Adding a topic

1. Click the Topics tab.

The Topics page appears.

2. Click Add Topic.

The Add Topic page appears with a set of fields for topic-related information. The specific fields that appear depend on your topic workflow configuration.

Note: You may also be able to add a new topic when you save an attachment to a topic from other pages in the application.

3. In the Topic template field, select a topic template that can provide default values for the Topic General Information and Topic Actions, or click Browse to select from a detailed table of topic templates.

The Topic template field is available only if there are templates that have been made visible to a work team in which you are a member.

4. In the Visible to work team field, select the work team or teams whose members can view or act on the topic, or click Browse to select from a detailed table of work teams. For more information, see Making a topic visible to a work team.

Available work teams are those for which you have the edit topics/actions permission. Your topic workflow configuration defines whether you must specify a single work team (from the Visible to work team drop-down list) or you can select zero, one, or multiple work teams (from the Visible to work team list box).

Note: If you do not select any work teams, only you are able to view and act on the topic.

To select multiple work teams in the list box, hold down the Ctrl key while clicking each work team. Deselect a work team by holding down the Ctrl key while clicking the work team.

5. Specify values for the rest of the fields.

Each field is display-only, editable, or required. If a field is required, an asterisk (*) appears next to it and you cannot save the topic until you provide a value.

Note: When a topic is created during the process of saving another Empirica Signal object as an attachment, requirements for the initial state are not enforced until the topic is edited.

Each field accepts text, numeric, or date values, or provides a list of predefined values that you can select. If a value is not required in such a field, you can select " " (a blank value) to indicate no value for the field. A field that accepts text or numeric values might also offer a Select Available Values link so that you can select one or more values from a list.

Arrow icons might appear after the names of a pair of fields to show that they are a linked pair. For example, if fields for MedDRA SOC and MedDRA HLGT appear, the arrows indicate that you must select a value for the MedDRA SOC field first and then select a value for the MedDRA HLGT field. You cannot select an HLGT value first. The values available for HLGT depend on the SOC you select.

The fields listed below are standard fields that might appear on the Topic page when you add a topic.

Fields	Description
Topic name	Name of the topic.
Topic description	Description of the topic.
Current state	The state of the topic in the topic workflow. States are defined by your organization to represent the expected workflow, and are specified in the topic workflow configuration.
Assigned to user	User to whom the topic is assigned. By default, a topic that you add is assigned to you. If you assign the topic to a different user, that user can view or act on the topic. Available users are those in all work teams to which the topic has been made visible and who have the Edit Topic/Action work team permission .
Keywords	Free text that you can use to filter (limit) the topics that appear in a table, or to select a topic.

Additional, custom fields might also be available.

6. Optionally, assign the topic to a project.

To assign the topic to an existing project, click Add to existing project and select from a list of projects associated with objects that you created or that are published to you.
To create a new project and assign the topic to it, click Add to a new project named and enter a project name.

7. Do one of the following:

A. Click Save.

The topic is created and an entry is added to the History of Topic General Information section.

B. Click Save & Edit to continue editing the topic.

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