TMF Template

The TMF Template module allows the administrator with the ability to create a way to map Project, Country, and/or Site Documents to a specific reference model.

 

If your desired model has 3 levels, then you can use the DIA TMF Reference Model or another model that has 3 levels as a guide in creating your own model.

  1. For the Name field, enter the name of the new model

  2. For the # of Levels field, select 3

  3. A check in the Allow Level Auto-Numbering box will place numbers on each level as indicated on the Levels tab

  4. For the Action field, select Copy from another TMF

  5. For the Copy from TMF field, select the model that contains 3 levels, such as TMF Reference Model

  6. Click Save for additional tabs to become available

 

If your desired model has 1 or 2 levels:

  1. Enter the name of the new model

  2. For the # of Levels field, select either 1 or 2

  3. A check in the Allow Level Auto-Numbering box will place numbers on each level as indicated on the Levels tab

  4. For the Action field, if there are other templates available with the same number of levels, then you can select Copy from another TMF; otherwise, select Create a new TMF

  5. Click Save for additional tabs to become available

 

After clicking Save, additional tabs become available including Levels, Zones (Level 1), Sections (Level 2), Artifacts (Level 3), Project Documents, Country Documents, and Site Documents.

 

Clicking Save returns you to the Document Trial Master File Templates page.

 

Click Document Trial Master File for more information on the process.

 

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

 

 

Adding a TMF Template

 

 

 

Editing a TMF Template

 

 

 

Reviewing and Copying DIA TMF Reference Model

 

 

Field

Description

Name

This field is required and can contain up to 50 characters.

Comment

 This field can contain up to 200 characters.

# of Levels

This field is required and can contain either:

  • 1

  • 2 (default)

  • 3

This field is read only when editing an existing record.

Allow Level Auto-Numbering

A check in this box will place numbers on each level as indicated on the Levels tab

Action

This field is required and the Administrator can select either:

  • Copy from another TMF

  • Create a new TMF

This field is hidden when editing an existing record.

Copy from TMF

This field is visible and required when the Action field is set to Copy from another TMF. It will contain the list of active Document Trial Master File Templates with the same # of Levels as the # of Levels field. This field will be hidden when editing an existing record.

Project Documents

A check in this box indicates that this document type is from the Project base table and will appear on the Project Documents page.

Country Documents

A check in this box indicates that this document type is from the ProjectCountry base table and will appear on the Country Documents page.

Site Documents

A check in this box indicates that this document type is from the Site base table and will appear on the Site Documents page.