Steps to add a new product

  1. Click on +Add from the top menu bar.
  2. On the Create Product window, fill in all the mandatory metadata.
    Metadata field(s) Description
    Product Name* Enter a suitable name for the product.
    Type*

    Select the product type from the available dropdown options.

    • Combination
    • Custom
    • Device
    • Medicinal
    Status*

    Select a suitable status from the available dropdown options.

    • Planned: Product is planned
    • Active: Product is currently being actively used
    • Approved: Product has been approved
    • Archived: Product data has been archived
    • Cancelled: The product has been canceled
    • Closed: The product has reached the end and no additional data will be tracked
    • In Use: Product is currently in use
    • Inactive: Product is not currently in use
    • Pending Approval: The product is pending an approval
    • Postponed: Product is postponed until a future date
    • Terminated: Product has been terminated

    Note:

    • The Status field will be displayed in a different color depending upon the status selected.
    • A tooltip showing the status description is visible after hovering over the icon.
    Status Date* Enter the status date
    Sponsor* Select the sponsor's name from the available dropdown options.
    Indications

    Select one or more indications from the available dropdown options.

    NOTE: The Indications differ from client to client and are configured by Super Admin users.
    Description Enter a suitable description for the product.
  3. Once all the mandatory metadata fields are entered and reviewed, click on Create

    Figure: Create Product
  4. The newly created product will appear on the Products home screen.

Figure: Newly created product on the Products home screen

Important Behaviour of Create Product

  • An error will appear 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 will save the initially created product and enable creating a new product right away.
  • If the user selects Cancel, the system will discard all the changes made to the Create Product window.