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List terms (abbreviations, acronyms, technical jargon) referenced in this Work Instruction useful at adding clarity. Put "Not applicable." if this section is not applicable.

TermDefinition
SDTMStudy Data Tabulation Model. Provides a standard for organizing and formatting data to streamline processes in collection, management, analysis and reporting. Implementing SDTM supports data aggregation and warehousing; fosters mining and reuse; facilitates sharing; helps perform due diligence and other important data review activities; and improves the regulatory review and approval process. 
CDASH Clinical Data Acquisition Standards HarmonizationEstablishes a standard way to collect data consistently across studies and sponsors so that data collection formats and structures provide clear traceability of submission data into the Study Data Tabulation Model (SDTM).
ADaM

Analysis Data Model.  ADaM defines dataset and metadata standards that support: efficient generation, replication, and review of clinical trial statistical analyses, an traceability among analysis results, analysis data, and data represented in the Study Data Tabulation Model (SDTM).​

CDISC SHARE metadata repository
Decision TrackerDecision Trackers are located in the CDISC Wiki in the appropriate project space. Project Manager maintain it so Project Teams have a central location to find this information. 


Roles & Responsibilities

Lists all roles and their responsibilities relevant to this Work Instruction.

RoleResponsibilities
Project Manager

Refers to the comments received from the Check of Concepts and ensure issues were resolved appropriately.

Resolve gaps or discrepancies that exist and prepare the draft standard and all other documents needed for the Internal Review.

Conducts a project review with the Modeling Experts, as needed.

Maintains a project decision tracker, so Project Teams have a central location to find this information. Checks outstanding issues, works toward resolution, and updates the tracker throughout the course of the project.

Metadata DeveloperDetermines what SDTM, CDASH examples are needed for the TA User Guide. Builds on the initial gap analysis to determine if new metadata needs to be developed. If there are gaps, the team resolves them. Otherwise, the team begins to develop metadata and examples.
SDTM ExpertHelps the Metadata Developer determine what examples are needed for the standard.
CDASH RepresentativeHelps the Metadata Developer determine what examples are needed for the TA User Guide.
ADaM ExpertHelps TA Statistical Programmer determine what examples are needed for the TA User Guide.
TA Statistical ProgrammerDetermines what analysis, metadata, and ADaM dataset examples are needed for the TA User Guide.
Project Team
Technical WriterBuilds the standard by incorporating content and examples as they are developed by the Metadata Developers and Concept Modelers.
Clinical TA ExpertWrites relevant sections of the TA User Guide and reviews examples to ensure clinical accuracy and plausibility.
Medical WriterWrites relevant sections of the TA User Guide and reviews examples to ensure clinical accuracy and plausibility.
Concept Developer
Global Governance GroupApproves the modeling before the standard may be posted for internal review.

Instructions

Describe each step to be taken to complete the scope of this Work Instruction in the prescribed sequence. Use active verb in the Instructions column.

Step #RoleInstructions
1.0Metadata DeveloperDefines  the metadata modeling approach for new concepts is defined by the Metadata Developers. Uses Metadata Display Templates, evaluates the templates or spreadsheets needed for the project and create any additional templates required. These templates will be in the form of metadata display templates until the SHARE environment is available for concept development. 
1.1

Metadata Developer 

SDTM Expert

Determines what SDTM examples are needed for the standard. If any new domains or variables are needed, proposals are developed and shared with the SDS team.
1.2
.03.04.05.06.07.07.1

General Workflow

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Metadata Developer

CDASH Representative

Determines what CDASH examples are needed for the TA User Guide. If any new domains or variables are needed, proposals are developed and shared with the CDASH team.
1.3

TA Statistical Programmer

ADaM Expert

Determines what analysis, metadata, and ADaM dataset examples are needed for the TA User Guide. If any new standards are needed, proposals are developed and shared with the CDISC ADaM Leadership team. This work may extend to future versions on some projects if not completed within the 12-18 month time frame
1.4Metadata DeveloperBuilds on the initial gap analysis to determine if new metadata needs to be developed. If there are gaps, the team resolves them. Otherwise, the team begins to develop metadata and examples.
1.5Project TeamExamine concepts and consider what specific content is needed as part of the final standards product. If any new domains or variables are needed, proposals are developed and shared with the appropriate CDISC foundational team. Team Liaisons will weigh in to assess overlaps, conflicts or effects on other foundational standards.
2.0Metadata DeveloperCreates sample data to improve understanding of all key concepts. Data included in the examples must be plausible to clinical users. Examples should be created to illustrate key points of the therapeutic area data. Also, examples should avoid using actual product trade names.
2.1Technical WriterBegins to build the standard by incorporating content and examples as they are developed by the Metadata Developers and Concept Modelers.
2.2

Clinical TA Expert

Medical Writer

Writes relevant sections of the TA User Guide and reviews examples to ensure clinical accuracy and plausibility.
2.3Concept DeveloperCopies the template sheet to a new sheet, fills in the concept-level metadata, deletes any concept variable rows that are not relevant for the concept, populates or modifies Controlled Terminology and SDTM variable information as needed, and adds relevant information about associations with other concepts
3.0Project Manager 

Refers to the comments received from the Check of Concepts and ensure issues were resolved appropriately.

3.1Project ManagerResolve gaps or discrepancies that exist and prepare the draft standard and all other documents needed for the Internal Review.
3.2Project ManagerConducts a project review with the Modeling Experts, as needed.
3.3Project ManagerAlerts the Global Governance Group when the draft is nearing internal review.
4.0Global Governance GroupApproves the modeling before the standard may be posted for internal review. 






General Workflow


References

List references pertinent to this Work Instruction, e.g., COP-001.