut/Paste the summary bar into the target study (will help to have target study open before you "cut") Copy/Paste can be used as well for the faint of heart (remember to delete the original!) The Problem Template Clean Up Josh Lambert Once the summary bar has been successfully pasted into the study, change the name of the summary bar to the appropriate department name (Toxicology, DART, etc.) A project/study has been set up in TRP specifically to address the dropping of templates Project: ASH - Template Clean-up Studies: Toxicology, DART, PDS All of the studies start on January 4, 2010 This date should be used as the "template start date" for when a template is dropped The template can remain in this study for an infinite amount of time before it needs moved to the actual study With the template being dropped in this study, it will not move the LP end date of the target study Adding templates to studies without cleaning them up immediately causes LP End dates to be incorrect These problems will manifest themselves in any view/report/web-view that utilizes the LP End date (i.e., Macro Schedule) By cleaning up these templates in a separate study, the tasks can be dropped in the target study without impacting the LP End date The end result will be a scheduling system that has far more accurate data than what it previously did when looking at all endpoints of an in-life study After the template is initially dropped into this study, the summary bar for the template should be renamed to that of the actual study Now we're getting somewhere... Ok, maybe not... The Solution (Cont'd) We have an issue... As templates are dropped into TRP, the last task(s) will always push the Live Phase End milestone to match the date of those last tasks Once the template has been saved, the Study Wizard is updated to reflect the new LP End date This causes an issue (LP end date being later than is should be) with the new Web View and any view in TRP that utilizes the Live Phase End date (i.e., Tox Studies List) The Culprit The Solution This way, a number of templates can exist in this study at any one time, acting as a "queue" reminding the scheduler that a particular template still needs cleaned up Just kidding Almost there... This way TRP is trying to be smart here, when in reality it is causing more problems that it is solving It assumes that any task that is in the LP should be contained within the two LP dates (start/end) This problem does not exist IF the information is passed back to Central Scheduling and the original dates are re-established after clean up There is a lot of room for error here 3 - February - 2015 Sum Up This normally results in... So what do we do about this? The Solution (Cont'd) ..."Josh! TRP moved my dates again!" Keep going...
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