Oracle® User Management Tool User's Guide Release 12.0.1 E57087-01 |
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PDF · Mobi · ePub |
Note:
All fields marked with * are mandatory.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. |
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 |
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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. |
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. |
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. |
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 |
|
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 |
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. |
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. |
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 |
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. |
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. |
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-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-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. |
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 |
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. |
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 |
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:
|
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:
|
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:
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:
|
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:
|
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:
|
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. |
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. |
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. |
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. |
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 |
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. |
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. |
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. |
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 |
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. |
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-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. |
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. |
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 |
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 |
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. |
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. |
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. |
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. |
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. |
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 |
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. |
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 |
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, username@oracle.com). |
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. |
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 |
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. |
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:
|
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. |
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:
|
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. |
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 |
|
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. |
|
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 |
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 |
|
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 |
|
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. |
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. |
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 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:
|
Process Status |
Select the status of the process from the drop-down list. The available options are:
|
Requested |
Select the time (in hours) within which the worklist is requested. The available options are:
|
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:
|
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. |
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:
|
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. |
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. |
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. |
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 ID of the user. |
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:
|
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. |
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:
|
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. |
|
Email address of the user. |
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:
|
Failure Due To |
Select the reason for the failure of the assessment from the drop-down list. The available options are:
|
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. |
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:
|
Failure Due To |
Select the reason for the failure of the assessment from the drop-down list. The available options are:
|
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. |
|
Email ID of the user. |
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. |
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. |
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. |
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. |
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 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. |
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 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. |
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 |
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 |
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. |
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. |
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:
|
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. |
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:
|
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. |