View Dropdown

The View Dropdown allows users to select options based on requirements such as By Regulatory Approval Status, By Site, By Country, IRB/ EC, and Document Type.

The View dropdown includes five views:

  • By Regulatory Approval Status: The By Regulatory Approval Status groups all the documents as per their review status, i.e., Approved, Rejected, and Pending. Clicking a review status group from the left panel will display the documents belonging to the particular review status group in the grid pane.
  • By Site: The By Site option groups all the sites based on the review status of their documents. The review statuses of the documents could be Pending, Rejected, and Approved. Clicking a site under a particular review status will display the documents with that review status in the site in the grid pane.
  • By Country: The By Country option lists the countries to which documents are added. Clicking a country from the left pane will display the documents submitted to the country along with their review status in the grid pane.
  • By IRB/EC: The By IRB/EC option lists out the IRB/ECs to which documents have been added. Clicking an IRB/EC from the left pane will display the documents submitted to the institution along with their review status in the grid pane.
  • By Document Type: The By Document Type option lists the various document types available to the study start-up. Clicking a document type will display the documents submitted under that type, along with their review statuses, in the grid pane.

Additional filter:

  • Set Default: This will set the selected view as the default for the current session.
  • Set Default for All Rooms: This will set the selected view as the default for all rooms, not just the current room.

To apply View options, follow these steps:

  1. Click on the dropdown menu, View window will display.
  2. Select any available options from View.
  3. Select the checkbox to set the default view.
  4. Click Select to apply the changes or click Cancel to discard changes and retain previous settings.
  5. After clicking on Select, status options become visible, as per the selected By Regulatory Approved Status it will show Pending, Approved, and Rejected, each displaying the documents result in a grid view.
  6. The Folder Dropdown display will depend on the selection of View by option and Site Activation.

    Favorites: This Tab contains documents that have been marked as favorites for quick access.

    Pending: This Tab holds documents that are awaiting review or approval.

    Approved: This Tab contains documents that have been reviewed and officially approved.

    Rejected: This Tab stores documents that have been reviewed but not approved.

    All Documents: This holds all documents, regardless of their status.