Views

The Views functionality enables users to customize the left-hand navigation pane in the Documents module and select documents based on specific categories.

Apply a View

To access and apply different views, follow the steps below:

1. Open the Documents modal from the left-hand navigation pane and click the View By dropdown. The index view is applied by default.
2. On the View Documents By screen, choose a view from the available categories.
3. Click the pin icon to pin a view if needed.
4. Use the View Options to customize the selected view.
5. Click on the Select button once, the require view and view option is selected.
   
   
   

Pin and Set Default View

To pin and set a default view, follow the steps below.

1. Select a view and check the Set Default for all Rooms checkbox to make that view default across rooms.
   
   
   
2. Click the pin icon to pin the view. Pinned views appear in the View By dropdown. To view all available options, click the All Views button.
   
   
   

Edit View Documents By screen

To edit the View Documents By screen, follow the steps below.

1. Open the View Documents By screen and click on the Edit icon.
2. Click on the Group Name icon and select an icon from the available list to have a different icon for the group.
3. Enable or disable the toggle switch of a Group Name and View Name to control their visibility.
4. Modify the Group or View Name if required.
5. Click on the Save button once all the changes are made.
   
   
   
6. Click on the Change Log icon to view the Change Log History.
   
   
   

View Descriptions

Each view is organized into different groups.

View Name	Description
Index	Displays all documents in the room based on their index location.
Document Type	Organizes documents according to their assigned document types.
Site	Shows documents organized by their site association.
Country	Displays documents grouped by their country association.
Tag	A metadata field that links documents. This view groups documents by their assigned tags, with one document potentially linked to multiple tags.
My eSignatures	Displays documents requiring eSignature, allowing users to perform eSignature-related functions.
My Submitted	Shows documents that the user has submitted or uploaded.
My Favorites	Displays documents marked as favorites by the user.
Query by Sender	Organizes queries by the sender. Users will see different queries depending on their access level. Administrators can view all queries in the room or choose to see only their own. Other users will only see their own queries unless granted additional privileges.
Query by Recipient	Organizes queries by the recipient. Depending on the user’s access level, administrators can view all queries or choose to see only their own, while other users will only see their own queries unless granted additional privileges.
Submissions	Displays all documents ever submitted by the user to the room, excluding deleted documents.
My QC/Reviews	Available only to users involved in the rooms QC workflow. Users can perform related functions based on the workflow settings. Documents added to the room are automatically added to the workflow, and can be viewed from the My Reviews view or the Quality Control module under unclaimed documents. Note: If assigned to a QC group, this view is automatically activated and mirrors the QC Review module in the Navigation Grid.
Audit Findings	Available to users assigned the role of Audit Responder. This view allows Audit Responders to perform functions related to correcting audit findings.
By Status	Groups documents by their QC Workflow status (e.g., QC 1 Approved, Final).
By Reviewer	Shows documents currently claimed by QC workflow personnel. Administrators can reassign claimed documents to other reviewers.
By Workflow	Organizes documents by their workflow association.
Automation Score	Groups documents by their assigned automation scores.
Automation Deviation Score	Groups documents by the automation deviation scores.
Event	Available in rooms using the Event Manager. Displays documents and placeholders related to specific events.
eTMF Completeness	Organizes documents and placeholders by the related entity (e.g., Study, Countries, Sites, or IRB/EC).
Working Documents	Focuses on missing documents and placeholders, allowing users to drag documents onto placeholders for coding and fulfillment. The Staging, Upload, and Inbox folders are available from the lower panel.
Document Type	Displays documents grouped by Trial, Country and Site.
Redactions	Shows documents identified as containing protected content, organized by the state of their redaction.
Processing	Shows documents bifurcated within the following categories Documents Auto Coded Optical Character Recognition Page Count PDF Conversion Thumbnail Generation Virus Scanning
Responsible Party	Displays collected and missing documents organized by their Responsible Party association, requiring responsible parties to be in use in the room.
Deleted Documents	Displays all deleted documents, with options to restore or permanently purge them from the system.
User Security	Groups documents by their affiliated security access group.
Group	Displays documents organized by their affiliated group.
Posted Date	Shows documents organized by the date they were added to the study room.
Processed Documents	Shows documents that have undergone processing, such as conversion to PDF or OCR application.
Documents Security	Organizes documents that have specific document-level security applied.