Assigning Documents to Event Placeholders

Once an event has been created, documents which have been submitted to the room can be assigned to the placeholders generated by the creation of the event so that they can count toward event completion and eTMF health. In order to assign a document to an event placeholder, follow the steps below:

1. Select the Documents area of the Event Manager. This is indicated by a page icon.
2. The user can change their view of the Documents area using the “View by” dropdown menu. The available completeness views are the same as those available in the eTMF Documents module with the exception of “View by Event.” We will be addressing the “View by Event” view in these instructions.
3. Using the index pane at the left side of the screen, drill down to the Event in question and click on it in order to show the missing and collected documents in the central “Grid” pane.
4. If it is not already expanded, click on the “Open Staging Area” button at the bottom of the screen in order to access those documents currently housed in the Staging, Inbox, and Upload folders.
5. Click on the document location and locate the document which applies to the placeholder displayed in the upper portion of the screen.
6. Click and drag the appropriate document from the lower panel onto the document placeholder in the upper panel.
7. The document will be coded based on the placeholder metadata.
8. Press the Refresh button above the Grid or in the Index pane in order to see the selected document in place of the Placeholder that was filled.