Countries Management

To access the countries modal, follow the steps below.

  1. Click on the modules dropdown and select the eTMF module.
  2. From the left-hand navigation menu, select the Countries modal.
  3. The Countries screen displays the configured organizations and its associated data into the following columns.

To add a country, follow the steps below.

  1. In the eTMF module, go to the sidebar and click on the Countries modal.
  2. Click on the +Add button at the top of the grid.

  3. In the Add Country form, select a country from the Country drop-down list.
  4. Optionally, fill in additional details:
    • Expected Approval Date
    • Languages
    • Country Comments
    • Room Contact


  5. Once all necessary information is entered, click on the Save button to add the country to the list.

To edit a country in the eTMF module, follow one of the methods below.

Method 1

  1. On the Countries screen, select the country to edit by checking the box next to its name.
  2. Click on the Edit button. This opens the Edit Country panel on the right side of the screen.


  3. In the Edit Country panel, make the necessary changes under the Details tab.
    • Under General Information, update the Country name and Status if needed.
    • Add or modify Country Comments as required.
    • In Additional Information, set or update the Expected Approval Date.
  4. Click on the Sites tab to view the sites associated with the country.
  5. Click on the Status History button to view the status changes and users responsible for changing the status.
  6. Once the desired changes are made, click on the save button Save to apply the updates, or Save & Next button to edit the next country in the list.


Method 2

  1. On the Countries screen, click on the country name to edit.


  2. On the Country Details screen, Click on the Edit button.


  3. Make changes to the General and Additional Information sections and click on the Save button.


  4. Click on the Documents tab from the left-hand navigation pane to add documents and access other functions.
    Note:

    Refer to the Documents Module section to add documents and perform the other functions.



  5. Click on the Sites tab from the left-hand navigation pane to add and access other functions.
    Note:

    Refer to the Sites section to add sites and perform the other functions.



  6. Click on the Security tab from the left-hand navigation pane to grant users, the necessary access permissions.


To delete a country in the eTMF module, follow the steps below:

  1. On the Countries screen, select the country to delete by checking the box next to its name.
  2. Click on the Delete button.


  3. On the Delete Country confirmation popup, click on the Yes button.


To Manage columns within the countries screen, follow the steps below.

  1. In the eTMF module, go to the relevant Countries in the sidebar.
  2. Click on the Columns button in the toolbar at the top of the grid.