Creating a Product

To navigate to the Products screen and view all the product entries, follow the steps below.

  1. From the left-hand navigation links, select Product which will open the Products screen with a list of existing products.
  2. Click on +Add from the top menu bar.
  3. On the Create Product window, fill in all the mandatory metadata.
    Metadata field(s) Description
    Product Name* Enter a suitable name for the product.
    Type*

    Select the product type from the available dropdown options.

    • Combination
    • Custom
    • Device
    • Medicinal
    Status*

    Select a suitable status from the available dropdown options.

    • Planned: Product is planned
    • Active: Product is currently being actively used
    • Approved: Product has been approved
    • Archived: Product data has been archived
    • Cancelled: The product has been canceled
    • Closed: The product has reached the end and no additional data will be tracked
    • In Use: Product is currently in use
    • Inactive: Product is not currently in use
    • Pending Approval: The product is pending an approval
    • Postponed: Product is postponed until a future date
    • Terminated: Product has been terminated
    Note:
    • The Status field will be displayed in a different color depending upon the status selected.
    • A tooltip showing the status description is visible after hovering over the icon.
    Status Date* Enter the status date
    Sponsor* Select the sponsor's name from the available dropdown options.
    Indications

    Select one or more indications from the available dropdown options.

    Note: The Indications differ from client to client and are configured by Super Admin users.
    Description Enter a suitable description for the product.
  4. Once all the mandatory metadata fields are entered and reviewed, click on Create and the newly created product appears on the Products home screen.

Important Behavior of Creating a Product

  • An error appears if the user clicks on Create and any one of the mandatory metadata fields is blank.
  • If the user selects Create and Add Another, the system saves the initially created product and enable creating a new product right away.
  • If the user selects Cancel, the system discards all the changes made to the Create Product window.