Edit an artifact

When you edit an artifact you'll have access to a wide variety of artifact attributes. The attributes you can edit depend on the document, submission, or package artifact type.

  1. On the home page, click the name of the configuration you want to edit. The Artifacts tab automatically displays.
  2. Select the level of the artifact you want to change (study, study country and below, or all).
  3. Click Edit next to the artifact you want to change.
  4. Change any of the artifact options in the table below, then click Submit and refresh the page to view the new display order.
    Name This is the name that displays in Oracle Site Activate and in reports for the artifact.
    Type Choose document, submission, or package.
    Contract type Choose contract, budget, contract language, or contract amendment.
    Level Choose study, study country, principal, investigator, or staff.
    Staff title If you chose the staff level, choose sub investigator, pharmacist, coordinator, lab director, deputy, or all.
    Category Select the category in which you want to include information about this artifact.
    IRB/EC type If the artifact is associated with an IRB type, choose central and local, central, or local.
    Display order position Enter a number which determines the order in which the item appears on lists in Oracle Site Activate (lower numbers display first).
    TMF identifier Available to associate an artifact for your TMF reference model.
    TMF sub type Field 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.
    Meeting dates enabled Check this if you want meeting dates to display for a submissions artifact.
    Pre IP release review Includes the artifact on the site-level Pre-IP release review list (for the green light package).
    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 Sets expiration date as a required field in Oracle Site Activate to complete the artifact .
    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)
    Submission classification On submission artifacts, optionally choose Regulatory, Ethics, or Other as the Submission classification value. Classification is a different value from Type and Category values. When you deploy the configuration, the selected classification value populates in Oracle Site Activate for the relevant artifacts.
    Enable Artifact Language Available to enable an end user to denote the artifact as language specific.
    Enable Draft document Available to enable an end user to denote the artifact as a draft.
    Enable Organization Available to enable an end user to denote the artifact as associated to a specific organization.
    Enable Agency Name Available to enable 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 Sets version ID as a required field in Oracle Site Activate to complete the artifact.
    Enable Add a Version Artifact will display Add a Version button.
    Enable Site Library Use Artifact will be available for reuse in the Oracle Site Activate Smart Site Library
    non-Study Library document Makes the document available on the study home page rather than within Study Library. Document will not use any Study Library functionality (e.g., Auto-share).
    Lifecycle Enter the name of a lifecycle to use to manage the document. As you enter characters, the names of applicable lifecycles display on a list so you can select one. Your Oracle Project Manager or Oracle Support can provide detailed lifecycle descriptions.
    System option
    • Creation, to have Oracle Site Activate automatically create the document when a study country, site or staff member is created
    • User, to have the document’s collection available to run using the workflow wizard
    • User Protocol, to have the document’s collection available on the workflow wizard list for specific protocols
    Countries

    Select countries in which the document should be tracked.

    Tip:

    To select multiple countries, press and hold the Ctrl key on a PC or the Cmd key on a Mac as you select additional countries; see them appear on a list of selected countries below.
    Template name The template name
    Budget collection Associate the artifact with a configured budget collection.
    Subcommittee collection The collection to run when a subcommittee is added to a submission
    Package collection Associate the artifact with a configured package collection.