The Working Area and Grid

When you open the eTMF/Documents module, the following appears:
  1. The Room Index
  2. The Documents Grid
  3. The Working Area and Grid
In Trial Interactive 10, the eTMF index is separated from the working folders which include Working Documents, Rejected Documents, Uploaded, and Emailed documents. Users can perform various actions like document coding, document replacing and attaching, adding documents to workflow or auditetc. from this Working Area. The folders in the working area are hardcoded and any documents coming in the room, either by uploading or emailing are available for further process or actions from this Working Area. Refer to the screenshot below:

Besides working on documents, you can also drag and drop the documents from the Working Area to the required eTMF folders above like for the Country and Site views, the user can easily drag and drop documents from the working folders into missing documents and placeholders in the eTMF.
Note: Documents can be dragged only out of Working Area but not into the Working Area.

Hiding or Unhiding the Working Area/Staging panel

To hide or unhide the Working Area, hover the mouse over the bar above the Working Area. The Hide - Working Areabar appears. Refer to the screenshot below:

Hiding the Working Area

You can also drag the Working Area/Staging to the extreme left to hide the Work Area. Refer to the screenshot below:



Similarly, you can also drag the Working Area/Staging Area up to increase the size of the window and the number of documents count in the grid.