Project Event Types

The Project Event Types page lists all the events within a standard project. Project Event Types are categorized by Groups set in the Project Event Groups page.

 

Administrators can:

  1. override the default behavior of the events
  2. determine whether the event should appear on the Project Events, Country Events, and Site Events pages (in each of these modules, you can determine if the event should appear on the Project Calendar)
  3. determine the source of the Target Date and Completed Date

 

The Project Event Groups and Types will appear on the Project Events, Country Events, and Site Events pages. The events will appear in the order that they are displayed on this page unless changed on those pages. All of those pages have a  button  to reset the order of the events to the order that is set on this page.

 

To filter the records, users can select by (1) Groups (Project Events), (2) Display including Project, Country, or Site Events, (3) Active, Inactive, or All, as well as (4) Search for a word or string in the record. To remove all search options, click the button.

 

To add a Custom Event, click or edit a record, click , which opens the Project Event module. Custom Events at the Site Level cannot be auto-populated. Values entered for Custom Events at the Site Level can be auto-populated up to the Country and Project levels.

 

For more information, click Instruction on How to Manage the Project, Country and Site Events Pages.

 

Columns can be sorted  in ascending or descending order by clicking the column heading.

 

Click Common Buttons for a description of the buttons found throughout the system and their uses.

 

 

 

 

Field

Description

Search Fields

 

Group

Users can view Project Event Types based on the groups that they are categorized under. The default groups are:

  • Other
  • Planning
  • Startup
  • Study Conduct
  • Data Management
  • Analysis
  • Reporting
  • Regulatory
  • Complete

Additional groups can be added on the Project Event Groups page.

Display

Users can view Project Event Types based on whether they appear on the Project Events, Country Events, or Site Events pages,

Records

The user can filter the records based on whether they are active or inactive, or simply select all records.

Search

The user can enter any word or string to see if it exists in the database.

Column Headings

 

Event Name*

This column displays the standard and custom names of the project's events.

PROJECT EVENTS

 

Include

This column indicates whether the event will appear on the Project Events page.

Target Source*

This column indicates how the system will determine the target date for event.

Completed Source*

This column indicates how the system will determine the completed date for event.

COUNTRY EVENTS

 

Include

This column indicates whether the event will appear on the Country Events page.

Target Source*

This column indicates how the system will determine the target date for event.

Rollup Max of Event Date: The system will use the latest date

Rollup Min of Event Date: The system will use the earliest date

User-Defined Calculation: The user defines the calculation on the Project Event Type page in the User-Defined Calculation field.

Completed Source*

This column indicates how the system will determine the completed date for event.

Rollup Max of Event Date: The system will use the latest date

Rollup Min of Event Date: The system will use the earliest date

SITE EVENTS

 

Include

This column indicates whether the event will appear on the Site Events page.

Target Source*

This column indicates how the system will determine the target date for event.

Completed Source*

This column indicates how the system will determine the completed date for event.

Reorder

The two arrows move the rows up or down . Inactive records always will be excluded during the reorder process. When an inactive record is reactivated after the records have been reordered, then the record will appear at the end of the list.