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            Set Up Site and Site Investigator Scoring

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            Set Up Site and Site Investigator Scoring

            Your users can classify site investigators by assigning scores to the investigators. Users can generate weighted scores for site investigators based on attributes such as clinical trial experience, trial performance-cycle times, and legal compliance. To generate scores, users can also use the existing Salesforce platform capabilities, such as the Business Rule Engine (BRE) or Data 360 features like Calculated Insights or Einstein Studio. Alternatively, users can bring in the proprietary scores that they’ve generated with their own tools.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise and Unlimited Editions with Life Sciences Cloud or Health Cloud
            User Permissions Needed
            To set up site investigator scoring:

            Health Cloud Starter

            AND

            Study Manager for Site Management
            1. In the Site Management guided setup, under Set Up Site Investigator Search, click Go to Setup next to Set Up Site Investigator Scoring.
              If the Site Management preference is enabled in the org, the OverallInvestigatorScore and the OverallFacilityScore categories are created by default.
            2. To add classification to the score, click the score category, and then click Add Classification.
            3. To edit a default score category, click the category, and then click Edit Category.
              If you update the name of a default score category, make sure that you update the value field on the Investigator Score Category configuration page in the Data Processing Engine definition.
            4. To add a score category to the score, click the score category, and then click Add Classification.
             
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