Creating a Product

To navigate to the Products screen and view all the product entries, follow the steps below.

1. From the left-hand navigation links, select Product which will open the Products screen with a list of existing products.
2. Click on +Add from the top menu bar.
3. On the Create Product window, fill in all the mandatory metadata.
   1. Product Name: Enter a suitable name for the product.
   2. Type: Select the product type from a dropdown menu. Available options:
      • Combination – A product that combines multiple components.
      • Custom – A product tailored for specific needs.
      • Device – A medical or technological device.
      • Medicinal – A product classified as a medicinal drug.
   3. Status: Choose a suitable status from the dropdown menu:
      • Planned – The product is in the planning phase.
      • Active – The product is actively in use.
      • Approved – The product has received official approval.
      • Archived – The product data has been stored for reference.
      • Cancelled – The product has been discontinued before use.
      • Closed – The product has reached its endpoint, and no further data will be recorded.
      • In Use – The product is currently being utilized.
      • Inactive – The product is not in use at the moment.
      • Pending Approval – The product is awaiting official approval.
      • Postponed – The product has been delayed until a later date.
      • Terminated – The product has been permanently stopped.
   4. Additional Notes on Status Field: The status field will be highlighted in different colors based on the selected status. Hovering over the status icon will display a tooltip with a description.
   5. Status Date: Enter the date corresponding to the product's current status.
   6. Sponsor: Select the name of the sponsor from a dropdown list.
   7. Indications: Choose one or more indications from a dropdown list. Indications vary for different clients and are configured by Super Admin users.
   8. Description: Provide a suitable description of the product.
4. Once all the mandatory metadata fields are entered and reviewed, click on Create and the newly created product appears on the Products home screen.

   

Important Behavior of Creating a Product

• An error appears if the user clicks on Create and any one of the mandatory metadata fields is blank.
• If the user selects Create and Add Another, the system saves the initially created product and enable creating a new product right away.
• If the user selects Cancel, the system discards all the changes made to the Create Product window.