How to Add/Create an Event Type

To create an event, follow the steps below:

1. To access the Event Types in the Event Manager, click on the gearwheel icon located on the far left of the screen.

   

2. Click the Add button in the menu bar located above the list of existing events in the room.

   

3. The “Create New Event Type” window will open.
4. Fill out the required fields.
   • • The Event Type field allows you to name the new event.
     • Category indicates whether this is related to a Study, Country, or Site level event.
     • The Due Date Period field allows you to indicate how long users have to submit the documents after the event. Also, we have a description textbox to enter the related information.

   

5. Use the “Add” button above the Document Type Name field to open the Select Document Type window.

   

6. Use the search bar at the top of the window to find the document type, or navigate through the index structure to locate the correct entry.
7. Select the desired document type(s) by checking the box next to them, then click Select to add the chosen document type(s) to the event.

   

8. To remove an added document type, check the box next to it and click the Remove button.

   

9. Once all document types have been added, press the Create button to create the event type.