The projects tab provides a list of projects that the user has permission to view, from the newest to the oldest. Administrative users and HRECMember users can see all projects by default. Other user types need to be associated with projects via the  options icon next to each project.

 

It should be noted at this point that many project options / functions will not be available until the relevant meetings, researchers, sponsors, etc have been setup under the “Administration” section.

 

 

There are two (2) ways of filtering the projects list :-

1.Using the  advanced filter (see details on filter criteria here) or

2.Entering basic text into the search text box and selecting the ‘Filter’ button.

In either event, the tooltip for the filter text box displays the filtering criteria that will be used. Refer to the advanced filter section for more details.

Note that the filter text may contain a strange sequence of characters and numbers following an advanced search. This is by design, since even the simplest advanced search has a complex query format, so this is stored in the database, and the reference to the query is the strange sequence (technically known as a GUID – Globally Unique Identifier); and as noted above, the textbox and ‘Filter’ button tooltips always tells you what is happening with the search criteria.

 

The main columns give key details of the project. The tooltip on the Title column provides the project comments.

 

Status

 

The Status column shows the status of the project displayed on that line. Each icon has tooltip text that provides further details.

 

The first seven (7) icons may change, depending on the value selected for the project.

 /  /  /  /  Indicates that the project is active, inactive (discontinued, suspended, or withdrawn), closed, archived, or disposed.
If archived, the tooltip includes the date and location details.
If disposed, the tooltip includes the date and details.

 provides details of the research area in the tooltip,

 provides details of the category in the tooltip,

 provides details of the status in the tooltip,

 provides details of the phase in the tooltip,

 / /  provides details of the billability and invoicing status in the tooltip,

 provides details of the HREC Member in the tooltip, and may contain links,

 displays only where other HREC’s are involved, turning green  when the counter of other approved HREC’s is the same as other HREC’s involved.

 /  displays only when a timer is or was on prior to project approval, and is red if the timer indicates the project not approved and is overdue.

 project severe adverse events. Only appears is they exist.

 project amendments status. Only appears is they exist.

 /  displays only if there is an alert or issue with the project.

 

Status Alerts

 

If the  or  icon appears, it indicates there are alert(s) for the project. Alerts are simply system messages that are being escalated (e.g. approaching, or have passed a key date). The tooltip provides full details.

Issues include :-

Project is archived, however the archived date or an archived status () has not been set,

Project is closed, however the closed date or a closed status () has not been set,

Project is approved, however the approved date status () has not been set,

Project is suspended (by selecting a suspended status ),

Outstanding actions () for the project (date based),

Project progress updates () are required (date based),

Project ethics review date is approaching or past,

Project insurance review date is approaching or past,

Outstanding compliance issues (either ethics, governance or insurance),

Where the counter of other approved HREC’s is not the same as other HREC’s involved,

Where the project timer alert days is approaching or exceeded,

Where issues exist with the project dispose values (date based),

And generally, where a date based alert will soon be triggered (urgent), or is due in the past (critical).

 

The status alert tooltip may look something like :-

where bold red is critical (due in past), red is urgent (due soon), and normal text is a general message (which may escalate to an alert).

 

Note that date based or date critical alerts are affected by the ‘DateAlertDays???’ configuration settings :-

1.DateAlertDaysProjectActions,

2.DateAlertDaysProjectInsurance,

3.DateAlertDaysProjectUpdate,

4.DateAlertDaysProjectEthics,

5.DateAlertDaysProjectTimer.

For example, if a value is set to sixty (60) days, then 60 days before a date falls due, the system will raise a message to an urgent alert (red), and provide a countdown in the tooltip. When the date is today, or in the past, the message becomes a critical alert (bold red).

 

The dashboard provides lists of messages by project and by date, prioritising from critical to future. It provides the easiest way to filter, and resolve issues for projects.

 

Options

 

The options column  enables actions to be performed for the project. Each icon has tooltip text that provides further details for the option.

 the project to be edited.  The tooltip over this icon provides the database id for this project.

 the projects documents to be viewed, edited, added. The tooltip indicates the number of unique and total number of documents. Some document categories, like “Serious Adverse Events”, “Tools”, and “Progress Report” are always treated as individual documents, no matter how many are added. Other documents are treated as “versioned”, so newer additions supersede previous ones, hence the document count is not effectedaffected. Documents are :-

o“Approved”  when the approved date is today or in the past,

o“Ratified” when it is approved and also where the meeting date is in the past.

 project actions to be viewed, edited, added. 

o“Actions” is the total number of actions listed against a project;

o“Approved” is the number of project actions where the approved date is in the past;

o“Ratified” is project actions approved and also where the meeting date is in the past;

o“Outstanding” is the difference between the total number of “actions” less “approved” – and is one of the triggers for the  status.

 project updates (progress reports) to be viewed, edited, added. 
The “Comments” text area supports the conversion of text to special characters, as per the “Interface Overview” section at the start of the document. Counters include :-

o“past” – when ready to submit is ticked and the meeting date has passed,

o“scheduled”   --  when ready to submit is ticked and the meeting date is still in the future,

o“pending”  -- when scheduled but not yet ready to submit; and

o“required” – when system is waiting for a progress report to be entered.

 project compliance to be viewed, edited, added. Compliance includes governance, ethics, and insurance. If insurance is flagged as required, this icon’s tooltip gives access to the governance and ethics, or insurance screen.
A special  button with the usual save buttons enabled toggling between these two (2) compliance related screens.

 project drugs to be viewed, edited, added. The “Detail” text area supports the conversion of text to special characters, as per the “Interface Overview” section at the start of the document.

 project devices to be viewed, edited, added. The “Detail” text area supports the conversion of text to special characters, as per the “Interface Overview” section at the start of the document.

 project researchers (investigators) to be viewed, edited, added. Researchers can also be denoted as :-

oCo-Ordinating/Chief  investigator (CI),

oPrimary  researcher (PI),

oContact  researcher (although strictly the contact may not be a researcher, they are entered in the Administration > Researcher section for convenience)

 /  project previous links to be viewed, edited, added.

 project sponsors to be viewed, edited, added.

 project users to be viewed, edited, added. This associates system users with projects. This feature can be used to associate and dissociate system users (e.g. Researchers, HREC members, etc) to/from projects. While administrators can always see the full list of projects, this mechanism is used to filter other users to only their required list of projects.

 /  displays only prior to project approval, and is red if the timer is off, and green if a timer is running.

 project severe adverse events. Not yet implemented.

 project amendments can be viewed, edited, added. 

o“Actions” is the total number of amendments listed against a project;

o“Approved” is the number of project amendments where the approved date is in the past;

o“Ratified” is project amendments approved and also where the meeting date is in the past;

o“Outstanding” is the difference between the total number of “amendments” less “approved” – and is one of the triggers for the  status.

 provides a list of project specific reports that may be run for the project.
This also includes relevant E-Docs, which have the ProjectCode and Title filled in on the document during 'export'.

 

In general, selecting an option will open a specific screen for that option, and you can view the current details, as well as adding a new detail for the specific option.

The  button opens a section of the screen for adding a new record of that option type.

The  button returns you to the projects listing, which can also be achieved by selecting the  tab.

 

Header

When drilling through to any of the project options (except new project), a project header portion is displayed at the top of the page. The following image is for the compliance page () :-

It provides the basic details for the current project being worked on, as well as enabling simple intra-project navigation and action items (as per the  status icon). In addition, the arrow pointer  is used to indicate the issues that can be resolved on the current page, while the option icons enable quick selection of the issue, taking you to the page where it can be resolved. The messages are coloured, where bold red is critical (due in past), red is urgent (due soon), and a general alert.

The  check box enables the showing or hiding of future messages, not just issues (as per the illustration above).

Also, the project list navigator  enables scrolling through the list of previously selected project(s) (from the 'Dashboard', or the ‘Projects’ tab).

If the meeting management module is enabled, the  icon may appear to offer meeting details, and/or to assist in navigating back to the relevant meeting management page.