Products

Learn how to create and manage study products.

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Note Only SiteVault users with the Site Administrator system role can complete the tasks on this page.

Products

• Products can be viewed in the following areas of SiteVault eReg:
  • Study > Products (IP, Devices, etc.)
  • Administration > Products
• Adding a Product to a study enables you to associate Product documents with a study.
• Study Product States
  • There are 3 possible states for a study Product: Proposed, Active, and Inactive.
  • Products are created in the Proposed state.
  • Products can toggle between Active and Inactive.

For more on products, see Managing Products or the Assigning Study Teams, Partner Organizations, and Products training video.

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Study Product Tasks

Create Study Product

Complete the following steps to create a Study Product.

1. Navigate to the Studies tab.
2. Locate and select the study from the Study Identifier column.
3. Expand the Products (IP, Devices, etc.) section.
4. Select the Create button.
5. Complete the Product Role field.
6. Complete the Product field.
   • If the product is not available in the Product list, select + Create Product
   • Complete the Name field
   • Complete the Product Sharing field
   • Choosing ‘All’ (recommended) will allow this product to be re-used across all sites and studies within your Research Organization (if applicable). Choosing ‘Current’ will limit use of this product to your currently selected site.
   • Select Save to complete the process of creating the Product.
7. Select Save to complete the process of creating the Study Product.
8. If appropriate, from the Workflow Actions menu, change the Study Product to Active.

Edit Study Product

Complete the following steps to change a Study Product.

1. Navigate to the Studies tab.
2. Locate and select the study from the Study Identifier column.
3. Expand the Products (IP, Devices, etc.) section.
4. Locate and select the Product to update.
5. Select Edit from the All Actions menu.
6. Update the fields as needed.
7. Select Save to complete the process.

Change Study Product State

Complete the following steps to progress the study lifecycle:

1. Navigate to the Studies tab
2. Expand the Products (IP, Devices, etc.) section.
3. Locate and select the Product.
4. From the Workflow Actions menu, select the appropriate lifecycle state.

Delete Study Product

Complete the following steps to delete a Study Product.

1. Navigate to the Studies tab.
2. Locate and select the study from the Study Identifier column.
3. Expand the Products (IP, Devices, etc.) section.
4. Locate and select the Product to delete.
5. Select Delete from the All Actions menu.
6. Select Continue to confirm your intent.

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Monitor & Auditor Assignments

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Related Help

• Study eBinder
• Exporting Study Documents
• Document Library
• Setup Assistant