4 Administration Field Descriptions

Define User Filter Dialog Box Fields

Table 4-1 Define User Filter Dialog Box Fields

Field	Description	Notes
Has logged in within the last n days	Number of days since a user last logged into the application.
Include deleted users	Includes users that have been previously deleted.	When you delete a user account, it is not immediately deleted from the application. This allows you to recover users that may have been inadvertently deleted. Deleted users are purged after a specified period. For more information, see Purging Deleted Items.
Save filter as	Filter name.
Sort By	Sets column order on the Users screen.
Show number of users per page	Number of users that appear on the Users screen.

Configure List Options Dialog Box - Users Screen

Table 4-2 Configure List Options Dialog Box Fields - Users Screen

Field	Description	Notes
Configure Columns	Checked items are the columns on the Users screen.
Sorting and Paging
Sort By	Orders the users based on your selections.	Change the order by clicking a column heading.
Show n users per page	Number of users displayed on each page.	Use the paging tool to move to the next or previous page or directly to a page number.

User Profile Tab Fields

Table 4-3 User Profile Tab Fields

Field	Description	Notes
Login Name	Name or phrase you use along with your password to log into the application.
First Name	First name of the user.
Last Name	Last name of the user.
Email Address	Email address of the user.	To reset their passwords, users must supply this email address.
Security Question	Question the application asks you to answer for authentication purposes, such as when you try to recover a forgotten password.
Security Answer	Answer to the security question.
Preferred Edit Mode	The edit mode used most often by the user when creating or editing plans.	Plans automatically open in this mode.
Preferred Home Page	The page that appears when a user logs in.	If a user requests a specific screen or follows a previously bookmarked URL, that page appears after a successful login, not the Preferred Home Page.
Preferred Locale	The preferred geographical location of the user. This selection overrides the default setting.	Determines how dates and numbers are displayed and interpreted.
Account Locked	Select Yes to deactivate a user account. Select No to unlock an account.

Edit Customer Preferences Screen Fields

Table 4-4 Edit Customer Preferences Screen Fields

Field	Description	Notes
Default Language	Language the application suggests when planning clinical trials. The application assumes that documents are created in this language and must be translated into the languages associated with the countries in which the trial will take place.	You can change document translations settings on the Locations tab.
Default Currency	Currency to use to model the trial costs.	Users can override this setting.
Number of future years users can create billing rate cards for vendors	The maximum number of rate years, from the present year, that can be selected when creating rate cards.	Must contain a value between 1 and 99.
Number of days deleted items are kept and can be restored before being purged:	Number of days deleted items remain available to be restored before being permanently deleted or purged.	Must be a value between 1 and 365.
Hide the ClearTrial Default System Template (when there are user-defined templates)	Set to True to hide the ClearTrial Default System Template (when there are user-defined templates). Users can choose to show and use a hidden template unless it is prohibited.
Prohibit use of the ClearTrial Default System Template (when there are user-defined templates)	Set to True to prohibit use of the ClearTrial Default System Template (when there are user-defined templates).	Users can use the default template only if there are no available user-defined templates.

Change Password Screen Fields

Table 4-5 Change Password Screen Fields

Field	Description	Notes
Current Password	Your currently valid password.	Required to authorize the password change request.
New Password	The password to use for subsequent logins.	Passwords must be at least eight characters and contain at least one letter, one number, and one of the following special characters: !$*+-.=?@^_|~. Passwords must not contain the login name or any of the following words: password, oracle, guest, admin, administrator, or cleartrial.
Verify New Password	The new password retyped to ensure that you have not mistyped the password.

Reset Password Screen Fields

Table 4-6 Reset Password Screen Fields

Field	Description	Notes
New Password	The password for the user to use for subsequent logins.	Passwords must be at least eight characters and contain at least one letter, one number, and one of the following special characters: $*+-.=?@^_|~. Passwords must not contain the login name or any of the following words: password, oracle, guest, admin, administrator, or cleartrial.
Verify New Password	The new password retyped to ensure that you have not mistyped the password.
Use a random password	Use a randomly generated password instead of specifying a password.	Link appears after you have displayed the Reset Password screen.