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A UMT Field Information

Note:

All fields marked with * are mandatory.

A.1 InForm, IRT, and OLx Users Field Information

Table A-1 InForm, IRT Users, and OLx - Field Information

Field Name	Description	Field Size (In Character)
Username	Enter the name of the user.	32
First Name	Enter the first name of the user.	127
Last Name	Enter the last name of the user.	127
User Status	Select the status of the user from the drop-down list.	NA
User Type	Select the user type from the drop-down list.	NA
Role	Select the role from the drop-down list.	NA
Approval Status	Select the approval status from the drop-down list.	NA
Training Status	Select the training status from the drop-down list.	NA
Site(s)	Enter the site number.	255
Assessment Status	Select the assessment status from the drop-down list.	NA
Uploaded to InForm	Select the option from the drop-down list.	NA
Country	Select the country from the drop down.	NA
User ID	Enter the user ID.	NA
InForm/IRT User Details:	-	-
	Displays the icon: if the user is marked Upload to InForm. if the user is marked Upload to IRT. if the user is marked Upload to InForm/IRT.	NA
Username	Displays the user name. Click the hyperlink to view the corresponding user details.	NA
First Name	Displays the first name of the user.	NA
Last Name	Displays the last name of the user.	NA
User Status	Displays the status of the user.	NA
User Type	Displays the user type.	NA
Role	Displays the role of the user.	NA
Approval Status	Displays the approval status. The approval status can be Approved, Rejected, or Pending.	NA
Training Status	Displays the training status. The training status can be Trained or Not Trained.	NA
Site(s)	Displays the sites associated with the user. If the user is associated to multiple sites, the icon is displayed. Click the icon to view the association details. The icon is disabled for the user type Sponsor.	NA
Assessment Status	Displays the assessment status of the latest site assessment performed by the user. Click the icon to view the list of provisioning details.	NA
User ID	Displays the user ID of the IRT user.	NA
IRT Roles	Displays the IRT roles.	NA
Trained Date	Displays the trained date of the user.	NA
Country	Displays the country name of the user.	NA
Pass/Fail	Displays the pass or fail status of the user.	NA
Provisioning Status	Displays the provisioning status of the user.	NA

Table A-2 InForm Users - Error Information

Field Name/ Action	Scenario	Error Message
Role	When you click the role drop- down list without selecting the User Type.	Select User Type to load Role.
Check Box	When you click Go without selecting a user.	Select a User.
Check Box	When you click Go without checking a user.	Please check at least one User and then proceed.
Select Drop-down LIst	When you click Go without selecting any option in Select drop down list.	Select an action.
Pending User	When the pending user is assigned to Request for Equipment Assessment.	Pending User(s) cannot be requested for Equipment Assessment.
Request For Equipment Assessment	When the PF user is assigned to Request for Equipment Assessment.	PF users are not allowed for Assessment.
Request For Equipment Assessment	When the user who do not have site or multiple sites assigned to Request for Equipment Assessment.	Users associated to no sites or multiple sites cannot be requested for Equipment Assessment on this page.
Request For Equipment Assessment	Error occurs when the user status is not approved and the user is assigned to Request Equipment Assessment.	One or more of the site(s) are not approved. Please approve to Request Equipment Assessment.
Immediate Provisioning	Error occurs when the user is already marked for Immediate Provisioning.	One or more of the selected users is already marked for Immediate Provisioning - Equipment Assessment is not available.
Immediate Provisioning	Error occurs when the user is already marked for Immediate Provisioning.	One or more of the selected users is already marked for Equipment Assessment.
Active user	Error occurs when you try to change the user status to Active who is locked for QC.	User is locked for QC.
Active user	Error occurs when you try to change the user status to Active whose status is already in the Active status.	You have selected active users.
Inactivate User	Error occurs when you try to change the status of an inactive user.	You have selected inactive users.
Reject	Error occurs when you reject the user whose status is not pending.	You have selected users whose approval status is not pending.
Comment	Error occurs when you click Go button without entering a comment.	Enter a comment.
Comment	Error occurs when the character limit of the comments text exceed 255 characters.	Comments text should not exceed 255 characters.
Approve	Error occurs when you change the status of the user who is already approved.	You have selected users whose approval status is not pending.
Requires IOL Training	Error occurs when an enrolled user is requested for Requires for IOL.	You have selected enrolled users.
Mark as Assessed	Error occurs when you mark the PF user as Assessed.	PF users are not allowed for Assessment.
Pending Users	Error occurs when you mark the pending user as site Assessed.	Pending Users cannot be marked as Site Assessed.
User Site Association	Error occurs when you mark the user as Assessed who have association with no sites or multiple sites.	Users associated to no sites or multiple sites cannot be marked as site Assessed on this page.
Marked as Assessed	Error occurs when you mark the user as Assessed who is already marked as assessed.	One or more of the selected users is already marked as Assessed.
Mark as Trained	Error occurs when you change the training status of the user as Trained whose status is already trained.	You have selected Users whose Training status is Completed/Trained.
Terminate User	Error occurs when you try to terminate the user who is locked for QC.	User is locked for QC.
Mark Upload To InForm	Error occurs when you mark pending user as Upload to InForm.	Pending User(s) cannot be Marked Upload to InForm.
Mark Upload To InForm	Error occurs when you mark Upload the User who do not have a Role association.	Selected Users do not have a Role association.
Send Welcome Pack	Error occurs when you send welcome pack to the user who are not uploaded to InForm.	You have selected users who are not uploaded to InForm (second column icon).
Request Immediate Provisioning	Error occurs when you request immediate provisioning to the user whose status is pending.	Pending Users cannot be requested for Immediate Provisioning.
Request Immediate Provisioning	Error occurs when you request immediate provisioning to PF user.	PF users are not allowed for Provisioning.
Request Immediate Provisioning	Error occurs when you request immediate provisioning to the user who have no association or multiple association with the sites.	Users associated to no sites or multiple sites cannot be marked as Immediate provisioning started on this page.
Request Immediate Provisioning	Error occurs when you request immediate provisioning to the user who is already marked for the same.	One or more of the selected users is already marked for Immediate Provisioning.
Request Immediate Provisioning	Error occurs when you request immediate provisioning to the user who is already marked as Assessed.	One or more of the selected users is already assessed/currently being assessed - immediate provisioning is not available.
Request Immediate Provisioning	Error occurs when you request immediate provisioning to the user who already marked as Assessed.	One or more of the selected users is currently being Assessed - immediate provisioning is not available.
Request Immediate Provisioning	Error occurs when request immediate provisioning to the user whose Request Assessment column is pending.	Users requested for Equipment Assessment cannot be requested for Immediate provisioning. One or more users selected have been requested for Equipment Assessment.
Stop Assessment Process	Error occurs when you stop the assessment process for the user whose status is Provisioning Recommended - Requires Customer Approval.	Cannot stop Assessment process for User(s) with status as ''Provisioning Recommended - Requires Customer Approval''.
Stop Assessment Process	Error occurs when you stop the assessment process for the user whose status is Requires Customer Assistance.	Cannot stop Assessment process for User(s) with status as ''Requires Customer Assistance''.
Stop Assessment Process	Error occurs when you stop the assessment process for the user whose status is Provisioning - Started.	Cannot stop Assessment process for User(s) with status as ''Provisioning - Started''.
Stop Assessment Process	Error occurs when you stop the assessment process for the user who is associate with no site or more than one site.	One or more selected User(s) associated to multiple Sites. Please click on + symbol to perform the action.
Stop Assessment Process	Error occurs when you stop the assessment process for the user whose assessment is already stopped	Assessment is already stopped for selected user(s).
Stop Assessment Process	Error occurs when you stop assessment process for the user whose status is Provisioning Recommended/Requires Customer Approval.	Cannot stop Assessment process for User(s) with status as ''Provisioning Recommended - Requires Customer Approval''.
Stop Assessment Process	Error occurs when you stop assessment process for the user whose status is No Provisioning Recommended/Requires Customer Approval.	Cannot stop Assessment process for User(s) with status as ''No Provisioning Recommended / Requires Customer Approval''.
Stop Assessment Process	Error occurs when you stop assessment process for the user whose status is Provisioning - Started.	Cannot stop Assessment process for User(s) with status as ''Provisioning - Started''.
Stop Assessment Process	Error occurs when you stop assessment process for the PF user.	One or more selected users is (are) PF users.
Stop Assessment Process	Error occurs when you stop assessment process for the user whose assessment process is already completed.	Assessment process completed already for the selected User(s).
Stop Assessment Process	Error occurs when you stop assessment process for the user whose is already approved.	One or more users is already approved.
Stop Assessment Process	Error occurs when you stop assessment process for the user who do not have the assessment process started.	One or more selected users does not have the Assessment process started.
Stop Assessment Process	Error occurs when you stop assessment process for the user who has immediate provisioning started.	Assessment cannot be stopped for user(s) who has immediate provisioning started.
Stop Assessment Process	Error occurs when you stop assessment process for the user whose is already assessed.	Assessment cannot be stopped for user(s) who is already Assessed.
User ID	Error occurs when you enter the alphabets or special character.	Enter a valid User id. Only Numerics (0-9) are allowed.

A.2 Create InForm, IRT, and OLX User Details

Table A-3 Create InForm, IRT, and OLX User Details – Field Information

Field Name	Description	Length
Basic User Info
User Type*	Displays the user type.	NA
Username*	Displays/Modify the name of the user.	32 Characters
First Name*	Displays/Modify the first name of the user.	127 Characters
Last Name*	Displays/Modify the last name of the user.	127 Characters
Title	Displays/Modify the title for the user.	NA
Description	Displays/Modify the description.	NA
Display Name*	Displays/Modify the display name of the user.	255 Characters
Contact Details
Address1* Address2:	Displays/Modify the communication address of the user.	255 Characters
Town/City*	Displays/Modify the town or city name to which the user belongs.	255 Characters
State/Province	Displays/Modify the state or province name to which the user belongs.	255 Characters
Country*	Displays/Modify the country to which the user belongs.	NA
Postal Code	Displays/Modify the postal code of the user.	16 Characters
Phone Number*	Displays/Modify the phone number of the user.	25 Characters
Alternate Phone Number	Displays/Modify the alternate phone number of the user.	25 Characters
Beeper Number:	Displays/Modify the beeper number of the user.	255 Characters
Fax Number:	Displays/Modify the fax number of the user.	25 Characters
E-Mail Address*	Displays/Modify the email address of the user.	255 Characters
Confirm User E-mail Address*	Displays/Modify the email address of the user for confirmation.	255 Characters
User Misc
InForm Home Page Path	Displays/Modify the path of the InForm home page.	255 Characters
Change Password on Next Login	Displays the selected option.  Select Yes to change the password at next log on. Otherwise, select No.	NA
Date Format	Displays/Modify the date format.	NA
Load to InForm	Select the check box to load the user's information into the InForm system.	NA
Require IOL Training in	Displays/Select the areas in which the user requires training. Press and hold the Ctrl key to select multiple choices.	NA
Already Trained	Displays/Select the areas in which the user has already been trained.	NA
Email Trigger	Displays the selected email trigger option. This information refers to the email trigger of Registration and Certificate emails by eCS.	NA
Status:	Displays/Select the status of the user.	NA
Training Status:	Displays/Modify the training status of the user.	NA
Image Status:	Displays/Modify the image URL.	255 Characters
IOL Email ID	Displays/Modify the IOL Email ID of the user.	NA
Preferred Study Locale	Displays/Modify the preferred study locale of the user.	NA
Product Locale	Displays/Modify the product locale of the user.	NA
User Name in Email Notifications	Displays/Modify the user name order for the user service mail.	NA
IRT Related
Userid	Enter the IRT user ID.	NA
Middle Initial	Enter the middle initial of the user.	NA
Institution	Enter the institution of the user.	NA
Time Zone	Select the time zone from the drop-down list.	NA
Depot	Enter the depot of the user.	NA
IRT Role	Select the IRT role for the IRT user from the drop-down list.	NA
Load to IRT	Select the check box to load the user's information into the IRT system.	NA
OLX Related
View Patient Identifiable Data:*	Enter the data to identify the patient.	255 Characters
Load to OLX	Select the check box to load the user's information into the OLX system.	NA
User Association
Filter By	Displays/Select the filter criteria.	NA
Select Sites
Available	Displays the list of available sites. Use the >> or > button to move all or the selected sites respectively to the Selected field.	-
Selected	Displays the list of selected sites. Use the << or < button to move all or the selected sites respectively to the Available field.	-
Rights Group*/OLX Role Group*	Displays/Modify the Rights group of the user and OLX role group displays the roles of OLX user.	-
Signature Group	Displays/Modify the Signature group of the user.	-
Query Group	Displays/Modify the Query group of the user.	-
Manager Group	Displays/Modify the Manager group of the user.	-
Site Association Description	Provide the description about the site association.	NA
Active Date	Enter the active date.	NA
Pivotal Added Date	Enter the pivotal added date.	NA
Activation Date	Enter the activation date.	NA
Termination Date	Enter the termination date.	NA

Table A-4 Scenarios and Error Messages

Field Name	Scenario	Error Message
Current Sponsor Company	Error occurs when you click Submit without selecting a Sponsor Company	Select a Sponsor Company.
Trial	Error occurs when you click Submit without selecting a trial.	Select a Trial.
User Type	Error occurs when you click Submit without selecting user type.	Select User Type.
Username	Error occurs when you enter the character other than alphanumeric and underscore.	Enter a valid Username. Only Alphanumeric (A-Z, 0-9), underscores(_), and at sign (@) are allowed.
UserName	Error occurs when you click Submit without entering an username.	Error occurs when the user submit without enter Username.
FirstName	Error occurs when you click Submit without entering First Name.	Enter First Name.
First Name	Error occurs when you enter the character other than alphabet, hyphen, and blank space.	Enter a valid First Name. Only Letters (A-Z), Hyphens (-) and Blank Spaces are allowed.
Last Name	Error occurs when you click Submit without entering the last name.	Enter Last Name.
Last Name	Error occurs when you enter the character other than alphabet, hyphen, and blank space.	Enter a valid Last Name. Only Letters (A-Z), Hyphens (-) and Blank Spaces are allowed.
Title	NA	NA
Description	Error occurs when you enter an invalid character in the description.	Enter a valid Description. Only Alphanumerics (A-Z, 0-9), Hyphens(-), underscores(_), and Blank Spaces are allowed.
Display name	Error occurs when you click Submit without entering the display name.	Enter Display Name.
Address1	Error occurs when you enter an invalid character in Address1.	Enter a valid Address1. Only Alphanumerics (A-Z, 0-9), Period (.), Comma(,), Hyphens (-),underscores (_), and Blank Spaces are allowed.
Address2	Error occurs when you enter an invalid character in Address2.	Enter a valid Address2. Only Alphanumerics (A-Z, 0-9), Period (.), Comma(,), Hyphens(-), underscores(_), and Blank Spaces are allowed.
Town/City	Error occurs when you enter the character other than alphabet, integer, and blank space.	Enter a valid Town/City. Only Alphanumeric (A-Z,0-9) and Blank Spaces are allowed.
State/Province	Error occurs when you enter the character other than alphabet and blank space.	Enter a valid State/Province. Only Letters (A-Z) and Blank Spaces are allowed.
Uploaded to InForm	NA	Select the check box to view the list of InForm uploaded user details.
Country	NA	NA
Postal Code	Error occurs when you enter the character other than alphabet, integer, and blank space.	Enter a valid Postal Code. Only Alphanumeric (A-Z, 0-9) and Blank Spaces are allowed.
Phone Number	Error occurs when you click Submit without entering the phone number.	Enter Phone Number.
Phone Number	Error occurs when you enter the character other than alphabet, hyphen, and blank space.	Enter a valid Phone Number. Only Numbers (0-9), Hyphens (-) and Blank spaces are allowed.
Alternate Phone Number	Error occurs when you enter the character other than alphabet, hyphen, and blank space.	Enter a valid Alternate Phone Number. Only Numbers (0-9), Hyphens (-) and Blank spaces are allowed.
Beeper Number	Error occurs when you enter the character other than alphabet, hyphen, and blank space.	Enter a valid Beeper Number. Only Numbers (0-9), Hyphens (-) and Blank spaces are allowed.
Fax Number	Error occurs when you enter the character other than alphabet, hyphen, and blank space.	Enter a valid Fax Number. Only Numbers (0-9), Hyphens (-) and Blank spaces are allowed.
E-mail Address	Error occurs when you click Submit without entering the email address.	Enter E-Mail Address.
E-mail Address	Error occurs when you enter the wrong email ID or when you enter wrong mail format.	E-mail address does not end with @phaseforward.com. Select OK to continue. (This error message is displayed at the time of creating a PF user). Please re-confirm your email address. Please note: Do not copy and paste your email address. (This message is displayed when the you copy and paste the email address). The email address and the Confirm email address do not match. (This message is displayed when the email address and the confirm email address do not match).
Confirm User E-mail Address	Error occurs when you click Submit without confirming the user email address.	Enter Confirm User E-mail Address.
Confirm User E-mail Address	Error occurs when the email address and confirm email address mismatch.	Confirm E-mail Address does not match.
Confirm User E-mail Address	Error occurs when you enter the wrong email ID or when you enter wrong mail format.	E-mail address does not end with @phaseforward.com. Select OK to continue. (This error message is displayed at the time of creating a PF user). Please re-confirm your email address. Please note: Do not copy and paste your email address. (This message is displayed when you to copy paste the email address). The email address and the Confirm email address do not match. (This message is displayed when the email address and the confirm email address do not match).
InForm Home Page Path	Error occurs when you enter an invalid home page path.	Enter a valid Home Page path. Only Alphanumeric (A-Z, 0-9), Colon (:), Forward slash (/), Period (.), Hyphen (-) and Underscore (_) are allowed.
Change Password on Next Login	NA	NA
Date Format	NA	NA
Load to InForm	NA	NA
E-mail Trigger	NA	NA
Status	NA	NA
Training Status	NA	NA
Image URL	NA	NA
Filter By	NA	NA
Right Group	NA	NA
Signature Group	NA	NA
Query Group	NA	NA
Manager Group	NA	NA
Automatic Association	NA	NA
Validation for all fields	Error occurs when you click Submit without entering an appropriate data.	Select UserType. Please Enter User Name. Enter First Name. Please Enter Last Name. Please Enter Display name. Please Enter Phone Number. Please Enter E-mail Address. Please Confirm User E-mail Address. (This message is displayed before selecting User Type). Please Enter User Name. Enter First Name. Please Enter Last Name. Please Enter Display name. Please Enter Phone Number. Please Enter E-mail Address. Please Confirm User E-mail Address. Select Rights Group. (This message is Displayed after selecting User Type and clicking on submit button.
Submit Button	NA	User Cannot be saved without 'InForm Settings' for the selected Sponsor and trial.
On Paste	NA	Please re-confirm your Email address. Please note: Do not copy and paste your Email address.
Automatic Association	NA	NA
User ID	Error occurs you enter the non-numeric values.	Enter a valid IRT userid. Only Numeric values are allowed.
Active Date	Error occurs when you enter an invalid date format.	Invalid Date Format in Active Date.
Pivotal Added Date	Error occurs when you enter an invalid date format.	Invalid Date Format in Pivotal Added Date.
Activation Date	Error occurs when you enter an invalid date format.	Invalid Date Format in Activation Date.
Termination Date	Error occurs when you enter an invalid date format.	Invalid Date Format in Termination Date.
Edit Page
Display name	Error occurs when you the display name is not entered.	Please Enter Display Name.
Reason For Change	Error occurs when you did not enter reason for change.	Please Enter The Reason For Change.
Clicking the Return button without saving the changes	Error occurs when you click Return without saving the changes.	You have made changes to this form. Press OK to ignore the changes and leave the form; Press Return to return to the form.

A.3 Modify InForm and IRT User Details

All fields marked with * are mandatory.

Table A-5 Modify InForm and IRT User Details – Field Information

Field Name	Description	Length
Basic User Info
User Type*	Displays the user type.	NA
Username*	Displays/Modify the name of the user.	25 Characters
First Name*	Displays/Modify the first name of the user.	127Characters
Last Name*	Displays/Modify the last name of the user.	127Characters
Title	Displays/Modify the title for the user.	NA
Description	Displays/Modify the description.	NA
Display Name*	Displays/Modify the display name of the user.	255 Characters
Contact Details
Address1* Address2:	Displays/Modify the communication address of the user.	255 Characters
Town/City*	Displays/Modify the town or city name to which the user belongs.	255 Characters
State/Province	Displays/Modify the state or province name to which the user belongs.	255 Characters
Country*	Displays/Modify the country to which the user belongs.	NA
Postal Code	Displays/Modify the postal code of the user.	16 Characters
Phone Number*	Displays/Modify the phone number of the user.	25 Characters
Alternate Phone Number	Displays/Modify the alternate phone number of the user.	25 Characters
Beeper Number:	Displays/Modify the beeper number of the user.	255 Characters
Fax Number:	Displays/Modify the fax number of the user.	25 Characters
E-Mail Address*	Displays/Modify the email address of the user.	255 Characters
Confirm User E-mail Address*	Displays/Modify the email address of the user for confirmation.	255 Characters
User Misc
InForm Home Page Path	Displays/Modify the path of the InForm home page.	255 Characters
Change Password on Next Login	Displays the selected option. Select Yes to change the password at next log on. Otherwise, select No.	NA
Date Format	Displays/Modify the date format.	NA
Load to InForm	Select the check box to load the user's information into the InForm system.	NA
Require IOL Training in	Displays/Select the areas in which the user requires training. Press and hold the Ctrl key to select multiple choices.	NA
Already Trained	Displays/Select the areas in which the user is already trained.	NA
Email Trigger	Displays the selected email trigger option. This information refers to the email trigger of Registration and Certificate emails by eCS.	NA
Status:	Displays/Select the status of the user.	NA
Training Status:	Displays/Modify the training status of the user	NA
Image Status:	Displays/Modify the image URL.	255 Characters
IOL Email ID	Displays/Modify the IOL email ID of the user	NA
Preferred Study Locale	Displays/Modify the preferred study locale of the user.	NA
Product Locale	Displays/Modify the product locale of the user.	NA
User Name in Email Notifications	Displays/Modify the user name order for the user service mail.	NA
IRT Related
Userid	Enter the IRT user ID.	NA
Middle Initial	Enter the middle initial of the user.	NA
Institution	Enter the institution of the user.	NA
Time Zone	Select the time zone from the drop-down list.	NA
Depot	Enter the depot of the user.	NA
IRT Role	Select the IRT role for the IRT user from the drop-down list.	NA
Load to IRT	Select the check box to load the user's information into the IRT system.	NA
OLX Related
View Patient Identifiable Data:*	Enter the data to identify the patient.	255 Characters
Load to OLX	Select the check box to load the user's information into the OLX system.	NA
User Association
Filter By	Displays/Select the filter criteria.	NA
Select Sites
- Available	Displays the list of available sites. Use the >> or > button to move all or the selected sites respectively to the Selected field.	-
- Selected	Displays the list of selected sites. Use the << or < button to move all or the selected sites respectively to the Available field.	-
Rights Group*/OLX Role Group*	Displays/Modify the Rights group of the user and OLX role group displays the roles of OLX user.	-
Signature Group	Displays/Modify the Signature group of the user.	-
Query Group	Displays/Modify the Query group of the user.	-
Manager Group	Displays/Modify the Manager group of the user.	-
Site Association Description	Provide the description about the site association.	NA
Active Date	Enter the active date.	NA
Pivotal Added Date	Enter the pivotal added date.	NA
Activation Date	Enter the activation date.	NA
Termination Date	Enter the termination date.	NA

Table A-6 Scenarios and Error Messages

Field Name	Scenario	Error Message
Current Sponsor Company	Error occurs when you click Submit without selecting a Sponsor Company.	Select a Sponsor Company.
Trial	Error occurs when you click Submit without selecting a trial.	Select a Trial.
User Type	Error occurs when you click Submit without selecting a user type.	Select User Type.
Username	Error occurs when you enter the character other than alphanumeric and underscore.	Enter a valid Username. Only Alphanumeric (A-Z,0-9) and underscores(_) are allowed.
UserName	Error occurs when you click Submit without entering the user name.	Error occurs when the user submit without enter Username.
FirstName	Error occurs when you click Submit without entering the first name.	Enter First Name.
First Name	Error occurs when you enter the character other than alphabet, hyphen, and blank space.	Enter a valid First Name. Only Letters (A-Z), Hyphens (-) and Blank Spaces are allowed.
Last Name	Error occurs when you click Submit without entering the last name.	Enter Last Name.
Last Name	Error occurs when you enter the character other than alphabet, hyphen, and blank space.	Enter a valid Last Name. Only Letters (A-Z), Hyphens (-) and Blank Spaces are allowed.
Title	NA	NA
Description	Error occurs when you enter an invalid character in the description.	Enter a valid Description. Only Alphanumerics (A-Z, 0-9), Hyphens(-), underscores(_), and Blank Spaces are allowed.
Display name	Error occurs when you click Submit without entering the display name.	Enter Display Name.
Address1	Error occurs when you enter an invalid character in Address1.	Enter a valid Address1. Only Alphanumerics (A-Z, 0-9), Period (.), Comma(,), Hyphens(-), underscores(_), and Blank Spaces are allowed.
Address2	Error occurs when you enter an invalid character in Address2.	Enter a valid Address2. Only Alphanumerics (A-Z, 0-9), Period (.),Comma(,), Hyphens(-), underscores (_), and Blank Spaces are allowed.
Town/City	Error occurs when you enter the character other than alphabet, integer, and blank space.	Enter a valid Town/City. Only Alphanumeric (A-Z, 0-9) and Blank Spaces are allowed.
State/Province	Error occurs when you enter the character other than alphabet and blank space.	Enter a valid State/Province. Only Letters (A-Z) and Blank Spaces are allowed.
Uploaded to InForm	NA	Select the check box to view the list of InForm uploaded user details.
Country	NA	NA
Postal Code	Error occurs when you enter the character other than alphabet, integer, and blank space.	Enter a valid Postal Code. Only Alphanumeric (A-Z, 0-9) and Blank Spaces are allowed.
Phone Number	Error occurs when you click Submit without entering the phone number.	Enter Phone Number.
Phone Number	Error occurs when you enter the character other than alphabet, hyphen, and blank space.	Enter a valid Phone Number. Only Numbers (0-9), Hyphens (-) and Blank spaces are allowed.
Alternate Phone Number	Error occurs when you enter the character other than alphabet, hyphen, and blank space.	Enter a valid Alternate Phone Number. Only Numbers (0-9), Hyphens (-) and Blank spaces are allowed.
Beeper Number	Error occurs when you enter the character other than alphabet, hyphen, and blank space.	Enter a valid Beeper Number. Only Numbers (0-9), Hyphens (-) and Blank spaces are allowed.
Fax Number	Error occurs when you enter the character other than alphabet, hyphen, and blank space.	Enter a valid Fax Number. Only Numbers (0-9), Hyphens (-) and Blank spaces are allowed.
E-mail Address	Error occurs when you click Submit without entering the email address.	Enter E-Mail Address.
E-mail Address	Error occurs when you enter the wrong email ID or wrong mail format.	E-mail address does not end with @phaseforward.com. Select OK to continue. (This error message is displayed at the time of creating a PF user). Please re-confirm your email address. Please note: Do not copy and paste your email address. (This message is displayed when the you copy and paste the email address). The email address and the Confirm email address do not match. (This message is displayed when the email address and the confirm email address do not match).
Confirm User E-mail Address	Error occurs when you click Submit without entering the confirm user email address.	Enter Confirm User E-mail Address.
Confirm User E-mail Address	Error occurs when the email address and confirm email address mismatch.	Confirm E-mail Address does not match.
Confirm User E-mail Address	Error occurs when you enter the wrong email ID or wrong mail format.	E-mail address does not end with @phaseforward.com. Select OK to continue. (This error message is displayed at the time of creating a PF user). Please re-confirm your email address. Please note: Do not copy and paste your email address. (This message is displayed when you to copy paste the email address). The email address and the Confirm email address do not match. (This message is displayed when the email address and the confirm email address do not match).
InForm Home Page Path	Error occurs when you enter an invalid home page path.	Enter a valid Home Page path. Only Alphanumeric (A-Z, 0-9), Colon (:), Forward slash (/), Period (.), Hyphen (-) and Underscore (_) are allowed.
Change Password on Next Login	NA	NA
Date Format	NA	NA
Load to InForm	NA	NA
E-mail Trigger	NA	NA
Status	NA	NA
Training Status	NA	NA
Image URL	NA	NA
Filter By	NA	NA
Right Group	NA	NA
Signature Group	NA	NA
Query Group	NA	NA
Manager Group	NA	NA
Automatic Association	NA	NA
Validation for all fields	Error occurs when you click Submit without entering an appropriate data.	Select UserType. Please Enter User Name. Enter First Name. Please Enter Last Name. Please Enter Display name. Please Enter Phone Number. Please Enter E-mail Address. Please Confirm User E-mail Address. (This message is displayed before selecting User Type). Please Enter User Name. Enter First Name. Please Enter Last Name. Please Enter Display name. Please Enter Phone Number. Please Enter E-mail Address Please Confirm User E-mail Address. Select Rights Group. (This message is Displayed after selecting User Type and clicking on submit button.
Submit Button	NA	User Cannot be saved without 'InForm Settings' for the selected Sponsor and trial.
On Paste	NA	Please re-confirm your Email address.\n Please note: Do not copy and paste your Email address.
Automatic Association	NA	NA
User ID	Error occurs when you enter the non-numeric values.	Enter a valid IRT userid. Only Numeric values are allowed.
Active Date	Error occurs when you enter an invalid date format.	Invalid Date Format in Active Date.
Pivotal Added Date	Error occurs when you enter an invalid date format.	Invalid Date Format in Pivotal Added Date.
Activation Date	Error occurs when you enter an invalid date format.	Invalid Date Format in Activation Date.
Termination Date	Error occurs when you enter an invalid date format.	Invalid Date Format in Termination Date.
Edit Page
Display name	Error occurs when the display name is not entered.	Please Enter Display Name.
Reason For Change	Error occurs when the reason for change is not entered.	Please Enter The Reason For Change.
Clicking the Return button without saving the changes	Error occurs when you click Return without saving the changes.	You have made changes to this form. Press OK to ignore the changes and leave the form; Press Return to return to the form.

A.4 Multiple Association

Table A-7 Multiple Association – Field Information

Field Name	Description
Select User	Select a user for whom you want to view site association details.
User	Displays the name of the selected user.
Site No.	Displays the number of sites that are associated with the selected user.
Provisioning Recommendation	Displays whether provisioning recommendation has begun.
Assessment Status	Displays the assessment status of the site. This column is displayed only if the Switch off Site Assessment facility check box is not selected in the InForm Config page.
P/F	Display the pass or fail details for the site.

Table A-8 Multiple Association – Error Information

Field Name/Action	Scenario	Error Message
Site	Error occurs when you click Go without selecting any site.	Select a site.
Go Button	Error occurs when you click Go without selecting any action in drop-down list.	Select an action.
Associate user	Error occurs when the not approved sites are associated to user.	One or more site(s) are not approved. Approve to Request Equipment Assessment.
Associate user	Error occurs when the assessed sites are associated to the user.	One or more of the selected sites is already assessed/currently being Assessed.
Immediate Provisioning	Error occurs when the sites already marked for immediate provisioning are again marked for the same.	One or more of the selected sites is already marked for Immediate Provisioning - Equipment Assessment is not available.
Equipment Assessment	Error occurs when you mark the site for equipment assessment where the user is already marked for Equipment Assessment.	User is already marked for Equipment Assessment at this site.
Mark Sites as Assessed	Error occurs when you mark the sites as assessed which is already marked as Assessed.	One or more of the selected sites is already marked as Assessed.
Mark Sites as Assessed	Error occurs when you give assessment for the site of the user whose assessment process is completed.	Assessment is completed for one or more selected user(s).
Immediate Provisioning	Error occurs when you mark the site for immediate provisioning to the sites which is already marked for immediate provisioning.	One or more of the selected sites is already marked for Immediate Provisioning.
Immediate Provisioning	Error occurs when you mark the assessed sites to immediate provisioning.	One or more of the selected sites is already assessed/currently being Assessed - immediate provisioning is not available.
Immediate Provisioning	Error occurs when the user already requested for equipment assessment is requesting for immediate provisioning.	Users requested for Equipment Assessment cannot be requested for Immediate provisioning. One or more users selected have been requested for Equipment Assessment (If pending user given Immediate provisioning).
Stop Assessment	Error occurs when you stop assessment for the sites associated with the user who status is Provisioning Recommended - Requires Customer Approval.	Cannot stop Assessment process for User(s) with status as ''Provisioning Recommended - Requires Customer Approval''.
Stop Assessment	Error occurs when you stop assessment for the sites associate with the user who status is Requires Customer Assistance.	Cannot stop Assessment process for User(s) with status as ''Requires Customer Assistance''.
Stop Assessment	Error occurs when you stop assessment for the sites associate with the user who status is Provisioning - Started.	Cannot stop Assessment process for User(s) with status as ''Provisioning - Started''.
Stop Assessment	Error occurs when you stop assessment for the sites associate with the user who have immediate provisioning started.	Assessment cannot be stopped for user(s) who has immediate provisioning started.
Stop Assessment	Error occurs when you assessment for the sites associated with the user who is already assessed.	Assessment cannot be stopped for user(s) who is already Assessed.
Stop Assessment	Error occurs when stop the assessment process for the site when the user of the site do not have the assessment process started.	One or more selected users does not have the Assessment process started.
Stop Assessment	Error occurs when you stop the assessment process for the site when the user of the site has stopped the assessment process already.	One or more selected users Assessment process has already stopped.
Go Button	Error occurs when you click Go without selecting an action.	Select an action.
Comments	Error occurs when you enter more than 255 character in a comment text-box.	Comments text should not exceed 255 characters.

A.5 Global User List Page

Table A-9 Global User List Page – Field Information

Field Name	Description	Field Size
Basic User Info
User Name	User name is displayed for all users.	32 Characters
First Name	The first name is displayed for all users	255 Characters
Last Name	The Last Name is displayed for all users.	127 Characters
Email	The email id is displayed for all users	127 Characters
Display Name	This field is displayed for all product	255 Characters
Country	This field is displayed for all products after selecting the trial.	NA
User Type:	This field is available for both InForm and IRT products.	NA
Phone Number	This field is available for all products.	16 Characters
InForm Role	This field is available for both InForm and joint InForm IRT products.	NA
IRT Role	This field is available for both IRT and joint InForm IRT products.	NA
UMT Role	This field is available only for UMT products.	NA
Username in Email notification	This field is available for both InForm and IRT products with trial version above 4.5.	NA
Preferred study locale	This field is available for both InForm and IRT products with trial version above 4.5.	NA
Product Locale	This field is available for both InForm and IRT products with trial version above 4.5.	NA
Load To InForm	This field is available for InForm and Joint InForm IRT products with trial version above 4.5.	NA
Load To IRT	This field is available for IRT and Joint InForm IRT products with trial version above 4.5.	NA
Sites	This field is available for InForm products to let you assign sites.	NA
Export To Excel Link	Select an user and click this to export the user details to an Excel spreadsheet.	NA
Import	This field lets you import the user details.	NA

A.6 Create Global User

Table A-10 Create Global User - Field Information

Field Name/	Description	Field Size (In Character)
Basic User Info:
User Type	You need to select the type of user, either sponsor user or site user.	NA
User Name *	The user name format must follow the specifications in the UMT settings.	255 Characters
First Name*	Enter the first name of the user.	127 Characters
Last Name*	Enter the last name of the user.	127 Characters
Title	Select a title for the user from the drop-down list.	NA
Description	Enter the description for the user.	255 Characters
Display Name	Enter the display name for the user.	255 Characters
Contact Details
Address1	Enter the communication address1 of the user.	255 Characters
Address2	Enter the communication address2 of the user.	255 Characters
Town/City	Enter the town or city to which the user belongs.	255 Characters
State/Province	Enter the state or province to which the user belongs.	255 Characters
Country	Select the country to which the user belongs from the drop-down list.	NA
Postal Code	Enter the postal code of the user.	16 Characters
Phone Number	Enter the phone number of the user.	25 Characters
Alternate Phone Number	Enter the alternate phone number of the user.	25 Characters
Beeper Number	Enter the beeper number of the user.	25 Characters
Fax Number	Enter the fax number of the user.	25 Characters
E-mail Address*	Enter the email address of the user.	255 Characters
Confirm User E-mail Address*	Enter the email address of the user for confirmation.	255 Characters
User Misc
Assessment mail	Select whether to enable or disable assessment mail.	NA
Image URL	Enter the URL of the image.	255 characters
Change password in next login	Select Yes or No.	NA
Date Format	Select the format for the date to be displayed.	NA
Training Status	Select the training status from the options given.	NA
Load to InForm	Select if you want to load the user to InForm.	NA
IRT Related
User Id	Enter the user ID.	255 Characters
Depot	Enter the depot.	255 Characters
Middle Initials	Enter the middle initials.	255 Characters
Institution	Enter the institution.	255 Characters
Load to IRT	Select if you want to upload the user to IRT.	NA

Table A-11 Create Global User - Error Information

Field Name	Scenario	Error Message
Filter Section:
Basic User Info
User Type	You need to select the type of user, either sponsor user or site user.	NA
User Name*	Error occurs when you enter the character other than alphanumeric and underscore.	Enter a valid Username. Only Alphanumeric (A-Z, 0-9) and underscores (_) are allowed.
First Name*	Error occurs when you enter the character other than alphabet, hyphen, and blank space.	Enter a valid First Name. Only Letters (A-Z), Hyphens (-), and Blank Spaces are allowed.
Last Name*	Error occur when you enter the character other than alphabet, hyphen, and blank space.	Enter a valid Last Name. Only Letters (A-Z), Hyphens (-), and Blank Spaces are allowed.
Title	NA	NA
Description:	Enter the description for the user.	255 Characters
Display Name:	Enter the display name for the user.	255 Characters
Change Password on Next Login	NA	NA
Contact Details
Address1	Enter the communication address1 of the user.	255 Characters
Address2	Enter the communication address2 of the user.	255 Characters
Town/City	Enter the town or city to which the user belongs.	255 Characters
State/Province	Enter the state or province to which the user belongs.	255 Characters
Country	Select the country to which the user belongs from the drop-down list.	NA
Postal Code	Enter the postal code of the user.	16 Characters
Phone Number	Enter the phone number of the user.	25 Characters
Alternate Phone Number	Enter the alternate phone number of the user.	25 Characters
Beeper Number	Enter the beeper number of the user.	25 Characters
Fax Number	Enter the fax number of the user.	25 Characters
E-mail Address*	Error occurs when you click Submit without entering a valid email ID.	Enter a valid email ID.
Confirm User E-mail Address*	Error occurs when you do not enter the confirm email address.	Confirm the email address.

A.7 Edit Global User

Table A-12 Edit Global User - Field Information

Field Name/	Description	Field Size (In Character)
Basic User Info:
User Type	You need to select the type of user, either sponsor user or site user.	NA
User Name *	The user name format must follow the specifications in the UMT settings.	255 Characters
First Name*	Enter the first name of the user.	127 Characters
Last Name*	Enter the last name of the user.	127 Characters
Title	Select a title for the user from the drop-down list.	NA
Description	Enter the description for the user.	255 Characters
Display Name	Enter the display name for the user.	255 Characters
Contact Details
Address1	Enter the communication address1 of the user.	255 Characters
Address2	Enter the communication address2 of the user.	255 Characters
Town/City	Enter the town or city to which the user belongs.	255 Characters
State/Province	Enter the state or province to which the user belongs.	255 Characters
Country	Select the country to which the user belongs from the drop-down list.	NA
Postal Code	Enter the postal code of the user.	16 Characters
Phone Number	Enter the phone number of the user.	25 Characters
Alternate Phone Number	Enter the alternate phone number of the user.	25 Characters
Beeper Number	Enter the beeper number of the user.	25 Characters
Fax Number	Enter the fax number of the user.	25 Characters
E-mail Address*	Enter the email address of the user.	255 Characters
Confirm User E-mail Address*	Enter the email address of the user for confirmation.	255 Characters
User Misc
Assessment mail	Select whether to enable or disable assessment mail.	NA
Image URL	Enter the URL of the image.	255 characters
Change password in next login	Select Yes or No.	NA
Date Format	Select the format for the date to be displayed.	NA
Training Status	Select the training status from the options given.	NA
Load to InForm	Select if you want to load the user to InForm.	NA
IRT Related
User Id	Enter the user ID.	255 Characters
Depot	Enter the depot.	255 Characters
Middle Initials	Enter the middle initials.	255 Characters
Institution	Enter the institution.	255 Characters
Load to IRT	Select if you want to load the user to IRT.	NA

Table A-13 Edit Global User - Error Information

Field Name	Scenario	Error Message
Filter Section:
Basic User Info
User Type	You need to select the type of user, either sponsor user or site user.	NA
User Name*	Error occurs when you enter the character other than alphanumeric and underscore.	Enter a valid Username. Only Alphanumeric (A-Z, 0-9) and underscores (_) are allowed.
First Name*	Error occurs when you enter the character other than alphabet, hyphen, and blank space.	Enter a valid First Name. Only Letters (A-Z), Hyphens (-), and Blank Spaces are allowed.
Last Name*	Error occur when you enter the character other than alphabet, hyphen, and blank space.	Enter a valid Last Name. Only Letters (A-Z), Hyphens (-), and Blank Spaces are allowed.
Title	NA	NA
Description	Enter the description for the user.	255 Characters
Display Name	Enter the display name for the user.	255 Characters
Change Password on Next Login	NA	NA
Contact Details
Address1	Enter the communication address1 of the user.	255 Characters
Address2	Enter the communication address2 of the user.	255 Characters
Town/City	Enter the town or city to which the user belongs.	255 Characters
State/Province	Enter the state or province to which the user belongs.	255 Characters
Country	Select the country to which the user belongs from the drop-down list.	NA
Postal Code	Enter the postal code of the user.	16 Characters
Phone Number	Enter the phone number of the user.	25 Characters
Alternate Phone Number	Enter the alternate phone number of the user.	25 Characters
Beeper Number	Enter the beeper number of the user.	25 Characters
Fax Number	Enter the fax number of the user.	25 Characters
E-mail Address*	Error occurs when you click Submit without entering an valid email ID.	Enter a valid email ID.
Confirm User E-mail Address*	Error occurs when you do not enter the confirm email address.	Confirm email address.

A.8 InForm Roles

Table A-14 InForm Roles – Field Information

Field Name	Description	Field Size
Filter Section
Role Name	Enter the name of the role.	63 Characters
Approval Status	Select the approval status from the drop-down list.	NA
InForm Role Details
Role Name	Displays the name of the role. Click the hyperlink to view the role details.	NA
Approved/Pending	Displays the approval status of the role.	NA
Member Count	Displays the number of members in the role.	NA
User Association	Click the icon to view the user-role associations.	NA
Display OverRide	Click the icon to set the display override option for selected Item group.	NA
Transfer Role	Click the icon to transfer role for selected users from one role to another.	NA

A.9 Create InForm Role

Table A-15 Create InForm Role – Field Information

Field Name	Description	Field Size
Role*	Enter the name of the role.	63 character
Role Type*	Select a role type by clicking the corresponding check box.	NA
User Admin	Displays the list of user administration rights. To assign a privilege (rights), select the corresponding check box.	NA
User Misc	Displays the list of user miscellaneous rights. To assign a privilege (rights), select the corresponding check box.	NA
CRF Rights	Displays the list of CRF rights. To assign a privilege (rights), select the corresponding check box.	NA
Case Book Rights	Displays the list of case book rights. To assign a privilege (rights), select the corresponding check box.	NA
Query Rights	Displays the list of query rights. To select the rights, click the corresponding check boxes.	NA
Rule Rights	Displays the list of user rule rights. To assign a privilege (rights), select the corresponding check box.	NA
Synchronization	Displays the list of synchronization rights. To assign a privilege (rights), select the corresponding check box.	NA
Navigation	Displays the list of navigation rights. To assign a privilege (rights), select the corresponding check box.	NA
System Admin Rights	Displays the list of system administration rights. To assign a privilege (rights), select the corresponding check box.	NA
Select Classes	Select the class from the drop-down list.	NA
Available	Displays the list of available IOL classes. Click >> or > to move all or the selected classes, respectively, to the Selected field.	NA
Selected	Displays the list of selected IOL classes. Click << or < to move all or the selected classes, respectively, to the Available field.	NA

Table A-16 Create InForm Role – Error Information

Field Name/Action	Scenario	Error Message
Role*	Error occurs when you click Submit without entering a role name.	Enter a valid Role Name. Only Alphanumerics. (A-Z, 0-9), Hyphens(-), underscores(_), and blank spaces are allowed.
Role Type*	Error occurs when you click Submit without selecting a role type.	Select a Role Type.
Submit Button	Error occurs when the Patient Transfer Right is selected for the trial running in the InForm 4.5 version.	Patient Transfer Right can be selected only for Trials running in InForm 4.5 Version.
Submit Button	Error occurs when the Custom Reports and Admin Reports Rights are selected for the trial running in the InForm 4.5 version.	InForm 4.5 Version cannot have Custom Reports and Admin Reports Right.
Submit Button	Error occurs when the Custom Reports Right is selected for the trial running in the InForm 4.5 version.	InForm 4.5 Version cannot have Custom Reports Right.
Submit Button	Error occurs when the Patient Transfer Right is selected for the trial running in the InForm 4.5 version.	InForm 4.5 Version cannot have Admin Reports Right.
Submit Button	Error occurs when no rights are associated to the Role.	Associate at least one Right for the Role.
Submit Button	Error occurs when you click Submit without entering all mandatory fields.	Complete all mandatory fields before saving.
Role Name	Error occurs when you enter invalid character other than alphanumerics and hyphens.	Enter a valid Role Name. Only Alphanumerics (A-Z, 0-9), Hyphens(-), underscores (_), and blank spaces are allowed.

A.10 InForm Role Details

Table A-17 InForm Role Details – Field Information

Field Name	Description	Field Size
Role*	Enter the name of the role.	63 character
Role Type*	Select a role type by clicking the corresponding check box.	NA
User Admin	Displays the list of user administration rights. To assign a privilege (rights), select the corresponding check box.	NA
User Misc	Displays the list of user miscellaneous rights. To assign a privilege (rights), select the corresponding check box.	NA
CRF Rights	Displays the list of CRF rights. To assign a privilege (rights), select the corresponding check box.	NA
Case Book Rights	Displays the list of case book rights. To assign a privilege (rights), select the corresponding check box.	NA
Query Rights	Displays the list of query rights. To select the right, click the corresponding check boxes.	NA
Rule Rights	Displays the list of user rule rights. To assign a privilege (rights), select the corresponding check box.	NA
Synchronization	Displays the list of synchronization rights. To assign a privilege (rights), select the corresponding check box.	NA
Navigation	Displays the list of navigation rights. To assign a privilege (rights), select the corresponding check box.	NA
System Admin Rights	Displays the list of system administration rights. To assign a privilege (rights), select the corresponding check box.	NA
Select Classes	Select the class from the drop-down list.	NA
Available	Displays the list of available IOL classes. Click >> or > to move all or the selected classes, respectively, to the Selected field.	NA
Selected	Displays the list of selected IOL classes. Click << or < to move all or the selected classes, respectively, to the Available field.	NA

Table A-18 InForm Role Details – Error Information

Field Name/Action	Scenario	Error Message
Role	Error occurs when you click Submit without entering a role name.	Enter a valid Role Name. Only Alphanumerics. (A-Z, 0-9), Hyphens(-), underscores(_), and blank spaces are allowed.
Role Type	Error occurs when you click Submit without selecting a role type.	Select a Role Type.
Submit Button	Error occurs when Patient Transfer Right is selected for the trial running in the InForm 4.5 version.	Patient Transfer Right can be selected only for Trials running in InForm 4.5 Version.
Submit Button	Error occurs when Custom Reports and Admin Reports Rights are selected for the trial running in the InForm 4.5 version.	InForm 4.5 Version cannot have Custom Reports and Admin Reports Right.
Submit Button	Error occurs when Custom Reports Right is selected for the trial running in the InForm 4.5 version.	InForm 4.5 Version cannot have Custom Reports Right.
Submit Button	Error occurs when Patient Transfer Right is select for the trial running in the InForm 4.5 version.	InForm 4.5 Version cannot have Admin Reports Right.
Submit Button	Error occurs when no rights are associated to the Role.	Associate at least one Right for the Role.
Submit Button	Error occurs when you click Submit without entering all mandatory fields.	Complete all mandatory fields, before Saving.
Role Name	Error occurs when you enter an invalid character other than alphanumerics and hyphens.	Enter a valid Role Name. Only Alphanumerics (A-Z, 0-9), Hyphens(-), underscores (_), and blank spaces are allowed
Reason for Change	Error occurs when you submit the form without entering any reason for the change.	Enter a reason for the change.

A.11 User, Role Association

Table A-19 User, Role Association – Field Information

Field Name	Description
Select Users
- Available	Displays the list of available users. Click >> or > to move all or the selected users, respectively, to the Selected field.
- Selected	Displays the list of selected users. Use the << or < button to move all or the selected users, respectively, to the Available field.
Already Associated	Displays the name of users that are already associated with the role.

Table A-20 User - Role Association – Error Information

Field Name/Action	Scenario	Error Message
Submit Form	Error errors when you click Submit without making any change in the form.	Form not Changed.

A.12 Display and Change Override

Table A-21 Display Override – Field Information

Field Name	Description
Select Item Groups
- Available	Displays the list of available time zones. Click >> or > to move all or the selected time zones, respectively, to the Selected field.
- Selected	Displays the list of selected time zones. Click << or < to move all or the selected time zones, respectively, to the Available field.
Select Display Override	Select the corresponding radio button to set the display override option as read-only, editable, or hidden.

Table A-22 Change Display Override – Field Information

Field Name	Description
Select Item Groups
- Available	Displays the list of available time zones. Click >> or > to move all or the selected time zones, respectively, to the Selected field.
- Selected	Displays the list of selected time zones. Click << or < to move all or the selected time zones, respectively, to the Available field.
Select Display Override	Select the corresponding radio button to set the display override option as read-only, editable, or hidden.

Table A-23 Change Display Override – Error Information

Field Name/Action	Scenario	Error Message
Submit Form	Error occurs when you click Submit without making any change in the form.	Form not Changed.

A.13 List of Groups

Table A-24 List of Groups – Field Information

Field Name	Description	Field Size
Filter Section
Group Name	Enter the name of the group.	63 Characters
Group Type	Select the group type from the drop-down list.	NA
Approval Status	Select the approval status from the drop-down list.	NA
Group Details		NA
Group Name:	Displays the name of the group. Click the hyperlink to view the group details.	NA
Group Type	Displays the type of the group. The group type can be ItemGroup, ManagerUser, Query, ReportGroup, and Signature.	NA
Approval Status	Displays the approval status of the group. The approval status can be Approved, Rejected, or Pending.	NA
Member Count	Displays the number of members in the group.	NA
User Association	Click the icon to view the user-role associations.	NA

Table A-25 List of Groups – Error Information

Field Name/Action	Scenario	Error Message
Approve Group	Error occurs when you click Go without selecting a group.	Select a Group to Approve.
Go Button	Error occurs when you click Go without selecting a group.	Select any one of the check boxes and then proceed.
Go Button	Error occurs when you click Go without selecting any item in the Select drop-down list.	Choose an action.
Rejection	Error occurs when you click Go without entering reason for rejection in the Comments text box.	Enter Reason for Rejection.
Approve/Reject	Error occurs when you approve or reject a group which is already approved or rejected.	Only Pending groups can be Approved / Rejected.
User Association	Error occurs when you click the user association icon of Item Group.	Item group cannot have user associations.
Find Button	Error occurs when you click Find without selecting a trial.	Select a trial.
Find Button	Error occurs when you click Find without selecting a sponsor.	Select a Sponsor Company.

A.14 Create Groups

Table A-26 Create Groups - Field Information

Field Name/	Description	Field Size (In Character)
Group Details
Group Name*	Enter the name of the group.	63 Characters
Group Type*	Select the type of the group from the drop-down list.	NA
Group Description	Enter a description about the group.	255 Characters
Fields for Item Group
Item Association
Select Items-
Group Description	Enter a description of the group.	255 Characters
Available	Displays the list of available items. Click >> or > to move all or the selected items, respectively, to the Selected field.	NA
Selected	Displays the list of selected items. Click << or < to move all or the selected items, respectively, to the Available field.	NA
Fields for Manager User Group
Manager of*	Select the users that reports to the manager from the drop-down list.	NA
Group Description	Enter a description of the manager user group.	255 Characters
Role Association
Select Roles
Available	Displays the list of available users. Click >> or > to move all or the selected users, respectively, to the Selected field.	NA
Selected	Displays the list of selected users. Click << or < to move all or the selected users, respectively, to the Available field.	NA
Fields for Query Group
Group Description	Enter a description of the query group.	255 Characters
Select Roles
Available	Displays the list of available users. Click >> or > to move all or the selected users, respectively, to the Selected field.	NA
Selected	Displays the list of selected users. Click << or < to move all or the selected users, respectively, to the Available field.	NA
Fields for Report Group
Group Description	Enter a description of the report group.	255 Characters
Select Roles
Available	Displays the list of available users. Click >> or > to move all or the selected users, respectively, to the Selected field.	NA
Selected	Displays the list of selected users. Click << or < to move all or the selected users, respectively, to the Available field.	NA
Fields for Signature Group
Select Form	Select a form from the list box.	NA
Final CRF True	Select the check box, if required.	NA
False	Select the check box, if required.	NA
Added Forms	Displays the selected form.	NA
Signature Meaning (CRF)	Select a signature meaning from the drop-down list.	NA
Default	Select the check box, if required.	NA
Customized	Select the check box, if required.	NA
Signature Meaning (CRB)	Select a signature meaning from the drop-down list.	NA
Default	Select the check box, if required.	NA
Customized	Select the check box, if required.	NA
Group Description	Enter a description of the signature group.	NA
Group Details
Available	Displays the list of available users. Click >> or > to move all or the selected users, respectively, to the Selected field.	NA
Selected	Displays the list of selected users. Click << or < to move all or the selected users, respectively, to the Available field.	NA

Table A-27 Create Group - Error Information

Field Name	Scenario	Error Message
Group Details
Group Name*	Error occurs when you click Submit without entering the group name.	Please Enter a Group Name.
Group Type*	Error occurs when you click Submit without selecting the group type.	Select a Group Type.
Group Description	Error occurs when you enter more than 255 characters in the description.	Enter a group description not more than 255 characters.
Fields for Item Group
Item Association
Select Items-
Group Description	Error occurs when you enter more than 255 characters in the description.	Enter a group description not more than 255 characters.
Available	NA	NA
Selected	NA	NA
Fields for Manager User Group
Manager of*	Error occurs when you click Submit without selecting manager of the field.	Manager should be chosen.
Group Description	Error occurs when you enter more than 255 characters in the description.	Enter a group description not more than 255 characters.
Role Association
Select Roles
Available	NA	NA
Selected	NA	NA
Fields for Query Group
Group Description	Error occurs when you enter more than 255 characters in the description.	Enter a group description not more than 255 characters.
Select Roles
Available	NA	NA
Selected	NA	NA
Fields for Report Group
Group Description	Error occurs when you enter more than 255 characters in the description.	Enter a group description not more than 255 characters.
Select Roles
Available	NA	NA
Selected	NA	NA
Fields for Signature Group
Select Form	Error occurs when you click Submit without selecting a form.	Select a Form.
Final CRF True	Error occurs when you turn more than one form true.	Only one form with True is allowed.
False	NA	NA
Added Forms	NA	NA
Signature Meaning (CRF)	Error occurs when you click Submit without selecting the CRF Signature.	Enter CRF Signature Meaning.
Default	Error occurs when you click Submit without selecting the CRF type.	Select CRF Default/Customized Affidavit type.
Customized	Error occurs when you click Submit without selecting the CRF type.	Select CRF Default/Customized Affidavit type.
Signature Meaning (CRB)	Error occurs when you click Submit without selecting the CRB signature.	Enter CRB Signature Meaning.
Default	Error occurs when you click Submit without selecting the CRB type.	Select CRB Default/Customized Affidavit type.
Customized	Error occurs when you click Submit without selecting the CRB type.	Select CRB Default/Customized Affidavit type.
Group Description	Error occurs when you enter more than 255 characters in the description.	Enter a group description not more than 255 characters.
Group Details
Available	NA	NA
Selected	NA	NA

A.15 View and Modify User and Group Association

Table A-28 View and Modify User and Group Association

Field Name	Description
Select Users
Available	Displays the list of available items. Click >> or > to move all or the selected items, respectively, to the Selected field.
Selected	Displays the list of selected items. Click << or < to move all or the selected items, respectively, to the Available field.

A.16 Edit Groups

Table A-29 Edit Groups - Field Information

Field Name/	Description	Field Size (In Character)
Group Details
Group Type*	Select the type of the group from the drop-down list.	NA
Group Description	Enter a description about the group.	255 Characters
Fields for Item Group
Item Association
Select Items-
Group Description	Enter a description of the group.	255 Characters
Available	Displays the list of available items. Click >> or > to move all or the selected items, respectively, to the Selected field.	NA
Selected	Displays the list of selected items. Click << or < to move all or the selected items, respectively, to the Available field.	NA
Fields for Manager User Group
Manager of*	Select the users that reports to the manager from the drop-down list.	NA
Group Description	Enter a description of the manager user group.	255 Characters
Role Association
Select Roles
Available	Displays the list of available users. Click >> or > to move all or the selected users, respectively, to the Selected field.	NA
Selected	Displays the list of selected users. Click << or < to move all or the selected users, respectively, to the Available field.	NA
Fields for Query Group
Group Description	Enter a description of the query group.	255 Characters
Select Roles
Available	Displays the list of available users. Click >> or > to move all or the selected users, respectively, to the Selected field.	NA
Selected	Displays the list of selected users. Click << or < to move all or the selected users, respectively, to the Available field.	NA
Fields for Report Group
Group Description	Enter a description of the report group.	255 Characters
Select Roles
Available	Displays the list of available users. Click >> or > to move all or the selected users, respectively, to the Selected field.	NA
Selected	Displays the list of selected users. Click << or < to move all or the selected users, respectively, to the Available field.	NA
Fields for Signature Group
Select Form	Select a form from the list box.	NA
Final CRF True	Select the check box, if required.	NA
False	Select the check box, if required.	NA
Added Forms	Displays the selected form.	NA
Signature Meaning (CRF)	Select a signature meaning from the drop-down list.	NA
Default	Select the check box, if required.	NA
Customized	Select the check box, if required.	NA
Signature Meaning (CRB)	Select a signature meaning from the drop-down list.	NA
Default	Select the check box, if required.	NA
Customized	Select the check box, if required.	NA
Group Description	Enter a description of the signature group.	NA
Group Details
Available	Displays the list of available users. Click >> or > to move all or the selected users, respectively, to the Selected field.	NA
Selected	Displays the list of selected users. Click << or < to move all or the selected users, respectively, to the Available field.	NA

Table A-30 Edit Group - Error Information

Field Name	Scenario	Error Message
Group Details
Group Name*	Error occurs when you click Submit without entering the group name.	Please Enter a Group Name.
Group Type*	Error occurs when you click Submit without selecting the group type.	Select a Group Type.
Group Description	Error occurs when you enter more than 255 characters in the description.	Enter a group description not more than 255 characters.
Fields for Item Group
Item Association
Select Items-
Group Description	Error occurs when you enter more than 255 characters in the description.	Enter a group description not more than 255 characters.
Available	NA	NA
Selected	NA	NA
Fields for Manager User Group
Manager of*	Error occurs when you click Submit without selecting the manager of field.	Manager should be chosen.
Group Description	Error occurs when you enter more than 255 characters in the description.	Enter a group description not more than 255 characters.
Role Association
Select Roles
Available	NA	NA
Selected	NA	NA
Fields for Query Group
Group Description	Error occurs when you enter more than 255 characters in the description.	Enter a group description not more than 255 characters.
Select Roles
Available	NA	NA
Selected	NA	NA
Fields for Report Group
Group Description	Error occurs when you enter more than 255 characters in the description.	Enter a group description not more than 255 characters.
Select Roles
Available	NA	NA
Selected	NA	NA
Fields for Signature Group
Select Form	Error occurs when you click Submit without selecting a form.	Select a Form.
Final CRF True	Error occurs when you turn more than one form true.	Only one form with True is allowed.
False	NA	NA
Added Forms	NA	NA
Signature Meaning (CRF)	Error occurs when you click Submit without selecting the CRF Signature.	Enter CRF Signature Meaning.
Default	Error occurs when click Submit without selecting the CRF type.	Select CRF Default/Customized Affidavit type.
Customized	Error occurs when you click Submit without selecting the CRF type.	Select CRF Default/Customized Affidavit type.
Signature Meaning (CRB)	Error occurs when you click Submit without selecting the CRB Signature.	Enter CRB Signature Meaning.
Default	Error occurs when you click Submit without selecting the CRB type.	Select CRB Default/Customized Affidavit type.
Customized	Error occurs when you click Submit without selecting the CRB type.	Select CRB Default/Customized Affidavit type.
Group Description	Error occurs when you enter more than 255 characters in the description.	Enter a group description not more than 255 characters.
Group Details
Available	NA	NA
Selected	NA	NA

A.17 Configuration Settings

Table A-31 Configuration Settings - Field Information

Field Name/	Description	Field Size (In Character)
Outbound Integration and SSO Configurations
Vanity URL	Enter the vanity URL for customer.	NA
Reset Passoword URL	Enter the URL to reset the password.	NA
Short Org ID	Enter the customer URL prefix for SSO-enabled customers.	NA
Trial Configurations
Trial Level Duplicate	Select Yes to duplicate a trial level. Otherwise, select No.	NA
Enable Duplicate Merging	Select the check box to enable duplicate merging.	NA
Send E-mails for Failed Uploads	Select Yes to send emails for failed uploads. Otherwise, select No. If you select Yes, enter the email address in the E-mail Address text box.	NA
Switchoff IOL	Select the check box to disable the IOL feature.	NA
Switchoff Global User	Select the check box to disable Global User.	NA
Sponsor Name for UMT Mails	Select the required option to use the sponsor name for UMT mails. The available options are: Append Sponsor name with Sponsor Customer Name - Select this option to append sponsor name with sponsor customer name. Replace Sponsor name with Sponsor Customer name - Select this option to replace sponsor name with sponsor customer name.	NA
Enforce UM/UA Approval Process	Select Yes to enforce UM/UA approval process. Otherwise, select No.	NA
Default TimeZone	Select the required default time zone. The available options are: Time Zones Dec 2012 Time Zones Dec 2011	NA
PF-Japan Managed Trials	Select Yes if the trials are PF-Japan Managed trials. Otherwise, select No.	NA
Email Address to send Worklist Notification	Enter the email address to send the worklist notification.	NA
Import Path	Click Browse to select the import path.	NA
Schedule Import Enable	Select Import Enable to enable schedule import data transfer to the InForm system. This option is for Secure File Transfer Protocol (SFTP) file upload.	NA
Schedule Import Disable	Select Import Disable to disable schedule import data transfer to the InForm system. This option is for SFTP file upload.	NA
Schedule Export Enable	Select Export Enable to enable schedule export data transfer to the InForm system. This option is for SFTP file upload.	NA
Schedule Export Disable	Select Export Disable to disable schedule export data transfer to the InForm system. This option is for SFTP file upload.	NA
Send E-mails for Duplicated Imports	Select Yes to send emails for duplicated imports. Otherwise, select No. If you select Yes, enter the email address in the text box.	NA
Send E-mails on Failed/Successful Import	Select Success to send emails for successful import. Select Fail to send emails for failed import. Enter the email address in the text box to send emails for successful or failed import based on the selection.	NA
Requires Training to send InForm Account details	Select the check box if training is required to send InForm account details.	NA
Free Phone Number URL	Select the required free phone number URL. The available options are: Phaseforward Helpdesk Sponsor Specific If you select Sponsor Specific, enter the URL in the Sponsor Specific URL text box.	NA
Site Configuration
Default Study Version	Select the default study version. The available options are: Latest: Select this option to set the latest study version as default. Multiple: Select this option to set multiple study versions as default. Note: To add a new study version, select Multiple.	NA
Update All Sites to Latest	Click the button to update all sites to the latest study version.	NA
Switch off Site Assessment facility	Select the check box to disable site assessment facility.	NA
User Configuration
InForm Home Page Path	Enter the path for the InForm home page.	255 Characters
Overwrite?	Select the check box if you want to overwrite the home page.	NA
Image URL	Enter the image URL.	255 Characters
Overwrite?	Select the check box if you want to overwrite the image URL.	NA
Sponsor Username Format	Select the radio button corresponding to the format, which must be used for the sponsor's user name. The available options are: First Letter of Forename and Full Surname. First Letter of Forename and Full Surname and 3 digit number suffixed. User Entered.	NA
Site Username Format	Select the radio button corresponding to the format, which must be used for the site's user name. The available options are: First Letter of Forename and Full Surname. First Letter of Forename and Full Surname and 3 digit number suffixed. User Entered.	NA
User Status	Select Active to enable the user status active. Otherwise, select Inactive.	NA
Overwrite?	Select the check box if you want to overwrite the user status.	NA
Change Password	Select Yes to change password. Otherwise, select No.	NA
Overwrite?	Select the check box if you want to overwrite the password change.	NA
Copy Terminate Users	Select Yes to copy terminated users. Otherwise, select No.	NA
Editable System Config Options
Enrol patient with incomplete form	Select Yes to enable enrollment of patients with incomplete forms. Otherwise, select No. The standard option is Yes.	NA
Require a comment when entering N/A, Unknown, or Not Done	Select Yes to set the comment as mandatory when the patient enters values such as N/A, Unknown or Not Done. Otherwise, select No.	NA
Auto close manual queries	Select Yes to enable auto close manual queries. Otherwise, select No. The standard option is Yes.	NA
Query maximum length	Enter the maximum length for the query. The standard value is 80 characters.	NA
Require unique patient initials and date of birth	Select Study or Site if unique patient initials and date of birth are required. Otherwise, select None. The standard option is None.	4 Characters
Require unique patient ID	Select Study or Site if unique patient ID is required. Otherwise, select None. The standard option is None.	NA
Allow sponsor users to edit frozen forms	Select Yes to allow sponsor users to edit frozen forms. Otherwise, select No. The standard option is No.	NA
Date Format	Select the date format from the drop-down list. The standard option is Month/Day/Year.	NA
Navigation mode	Select Enable to enable navigation. Otherwise, select Disable. The standard option is Disable.	NA
Re-authentication inactivity period	Enter the re-authentication inactivity duration in minutes. The standard value is 5 minutes.	3 Characters
Re-authentication Password expiration period	Enter the re-authentication password expiration duration in days. The standard value is 30 days.	3 Characters
Re-identification period	Enter the re-identification duration in minutes. The standard value is 120 minutes.	3 Characters
Minimum password length	Enter the minimum password length. The standard value is 8 characters.	2 Characters
Inactivate account after number of failed logon attempts	Enter the maximum attempts allowed for failed logon. If the failed logon attempt exceeds the maximum attempt, the account is made inactive. The standard value is 3 attempts.	2 Characters
Require at least one numerical character in password	Select Yes if at least one numerical character is required in the password. Otherwise, select No. The standard option is Yes.	NA
Require at least one uppercase character in password	Select Yes if at least one uppercase character is required in the password. Otherwise, select No. The standard option is Yes.	NA
Require at least one non alpha-numeric character in password	Select Yes if at least one non-alphanumeric character is required in the password. Otherwise, select No. The standard option is Yes.	NA
Allow password reuse	Select Yes to enable reuse password. Otherwise, select No. The standard option is Yes.	NA
Enable forgot password	Select Yes to enable forgot password help. Otherwise, select No. The standard option is Yes.	NA
Email address for forgot password notification	Enter the email address for receiving the forgot password notification.	255 Characters
Email address for new site and user notification	Enter the email address for receiving new site and user notifications.	255 Characters
Enforce visit date entry (before other date can be entered)	Enter the value for enforcing visit date entry. The standard option is 2.	NA
View CRF Signature List	Enter the value for viewing the CRF Signature list. The standard option is 1.	NA
Post a Query for Conflict Resolution	Select the check box to post a query for conflict resolution.	NA
Enable SSL	Select the check box to enable SSL.	NA
Let user minimize left button panel and picture	Select the check box to let the user minimize left button panel and picture.	NA
Setting
Reporting Service Full URL	Enter the reporting service full URL.	255 Characters
Reporting Authentication namespace ID	Enter the reporting authentication namespace ID.	255 Characters
Reporting user root	Enter the reporting user root.	255 Characters
LDAP Server	Enter the LDAP server.	255 Characters
LDAP base distinguished name	Enter the LDAP base distinguished name.	255 Characters
Number of execution plan listener threads	Enter the number of execution plan listener threads.	255 Characters
Number of execution plan re-submits	Enter the number of execution plan re-submits.	255 Characters
Execution Plan Server	Enter the execution plan server.	255 Characters
MedML Installer Server	Enter the name of the MedML installer server.	255 Characters
Server Friendly Name	Enter the server friendly name.	255 Characters
Number of characters for CRF length (Phase Forward Internal)	Enter the number of characters for the CRF length.	255 Characters
Control panel is maximized by default (Phase Forward Internal)	Select the check box to set the default size of the Control panel to maximized.	NA
Screening number sequence format (Phase Forward Internal)	Enter the screening number sequence format.	255 Characters
Patient number sequence format (Phase Forward Internal)	Enter the patient number sequence format.	255 Characters
Default randomization source manager (Phase Forward Internal)	Enter the default randomization source manager.	255 Characters
Randomization format for simple site (Phase Forward Internal)	Enter the randomization format for simple site.	255 Characters
Randomization source manager for simple site (Phase Forward Internal)	Enter the randomization source manager for simple site.	255 Characters
Randomization format for simple central (Phase Forward Internal)	Enter the randomization format for simple central.	255 Characters
Randomization source manager for simple central (Phase Forward Internal)	Enter the randomization source manager for simple central.	255 Characters
Randomization for central stratified by site (Phase Forward Internal)	Enter the randomization for central stratified by site.	255 Characters
Randomization for source manager for central stratified by site (Phase Forward Internal)	Enter the randomization for source manager for central stratified by site.	255 Characters
Randomization format for central stratified (Phase Forward Internal)	Enter the randomization format for central stratified.	255 Characters
UNC download directory (Phase Forward Internal) (only used in legacy systems)	Enter the UNC download directory.	255 Characters
Virtual download directory (Phase Forward Internal) (only used in legacy systems)	Enter the virtual download directory.	255 Characters

Table A-32 Configuration Settings - Error Information

Field Name	Scenario	Error Message
Send E-mails for Failed Uploads	Error occurs when you click Submit without entering the email address or entering an invalid email address.	Enter email address for Duplicated Imports notification. Enter valid email address
Send E-mails on Failed/Successful Import	Error occurs you click Submit without entering the email address or entering an invalid user address.	Enter valid email address. Enter email address for Failed/Successful Imports notification.
Email Address to send Worklist	Error occurs when the text box for the worklist is blank or when you enter an invalid user address.	NA
Query maximum length	Error occurs when you enter character other than number or enter the value greater than and lesser than the threshold level.	Enter a valid Number. The value must be greater than or equal to constant value and less than or equal to constant value.
Re-authentication inactivity period	Error occurs when you enter character other than number.	Enter a valid Number.
Re-authentication Password expiration period	Error occurs when you enter character other than number.	Enter a valid Number.
Re-identification period	Error occurs when you enter character other than number.	Enter a valid Number.
Minimum password length	Error occurs when you enter character other than number.	Enter a valid Number.
Inactivate account after number of failed logon attempts	Error occurs when you enter character other than number.	Enter a valid Number.
Email address for forgot password notification	Error occurs when you enter an invalid email address.	Enter valid email address.
Email address for new site and user notification	Error occurs when you enter an invalid email address.	Enter a valid Number.
Number of execution plan listener threads	Error occurs when you enter character other than number.	Enter a valid Number.
Number of execution plan re-submits	Error occurs when you enter character other than number.	Enter a valid Number.
Number of characters for CRF length (Phase Forward Internal)	Error occurs when you enter character other than number.	Enter a valid Number.
Default Password	Error occurs when the password field is empty while submitting the form.	Enter the default password.
Comment	Error occurs when you submit the form without entering comment.	The form has not been changed.
Reporting Service Full URL	Error occurs when the URL is invalid.	Enter valid URL.
InForm Home Page Path	Error occurs when the entered home path is invalid.	Enter valid Home Path.

A.18 UMT Settings

Table A-33 UMT Settings - Field Information

Field Name	Description	Field Size (In Character)
Re-authentication inactivity period	Displays/Modify the re-authentication inactivity duration.	2 Characters
Minimum password length	Displays/Modify the minimum password length.	2 Characters
Password expiration period	Displays/Modify the password expiration duration.	3 Characters
Re-identification period	Displays/Modify the re-identification period.	3 Characters
Inactivate account after number of failed logon attempts	Displays/Modify the maximum attempts allowed for failed logon. If the failed logon attempt exceeds the maximum attempt, the account is made inactive.	1 Character
Email Address for forgot password notification	Displays/Modify the email address to which the forgotten password notification is sent.	255 Characters
Enable forgot password	Select the check box to enable forgot password help.	NA
Export schedule Interval	Displays/Modify export schedule interval.	NA
Import Schedule Interval	Displays/Modify import schedule interval.	NA
Enable Staging Schedule	Select the option to enable staging schedule. If you select the Enable Staging Schedule option, enter the scheduled time in the Hours and Minutes text boxes of the Staging Schedule Interval field.	NA
Staging Schedule Interval	Displays/Modify the staging schedule interval.	2 Characters
Disable Staging Schedule	Select the option to disable staging schedule.	NA
Enable Worklist Schedule	Select the option to enable worklist schedule. If you select the Enable Staging Schedule option, enter the scheduled time in the Hours and Minutes text boxes of the Worklist Schedule Interval field.	NA
Worklist Schedule Interval	Displays/Modify the worklist schedule interval.	2 Characters
Disable Worklist Schedule	Select the option to disable worklist schedule.	NA
Mail Service Interval	Displays/Modify the mail service interval time in minutes.	20 Characters

Table A-34 UMT Settings - Error Information

Field Name/ Action	Scenario	Error Message
Re-authentication inactivity period	Error occurs when you click Submit without entering data or exceeding the maximum value.	Fill the re-authentication inactivity period. The minimum and maximum value that are allowed for this filed are 5 and 30 respectively.
Minimum password length	Error occurs when you click Submit without entering data or exceeding the maximum value.	Fill Minimum password length. The minimum password length value must be greater than or equal to 6 and less than or equal to 12.
Password expiration period	Error occurs when you click Submit without entering data or exceeding the maximum value.	Fill the password expiration period. The minimum and maximum value that are allowed for this filed are 30 and 180 respectively.
Inactivate account after number of failed logon attempts	Error occurs when you click Submit without entering data or exceeding the maximum value.	Fill the number of failed logon attempts. The minimum and maximum value that are allowed for this filed are 2 and 5 respectively.
Email Address for forgot password notification	Error occurs when you click Submit without entering data or entering an invalid email address.	Enter valid email address(es). Fill the email address for forgot password notification
Error occurs when the user click submit button without giving data	Error occurs when you enter invalid characters.	Enter valid Export Schedule Hours.
Import Schedule Interval	Error occurs when you enter invalid characters.	Enter valid Import Schedule Hours.
Staging Schedule Interval	Error occurs when you enter invalid characters.	Enter valid Staging Schedule Interval
Worklist Schedule Interval	Error occurs when you enter invalid characters.	Enter valid Worklist Schedule Interval.
Email Address for Forgot password Notification	Error occurs when you enter an invalid email address.	Enter valid email address(es).
Inactivate account after number of failed logon attempts:	Error occurs when the maximum and minimum value exceeds.	The number of failed logon attempts value must be greater than or equal to 2 and less than or equal to 5.
Re-authentication inactivity period	Error occurs when the maximum and minimum value exceeds.	The Re-authentication inactivity period value must be greater than or equal to 5 and less than or equal to 30.
Password expiration period:	Error occurs when the maximum and minimum value exceeds.	The password expiration period must be greater than or equal to 30 and less than or equal to 180.
Re-identification period:	Error occurs when the maximum and minimum value exceeds.	The Re-identification period value must be greater than or equal to 15 and less than or equal to 180.
Minimum password length	Error occurs when the maximum and minimum value exceeds.	The minimum password length value must be greater than or equal to 6 and less than or equal to 12.
Worklist Schedule Interval	Error occurs when invalid hours or minutes are entered.	Enter valid Worklist Schedule hours. Enter valid Worklist Schedule minutes.
Export Schedule Interval	Error occurs when invalid hours are entered. Error occurs when invalid minutes are entered.	Enter valid Export Schedule hours. Enter valid Export Schedule minutes.
Import Schedule Interval	Error occurs when invalid hours are entered. Error occurs when invalid minutes are entered.	Enter valid Import Schedule hours. Enter valid Import Schedule minutes.
Staging Schedule Interval	Error occurs when invalid hours are entered. Error occurs when invalid minutes are entered.	Enter valid Staging Schedule hours. Enter valid Staging Schedule minutes.
Re-authentication inactivity period	Error occurs when the field is blank.	Fill the re-authentication inactivity period.
Password expiration period	Error occurs when the field is blank.	Fill the password expiration period.
Inactivate account after number of failed logon attempts	Error occurs when the field is blank.	Fill the number of failed logon attempts.
Re-identification period	Error occurs when the field is blank.	Fill the re-identification period.

A.19 Country Details

Table A-35 Country Details – Field Information

Field Name	Description
Country Name:	Displays/Modify the name of the country.
ISD Code	Displays/Modify the ISD code of the country.
Time Zone Association
Select Time Zone
- Available	Displays the list of available time zones. Click >> or > to move all or the selected time zones, respectively, to the Selected field.
- Selected	Displays the list of selected time zones. Click << or < to move all or the selected time zones, respectively, to the Available field.

A.20 UMT Roles

Table A-36 UMT Roles – Field Information

Field Name	Description
Filter Section
Role Name	Enter the name of the role.
InForm Role Details
Role Name	Displays the name of the role. Click the hyperlink to view the role details.
Role Type	Displays the type of the role.
Member Count	Displays the number of members in the role.
User Association	Click the icon to view the user-role associations.

A.21 PF Roles

Table A-37 PF Roles – Field Information

Field Name	Description	Field Size
Filter Section
Role Name:	Enter the name of the role.	63 Characters
Approval Status	Select the approval status from the drop-down list.	NA
PF Role Details
Role Name	Displays the name of the role. Click the hyperlink to view the role details.	NA
Approved Status	Displays the approval status of the role.	NA
Member Count	Displays the number of members in the role.	NA
User Association	Click the icon to view the user-role associations.	NA

A.22 Bulk Copy

Table A-38 Bulk Copy – Field Information

Field Name	Description
Source Trial	Select the source trial from the drop-down list.
Destination Trial	Displays the destination trial name.
Choose Items to be Copied	Select the check box to copy the trials from the corresponding items. The items include users, sites, roles, groups, and configuration settings.

Table A-39 Bulk Copy – Error Information

Field Name/Action	Scenario	Error Message
Select Source Trial drop-down list	Error occurs when you click Submit without selecting a source trial.	Select a trial.
Submit Button	Error occurs when you click Submit without selecting a trial.	Choose an option.

A.23 Create Sponsor Company

All fields marked with * are mandatory.

Table A-40 Create Sponsor Company – Field Information

Field Name	Description
Sponsor Company*	Enter the name of the sponsor.
Address1 Address2	Enter the communication address of the sponsor.
City	Enter the city to which the sponsor belongs.
Region	Enter the region to which the sponsor belongs.
State	Enter the state to which the sponsor belongs.
Province	Enter the province to which the sponsor belongs.
Postal Code	Enter the postal code of the sponsor.
Country	Select the country to which the sponsor belongs from the drop-down list.
Phone Number	Enter the phone number of the sponsor.
Alternate Phone Number	Enter the alternate phone number of the sponsor.
Logo File	Select the logo file of the sponsor.
Fax Number	Enter the fax number of the sponsor.
Is Duplicate Validation Trial Specific?	Select the check box if you want all the unique validations to occur at trail level only.
Zip Code	Enter the zip code of the sponsor.

A.24 Sponsor Company Details

All fields marked with * are mandatory.

Table A-41 Sponsor Company Details – Field Information

Field Name	Description
Sponsor Company*	Displays/Modify the name of the sponsor.
Address1 Address2	Displays/Modify the communication address of the sponsor.
City	Displays/Modify the city to which the sponsor belongs.
Region	Displays/Modify the region to which the sponsor belongs.
State	Displays/Modify the state to which the sponsor belongs.
Province	Displays/Modify the province to which the sponsor belongs.
Postal Code	Displays/Modify the postal code of the sponsor.
Country	Select the country to which the sponsor belongs from the drop-down list.
Phone Number	Displays/Modify the phone number of the sponsor.
Alternate Phone Number	Displays/Modify the alternate phone number of the sponsor.
Logo File	Enter the name of the sponsor logo file.
Fax Number	Displays/Modify the fax number of the sponsor.
Is Duplicate Validation Trial Specific?	Select the check box if you do not want UMT to check for user duplication across sponsor trials.
Zip Code	Displays/Modify the zip code of the sponsor.

A.25 List of Sponsor Companies

Table A-42 List of Sponsor Companies – Field Information

Field Name	Description	Field Size
Filter Section
Sponsor Company	Enter the name of the sponsor.	255 Characters
City	Enter the city to which the sponsor belongs.	255 Characters
Postal Code	Enter the postal code of the sponsor.	16 Characters
Phone Number	Enter the phone number of the sponsor.	25 characters
Country	Select the country to which the sponsor belongs from the drop-down list.	255 Characters
Sponsor Details:
Sponsor Company	Displays the name of the sponsor. Click the hyperlink to view the role details.	NA
City	Displays the city to which the sponsor belongs.	NA
Postal Code	Displays the postal code of the sponsor.	NA
Country	Displays the country to which the sponsor belongs.	NA
Phone Number	Displays the phone number of the sponsor.	NA

A.26 Log Files

Table A-43 Log Files – Field Information

Field Name	Description
Current Sponsor Company	Select the current sponsor company name from the drop-down list.
Trial	Select the trial from the drop-down list.
Filter Section
Application Name	Select the name of the application from the drop-down list.
Status	Select the status from the drop-down list.
From	Select the starting date from the calendar available at the side of the text box.
To	Select the ending date from the calendar available at the side of the text box.
Log File Details:
Application Name	Displays the name of the application.
Trial Name	Displays the name of the trial.
Batch	Displays the batch ID. Click the hyper link to view the list of transferred data.
User Name	Displays the user name.
Date & Time	Displays the date and time of creation of the log file.
Status	Displays the status of the log file.

A.27 User, Role Association

Table A-44 User, Role Association – Field Information

Field Name	Description
Current Sponsor Company	Displays the selected sponsor company.
Trial	Displays the selected trial.
Select Users
Available	Displays the list of available users. Click >> or > to move all or the selected users, respectively, to the Selected field.
Selected	Displays the list of selected users. Click << or < to move all or the selected users, respectively, to the Available field.
Already Associated	Displays the name of users that are already associated with the role.

Table A-45 User, Role Association – Error Information

Field Name/Action	Scenario	Error Message
Submit Form	Error occurs when you click Submit without making any change in the form.	Form not Changed.

A.28 Study Variables

Table A-46 Study Variable – Field Information

Field Name	Description	Field Size
Study Name	Displays the trial name.	NA
Study Variables
Browser Version (Minimum)	Displays/Modify the minimum version for Internet Explorer (IE) and Netscape Navigator.	5 Characters
Operating System	Displays the list of operating systems. Select the check boxes corresponding to the available operating systems.	NA
WAN Speed Boundary	Displays/Modify the wide area network speed.	5 Characters
URL for the eWP	Displays/Modify the URL for the eWP.	NA

Table A-47 Study Variables – Error Information

Field Name/Action	Scenario	Error Message
Submit Button	Error occurs when you click Submit without making any change.	The form has not been changed.
IE Textbox	Error occurs when you enter an invalid IE version.	Enter a Valid Browser Version for IE.
Netscape Textbox	Error occurs when you enter an invalid Netscafe version.	Enter a Valid Browser Version for Netscape.
WAN Speed Boundary	Error occurs when you enter an invalid WAP speed boundary.	Enter a Valid WAP Speed Boundary.

A.29 Selective Copy

Table A-48 Selective Copy – Field Information

Field Name	Description
Source Trial	Select the source trial from the drop-down list.
Destination Trial	Displays the destination trial name.
Select Type	Select the source trial item that needs to be copied from the drop-down list.
Available	Displays the list of source trial items. Click >> or > to move all or the selected trial items, respectively, to the Selected field.
Selected	Displays the list of selected trial items. Click << or < to move all or the selected trial, respectively, to the Available field.
Associated Sponsor Users	Select the check box if you want to copy the associated sponsor users details. This option is displayed depending on the type of copy item you select.
Associated Site Users	Select the check box if you want to copy the associated site users details. This option is displayed depending on the type of copy item you select.
Associated Sites	Select the check box if you want to copy the associated sites details. This option is displayed depending on the type of copy item you select.
Associated Roles	Select the check box if you want to copy the associated roles details. This option is displayed depending on the type of copy item you select.
Associated Groups	Select the check box if you want to copy the associated groups details. This option is displayed depending on the type of copy item you select.

A.30 PF User List Page

Table A-49 PF User List Page – Field Information

Field Name	Description	Field Size
Basic User Info
User Name	User name is displayed for all users.	255 Characters
First Name	The first name is displayed for all users.	255 Characters
Last Name	The last name is displayed for all users.	127 Characters
User Type:	This field is available for both InForm and IRT products.	NA
Role	This fields displays the PF role for which the user is assigned.	NA
Approval Status	This fields displays the approval status.	NA
Training Status	This fields displays the training status.	NA
Trained Date	This fields displays the training date.	NA
Sites(s)	This fields displays the list of sites the user is associated.	NA
Product Locale	This field is available for both InForm and IRT products with trial version above 4.5.	NA
Country	This fields displays the country to which the user belongs.	NA
Provisional Status	This fields displays the provisional status.	NA
Export To Excel Link	Select a user and on clicking this the user details gets exported to an Excel file.	NA
Export To File Link	Select a user and on clicking this the user details gets exported to a file.	NA

A.31 List of Sites

Table A-50 List of Sites - Field Information

Field Name	Description	Field Size (In Character)
Filter Section
Site No	Enter the number of the site.	20 Characters
Site Name	Enter the name of the site.	255 Characters
Approval Status	Select the status of the site from the drop-down list.	NA
City	Enter the city where the site is located.	127 Characters
Country	Select the country where the site is located from the drop-down list.	255 Characters
Study Version	Select the study version of the site from the drop-down list.	NA
Assessment Status	Select the assessment status of the site from the drop-down list.	NA
Provisioning Status	Select the provisioning status of the site from the drop-down list.	NA
Uploaded to IRT	Select whether you want to view sites that are uploaded to the IRT system.	NA
Uploaded to OLx	Select whether you want to view sites that are uploaded to the OLx system.	NA
Uploaded to IPMs	Select whether you want to view sites that are uploaded to the IPMs system.	NA
Uploaded to InForm	Select whether you want to view sites that are uploaded to the InForm system.	NA
Site Details
	Displays the icon, if the site is Upload to InForm. if the site is Upload to IRT. if the site is Upload to InForm/IRT.	NA
Site No	Displays the site number.	NA
Site Name	Displays the name of the site. Click the hyperlink to view the site details.	NA
Approval Status	Displays the status of the site. The status of the site can be Approved, Pending, or Rejected.	NA
City	Displays the city where the site is located.	NA
Country	Displays the country where the site is located.	NA
Study Version	Displays the study version.	NA
Assessment Mail	Displays the icon, if the mail is sent to the members of that site. if the first reminder mail is sent to the members of that site. if the second reminder mail is sent to the members of that site.	NA
Pass/Fail	Displays the corresponding icons, if the site passed the assessment process. if the site is in the border line of the assessment process. if the site failed the assessment process.	NA
Assessment Status	Displays the status of the assessment process.	NA
Provisioning Status	Displays the status of the provisioned items.	NA

A.32 Selective Copy

Table A-51 Selective Copy – Field Information

Field Name	Description
Source Trial	Select the source trial from the drop-down list.
Destination Trial	Displays the destination trial name.
Select Type	Select the source trial item that needs to be copied from the drop-down list.
Available	Displays the list of source trial items. Click >> or > to move all or the selected trial items, respectively, to the Selected field.
Selected	Displays the list of selected trial items. Click << or < to move all or the selected trial, respectively, to the Available field.
Associated Sponsor Users	Select the check box if you want to copy the associated sponsor users details. This option is displayed depending on the type of copy item you select.
Associated Site Users	Select the check box if you want to copy the associated site users details. This option is displayed depending on the type of copy item you select.
Associated Sites	Select the check box if you want to copy the associated sites details. This option is displayed depending on the type of copy item you select.
Associated Roles	Select the check box if you want to copy the associated roles details. This option is displayed depending on the type of copy item you select.
Associated Groups	Select the check box if you want to copy the associated groups details. This option is displayed depending on the type of copy item you select.
Already Copied	Displays the list of selected trial items which is already copied to the destination trial.

Table A-52 Selective Copy – Error Information

Field Name/Action	Scenario	Error Message
Trial Drop-down List	Error occurs when you click Submit without selecting a trial.	Select a trial.
Trial Drop-down List	Error occurs when you click Submit without selecting a type from the Type drop-down list.	Select a Type.
Submit Button	Error occurs when you click Submit without selecting a site.	Select a Site.
Submit Button	Error occurs when you click Submit without selecting a role.	Select a Role.
Submit Button	Error occurs when you click Submit without selecting a group.	Select a Group.
Submit Button	Error occurs when you click Submit without selecting a user.	Select a User.

A.33 UMT Role Details

Table A-53 UMT Role Details - Field Information

Field Name	Description	Field Size
Role*	Enter the name of the role.	63 Characters
Role Type	Select the type of the role from the drop-down list.	NA
UMT Admin	Displays the list of UMT administration rights. To assign a privilege (rights), select the corresponding check box.	NA
Import/Export	Displays the list of import or export rights. To assign a privilege (rights), select the corresponding check box.	NA
User/Sponsor/Site Details	Displays the list of rights for managing user, sponsor, or site details. To assign a privilege (rights), select the corresponding check box.	NA
Log Files	Displays the list of rights for managing log files. To assign a privilege (rights), select the corresponding check box.	NA
Approval	Displays the list of rights for approval. To assign a privilege (rights), select the corresponding check box.	NA
InForm Rights	Displays the list of InForm rights. To assign a privilege (rights), select the corresponding check box.	NA
Miscellaneous	Displays the list of miscellaneous rights. To assign a privilege (rights), select the corresponding check box.	NA

Table A-54 UMT Role Details – Error Information

Field Name/Action	Scenario	Error Message
Role	Error occurs when you enter characters other than alphanumeric, hyphen, underscore, and blank space.	Enter a valid Role Name. Only Alphanumerics (A-Z, 0-9), Hyphens(-), underscores(_) and blank spaces are allowed.
Role Type	Error occurs when you click Submit without selecting a role type.	Select a Role Type.
Submit Button	Error occurs when you click Submit without selecting at least one role.	Associate at least one Right for the Role.
Sponsor Drop-down List	Error occurs when you click Submit without selecting a sponsor company.	Select Sponsor Company.
Submit Button	Error occurs when you click Submit without entering all mandatory fields.	Complete all mandatory fields before saving.

A.34 UMT Users

Table A-55 UMT Users - Field Information

Field Name	Description	Field Size
Filter Section
Username	Enter the user name.	25 characters
First Name	Enter the first name of the user.	127 Characters
Last Name	Enter the last name of the user.	127 Characters
User Type	Select the user type from the drop-down list.	NA
Status	Select the status of the user from the drop-down list.	NA
City	Enter the city to which the user belongs.	255 Characters
State /Province	Enter the state or province to which the user belongs.	255 Characters
Country	Select the country to which the user belongs from the drop-down list.	NA
Role	Select the role to which the user belongs from the drop-down list.	NA
Username	Displays the user name. Click the hyperlink to view the corresponding user details.	NA
First Name	Displays the first name of the user.	NA
Last Name	Displays the last name of the user.	NA
User Type	Displays the user type.	NA
Status	Displays the status of the user.	NA
City	Displays the city to which the user belongs.	NA
State/Province	Displays the state or province to which the user belongs.	NA
Country	Displays the country to which the user belongs.	NA
Role	Displays the role to which the user belongs.	NA
UMT USer Details:
Username	Displays the user name. Click the hyperlink to view the corresponding user details.	NA
First Name	Displays the first name of the user.	NA
Last Name	Displays the last name of the user.	NA
User Type	Displays the user type.	NA
Status	Displays the status of the user.	NA
Role	Displays the role to which the user belongs.	NA
City	Displays the city to which the user belongs.	NA
State/Province	Displays the state or province to which the user belongs.	NA
Country	Displays the country to which the user belongs.	NA

Table A-56 UMT Users – Error Information

Field Name/Action	Scenario	Error Message
Action Drop-down list	Error occurs when you click Go without selecting any action in the drop-down list.	Select an option.
Go Button	Error occurs when you click Go without selecting any user.	Select a user.
Active User	Error occurs when you activate the user whose status is already Active.	You have selected active users.
InActive User	Error occurs when you inactivate the user whose status is already Inactive.	You have selected inactive users.

A.35 Create UMT Role

Table A-57 Create UMT Role - Field Information

Field Name	Description	Field Size
Role*	Enter the name of the role.	63 Characters
Role Type	Select the type of the role from the drop-down list.	NA
UMT Admin	Displays the list of UMT administration rights. To assign a privilege (rights), select the corresponding check box.	NA
Import/Export	Displays the list of import or export rights. To assign a privilege (rights), select the corresponding check box.	NA
User/Sponsor/Site Details	Displays the list of rights for managing user, sponsor, or site details. To assign a privilege (rights), select the corresponding check box.	NA
Log Files	Displays the list of rights for managing log files. To assign a privilege (rights), select the corresponding check box.	NA
Approval	Displays the list of rights for approval. To assign a privilege (rights), select the corresponding check box.	NA
InForm Rights	Displays the list of InForm rights. To assign a privilege (rights), select the corresponding check box.	NA
Assessment	Displays the list of Assessment rights. To assign a privilege (rights), select the corresponding check box.	NA
Provisioning	Displays the list of Provisioning rights. To assign a privilege (rights), select the corresponding check box.	NA
Asset	Displays the list of Asset rights. To assign a privilege (rights), select the corresponding check box.	NA
Worklist	Displays the list of Worklist rights. To assign a privilege (rights), select the corresponding check box.	NA
Miscellaneous	Displays the list of miscellaneous rights. To assign a privilege (rights), select the corresponding check box.	NA

Table A-58 Create UMT Role – Error Information

Field Name/Action	Scenario	Error Message
Role	Error occurs when you enter characters other than alphanumeric, hyphen, underscore, and blank space.	Enter a valid Role Name. Only Alphanumerics (A-Z, 0-9), Hyphens(-), underscores(_), and blank spaces are allowed.
Role Type	Error occurs when you click Submit without selecting a role type.	Select a Role Type.
Submit Button	Error occurs when you click Submit without selecting at least one role.	Associate at least one Right for the Role.
Sponsor Drop-down List	Error occurs when you click Submit without selecting a sponsor company.	Select Sponsor Company.
Submit Button	Error occurs when you click Submit without completing all mandatory fields.	Complete all mandatory fields before saving.

A.36 Create PF Role

Table A-59 Create PF Role - Field Information

Field Name	Description	Field Size
Role*	Enter the name of the role.	63 character
User Admin	Displays the list of user administration rights. To assign a privilege (rights), select the corresponding check box.	NA
User Misc	Displays the list of user miscellaneous rights. To assign a privilege (rights), select the corresponding check box.	NA
CRF Rights	Displays the list of CRF rights. To assign a privilege (rights), select the corresponding check box.	NA
Case Book Rights	Displays the list of case book rights. To assign a privilege (rights), select the corresponding check box.	NA
Query Rights	Displays the list of query rights. To select the right, click the corresponding check boxes.	NA
Rule Rights	Displays the list of user rule rights. To assign a privilege (rights), select the corresponding check box.	NA
Synchronization	Displays the list of synchronization rights. To assign a privilege (rights), select the corresponding check box.	NA
Navigation	Displays the list of navigation rights. To assign a privilege (rights), select the corresponding check box.	NA
System Admin Rights	Displays the list of system administration rights. To assign a privilege (rights), select the corresponding check box.	NA

Table A-60 Create PF Role – Error Information

Field Name/Action	Scenario	Error Message
Role*	Error occurs when click Submit without entering a role name.	Please Enter a valid Role Name. Only Alphanumerics (A-Z, 0-9), Hyphens(-), underscores(_), and blank spaces are allowed.
Submit Button	Error occurs when the Patient Transfer Right is selected for the trial running in the PF 4.5 version.	Patient Transfer Right can be selected only for Trials running in PF 4.5 Version.
Submit Button	Error occurs when the Custom Reports and Admin Reports Rights is selected for the trial running in the PF 4.5 version.	PF 4.5 Version cannot have Custom Reports and Admin Reports Right.
Submit Button	Error occurs when the Custom Reports Right is selected for the trial running in the PF 4.5 version.	PF 4.5 Version cannot have Custom Reports Right.
Submit Button	Error occurs when the Patient Transfer Right is selected for the trial running in the PF 4.5 version.	PF 4.5 Version cannot have Admin Reports Right.
Submit Button	Error occurs when no rights are associated to the role.	Associate at least one Right for the Role.
Submit Button	Error occurs when you click Submit without entering all mandatory fields.	Complete all mandatory fields, before Saving.
Role Name	Error occurs when you enter an invalid character other than alphanumeric characters and hyphens.	Enter a valid Role Name. Only Alphanumerics (A-Z, 0-9), Hyphens(-), underscores (_), and blank spaces are allowed.

A.37 Sponsor Company Details

Table A-61 Sponsor Company Details - Field Information

Field Name	Description	Field Size
Sponsor Company*	Enter the name of the sponsor company.	255 Characters
Address1 Address2	Enter the communication address of the sponsor company.	255 Characters
City	Enter the city to which the sponsor company belongs.	255 Characters
Region	Enter the region to which the sponsor company belongs.	255 Characters
Postal Code	Enter the postal code of the sponsor company.	16 Characters
Country	Select the country to which the sponsor company belongs from the drop-down list.	255 Characters
Fax Number	Enter the fax number of the sponsor company.	25 Characters
Phone Number	Enter the phone number of the sponsor company.	25 Characters
Alternate Phone Number	Enter the alternate phone number of the sponsor company.	25 Characters
Is Duplicate Validation Trial Specific?	Select the check box if you do not want UMT to check for user duplication across sponsor trials.	NA
Enter a character*	Enter a character to distinguish similar data that are imported into UMT. This prevents data overwrite.	1 Character
Logo File	Enter the name of the sponsor logo file.	255 Characters
Zip Code	Enter the zip code.	16 Characters

A.38 Create Sponsor Company

Table A-62 Create Sponsor Company - Field Information

Field Name	Description	Field Size
Sponsor Company*	Enter the name of the sponsor company.	255 Characters
Address1 Address2	Enter the communication address of the sponsor company.	255 Characters
City	Enter the city to which the sponsor company belongs.	255 Characters
Region	Enter the region to which the sponsor company belongs.	255 Characters
Postal Code	Enter the postal code of the sponsor company.	16 Characters
Country	Select the country to which the sponsor company belongs from the drop-down list.	255 Characters
Fax Number	Enter the fax number of the sponsor company.	25 Characters
Phone Number	Enter the phone number of the sponsor company.	25 Characters
Alternate Phone Number	Enter the alternate phone number of the sponsor company.	25 Characters
Is Duplicate Validation Trial Specific?	Select the check box if you do not want UMT to check for user duplication across sponsor trials.	NA
Logo File	Enter the name of the sponsor logo file.	255 Characters
Zip Code	Enter the zip code.	16 Characters

Table A-63 Create Sponsor Company – Error Information

Field Name/Action	Scenario	Error Message
Current Sponsor Company	Error occurs when you enter the character other than alphanumeric, ampersand, underscore, and blank space.	Enter Sponsor company.
Address1 Address2	Error occurs when you enter character other than alphanumeric.	Enter a character.
City	Error occurs when you enter character other than alphanumeric, and blank space.	Enter a valid City. Only alphanumerics, underscores, and hyphens are allowed.
Region	Error occurs when you enter character other than alphabet and blank space.	Enter a valid Region. Only alphanumerics, underscores, and hyphens are allowed.
State	Error occurs when you enter character other than alphanumeric and blank space.	Enter a valid State. Only Alphanumerics (A-Z, 0-9) and Blank Spaces are allowed.
Province	Error occurs when you enter character other than alphanumeric and blank space.	Enter a valid Province. Only Alphanumerics (A-Z, 0-9) and Blank Spaces are allowed.
Postal Code	Error occurs when you enter character other than alphanumeric, hyphen, and blank space.	Enter a valid Postal Code. Only Alphanumerics (A-Z, 0-9), Hyphens(-), and Blank Spaces are allowed.
Country	NA	NA
Fax Number	Error occurs when you enter character other than number, hyphen, and blank space.	Enter a valid Fax Number. Only numbers, hyphens, and blank spaces are allowed.
Phone Number	Error occurs when you enter character other than number, hyphen, and blank space.	Enter a valid Phone number. Only numbers, hyphens, and blank spaces are allowed.
Alternate Phone Number	Error occurs when you enter character other than number, hyphen, and blank space.	Enter a valid Alternate Phone number. Only numbers, hyphens and blank spaces are allowed/
Is Duplicate Validation Trial Specific?	NA	NA
Enter a character*	Error occurs when you enter a character other than alphanumeric.	Enter a character
Zip Code	Error occurs when you enter a character other than alphanumeric.	Enter a valid Postal code. Only numbers, hyphens, and blank spaces are allowed.
Logo File	Error occurs when you enter space in logo file text box.	Spaces not allowed while specifying file name. Enter a valid file name.
Logo File	Error occurs when enter the file other than jpg, gif, and txt.	Logo file should be only jpg/gif/ txt files.

A.39 Create Trial Details

Table A-64 Create Trial Details - Field Information

Field Name	Description	Field Size
Trial Details
Trial Name*	Enter the name of the trial.	255 Characters
Reference*	Enter the reference name.	20 Characters
Protocol Number*	Enter the number of the protocol.	255 Characters
Duration in Months	Enter the duration of the trial in months.	5 Characters
Contracted No of Sites	Enter the number of sites contracted for performing the trial.	5 Characters
Contracted No of Countries	Enter the number of countries contracted for performing the trial.	5 Characters
Contracted No of Patients	Enter the number of patients contracted for performing the trial.	5 Characters
Contracted No of Users	Enter the number of users contracted for performing the trial.	5 Characters
Contracted No of IOL Accounts	Enter the number of IOL accounts contracted for performing the trial.	5 Characters
Contracted No of Site Assessments	Enter the number of contracted site assessments.	5 Characters
Study URL	Enter the study URL.	100 Characters
Therapeutic Area	Enter the therapeutic area.	100 Characters
Trial Phase	Select the phase of the trial from the drop-down list.	NA
Status	Select the status of the trial from the drop-down list.	NA
Compound/Drug/Device Name	Enter the compound, drug, and device name used in the trial.	255 Characters
E-mail Trigger	Select Enable to enable eCS email functionality. Otherwise, select Disable. This information refers to the email trigger of registration and certificate emails by eCS.	1 Character
Notes	Enter your notes on the trial you are creating.	255 Characters
Select Trial Type	Select the trial type from the drop-down list.	NA
Select Trial Version*	Select the trial version from the drop-down list.	NA
Trial, Country Association	-	-
Select Country*	-	-
- Available	Displays the list of available countries. Click >> or > to move all or the selected country, respectively, to the Selected field.	NA
- Selected	Displays the list of selected countries. Click << or < to move all or the selected country, respectively, to the Available field.	NA

Table A-65 Create Trial Details – Error Information

Field Name/Action	Scenario	Error Message
Trial Details
Trial Name	Error occurs when you submit without entering the trial name. Another error may occur if you enter the character other than alphanumeric, hyphen, and underscores.	Enter Trial Name. Enter a valid Trial Name. Only Alphanumerics (A-Z, 0-9), Hyphens, and underscores(_) are allowed.
Reference	Error occurs when you enter the character other than alphanumeric.	Enter Reference.
Protocol Number	Error occurs when you enter the character other than alphanumeric.	Enter Protocol Number.
Duration in Months	Enter the duration of the trial in months.	Enter a valid Duration in Months. Only Numbers (0-9) are allowed.
Contracted No of Sites	Error occurs when you enter the character other than number.	Enter a valid Contracted No of sites. Only Numbers (0-9) are allowed.
Contracted No of Countries	Error occurs when you enter the character other than number.	Enter the number of countries contracted for performing the trial.
Contracted No of Patients	Error occurs when you enter the character other than number.	Enter a valid Contracted No of Patients. Only Numbers (0-9) are allowed.
Contracted No of Users	Enter the number of users contracted for performing the trial.	Enter a valid Contracted No of Users. Only Numbers (0-9) are allowed.
Contracted No of IOL Accounts	Enter the number of IOL accounts contracted for performing the trial.	Enter a valid Contracted No of IOL Accounts. Only Numbers (0-9) are allowed.
Contracted No of Site Assessments	Enter the number of contracted site Assessments.	Enter a valid Contracted No of Site Assessments. Only Numbers (0-9) are allowed.
Study URL	Enter the study URL.	NA
Therapeutic Area	Enter the therapeutic area.	NA
Trial Phase	Select the phase of the trial from the drop-down list.	NA
Status	Select the status of the trial from the drop-down list.	Select Trial Status.
Compound/Drug/Device Name	Enter the compound, drug, and device name used in the trial.	NA
E-mail Trigger	Select Enable to enable eCS email functionality. Otherwise, select Disable. This information refers to the email trigger of registration and certificate emails by eCS.	NA
Notes	Error occurs when you enter more than 255 characters.	Note text should not exceed 255 characters.
Import path	Error occurs when you click Submit without selecting the FTP path.	Enter FTP path.
Select Trial Version	Error occurs when you click Submit without selecting any trial version.	Select the trial version.
Trial, Country Association	-	-
Select Country	Error occurs when you click Submit without selecting any country.	Select a country.
- Available	NA	NA
- Selected	NA	NA

A.40 Create Oracle User

Table A-66 Create Oracle User - Field Information

Field Name	Description	Field Size
Basic User Info
User Type *	Select PF user from the drop-down list.	NA
User Name *	The user name format must follow the specifications in the UMT settings.	255 Characters
First Name*	Enter the first name of the user.	127 Characters
Last Name*	Enter the last name of the user.	127 Characters
Title	Select a title for the user from the drop-down list.	NA
Description	Enter the description for the user.	255 Characters
Display Name	Enter the display name for the user.	255 Characters
Contact Details
Address1	Enter the communication address1 of the user.	255 Characters
Address2	Enter the communication address2 of the user.	255 Characters
Town/City	Enter the town or city to which the user belongs.	255 Characters
State/Province	Enter the state or province to which the user belongs.	255 Characters
Country*	Select the country to which the user belongs from the drop-down list.	NA
Postal Code	Enter the postal code of the user.	16 Characters
Phone Number	Enter the phone number of the user.	25 Characters
Alternate Phone Number	Enter the alternate phone number of the user.	25 Characters
Beeper Number	Enter the beeper number of the user.	25 Characters
Fax Number	Enter the fax number of the user.	25 Characters
E-mail Address*	Enter the email address of the user. By default, the UMT application accepts only email addresses that belong to the Oracle domain (for example, [e-mail]).	255 Characters
Confirm User E-mail Address*	Enter the email address of the user for confirmation.	255 Characters
User Misc
Date Format	Select the required date format from the drop-down list.	NA
Load to InForm	Select check box to load the user to InForm.	NA
Overwrite	Select check box to overwrite.	NA
Assessment Mail	Select whether to enable or disable the assessment mail.	NA
Image URL	Enter the URL of the image.	255 characters
Trial Association
Select Sponsor	Select the sponsor to associate the user.	NA
Select Trial	Select the trial to associate the user.	NA

Table A-67 Create PF User – Error Information

Field Name/Action	Scenario	Error Message
Basic User Info
User Type *	You have to select the type of user, either sponsor user or site user.	NA
User Name*	Error occurs when you enter the character other than alphanumeric and underscore.	Enter a valid Username. Only alphanumeric (A-Z, 0-9) and underscores (_) are allowed.
First Name*	Error occurs when you enter the character other than alphabet, hyphen, and blank space.	Enter a valid First Name. Only alphanumeric (A-Z), hyphens (-), and blank spaces are allowed.
Last Name*	Error occurs when you enter the character other than alphabet, hyphen, and blank space.	Enter a valid Last Name. Only Letters (A-Z), Hyphens (-) and Blank Spaces are allowed.
Title	NA	NA
Description	Enter the description for the user.	255 Characters
Display Name	Enter the display name for the user.	255 Characters
Change Password on Next Login	NA	NA
Contact Details
Address1	Enter the communication address1 of the user.	255 Characters
Address2	Enter the communication address2 of the user.	255 Characters
Town/City	Enter the town or city to which the user belongs.	255 Characters
State/Province	Enter the state or province to which the user belongs.	255 Characters
Country *	Select the country to which the user belongs from the drop-down list.	NA
Postal Code	Enter the postal code of the user.	16 Characters
Phone Number	Enter the phone number of the user.	25 Characters
Alternate Phone Number	Enter the alternate phone number of the user.	25 Characters
Beeper Number	Enter the beeper number of the user.	25 Characters
Fax Number	Enter the fax number of the user.	25 Characters
E-mail Address*	Error occurs when you click Submit without entering an valid email ID.	Enter a valid email ID.
Confirm User E-mail Address*	Error occurs when you do not enter confirm email address.	Confirm email address.

A.41 Create Trial Details

Table A-68 Create Trial Details - Field Information

Field Name	Description	Field Size
Trial Details
Study Name*	Enter the study name of the trial.	255 Characters
Trial Name*	Enter the name of the trial.	255 Characters
SOW/Contract Number*	Enter the reference name.	20 Characters
Protocol Number*	Enter the number of the protocol.	255 Characters
Duration in Months	Enter the duration of the trial in months.	5 Characters
Contracted No of Sites	Enter the number of sites contracted for performing the trial.	5 Characters
Contracted No of Countries	Enter the number of countries contracted for performing the trial.	5 Characters
Contracted No of Patients	Enter the number of patients contracted for performing the trial.	5 Characters
Contracted No of Users	Enter the number of users contracted for performing the trial.	5 Characters
Contracted No of IOL Accounts	Enter the number of IOL accounts contracted for performing the trial.	5 Characters
Contracted No of Site Assessments	Enter the number of contracted site assessments.	5 Characters
Study URL	Enter the study URL.	100 Characters
Therapeutic Area	Enter the therapeutic area.	100 Characters
Trial Phase	Select the phase of the trial from the drop-down list.	NA
Status	Select the status of the trial from the drop-down list.	NA
Is Pivotal Trial	Check the Yes or No option from the radio button for Is Pivotal?.	NA
Sponsor Customer	Enter the Sponsor Customer Name. Use this field when the Sponsor company is a CRO to show the name of the Sponsors Customer.	255
Is OLX Trial	Check the Yes or No options from the radio button for Is OLX?.	NA
Is IRT Trial	Check the Yes or No options from the radio button for Is IRT?.	NA
Is InForm Trial	Check the Yes or No options from the radio button for Is InForm?.	NA
Compound/Drug/Device Name	Enter the compound, drug, and device name used in the trial.	255 Characters
E-mail Trigger	Select Enable to enable eCS email functionality. Otherwise, select Disable. This information refers to the email trigger of registration and certificate emails by eCS.	1 Character
Notes	Enter your notes on the trial you are creating.	255 Characters
Select Trial Type	Select the trial type from the drop-down list.	NA
Select Trial Version*	Select the trial version from the drop-down list.	NA
Trial, Country Association
Select Country*
- Available	Displays the list of available countries. Click >> or  > to move all or the selected country, respectively, to the Selected field.	NA
- Selected	Displays the list of selected countries. Click << or < to move all or the selected country, respectively, to the Available field.	NA
Display Name:	Enter the display name for the user.	255 Characters
Change Password on Next Login	NA	NA
Contact Details	-	-
Address1	Enter the communication address1 of the user.	255 Characters
Address2	Enter the communication address2 of the user.	255 Characters
Town/City	Enter the town or city to which the user belongs.	255 Characters
State/Province	Enter the state or province to which the user belongs.	255 Characters
Country *	Select the country to which the user belongs from the drop-down list.	NA
Postal Code	Enter the postal code of the user.	16 Characters
Phone Number	Enter the phone number of the user.	25 Characters
Alternate Phone Number	Enter the alternate phone number of the user.	25 Characters
Beeper Number	Enter the beeper number of the user.	25 Characters
Fax Number	Enter the fax number of the user.	25 Characters
E-mail Address*	Error occur when you click Submit without entering an valid email ID.	Enter a valid email id.
Confirm User E-mail Address*	Error occurs when you do not enter confirm email address.	Confirm email address.

Table A-69 Create Trial Details – Error Information

Field Name/Action	Scenario	Error Message
Trial Details
Study Name	Error occurs when you click Submit without entering the study name or if you enter the character other than alphanumeric, hyphen, and underscores.	Enter a valid Study Name. Only Alphanumerics (A-Z, 0-9), Hyphens, and underscores(_) are allowed.
Trial Name	Error occurs when you click Submit without entering the trial name or if you enter the character other than alphanumeric, hyphen, and underscores.	Enter a valid Trial Name. Only Alphanumerics (A-Z, 0-9), Hyphens, and underscores(_) are allowed.
SOW/Contract Number	Error occurs when you enter the character other than alphanumeric.	Enter Reference.
Protocol Number	Error occurs when you enter the character other than alphanumeric.	Enter Protocol Number.
Duration in Months	Enter the duration of the trial in months.	Enter a valid Duration in Months. Only Numbers (0-9) are allowed.
Contracted No of Sites	Error occurs when you enter the character other than number.	Enter a valid Contracted No of sites. Only Numbers (0-9) are allowed.
Contracted No of Countries	Error occurs when you enter the character other than number.	Enter the number of countries contracted for performing the trial.
Contracted No of Patients	Error occurs when you enter the character other than number.	Enter a valid Contracted No of Patients. Only Numbers (0-9) are allowed.
Contracted No of Users	Enter the number of users contracted for performing the trial.	Enter a valid Contracted No of Users. Only Numbers (0-9) are allowed.
Contracted No of IOL Accounts	Enter the number of IOL accounts contracted for performing the trial.	Enter a valid Contracted No of IOL Accounts. Only Numbers (0-9) are allowed
Contracted No of Site Assessments	Enter the number of contracted site assessments.	Enter a valid Contracted No of Site Assessments. Only Numbers (0-9) are allowed.
Study URL	Enter the study URL.	NA
Therapeutic Area	Enter the therapeutic area.	NA
Trial Phase	Select the phase of the trial from the drop-down list.	NA
Status	Select the status of the trial from the drop-down list.	Please select Trial Status
Is IRT/ InForm	Select at least any one type of trial IRT or InForm.	Trial should be either InForm or IRT.
Compound/Drug/Device Name	Enter the compound, drug, and device name used in the trial.	NA
E-mail Trigger	Select Enable to enable eCS email functionality. Otherwise, select Disable. This information refers to the email trigger of registration and certificate emails by eCS.	NA
Notes	Error occurs when the entered character exceed 255 characters.	Note text should not exceed 255 characters.
Import path	Error occurs when you click Submit without select FTP path.	Enter FTP path.
Select Trial Version*	Error occurs when the you click Submit without selecting any trial version.	Select Trial Version.
Trial, Country Association
Select Country*	Error occurs when you click Submit without selecting any country.	Select a country.
- Available	NA	NA
- Selected	NA	NA

A.42 Edit PF User

Table A-70 Edit PF User - Field Information

Field Name	Description	Field Size
Basic User Info
User Type *	You have to select the type of user, either sponsor user or site user.	NA
User Name *	The user name format must follow the specifications in the UMT settings.	255 Characters
First Name*	Enter the first name of the user.	127 Characters
Last Name*	Enter the last name of the user.	127 Characters
Title	Select a title for the user from the drop-down list.	NA
Description:	Enter the description for the user.	255 Characters
Display Name:	Enter the display name for the user.	255 Characters
Contact Details
Address1	Enter the communication address1 of the user.	255 Characters
Address2	Enter the communication address2 of the user.	255 Characters
Town/City	Enter the town or city to which the user belongs.	255 Characters
State/Province	Enter the state or province to which the user belongs.	255 Characters
Country *	Select the country to which the user belongs from the drop-down list.	NA
Postal Code	Enter the postal code of the user.	16 Characters
Phone Number	Enter the phone number of the user.	25 Characters
Alternate Phone Number	Enter the alternate phone number of the user.	25 Characters
Beeper Number	Enter the beeper number of the user.	25 Characters
Fax Number	Enter the fax number of the user.	25 Characters
E-mail Address*	Enter the email address of the user.	255 Characters
Confirm User E-mail Address*	Enter the email address of the user for confirmation.	255 Characters
User Misc
Assessment mail	Select whether to enable or disable assessment mail.	NA
InForm Home page path	Select the InForm home page path.	255 characters
Image URL	Enter the URL of the image.	255 characters
Change password in next login	Select Yes or No.	NA
Overwrite	Select to overwrite.	NA
Date Format	Select the format for the date to be displayed.	NA
Training Status	Select the training status from the options given.	NA
Load to InForm	Used to load to InForm.	NA
Rights Association
Right Group *	Select the Right Group for the user.	NA
Query Group	Select the Query Group for the user.	NA
Trial Association
Select Sponsor	Select the sponsor to associate the user.	NA
Select Trial	Select the trial to associate the user.	NA
Reason For Change	Enter the reason for change or edit.	NA

Table A-71 Edit PF User – Error Information

Field Name/Action	Scenario	Error Message
Basic User Info
User Type *	You have to select the type of user, either sponsor user or site user.	NA
User Name*	Error occurs when you enter the character other than alphanumeric and underscore.	Enter a valid Username. Only Alphanumeric (A-Z, 0-9) and underscores (_) are allowed.
First Name*	Error occurs when you enter the character other than alphabet, hyphen, and blank space.	Enter a valid First Name. Only Letters (A-Z), Hyphens (-), and Blank Spaces are allowed.
Last Name*	Error occurs when you enter the character other than alphabet, hyphen, and blank space.	Enter a valid Last Name. Only Letters (A-Z), Hyphens (-), and Blank Spaces are allowed.
Title	NA	NA
Description:	Enter the description for the user.	255 Characters
Display Name:	Enter the display name for the user.	255 Characters
Change Password on Next Login	NA	NA
Contact Details
Address1	Enter the communication address1 of the user.	255 Characters
Address2	Enter the communication address2 of the user.	255 Characters
Town/City	Enter the town or city to which the user belongs.	255 Characters
State/Province	Enter the state or province to which the user belongs.	255 Characters
Country *	Select the country to which the user belongs from the drop-down list.	NA
Postal Code	Enter the postal code of the user.	16 Characters
Phone Number	Enter the phone number of the user.	25 Characters
Alternate Phone Number	Enter the alternate phone number of the user.	25 Characters
Beeper Number	Enter the beeper number of the user.	25 Characters
Fax Number	Enter the fax number of the user.	25 Characters
E-mail Address*	Error occur when you click Submit without entering an valid email ID.	Enter a valid email id.
Confirm User E-mail Address*	Error occurs when you do not enter confirm email address.	Confirm email address.
Right Group	Error occurs you do not select the right group.	Select the Right Group.
Reason For Change	Error occurs when you do not enter the reason for change.	Enter Reason For Change.

A.43 Create UMT User Details

Table A-72 Create UMT User Details - Field Information

Field Name	Description	Field Size
User Details
Username*	Enter the user name. The user name format must follow the specifications in the UMT settings.	25 Characters
User Type*	Select the user type from the drop-down list. Select PF User to create a PF user and Sponsor User to create a sponsor user.	NA
First Name*	Enter the first name of the user.	127 Characters
Last Name*	Enter the last name of the user.	127 Characters
Title	Select a title for the user from the drop-down list.	NA
Status	Select Active to set the user as active. Otherwise, select Inactive.	NA
Change Password on Next Login	Select Yes to change the password at next log on. Otherwise, select No.	NA
Address1 Address2	Enter the communication address of the user.	255 Characters
Town/City	Enter the town or city to which the user belongs.	255 Characters
State/Province	Enter the state or province to which the user belongs.	255 Characters
Country*	Select the country to which the user belongs from the drop-down list.	NA
Postal Code	Enter the postal code of the user.	16 Characters
Phone Number	Enter the phone number of the user.	25 Characters
Alternate Phone Number	Enter the alternate phone number of the user.	25 Characters
Mobile Number	Enter the mobile number of the user.	25 Characters
Fax Number	Enter the fax number of the user.	25 Characters
E-mail Address*	Enter the email address of the user.	255 Characters
Confirm User E-mail Address*	Enter the email address of the user for confirmation.	255 Characters
Select Role*	Based on the user type, select a role for the user from the drop-down list.	NA

Table A-73 Create UMT User Details – Error Information

Field Name/Action	Scenario	Error Message
User Details
Username	Error occurs when you enter the character other than alphanumeric and underscore.	Enter a valid Username. Only Alphanumeric (A-Z, 0-9) and underscores(_) are allowed.
User Type	Error occurs when the user type is not selected before submit.	Select User Type.
First Name	Error occurs when you enter the character other than alphabet, hyphen, and blank space.	Enter a valid First Name. Only Letters (A-Z), Hyphens (-), and Blank Spaces are allowed.
Last Name	Error occurs when you enter the character other than alphabet, hyphen, and blank space.	Enter a valid Last Name. Only Letters (A-Z), Hyphens (-), and Blank Spaces are allowed.
Title	NA	NA
Status	NA	NA
Change Password on Next Login	NA	NA
Address1 Address2	NA	NA
Town/City	Error occurs when you enter the character other than alphabet, integer, and blank space.	Enter a valid Town/City. Only Alphanumeric (A-Z, 0-9) and Blank Spaces are allowed.
State/Province	Error occurs when you enter the character other than alphabet and blank space.	Enter a valid State/Province. Only Letters (A-Z) and Blank Spaces are allowed.
Country*	Error occurs when you click Submit without selecting the country.	Select a country.
Postal Code	Error occurs when you enter the character other than alphabet, integer and blank space.	Enter a valid Postal Code. Only Alphanumeric (A-Z, 0-9) and Blank Spaces are allowed.
Phone Number	Error occurs when you enter the character other than alphabet, hyphen, and blank space.	Enter a valid Phone Number. Only Numbers (0-9), Hyphens (-), and Blank spaces are allowed.
Alternate Phone Number	Error occurs when you enter the character other than alphabet, hyphen, and blank space.	Enter a valid Alternate Phone Number. Only Numbers (0-9), Hyphens (-), and Blank spaces are allowed.
Mobile Number	Error occurs when you enter the character other than alphabet, hyphen, and blank space.	Enter a valid Mobile Number. Only Numbers (0-9), Hyphens (-) and Blank spaces are allowed.
Fax Number	Error occurs when you enter the character other than alphabet, hyphen, and blank space.	Enter a valid Fax Number. Only Numbers (0-9), Hyphens (-), and Blank spaces are allowed.
E-mail Address*	Error occurs when you click Submit without entering the email address or entering a wrong email address.	1. Enter E-mail Address. 2. Enter a valid E-mail Address.
Confirm User E-mail Address*	Error occurs for either of the following reasons: When you click Submit without entering the confirm user address. When you enter a wrong email format. When the email address and confirm email address mismatch.	1. Confirm User E-mail Address. 2. Confirm a valid E-mail Address. 3. Confirm E-mail Address does not match
Select Role*	Error occurs when you click Submit without selecting a role.	Select a Role.
Common Error
Copy/Paste	Error occurs when you copy and paste to any text box.	Type using your Keyboard.
Copy/Paste	Error occurs when you copy and paste the Conform Email Address.	Re-confirm your Email address. Note: Do not copy and paste your Email address.
Copy/Paste	Error occurs when you copy and paste the email address.	Enter your Email address. Note: Do not copy and paste your Email address.

A.44 UMT User Details

Table A-74 UMT User Details - Field Information

Field Name	Description	Field Size
User Details
Username*	Enter the user name. The user name format must follow the specifications in the UMT settings.	25 Characters
User Type*	Select the user type from the drop-down list. Select PF User to create a PF user and Sponsor User to create a sponsor user.	NA
First Name*	Enter the first name of the user.	127 Characters
Last Name*	Enter the last name of the user.	127 Characters
Title	Select a title for the user from the drop-down list.	NA
Status	Select Active to set the user as active. Otherwise, select Inactive.	NA
Change Password on Next Login	Select Yes to change the password at next log on. Otherwise, select No.	NA
Address1 Address2	Enter the communication address of the user.	255 Characters
Town/City	Enter the town or city to which the user belongs.	255 Characters
State/Province	Enter the state or province to which the user belongs.	255 Characters
Country*	Select the country to which the user belongs from the drop-down list.	NA
Postal Code	Enter the postal code of the user.	16 Characters
Phone Number	Enter the phone number of the user.	25 Characters
Alternate Phone Number	Enter the alternate phone number of the user.	25 Characters
Mobile Number	Enter the mobile number of the user.	25 Characters
Fax Number	Enter the fax number of the user.	25 Characters
E-mail Address*	Enter the email address of the user.	255 Characters
Confirm User E-mail Address*	Enter the email address of the user for confirmation.	255 Characters
Select Role*	Based on the user type, select a role for the user from the drop-down list.	NA
Select Country*
- Available	Displays the list of available countries. Click >> or  > to move all or the selected country, respectively, to the Selected field.	NA
- Selected	Displays the list of selected countries. Click << or < to move all or the selected country, respectively, to the Available field.	NA
Select Trial*
- Available	Displays the list of available trials. Click >> or  > to move all or the selected trial, respectively, to the Selected field.	NA
- Selected	Displays the list of selected trials. Click << or < to move all or the selected trials, respectively, to the Available field.	NA

Table A-75 UMT User Details – Error Information

Field Name/Action	Scenario	Error Message
User Details
Username	Error occurs when you enter the character other than alphanumeric and underscore.	Enter a valid Username. Only Alphanumeric (A-Z,0 -9) and underscores(_) are allowed.
User Type	Error occur when the user type is not selected before submit.	Select User Type.
First Name	Error occurs when you enter the character other than alphabet, hyphen, and blank space.	Enter a valid First Name. Only Letters (A-Z), Hyphens (-), and Blank Spaces are allowed.
Last Name	Error occurs when you enter the character other than alphabet, hyphen, and blank space.	Enter a valid Last Name. Only Letters (A-Z), Hyphens (-), and Blank Spaces are allowed.
Title	NA	NA
Status	NA	NA
Change Password on Next Login	NA	NA
Address1 Address2	NA	NA
Town/City	Error occurs when you enter the character other than alphabet, integer, and blank space.	Enter a valid Town/City. Only Alphanumeric (A-Z, 0-9) and Blank Spaces are allowed.
State/Province	Error occurs when you enter the character other than alphabet and blank space.	Enter a valid State/Province. Only Letters (A-Z) and Blank Spaces are allowed.
Country*	Error occurs when you click Submit without selecting the country.	Select a country.
Postal Code	Error occurs when you enter the character other than alphabet, integer, and blank space.	Enter a valid Postal Code. Only Alphanumeric (A-Z, 0-9) and Blank Spaces are allowed.
Phone Number	Error occurs when you enter the character other than alphabet, hyphen, and blank space.	Enter a valid Phone Number. Only Numbers (0-9), Hyphens (-), and Blank spaces are allowed.
Alternate Phone Number	Error occurs when you enter the character other than alphabet, hyphen, and blank space.	Enter a valid Alternate Phone Number. Only Numbers (0-9), Hyphens (-), and Blank spaces are allowed.
Mobile Number	Error occurs when you enter the character other than alphabet, hyphen, and blank space.	Enter a valid Mobile Number. Only Numbers (0-9), Hyphens (-), and Blank spaces are allowed.
Fax Number	Error occurs when you enter the character other than alphabet, hyphen, and blank space.	Enter a valid Fax Number. Only Numbers (0-9), Hyphens (-), and Blank spaces are allowed.
E-mail Address*	Error occurs when you click Submit without entering the email address or if you enter a wrong email address.	1. Enter E-mail Address. 2. Enter a valid E-mail Address.
Confirm User E-mail Address*	Error occurs for either of the following reasons: When you click Submit without entering the confirm user address. When you enter a wrong email format. When the email address and confirm email address mismatch.	1. Confirm User E-mail Address. 2. Confirm a valid E-mail Address. 3. Confirm E-mail Address does not match.
Select Role*	Error occurs when you click Submit without selecting a Role.	Select a Role.
Common Error
Copy/Paste	Error occurs when you copy and paste to any text box.	Type using your Keyboard.
Copy/Paste	Error occurs when you copy and paste the confirm email address.	Re-confirm your Email address. Note: Do not copy and paste your Email address.
Copy/Paste	Error occurs when you copy and paste the email address.	Enter your Email address. Note: Do not copy and paste your Email address.

A.45 Create Site Details

Table A-76 Create Site Details - Field Information

Field Name	Description	Field Size
Site Details
Site Number*	Enter the number of the site.	20 Characters
Site Name*	Enter the name of the site.	255 Characters
Site Address1* Site Address2	Enter the address of the site.	255 Characters
Town/City*	Enter the city where the site is located.	127 Characters
State/Province	Enter the state or province where the site is located.	255 Characters
Country*	Select the country where the site is located from the drop-down list.	NA
Postal Code	Enter the postal code of the site.	16 Characters
Phone Number*	Enter the phone number of the site.	25 Characters
Alternate Phone Number	Enter the alternate phone number of the site.	25 Characters
Fax Number	Enter the fax number of the site.	25 Characters
E-mail	Enter the e-mail address of the site.	255 Characters
Date Format	Displays the date format.	NA
TimeZone*	Select the time zone from the drop-down list.	NA
Study Version	Displays the selected study version.	NA
Load to InForm	Select the check box to upload site details to InForm system	NA
Site Study Locale*	Select the site study locale from the drop-down available	NA
Order of Username in Signature	Select the order of username from the drop-down available for signature.	NA
IRT Related
Site Id	Enter the IRT Site ID.	255
Ship Name	Enter the ship name of the site.	255
Ship Address	Enter the ship address.	255
First Name	Enter the last name.	255
Last Name	Enter the last name.	255
Investigator ID	Enter the investigator ID.	255
Ship Note	Enter the ship note.	255
DEA Registration No	Enter the DEA registration number.	255
DEA Expiration	Enter the DEA expiration.	255
Load to IRT	Select the check box to load the user's information into the IRT system.	NA
Ship City	Enter the ship city.	255
Ship State	Enter the ship state.	255
Ship Zip	Enter the ship zip.	255
Ship Country	Select the ship country.	NA
Ship Phone	Enter the ship phone.	255
Ship Fax	Enter the ship fax.	255
OLX Related
Project Site Enrolment*	Enter the project site enrollment details.	255
Active Site?	Select the check box.	NA
Load to OLX	Select the check box to load the user's information into the OLX system.	NA
User Association Details
Filter By	Select the filter criteria from the drop-down lists. If you select City, enter the name of the city in the text box that appears and click Go. You can also use wild cards to search for a city. If you select Country and TimeZone, select the country and time zone from the drop-down list that appears.	NA
Select User
- Available	Displays the list of available users. Click >> or > to move all or the selected users, respectively, to the Selected field.	NA
- Selected	Displays the list of selected users. Click << or < to move all or the selected users, respectively, to the Available field.	NA
Automatic Association	Select the check box to automatically associate the site to the users created in the selected country and time zone.	NA

Table A-77 Create Site Details – Error Information

Field Name/Action	Scenario	Error Message
Site Details
Site Number*	Error occurs when the you click Submit without entering the site number or when you enter the characters other than alphanumeric, hyphen, and underscore.	Enter Site Number. Enter a valid Site number. Only Numbers (0-9), Letters (A-Z), Hyphens(-), and Underscores(_) are allowed.
Site Name*	Error occurs when the you click Submit without entering the site name or when you enter the characters other than alphanumeric, hyphen, underscore, and blank space	Enter Site Name. Enter a valid Site name. Only Alphanumerics (A-Z,0-9), Hyphens(-), Underscores(_), and Blank Spaces are allowed.
Site Address1* Site Address2	Error occurs when the you click Submit without entering the site address or when you enter the characters other than alphanumeric, hyphen, underscore, blank space, period, and comma.	Enter Site Address. Enter a valid Address. Only Alphanumerics (A-Z,0-9), Period (.), Comma (,), Hyphens(-), Underscores(_), and Blank Spaces are allowed.
Town/City*	Error occurs when the you enter the characters other than alphanumeric and blank space.	Enter a valid Town/City. Only Alphanumerics (A-Z, 0-9) and Blank Spaces are allowed.
State/Province	Error occurs when the you enter the characters other than alphabet and blank space.	Enter a valid State/Province. Only Letters (A-Z) and Blank Spaces are allowed.
Country*	Error occurs when you click Submit without selecting the country or when no time zone found for the country.	Select a Country. No TimeZone found.
Postal Code	Error occurs when you enter invalid character in the postal code.	Enter a valid Postal Code. Only Alphanumerics (A-Z, 0-9), and Blank Spaces are allowed
Phone Number*	Error occurs when you click Submit without entering the phone number or when you enter character other than number, hyphen, and blank space.	Enter Phone Number. Enter a valid Phone number. Only Numbers (0-9), Hyphens(-) and Blank Spaces are allowed.
Alternate Phone Number	Error occurs when you click Submit without entering the alternate phone number or when you enter character other than number, hyphen, and blank space.	Enter Alternate Phone Number. Enter a valid Alternate Phone number. Only Numbers (0-9), Hyphens(-), and Blank Spaces are allowed.
Fax Number	Error occurs when you enter the character other than number, hyphen, and blank space.	Enter a valid Fax number. Only Numbers (0-9), Hyphens(-), and Blank Spaces are allowed.
E-mail	Error occurs when the you enter the email ID other than the standard format.	Enter valid E-mail.
Date Format	NA	NA
TimeZone*	Error occurs when you click Submit without selecting the time zone.	Select TimeZone
Study Version	NA	NA
Load to InForm	NA	NA
Site Study Locale*	Error occurs when you click Submit without selecting the site study locale.	Select the site study locale.
IRT Related Details
Site ID	Error occurs when the you click Submit without entering the site ID.	Enter Site ID,
Ship Name	Error occurs when you click Submit without entering the ship name.	Enter Ship Name.
First Name	Error occurs when you click Submit without entering the first name.	Enter First Name.
Last Name	Error occurs when the you click Submit without entering the last name.	Enter Last Name.
Ship Address	Error occurs when you click Submit without entering the ship address.	Enter Ship Address.
Ship City	Error occurs when the you click Submit without entering the ship city.	Enter Ship City.
Ship Zip	Error occurs when the you click Submit without entering the ship zip.	Enter Ship Zip.
Ship Country	Error occurs when the you click Submit without selecting the ship country.	Select Ship Country.
OLX Related
Project Site Enrollment	Error occurs when the you click Submit without entering the project site enrollment.	Enter project site enrollment.
User Association Details
Filter By	NA	NA
Select User
- Available	NA	NA
- Selected	NA	NA
Automatic Association	NA	NA

A.46 Site Details

Table A-78 Site Details - Field Information

Field Name	Description	Field Size
Site Details
Site Number*	Enter the number of the site.	20 Characters
Site Name*	Enter the name of the site.	255 Characters
Site Address1* Site Address2	Enter the address of the site.	255 Characters
Town/City*	Enter the city where the site is located.	127 Characters
State/Province	Enter the state or province where the site is located.	255 Characters
Country*	Select the country where the site is located from the drop-down list.	NA
Postal Code	Enter the postal code of the site.	16 Characters
Phone Number*	Enter the phone number of the site.	25 Characters
Alternate Phone Number	Enter the alternate phone number of the site.	25 Characters
Fax Number	Enter the fax number of the site.	25 Characters
E-mail	Enter the e-mail address of the site.	255 Characters
Date Format	Displays the date format.	NA
TimeZone*	Select the time zone from the drop-down list.	NA
Study Version	Displays the selected study version.	NA
Load to InForm	Select the check box to upload site details to InForm system.	NA
IRT Related
Site Id	Enter the IRT Site ID.	255
Ship Name	Enter the ship name of the site.	255
Ship Address	Enter the ship address.	255
First Name	Enter the last name.	255
Last Name	Enter the last name.	255
Investigator ID	Enter the investigator ID.	255
Ship Note	Enter the ship note.	255
DEA Registration No	Enter the DEA registration number.	255
DEA Expiration	Enter the DEA expiration.	255
Load to IRT	Select the check box to load the user's information into the IRT system.	NA
Ship City	Enter the ship city.	255
Ship State	Enter the ship state.	255
Ship Zip	Enter the ship zip.	255
Ship Country	Select the ship country.	NA
Ship Phone	Enter the ship phone.	255
Ship Fax	Enter the ship fax.	255
OLX Related
Project Site Enrolment*	Enter the project site enrollment details.	255
Active Site?	Select the check box.	NA
Load to OLX	Select the check box to load the user's information into the OLX system.	NA
User Association Details
Filter By	Select the filter criteria from the drop-down lists. If you select City, enter the name of the city in the text box that appears and click Go. You can also use wild cards to search for a city. If you select Country and TimeZone, select the country and time zone from the drop-down list that appears.	NA
Select User
- Available	Displays the list of available users. Click >> or > to move all or the selected users, respectively, to the Selected field.	NA
- Selected	Displays the list of selected users. Click << or < to move all or the selected users, respectively, to the Available field.	NA
Automatic Association	Select the check box to automatically associate the site to the users created in the selected country and time zone.	NA
Submit button	Click to submit the form.	NA
Cancel button	Click to cancel the changes and return to the previous page.	NA
Reason For change Textbox	Enter the reason for change.	255 characters

Table A-79 Site Details – Error Information

Field Name/Action	Scenario	Error Message
Site Details
Site Number*	Error occurs when you click Submit without entering the site number or when you enter the characters other than alphanumeric, hyphen, and underscore.	Enter Site Number. Enter a valid Site number. Only Numbers (0-9), Letters (A-Z), Hyphens(-), and Underscores(_) are allowed.
Site Name*	Error occurs when you click Submit without entering the site Name or when you enter the characters other than alphanumeric, hyphen, underscore, and blank space.	Enter Site Name. Enter a valid Site name. Only Alphanumerics (A-Z,0-9), Hyphens(-), Underscores(_), and Blank Spaces are allowed.
Site Address1* Site Address2	Error occurs when the you click Submit without entering the site address or when the user enter the characters other than alphanumeric, hyphen, underscore, blanks pace, period, and comma.	Enter Site Address. Enter a valid Address. Only Alphanumerics (A-Z, 0-9), Period (.), Comma (,), Hyphens(-), Underscores(_), and Blank Spaces are allowed.
Town/City*	Error occurs when the you enter the characters other than alphanumeric and blank space.	Enter a valid Town/City. Only Alphanumerics (A-Z, 0-9) and Blank Spaces are allowed.
State/Province	Error occurs when the you enter the characters other than alphabet and blank space.	Enter a valid State/Province. Only Letters (A-Z) and Blank Spaces are allowed.
Country*	Error occurs when you click Submit without selecting the country or when no time zone is found for the country.	Select a Country. No TimeZone found.
Postal Code	Error occurs when you enter an invalid character in the postal code.	Enter a valid Postal Code. Only Alphanumerics (A-Z,0-9) and Blank Spaces are allowed
Phone Number*	Error occurs when you click Submit without entering the phone number or when you enter character other than number, hyphen, and blank space.	Enter Phone Number. Enter a valid Phone number. Only Numbers (0-9), Hyphens(-), and Blank Spaces are allowed.
Alternate Phone Number	Error occurs when you click Submit without entering the alternate phone number or when you enter character other than number, hyphen, and blank space.	Enter Alternate Phone Number. Enter a valid Alternate Phone number. Only Numbers (0-9), Hyphens(-), and Blank Spaces are allowed.
Fax Number	Error occurs when the you enter the character other than number, hyphen, and blank space	Enter a valid Fax number. Only Numbers (0-9), Hyphens(-), and Blank Spaces are allowed
E-mail	Error occurs when the you enter the email ID other than the standard format.	Enter valid E-mail.
Date Format	NA	NA
TimeZone*	Error occurs when the you click Submit without selecting the time zone.	Select TimeZone.
Study Version	NA	NA
Load to InForm	NA	NA
IRT Related Details
Site ID	Error occurs when the you click Submit without entering the site ID.	Enter Site ID.
Ship Name	Error occurs when the you click Submit without entering the ship name.	Enter Ship Name.
First Name	Error occurs when the you click Submit without entering the first name.	Enter First Name.
Last Name	Error occurs when the you click Submit without entering the last name.	Enter Last Name.
Ship Address	Error occurs when the you click Submit without entering the ship address.	Enter Ship Address.
Ship City	Error occurs when the you click Submit without entering the ship city.	Enter Ship City.
Ship Zip	Error occurs when the you click Submit without entering the ship zip.	Enter Ship Zip.
Ship Country	Error occurs when the you click Submit without selecting the ship country.	Select Ship Country.
OLX Related
Project Site Enrollment	Error occurs when the you click Submit without entering the project site enrollment.	Enter project site enrollment.
User Association Details
Filter By	NA	NA
Select User
- Available	NA	NA
- Selected	NA	NA
Automatic Association	NA	NA
Submit Button	Error occurs when you click Submit without any change.	The form has not changed.
Submit Button	Error occurs when you click Submit without entering reason for change.	Enter a reason for change.
Submit Button	Error occurs when you enter more than 255 characters.	Reason text should not exceed 255 characters.

A.47 MUL Import - Error and Corrective Action Information

Table A-80 MUL Import - Error and Corrective Action Information

Error Message	Scenario	Corrective Action
XML Import:
Number of characters allowed for ItemRefname is 63	Error occurs when the character limit of ItemRefname exceeds 63.	Enter ItemRefname Less than or equal to 63 character.
Maximum Number of characters allowed for ItemQuestion is 255	Error occurs when the character limit of ItemQuestion exceeds 255.	Enter ItemQuestion Less than or equal to 255 character.
Maximum Number of characters allowed for Form Title is 255	Error occurs when the character limit of title exceeds 255.	Enter Title Less than or equal to 255 character.
Maximum Number of characters allowed for Form RefName is 32	Error occurs when the character limit of RefName exceeds 32.	Enter RefName Less than or equal to 32 character.
Group Insert:
Invalid Characters found in Group Name	Error occurs when group name contains characters other than alphanumeric, hyphen, underscore, and blank space.	Remove the character other than Alphanumeric, hyphen, underscore and blank space.
Group Name exceeds maximum limit 63	Error occurs when the group name exceeds 63 characters.	Enter the Group Name Less than or equal to 63 characters.
Group Type not found	Error occurs when the you do not check any group type.	Check at least one group type.
User Insert:
Site number not found	Error occurs when you enter an invalid site number.	Enter the site number of the existing site.
Rights Group not found	Error occurs when you enter an invalid right group.	Enter the site number of the existing Right Group.
First name not found	Error occurs when the first name column is left blank.	Enter the First name.
Last name not found	Error occurs when the last name column is left blank.	Enter the Last name.
Phone number not found	Error occurs when the phone number column is left blank.	Enter the Phone number.
Display name not found	Error occurs when the display name column is left blank.	Enter the Display name.
Email ID not found	Error occurs when the email ID column is left blank.	Enter the Email ID.
User is Mark Upload to InForm and Trial is Locked	Error occurs when you update the user information when the user is Mark Upload to InForm and the Trial is locked.	User cannot be import with the status Mark Upload to InForm when the Trial is locked for QC.
Cannot create user even by appending the character to UserName, as already exist under the sponsor.	Error occurs when the user already created by appending the character.	User need to enter different username.
RoleType is not matched with User Type	Error occurs when the role type is mismatched with the user type.	Choose a Role type that match with the User Type.
Invalid Characters found in User Name	Error occurs when the user name contains characters other than alphanumeric, hyphen, underscore, and blank space.	Remove the character other than Alphanumeric, Hyphen, Underscore and Blank space.
Invalid Characters found in First Name	Error occurs when the first name contains characters other than alphanumeric, hyphen, underscore, and blank space.	Remove the character other than Alphanumeric, Hyphen, underscore and blank space.
Invalid Characters found in Last Name	Error occurs when the last name contains characters other than alphabet, hyphen, underscore, and blank space.	Remove the character other than Alphabet, Hyphen, underscore and blank space.
Invalid Characters found in Phone Number	Error occurs when the phone number contains characters other than number, hyphen, and blank space.	Remove the character other than Alphabet, Hyphen and blank space.
Invalid Characters found in Fax Number	Error occurs when the fax number contains characters other than alphanumeric, underscore, and blank space.	Remove the character other than Alphanumeric, underscore and blank space.
Invalid Characters found in Display Name	Error occurs when the display name contains characters other than alphabet, hyphen, and blank space.	Remove the character other than Alphabet, Hyphen and blank space
Invalid Characters found in Title	Error occurs when the title contains characters other than alphabet, underscore, period, comma, and blank space.	Remove the character other than Alphabet, underscore, period, comma and blank space.
Invalid Characters found in Alternate Phone number	Error occurs when the alternate phone contains characters other than number, underscore, and blank space.	Remove the character other than Number, underscore, and blank space.
Email ID is Invalid	Error occurs when you enter the email ID other than the standard format of email.	Enter the E mail ID in a valid format.
Invalid Characters found in Address1	Error occurs when address1 contains characters other than alphanumeric, underscore, hyphen, period, comma, and blank space.	Remove the character other than Alphanumeric, underscore, hyphen, period, comma and blank space.
Invalid Characters found in Address2	Error occurs when address2 contains characters other than alphanumeric, underscore, hyphen, period, comma, and blank space.	Remove the character other than Alphanumeric, underscore, hyphen, period, comma and blank space.
Invalid Characters found in City/Town name	Error occurs when city or town contains characters other than alphanumeric and blank space.	Remove the character other than Alphanumeric and blank space.
Invalid Characters found in Region/Province/State name	Error occurs when region, province, or state contains characters other than alphabet and blank space.	Remove the character other than Alphabet and blank space.
Phone number not found	Error occurs when the phone number column is left blank.	Enter the Phone number.
Invalid Characters found in Postal Code	Error occurs when postal code contains characters other than alphanumeric and blank space.	Remove the character other than Alphanumeric and blank space.
Invalid Characters found in Beeper	Error occurs when beeper contains characters other than alphanumeric, hyphen, and blank space.	Remove the character other than Alphanumeric, hyphen and blank space.
User name exceeds maximum limit 25 characters	Error occurs when the character limit of the user name exceeds 25.	Enter User name Less than or equal to 25 character.
First name exceeds maximum limit 127 characters	Error occurs when the character limit of the user name exceeds 25.	Enter User name Less than or equal to 25 character.
Last name exceeds maximum limit 25 characters	Error occurs when the character limit of the last name exceeds 25.	Enter Last name Less than or equal to 25 character.
Phone number exceeds maximum limit 25 characters	Error occurs when the character limit of the phone number exceeds 25.	Enter Phone number Less than or equal to 25 character.
Fax number exceeds maximum limit 25 characters	Error occurs when the character limit of the fax number exceeds 25.	Enter Fax number Less than or equal to 25 character
Display name exceeds maximum limit 255 characters	Error occurs when the character limit of the display name exceeds 255.	Enter Display name Less than or equal to 255 character.
Alternate phone number exceeds maximum limit 255 characters	Error occurs when the character limit of the phone number exceeds 255.	Enter phone number Less than or equal to 255 character.
Email ID exceeds maximum limit 255 characters	Error occurs when the character limit of the email ID exceeds 255.	Enter Email ID Less than or equal to 255 character.
Address1 exceeds maximum limit 255 characters	Error occurs when the character limit of address1 exceeds 255.	Enter Address1 Less than or equal to 255 character.
Address2 exceeds maximum limit 255 characters	Error occurs when the character limit of address2 exceeds 255.	Enter Address2Less than or equal to 255 character.
Town/City name exceeds maximum limit 255 characters	Error occurs when the character limit of town or city exceeds 255.	Enter Town/City Less than or equal to 255 character.
Region/state name exceeds maximum limit 255 characters	Error occurs when the character limit of region or state exceeds 255.	Enter Region/state Less than or equal to 255 character.
Postal code exceeds maximum limit 16 characters	Error occurs when the character limit of postal code exceeds 16.	Enter Postal code Less than or equal to 16 character.
Beeper exceeds maximum limit 255 characters	Error occurs when the character limit of beeper exceeds 255.	Enter Beeper Less than or equal to 255 character.
Description exceeds maximum limit 255 characters	Error occurs when the character limit of description exceeds 255.	Enter Description Less than or equal to 255 character.
Role Insert:
The following roles are not imported as only 20 roles will be imported at a time	Error occurs when you import more than 20 records at time.	Import only 20 records at a time.
Invalid characters found in RoleName	Error occurs when the postal code contains characters other than alphanumeric, hyphen, underscore, and blank space.	Remove the character other than Alphanumeric, hyphen, underscore and blank space.
RoleName exceeds maximum limit	Error occurs when the role name exceeds the maximum limit of 63 characters.	Enter RoleName Less than or equal to 63 character.
RoleType not found	Error occurs when enter the role type other than available role type.	Enter only available roletype.
Site Insert:
Site number not found	Error occurs when the site number column is left blank.	Enter the Site number.
Site name not found	Error occurs when the site name column is left blank.	Enter the Site name.
Site Address1 not found	Error occurs when the site address1 column is left blank.	Enter the Site Address1.
Town/city name not found	Error occurs when the site address1 column is left blank.	Enter the Site Address1.
Postal code not found	Error occurs when the postal code column is left blank.	Enter the Postal code.
Country name not found	Error occurs when the country name column is left blank.	Enter the Country name.
Phone number not found	Error occurs when the phone number column is left blank.	Enter the Phone number.
Site GMT conversion time not found	Error occurs when the site GMT conversion time column is left blank.	Enter the Site GMT conversion time.
Site is Mark Upload to InForm and Trial is Locked	Error occurs if you insert a site which is mark upload to InForm when the trial is locked.	If only the trial is unlocked the site could be inserted. And site which is not mark upload to InForm can be Import.
Invalid Characters found in Site number	Error occurs when the site number contains characters other than alphanumeric and hyphen.	Remove the character other than Alphanumeric and Hyphen.
Site number Should have at least one number	Error occurs when the site number does not contain at least one number.	Enter at least one number in the site number.
Invalid Characters found in Site name	Error occurs when the site name contains characters other than alphanumeric, hyphen, underscore, and blank space.	Remove the character other than Alphanumeric, hyphen, underscore and blank space.
Invalid Characters found in Address1	Error occurs when address1 contains characters other than alphanumeric, underscore, hyphen, period, comma, and blank space.	Remove the character other than Alphanumeric, underscore, hyphen, period, comma and blank space.
Invalid Characters found in Address2	Error occurs when address2 contains characters other than alphanumeric, underscore, hyphen, period, comma, and blank space.	Remove the character other than Alphanumeric, underscore, hyphen, period, comma and blank space.
Invalid Characters found in City/Town name	Error occurs when the city or town contains characters other than alphanumeric and blank space.	Remove the character other than Alphanumeric and blank space.
Invalid Characters found in Region/State name	Error occurs when the region, province, or state contains characters other than Alphabet and blank space.	Remove the character other than Alphabet and blank space.
Invalid Characters found in Postal/Zip Code	Error occurs when the postal code contains characters other than alphanumeric and blank space.	Remove the character other than Alphanumeric and blank space.
Invalid Characters found in Phone number	Error occurs when the phone number contains characters other than number, hyphen, and blank space.	Remove the character other than Alphabet, Hyphen and blank space.
Invalid Characters found in Fax number	Error occurs when the fax number contains characters other than alphanumeric, underscore, and blank space.	Remove the character other than Alphanumeric, underscore and blank space.
Invalid Characters found in Alternate phone number	Error occurs when the alternate phone number contains characters other than number, hyphen, and blank space.	Remove the character other than Alphabet, Hyphen and blank space.
Email ID is Invalid	Error occurs when the email ID is not in the standard format.	Enter the E mail ID in a valid format.
Time zone is Invalid	Error occurs when the time zone is invalid.	Enter the valid Time zone.
Country Name is Invalid	Error occurs when the entered time zone is invalid.	Enter the valid Country Name.
Site number exceeds maximum limit 20 characters	Error occurs when the character limit of the site number exceeds 20.	Enter Site number Less than or equal to 20 character.
Site name exceeds maximum limit 255 characters	Error occurs when the character limit of the site name exceeds 255.	Enter Site name Less than or equal to 255 character.
City/Town name exceeds maximum limit 127 characters	Error occurs when the character limit of city or town name exceeds 127.	Enter City/Town name Less than or equal to 127 character.
Region/State name exceeds maximum limit 255 characters	Error occurs when the character limit of region or state name exceeds 255.	Enter Region/State Less than or equal to 255 character.
Postal Code exceeds maximum limit 16 characters	Error occurs when the character limit of the postal code exceeds 16.	Enter Postal Code Less than or equal to 16 character.
Phone number exceeds maximum limit 25 characters	Error occurs when the character limit of the phone number exceeds 25.	Enter Phone number Less than or equal to 25 character.
Fax number exceeds maximum limit 25 characters	Error occurs when the character limit of the fax number exceeds 25.	Enter Fax number Less than or equal to 25 character.
Alternate Phone Number exceeds maximum limit 25 characters	Error occurs when the character limit of the alternate phone number exceeds 25.	Enter Alternate Phone Number Less than or equal to 25 character.
Email ID exceeds maximum limit 255 characters	Error occurs when the character limit of the email ID exceeds 25.	Enter Email ID Less than or equal to 25 character.
Address1 exceeds maximum limit 255 characters	Error occurs when the character limit of address1 exceeds 25.	Enter Address1 Less than or equal to 25 characters.
Address2 exceeds maximum limit 255 characters	Error occurs when the character limit of address2 exceeds 25.	Enter Address2 Less than or equal to 25 characters.
Ship Name not found	Error occurs when the ship name column is left blank.	Enter the Ship Name.
Ship Address not found	Error occurs when the ship address column is left blank.	Enter the Ship Address.
Ship City not found	Error occurs when the ship city column is left blank.	Enter the Ship City.
Ship Zip not found	Error occurs when the ship zip column is left blank.	Enter the Ship Zip.
Ship Country not found	Error occurs when the ship country column is left blank.	Enter the Ship Country.
File:
Invalid Dat file. Check the delimeters(Pipe) in the file.	Error occurs when the DAT file is invalid.	Provide a valid DAT File.
Please choose an Excel file or a dat file	Error occurs when the input file is other than Excel or Dat file.	Select Excel or Dat file as input.
Please select only one module for dat file import.	Error occurs when you select more than one module for import from a DAT file.	Select one module at a time for import record from DAT file.
Please select a file to import	Error occurs when you click Import without selecting a file to import.	Select a file for import.
File Uploaded Failed. Invalid DAT File	Error occurs when select an invalid DAT file for import.	Select a valid DAT file to import.
Invalid MUL File	Error occurs when select an invalid MUL (Excel) File for import.	Select a valid MUL (Excel) File for import.

A.48 Worklist Details

Table A-81 Worklist Details – Field Information

Field Name	Description
Current Sponsor Company	Select the sponsor company from the drop-down list.
Trial	Select the trial from the drop-down list.
Route Type	Select the type of the worklist. The available options are: Manual Automated
Manual Worklist
Trial Type	Select the trial type from the drop-down list.
User Site Role Group Config	Displays the worklist details of the selected sponsor company and trial at user level. Displays the worklist details of the selected sponsor company and trial at site level. Displays the worklist details of the selected sponsor company and trial at role level. Displays the worklist details of the selected sponsor company and trial at group level. Displays the worklist details of the selected sponsor company and trial at configuration level.
Filter Criteria
UserName Site No RoleName GroupName	Enter the user name. Enter the site number. Enter the role name. Enter the group name.
Status	Select the status from the drop-down list. The available options are: New Change Delete Reinstate
Process Status	Select the status of the process from the drop-down list. The available options are: Process Started Data Entry Completed QC Rejected Pending UM Task Completed UA Task Completed Records Assigned To QC
Requested	Select the time (in hours) within which the worklist is requested. The available options are: +24 hours ago 12-24 hours ago 6-12 hours ago 6 hours ago
Find	Click to view the list of worklist details that satisfy the filter criteria.
Clear	Click to clear the filter criteria.
Result of specified filter criteria
Sponsor	Displays the name of the sponsor company.
Trial	Displays the name of the trial.
Username Site No RoleName GroupName	Displays the user name. Displays the site number. Displays the role name. Displays the group name. Click the link corresponding to user name, site no, role name, or group name for more details.
Modified Date	Displays the date on which the worklist is modified.
Status	Displays the status of the worklist.
Assigned To	Displays the name of the user to whom the worklist is assigned to, for further process.
Assigned UM	Displays the name of the User Manager (UM) to whom the worklist is assigned to for further process.
Assigned UA	Displays the name of the User Approver (UA) to whom the worklist is assigned to for further process.
Assigned QC	Displays the name of the Quality Control (QC) user to whom the worklist is assigned to for further process.
Process status	Displays the status of the worklist process.
Completion Time	Displays the time of completion of the worklist process.
Check Dependency	Click to view the reason for a failed worklist process.
Select	Select the required action from the drop-down list. The available options are: Assigned to UM Assigned to UA Assigned to QC Mark as Pending Archive Records
Push Worklist to Automated Queue	Select the required worklist and click this button to push a manual worklist to the automated worklist queue.
Comments	Enter the reason for modifying the worklist.
Go	Click to save the changes.
Automated Worklist
User Site Role Group	Displays the worklist details of the selected sponsor company and trial at user level. Displays the worklist details of the selected sponsor company and trial at site level. Displays the worklist details of the selected sponsor company and trial at role level. Displays the worklist details of the selected sponsor company and trial at group level.
Filter Criteria
Username Site No RoleName Group Name	Enter the user name. Enter the site number. Enter the role name. Enter the group name.
Result of specified filter criteria
Sponsor	Displays the sponsor company name.
Trial	Displays the trial name.
Username Site No RoleName GroupName	Displays the user name. Displays the site number. Displays the role name. Displays the group name. Click the link corresponding to username, site no, role name, or group name for more details.
Modified Date	Displays the date on which the worklist is modified.
Transaction Type	Displays the transaction type of the worklist.
Process Status	Displays the process status of the worklist.
Completion Time	Displays the time of completion of the worklist.
Push Worklist to Manual Queue	Select the required worklist and click this button to push the automated worklist to manual worklist queue.
Comments	Enter the comments for modifying the worklist details.

A.49 Manage Worklists Generation

Table A-82 Manage Worklists Generation – Field Information

Field Name	Description
Sponsor Specific Worklists Setting
Sponsor	Select the sponsor company from the drop-down list.
Default Worklists Setting for Future Trials	The default setting for worklist type for all the future trials that is created for the selected sponsor company. The available options are: Disable Manual Worklists Automatic Worklists
Existing Trial(s) Worklists Setting
Select Trials
Disabled	Displays the list of trials with no worklist type associated. Use the or button to move all or the selected trials, respectively, to the Manual Worklists field.
Manual Worklists	Displays the list of trials associated with the manual worklist type. Use the or button to move all or the selected trials, respectively, to the Disabled field. Use the button to move the selected trials to the Automatic Worklists field.
Automatic Worklists	Displays the list of trials associated with the automatic worklist type. Use the button to move the selected trials to the Manual Worklists field.
Reason for change	Enter the reason for modifying the worklist details.

A.50 Assessment Configuration Settings

Table A-83 Assessment Configuration Settings – Field Information

Field Name	Description
Current Sponsor Company	Displays/Modify the sponsor company.
Trial	Displays/Modify the trial.
Number of Reminder Mails	Displays/Modify the number of reminder mails to be sent to the users.
Reminder Mails Interval (in Hrs)	Displays/Modify the time interval to send the reminder mails to the users.
Enable InForm Question
Minimum no. of users to Pass Assessment	Displays/Modify the minimum number of users to pass the assessment.
Minimum no. of users to attend to stop reminder mails	Displays/Modify the minimum number of users to attend the assessment to stop sending the reminder mails.
User defined Assessment status	Displays/Modify the user-defined assessment status.
Loginname	Enter the login name of the user.
Manage Assessment Accounts
Password	Enter the password of the user.
Default Email	Enter the default email ID for sending the assessment result.
Roles
Included For Assessment	Displays the roles that are included for the assessment. Click >> or > to move all or the selected roles to the list of excluded roles for assessment.
Excluded For Assessment	Displays the roles that are excluded for the assessment. Click << or < to move all or the selected roles to move to the list of included roles for assessment.
E-Mail Templates
Registration	Displays/Modify the email template to be sent to the users for registering for the assessment.
Reminder	Displays/Modify the email template to be sent to the users to remind to attend the assessment.

A.51 Assessment Benchmark Settings

Table A-84 Assessment Benchmark Settings – Field Information

Field Name	Description
Current Sponsor Company	Displays/Modify the sponsor company.
Trial	Displays/Modify the trial.
Supported Browser(s)
Browser Type *	Displays/Modify the browser type.
Browser Version * Minimum Maximum	Displays/Modify the minimum browser version to be configured. Displays/Modify the maximum browser version to be configured.
Browser Service Pack Minimum Maximum	Displays/Modify the browser service pack for the minimum and maximum browser versions that are configured. Displays/Modify the minimum browser service pack to be configured for the selected browser version. Displays/Modify the maximum browser service pack to be configured for the selected browser version.
Add Additional Browser	Click to add additional browser.
Second Browser Settings Second Browser Type	Displays/Modify the browser type for the second browser from the drop-down list.
Second Browser Version * Minimum Maximum	Displays/Modify the minimum browser version for the second browser. Displays/Modify the maximum browser version for the second browser.
Cancel	Click to cancel the settings for the second browser.
Operating System	Displays/Modify the list of operating systems to be configured.
Check for Operating System * Yes No	Lets you check if the configured operating system is available on the user's system during assessment. Select Yes to always check for the configured operating system. Otherwise, select No.
Browser Version Message *	Displays/Modify the message that is to be displayed regarding the compatibility of the browser version.
LAN Speed Benchmark *	Displays/Modify the benchmark speed (in seconds) for LAN.

A.52 Generate Assessment Summary Report - Sponsor Level

Table A-85 Generate Assessment Summary Report at Sponsor Level – Field Information

Field Name	Description
Sponsor Company	Select the sponsor company from the drop-down list.
Trial	Select the trial from the drop-down list.
From	Select the starting date from the calender available at the side of the text box.
To	Select the ending date from the calender available at the side of the text box.
Generate	Click to generate the report.
Report Details
Logon Name	Logon name of the user.
First Name	First name of the user.
Last Name	Last name of the user.
Sponsor	Name of the sponsor company.
Site Number	Number of the site.
Site Name	Name of the site.
Dept. Name	Name of the department.
City	Name of the city.
Country	Name of the country.
Study Name	Name of the study.
Computer	Name of the computer.
Test Date	Date on which the test carried.
Browser Type	Type of the browser.
Browser Version	Version of the browser.
Browser SP	Service pack of the browser.
OS	Name of the operating system.
Internet Access	Type of the internet access used.
Slowest Rating	The slowest rating of the network speed.
Fastest Rating	The fastest rating of the network speed.
Average Rating	The average rating of the network speed.
Status	The status of the assessment.
Email	Email ID of the user.

A.53 Generate Assessment Summary Report - Trial Level

Table A-86 Generate Assessment Summary Report at Trial Level – Field Information

Field Name	Description
Sponsor Company	Select the sponsor company from the drop-down list.
Trial	Select the trial from the drop-down list.
Assessment Status	Select the assessment status from the drop-down list. The available options are: All Pass Border Line Fail
From	Select the starting date from the calender available at the side of the text box.
To	Select the ending date from the calender available at the side of the text box.
Generate	Click to generate the report.
Report Details
Assessment Result	The assessment result such as pass, borderline, or fail.
Number	The number of assessments based on the assessment result.
Percentage	The percentage of the assessments based on the assessment result.
Total	The total number of assessments and percentage for the specified trial, sponsor, and time.

A.54 Generate Assessment Detail Report - Trial Level

Table A-87 Generate Assessment Detail Report at Trial Level - Field Information

Field Name	Description
Sponsor Company	Select the sponsor company from the drop-down list.
Trial	Select the trial from the drop-down list.
Assessment Status	Select the assessment status from the drop-down list. The available options are: All Pass Border Line Fail
From	Select the starting date from the calender available at the side of the text box.
To	Select the ending date from the calender available at the side of the text box.
Generate	Click to generate the report.
Report Details
Sl No	Serial number.
Sponsor	Name of the sponsor company.
Trial	Name of the trial.
Logon Name	Logon name of the user.
First Name	First name of the user.
Last Name	Last name of the user.
Computer Description	Description of the computer on which the assessment is carried.
Assessment Date	Date on which the assessment is carried.
Browser Type	Type of the browser.
Browser Version	Version of the browser.
Browser SP	Service pack of the browser.
OS	Name of the operating system.
Internet Access	Type of the internet access used.
Slowest Rating	The slowest rating of the network speed.
Fastest Rating	The fastest rating of the network speed.
Average Rating	The average rating of the network speed.
User Assessment Result	The assessment result of the user, such as pass, fail, or borderline.
E-Mail	Email address of the user.

A.55 Generate Assessment Summary Report - Site Level

Table A-88 Generate Assessment Summary Report at Site Level - Field Information

Field Name	Description
Country	Select the country from the drop-down list.
Sponsor Company	Select the sponsor company from the drop-down list.
Trial	Select the trial from the drop-down list.
Site	Select the site from the drop-down list.
Assessment Status	Select the assessment status from the drop-down list. The available options are: All Pass Border Line Fail
Failure Due To	Select the reason for the failure of the assessment from the drop-down list. The available options are: All Browser Connection Operating System
From	Select the starting date from the calender available at the side of the text box.
To	Select the ending date from the calender available at the side of the text box.
Generate	Click to generate the report.
Report Details
Assessment Result	The assessment result such as pass, borderline, or fail.
Number	The number of assessments based on the assessment result.
Percentage	The percentage of the assessments based on the assessment result.
Total	The total number of assessments and percentage for the specified trial, sponsor, and time.
Users Failed Due to Browser	The number of users failed due to issue in the browser.
Users Failed Due to Connection	The number of users failed due to issue in the connection.
Users Failed Due to O.S.	The number of users failed due to issue in the operating system.

A.56 Generate Assessment Detail Report - Site Level

Table A-89 Generate Assessment Detail Report at Site Level - Field Information

Field Name	Description
Country	Select the country from the drop-down list.
Sponsor Company	Select the sponsor company from the drop-down list.
Trial	Select the trial from the drop-down list.
Site	Select the site from the drop-down list.
Assessment Status	Select the assessment status from the drop-down list. The available options are: All Pass Border Line Fail
Failure Due To	Select the reason for the failure of the assessment from the drop-down list. The available options are: All Browser Connection Operating System
From	Select the starting date from the calender available at the side of the text box.
To	Select the ending date from the calender available at the side of the text box.
Generate	Click to generate the report.
Report Details
Sponsor	Name of the sponsor company.
Trial	Name of the trial.
First Name	First name of the user.
Last Name	Last name of the user.
Site Number	Number of the site.
Site Name	Name of the site
Site e-mail id	Email ID of the site.
City	City to which the sponsor belongs.
Country	Country to which the sponsor belongs.
Computer Description	Description of the computer on which the assessment is carried.
Assessment Date	Date on which the assessment is carried.
Browser Type	Type of the browser.
Browser Version	Version of the browser.
Browser SP	Service pack of the browser.
OS	Name of the operating system.
Slowest Rating	The slowest rating of the network speed.
Fastest Rating	The fastest rating of the network speed.
Average Rating	The average rating of the network speed.
User Assessment Result	The assessment result of the user, such as pass, fail, or borderline.
Site Assessment Result	The assessment result of the site.
E-Mail	Email ID of the user.

A.57 Generate Master Summary Report - Site Level

Table A-90 Master Summary Report at Site Level - Field Information

Field Name	Description
Country	Select the country from the drop-down list.
Sponsor Company	Select the sponsor company from the drop-down list.
Trial	Select the trial from the drop-down list.
Site	Select the site from the drop-down list.
Assessment Status	Select the assessment status from the drop-down list.
Provisioning Status	Select the provisioning status from the drop-down list.
Provisioned By	Select the user who provisioned the asset from the drop-down list.
Category	Select the category of the asset from the drop-down list.
From	Select the starting date from the calender available at the side of the text box.
To	Select the ending date from the calender available at the side of the text box.
Generate	Click to generate the report.
Report Details
Assessment Status	Status of the assessment.
Number	Number of assets based on the assessment status.
Percentage	Percentage of assets based on the assessment status.
Total	Total number and percentage of assets based on the assessment status.
Provisioning Status	Status of the provisioning.
Number	Number of assets based on the provisioning status.
Percentage	Percentage of assets based on the provisioning status.
Total	Total number and percentage of assets based on the provisioning status.

A.58 Generate Master Detail Report - Site Level

Table A-91 Master Detail Report at Site Level - Field Information

Field Name	Description
Country	Select the country from the drop-down list.
Sponsor Company	Select the sponsor company from the drop-down list.
Trial	Select the trial from the drop-down list.
Site	Select the site from the drop-down list.
Assessment Status	Select the assessment status from the drop-down list.
Provisioning Status	Select the provisioning status from the drop-down list.
Provisioned By	Select the user who provisioned the asset from the drop-down list
Category	Select the category of the asset.
From	Select the starting date from the calender available at the side of the text box.
To	Select the ending date from the calender available at the side of the text box.
Generate	Click to generate the report.
Report Details
Sponsor	Name of the sponsor company.
Trial	Name of the trial.
Site	Name of the site.
Assessment Status	Status of the assessment.
Provisioning Status	Status of the provisioning.
Asset	Name of the asset.

A.59 Generate Billing Details Report

Table A-92 Billing Details Report - Field Information

Field Name	Description
Sponsor Company	Select the sponsor company from the drop-down list.
Trial	Select the trial from the drop-down list.
From	Select the starting date from the calender available at the side of the text box.
To	Select the ending date from the calender available at the side of the text box.
Generate	Click to generate the report.
Report Details
Sponsor Company	Name of the sponsor company.
Trial	Name of the trial.
Reference	Name of the reference.
Protocol	Protocol number of the trial.
Contracted No of Sites	Number of sites contracted for performing the trial.
No of Sites Associated	Number of sites associated with the trial.
Contracted No of Site Assessments	Number of contracted site assessments.
No of Site Assessments	Number of site assessments.
Contracted No of Users	Number of users contracted for performing the trial.
No of Users	Number of users in the trial.
Contracted No of Countries	Number of countries contracted for performing the trial.
Selected No of Countries	Number of countries selected.
Contracted No of IOL Accounts	Number of IOL accounts contracted for performing the trial.
IOL Accounts Created	Number of IOL accounts created.
No of Provisioning	Number of provisions for the trail.

A.60 Generate Training Details Report

Table A-93 Training Details Report - Field Information

Field Name	Description
Sponsor Company	Select the sponsor company from the drop-down list.
Training Course	Select the training course from the drop-down list.
From	Select the starting date from the calender available at the side of the text box.
To	Select the ending date from the calender available at the side of the text box.
Generate	Click to generate the report.
Report Details
Sponsor	Name of the sponsor company.
Training Course	Name of the training course.
User Count	Count of the users attended the training course.

A.61 Generate User Detail Report

Table A-94 User Detail Report - Field Information

Field Name	Description
Country	Select the country from the drop-down list.
Sponsor Company	Select the sponsor company from the drop-down list.
Trial	Select the trial from the drop-down list.
User Type	Select the type of the user from the drop-down list.
From	Select the starting date from the calender available at the side of the text box.
To	Select the ending date from the calender available at the side of the text box.
Generate	Click to generate the report.
Report Details
Sponsor	Name of the sponsor company.
Trial	Name of the trial.
First Name	First name of the user.
Last Name	Last name of the user.
User Name	User name.
Country	Name of the country.
Email	Email ID of the user.
User Type	Type of the user.
Role	Role of the user.
User Status	Status of the user.
Site Association Description	Description of the site association.

A.62 Generate Site-User Detail Report

Table A-95 Site-User Detail Report - Field Information

Field Name	Description
Sponsor Company	Select the sponsor company from the drop-down list.
Trial	Select the trial from the drop-down list.
Module	Select the module from the drop-down list.
From	Select the starting date from the calender available at the side of the text box.
To	Select the ending date from the calender available at the side of the text box.
Generate	Click to generate the report.
User Detail Report
Trial Name	Name of the trial.
User Name	Name of the user.
First Name	First name of the user.
Last Name	Last name of the user.
Rights Group	Rights group.
Email	Email ID of the user.
Newly Associated Sites	Sites that are newly associated.
Newly Dis-associated Sites	Sites that are newly disassociated.
Associated Groups	Groups that are associated.
Dis-associated Groups	Groups that are disassociated.
Modified By	Name of the user who modified.
Modified Date	Date on which the user is modified.
Status	Status of the user.
Site Detail Report
Trial Name	Name of the trial.
Site Number	Number of the site.
Site Name	Name of the site.
Address1 Address2	Communication address of the site.
City	Name of the city where the site is located.
State	Name of the state where the site is located.
Country	Name of the country where the site is located.
Postal Code	Postal code of the site.
E-mail Address	Email ID of the user associated to the site.
Phone	Phone number of the site.
Study Version	Version of the study.
Modified By	Name of the user who modified the site.
Modified Date	Date on which the site is modified.
Status	Status of the site.

A.63 Generate Trial Archive Package (TAP) Report

Table A-96 Trial Archive Package (TAP) Report - Field Information

Field Name	Description
Sponsor Company	Select the sponsor company from the drop-down list.
Trial	Select the trial from the drop-down list.
Generate Report	Click to generate the report.

A.64 List of Oracle Users

Table A-97 List of Oracle Users - Field Information

Field Name	Description	Field Size (In Character)
Username	Enter the name of the user.	32
First Name	Enter the first name of the user.	127
Last Name	Enter the last name of the user.	127
User Status	Select the status of the user from the drop-down list.	NA
User Type	Select the user type from the drop-down list.	NA
Role	Select the role from the drop-down list.	NA
Approval Status	Select the approval status from the drop-down list.	NA
Training Status	Select the training status from the drop-down list.	NA
Country	Select the country from the drop down.	NA
Uploaded to InForm	Select the Yes or No option from the drop-down list.	NA
Description	Select the description of the user from the drop-down list.	NA
	Displays the icon, if the user is marked Upload to InForm. if the user is marked Upload to IRT. if the user is marked Upload to InForm/IRT.	NA
Username	Displays the user name. Click the hyperlink to view the corresponding user details.	NA
First Name	Displays the first name of the user.	NA
Last Name	Displays the last name of the user.	NA
User Status	Displays the status of the user.	NA
User Type	Displays the user type.	NA
Role	Displays the user's role.	NA
Approval Status	Displays the approval status. The approval status can be Approved, Rejected, or Pending.	NA
Training Status	Displays the Training status. The training status can be Trained or Not Trained.	NA
Trained Date	Displays the trained date of the user.	NA
Site(s)	Displays the sites associated with the user. If the user is associated to multiple sites, the icon is displayed. Click the icon to view the association details. The icon is disabled for the user type Sponsor.	NA
Country	Displays the country name of the user.	NA
Provisioning Status	Displays the provisioning status of the user.	NA
Description	Displays the description of the user.	NA
PRD SSO Status	Displays the production environment SSO status of the user.	NA
TRN SSO Status	Displays the training environment SSO status of the user.	NA
UAT SSO Status	Displays the UAT SSO status of the user.	NA

A.65 InForm Terminated User List

Table A-98 InForm Terminated User List - Field Information

Field Name	Description	Field Size (In Character)
Filter Section
Username	Enter the name of the user.	25
First Name	Enter the first name of the user.	127
Last Name	Enter the last name of the user.	127
Country	Select the country from the drop down.	NA
Filter Result
	Displays the icon, if the user is marked Upload to InForm. if the user is marked Upload to IRT. if the user is marked Upload to InForm/IRT.	NA
Username	Displays the user name. Click the hyperlink to view the corresponding user details.	NA
First Name	Displays the first name of the user.	NA
Last Name	Displays the last name of the user.	NA
Country Name	Displays the country name of the user.	NA
Terminated Date	Displays the date on which the user is terminated.	NA
Approval Status	The approval status of the terminated user.	NA

A.66 List of Trials

Table A-99 List of Trials - Field Information

Field Name	Description
Filter Section
Trial Name	Enter the trial name.
Study Name	Enter the study name.
Trial Associated To	Enter the trial to which the sponsor is associated to.
Reference	Enter the reference name.
Trial Status	Select the status of the trial from the drop-down list.
Trial Type	Select the type of the trial from the drop-down list.
Product	Select the product to which the trial belongs from the drop-down list.
InForm Version	Select the InForm version from the drop-down list.
IRT Version	Select the IRT version from the drop-down list.
OLx Version	Select the OLx version from the drop-down list.
IPMs Version	Select the IPMs version from the drop-down list.
Filter Result
Duplicates	Displays the manual duplicate trials.
Automatic Duplicates	Displays the automatic duplicate trials.
Trial Name	Displays the name of the trial.
Study Name	Displays the name of the study.
Trial Associated To	Displays the name of the sponsor to which the trial is associated.
Reference	Displays the name of the reference.
Product	Displays the name of the product.
InForm Version	Displays the InForm version.
IRT Version	Displays the IRT version.
OLx Version	Displays the OLx version.
IPMs Version	Displays the IPMs version.
Trial Status	Displays the status of the trial.
Trial Type	Displays the type of the trial.
Copy	Click the icon to copy the trial.
Pivotal	Displays the pivotal details of the trial.
FastLock Report	Displays the FastLock report for the trial.

A.67 List of Archived Trials

Table A-100 List of Archived Trials - Field Information

Field Name	Description
Study Name	Displays the study name.
Reference	Displays the reference name.
Protocol Number	Displays the protocol number of the trial.
Therapeutic Area	Displays the therapeutic area of the trial.
Status	Displays the status of the trial.
Date & Time of Archival	Displays the date and time on which the trial is archived.

A.68 Managing Training

Table A-101 List of Archived Trials - Field Information

Field Name	Description
Trial Name	Select the trial name from the drop-down list.
First Name	Enter the first name of the user.
Last Name	Enter the last name of the user.
IOL Email id	Enter the IOL email ID of the user.
Class(es)	Select the IOL class from the drop-down list.
IOL Status	Select the status of the IOL class. The available options are: Not Completed Completed
Filter Result
Trial Name	Displays the trial name.
First Name	Displays the first name of the user.
Last Name	Displays the last name of the user.
IOL Email id	Displays the IOL email ID of the user.
Class(es)	Displays the classes the user assigned to.
IOL Status	Displays the status of the IOL class.
Download Certificate	Click the hyperlink to download the class completion certificate in PDF format.

A.69 Custom Review State Configuration Settings

Table A-102 List of Archived Trials - Field Information

Field Name	Description
Add Review State
Review State1:
RefName	Enter the reference name.
Activated	Selected the required option from the drop-down menu. The available options are: True False
Label	Enter the label name.
Mnemonic	Enter the mnemonic.
Language	Select the required language from the drop-down list.
Translations
Label Display Text	Enter text for label display.
Mnemonic Display Text	Enter text for mnemonic display.
Locale	Select the required locale from the drop-down list.
Add Review Stage
Stage1:
RefName	Enter the reference name.
Label	Enter the label name.
Mnemonic	Enter the mnemonic.
Language	Select the required language from the drop-down list.
Translations
Label Display Text	Enter text for label display.
Mnemonic Display Text	Enter text for mnemonic display.
Locale	Select the required locale from the drop-down list.