Steps
- Main menu - Management – Template
- Navigate towards the component whose rights you want to edit
- Click on ‘’Edit’’ at this component
- Tab ‘’Rights’’
- Set up the rights (per role, per fase of the study)
- Click on “Save”.
Extensive steps:
Step 1: : Log in on CTMS
Go to https://myresearchmanager.com/NameCustomer . Log in with your username and password.
Step 2: Navigate towards ‘Template’ through Management
Now you see the starting page. Place your mouse at the top, in the menu bar, and click on “Management’’. Then, click on “Template” under the heading “Study management Template’’.
Step 3: Editing the template at component level
Now you find yourself on the page with the study template. On the left side you see the navigation structure with chapters, subchapters, paragraphs and components. By clicking on a plus icon, the section expands.
If you then click on a paragraph, on the main part of your screen you will see all the components within this paragraph. To fold up a section again, you click on the minus icon.
Step 4: Tab “Rights”
To change the rights of users within a component, you click on the pencil (edit) or you double click on the component. Now a po-up opens with in it multiple tabs. Click on the tab “Rights”. What you see now is the different for each kind of component. The different possibilities are described below:
- For every role in every status there is a checking field If you check this field then you indicate that users with this role in the corresponding role have access to the component and are allowed to change it. To indicate that a role has access to the component within every status in one go, you check the field directly under the name of the role.
- For every role in every status there is a circle with five options, you can switch between them by clicking on the circles. To indicate that a role has access to the component within every status in one go, you click on the circle directly under the name of the role. On the image below you can see the meaning of the different options.
- For every role in every status there is a circle with six options, you can switch between those options by clicking on the circles. To indicate that a role has access to the component within every status in one go, you click on the circle directly under the name of the role. On the image below you can see the meaning of the different options.
If you want to save in between, you click on ‘’Save’’ below in the pop-up. Are you ready with making changes, then click on ‘’Save and close’’. Do you have unsaved changes that you would rather not put in? Then click on ‘’Close’’ (without saving).