Permissions: All users with access to a study can access Orchestrator in the study module drop-down and view any Rules created for that study.
Users must have the Study Configure privilege to create, manage, and run Rules for a study.

Orchestrator is a feature that allows rules to be added and run against imported study data. Rules can be created using the Rule Condition Builder or the SQL Editor and configured to generate issues and / or queries (if the study is set up for bidirectional queries with the EDC system). 

All users with access to a study can view Orchestrator and access any rules available for that study, but cannot create, manage, or run rules.

Any issues or queries created through Orchestrator are accessible in the Data Central Issues and Queries panels for a study. Issues are also available in the Issues module. Issues and queries generated by Orchestrator are managed the same as other issues and queries in the system.

Issues and queries created by Orchestrator that are resolved by a user are not automatically generated again. When Orchestrator reruns the rules, issues and queries that have been fixed since the previous run are automatically resolved as follows:

• Open, In Progress, and Answered issues are closed.
• Answered queries and non-Rave Open queries are closed.
• Open Rave queries are canceled. Rave requires queries to be answered before they can be closed, so Orchestrator cancels eligible Open queries instead.

All actions made within Orchestrator are captured in the Audit Log.

Access Orchestrator

Orchestrator is accessed from the module drop-down in a study.

1. Access a study.

2. Click the module drop-down and select Orchestrator.

   

   A badge displays indicating the total number of rules. All existing rules for the study display in the grid. The number in the badge will update when the list is filtered.

   

The actions in the master header include Run, Activate, Deactivate, Add Rule, Edit Rule, Details, Delete Rule(s), Previous / Next Page, Filters, and system help / information. Depending on your permissions, action buttons or icons may be greyed out.

The columns in the grid include the Name of the Rule, whether it is Active or not, Data Store, Domain, Field, Tag, Priority, Updated date, the number of Issues Created (in the last run) or Error, and the Last Run date.

Sort and Filter Rules

All columns can be sorted and filtered using the usual elluminate functionality (i.e., click a column header).

Use the left navigation to sort and filter the list.

1. Sort: Under Quick Sort, click Recent Run to display the most recent run at the top of the list, click it again to revert the list to the default view. The date of the most recent run displays next to Recent Run.
2. Filter: Under View Rules:
   1. Click Active to view only rules marked as Active. Click again to undo the filter. A badge with the number of active rules displays.
   2. Click Errors to view only rules with errors. Click again to undo the filter. A badge with the number of rules having errors displays.
   3. Click Priorities, then click Minor or Moderate (if available) to see only those rules. Priorities are sourced from the available rules for the study; therefore, not all priorities may be shown. Click again to undo the filter. Badges with the number of rules in each priority display.
   4. Click Tags, then click a tag to see only those rules. Click again to undo the filter. Badges with the number of rules with each tag display.
   5. Click the Data Store (e.g. Clinical), then click a domain to see only those rules. Click again to undo the filter. Badges with the number of rules in each domain display.

To reset or clear filters, click the Filters icon in the master header and select Reset Filters, Clear Filters, or remove individual filters by clicking the red circle next to the filter name.

View Rule Details

Rule Details Panel

To open the Rule Details panel, double-click a row or check the box at the left of a record and click the Details icon. 

Rule Builder - Read Only

Only users with the Study Configure privilege can create and manage rules. All other users can see the rule parameters.

To view the rule builder parameters, click the Edit icon in the master header, or click the rule name (blue hypertext). The Rule Builder window opens. By default, Step1: Build, Condition Builder details are shown. Click the other tabs to see Step 2: Information, or Step3: Action details.

Click Close to close the window.