Add Agency Submission

Follow the below steps to add the agency:

1. Click the Agency Submission option on the Country Details page. This opens the Agency submission Page.
2. Click the drop-down arrow next to the Add button. The Create New and Create from Existing options are displayed.

   

3. Click the Create New option. The Create Package pop-up window is displayed.
4. In the Package Details tab, fill in the required fields - Package Name, and Agency.
5. Click the Next button at the bottom of the popup window.

   

6. This opens the Add Countries tab, click on the +Add button to add a country.
7. The Add Countries pop-up window is displayed.

   

8. Click Add Countries, and the added country is displayed within the Add Countries tab.
9. Click on the Next button once the required countries within the package have been added.

   

10. This opens the Select Documents tab. Select an appropriate option – Browse Files OR Search Documents.
11. Click on the Browse Files option, select a document from the system, and click on Open.

    

    

12. The selected document is added to the Select Documents tab.

    

13. The notification message is displayed on the top right side of the screen.

    

14. Once the document is uploaded, select the document click on the Edit Doc Name, make the required changes, and click the Tick mark beside the document.

    

15. Select the document and click Delete the button to discard the action.

    

16. Click the Search Documents tab the Search pop-up window is displayed.

    

17. Expand the All-Libraries arrow to search from SSU Library or eTMF Library.

    

18. Clicking the Advanced Search button in the search pop-up window redirects the user to the Advanced Search page.

    

19. Users can add unlimited fields as needed with the + Add More Fields button. The Advanced Search – Add Fields pop-up window is displayed.

    

20. Select the fields and click the Save button.

    

21. Click the Remove All option to remove the added fields.
22. Click Reset All resets the page with the existing information.

    

23. The Search pop-up window displays the below three tabs by default.
    • Metadata and Document
    • Document Content Only
    • Metadata Only

    Note: The Metadata and Document tab is pre-selected by default. Choose Document Content Only or Metadata Only if you want to filter the results accordingly.

    

24. Enter the document name in the Search field and click Search. The searched document is displayed with the Metadata on the left side.

    

25. Click the Document Content Only tab it will display the document based on the content only.

    

26. Click the Metadata Only tab it will display the document having metadata.

    

27. The users can view the views in two ways:

    • Grid View

    

    • Card View

    

28. Click the Manage Columns to customize the information displayed. The user can add or remove columns that need to focus on specific details relevant to the review on the Manage Columns pop-up window.
29. Save View to save the current selection as a new view, or click Save Changes to apply the modifications to the existing view.

    

30. Use the Move Up and Move Down arrows to adjust the position of the columns.
31. Use the Order By option to sort the selected columns in Ascending or Descending order.
32. Save View to save the current selection as a new view, or click Save Changes to apply the modifications to the existing view.

    

33. Click Views to manage the search views. Select Manage Views to customize views based on options like Created by Me, Shared by Me, Shared with Me, and Default Views.

    

    

34. Click Add Documents & Continue will display the notification message at the top right of the screen and will continue on the same page to add the documents.

    

35. Click Add Documents & Close will close the Search pop-up window.
36. Click Create on the Create package pop-up screen.

    

37. The Package Created notification message is displayed at the top right of the screen.