Add a new document artifact

When you change a configuration and need to add a new document artifact, you'll define the artifact and attributes in a simple form.

1. On the home page, click the name of the configuration you want to change. The Artifacts tab automatically displays.
2. In the Actions menu, click Create.
3. At Name, enter the document name.
4. At Type, select Document rule.
5. At Level, indicate if the document is tracked for a study, study country, principal investigator, or staff. If you selected Staff, at Staff title select a title (e.g. sub investigator).
6. At Category, select the category in which you want to track the document. If this is a site document, at IRB type, optionally select the type.
7. Check boxes to enable any of the artifact options listed at the end of this procedure, and note that available check box options and order are dependent upon the "Level" type set above. Then return to procedure step 8 below.
8. At Lifecycle, enter a name of a lifecycle you will use to manage the document. As you enter characters, the names of applicable lifecycles appear on a list so you can select one.
9. At System Option, select Creation to have Oracle Site Activate automatically create the document when a study country or site is created.
10. At Countries, select the countries in which the document should be tracked. Tip: If all countries do not display, check Show all Countries. To select multiple countries, hold the Shift key as you select additional ones; see them appear on a list of selected countries below.
11. At Template name, enter the name of the template with which to group the document.
12. To associate the artifact with a budget collection, at Budget collection select one.
13. To associate the artifact with a submission collection, at Submission collection select one.
14. To associate the artifact with a package collection, at Package collection select one.
15. Click Submit.

    Artifact options

    Enable Discontinue	Allows team members to discontinue the document
    Manage Document Expiry	Allows team members to enter and track the document’s expiration date
    Manage Contract Expiry	Allows team members to enter and track expiry on contract, sub-contract, and contract amendment artifacts
    Require expiration date for item completion	If checked, users must enter expiry date to compete the item
    Days Until Expiry Notification	If Manage Document Expiry or Manage Contract Expiry is checked, allows you to enter the number of days before expiration that the study team is notified (default 90 days)
    TMF Identifier	Associate an artifact for your TMF reference model
    TMF sub type	Available if the TMF identifier field above contains a value
    TMF sub sub type	Field available if the TMF identifier and TMF sub type fields above both contain a value
    Associate with TMF artifact Model Version 3.3	Field available when the TMF Version value has been set on the Edit Configuration model.
    Reference Code	Value used to match documents in Oracle Site Activate-Phlex integrations.
    Enable Artifact Language	Enables an end user to denote the artifact as language specific
    Enable Draft Document	Enables an end user to denote the artifact as a draft
    Enable Organization	Enables an end user to denote the artifact as associated to a specific organization
    Enable Agency Name	Enables an end user to denote the artifact as associated to a specific Agency
    Default Wet Ink to True	Sets wet ink to True in Oracle Site Activate
    Require version ID for item completion	Version ID must be entered before the item can be completed in Oracle Site Activate
    Enable Add a Version	Artifact will display an Add a Version button
    Enable Site Library Use	Artifact will be included in the Smart Site Library modal and available to reuse files attached to this artifact from previous studies.
    non-Study Library document	Makes the document available on the Oracle Site Activate study home page rather than the Study Library.