General Settings

Individual settings windows are typically available to you as an Administrator under the General Settings tab.

About

This window displays the room’s name, room type, and creation date besides other details. Here you can add a phone number for the Study contact person along with the text of the message that will pop up on the screen when a user exercises this option. The total page count and document count for the room are also available here. You can click on the expand icon to view details. Once desired changes have been made, click Save at the bottom of the box.

About This Room

In this window, the user can see and change the information contained in the room’s Welcome message, which is the message that all users see when they access the room. This space can be used to share important information about the study once the study is in full swing, and the welcome message is no longer necessary. Once you have made the desired changes, click Save in the lower-left corner of the box.

You can view the Change Log History by using the Change Log button that is directly available on the bottom right corner of the About this Room dashlet.

Instructions

Instructions under general settings will be filled out by Administrator-level users. By doing so, this portlet will give ‘instructions’ to those users who can perform limited actions on SSU documents (i.e.,they will be given a simplified User Interface). Unless a user is viewing a simplified UI, this instruction portlet will not be visible to general level users.

Dashboard Setup

Dashboard setup can be accessed via modules. Select any module through the Main Navigation. For example, select eTMF. You can see the setup options like this:

To modify the availability of dashlets to users, click on Dashlets button.

  1. This Dashlet setup screen appears:

  2. Expand the options by clicking on arrow and select the desired one. Once the option is selected, details such as Title, Description, and Available For, get displayed on the left pane.
  3. You can edit the Title and keep it as per the choice.
  4. In the Available For field, you can select the option for whom the dashlet will be set. See below image:

  5. Click Save upon the changes is made.
From the Dashboard Settings, the following activities are available:
  1. Setting and Renaming a Dashlet
  2. Default Dashboard Setup

The above activities are discussed in detail in the sections below.

Renaming a dashlet

To Rename a Dashlet follow the steps as below:

  1. Select the dashlet and click in the Title field to edit its name.

  2. Click Save.

Default Dashboard Setup

You can set the default dashboard for the minimum level role by clicking the button Edit Default Dashboard. The Default Dashboard Setup window opens. Make the appropriate choices as required and click Save.