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  • Portal Name:
  • Description:
    • A Free text area to describe the portal
  • Sub-domain name:
    • Defines the characters that will be associated with the subdomain of the portal to be created.
  • FQDN:  Fully qualified domain name provided to the portal
    Info

    Optional:  This area is only used when a domain name is registered for the portal.  Leave blank if unavailable

  • Verify Email Address:
    • The Sites list displays all sites in the account  
    • The sites included in the project are indicated with a checkmark
    • The Code column displays the Site Code
    • The Enrolled column displays the number of subjects enrolled at each site
    • The Max Enrollment column can optionally have a value with the maximum enrollment for the site

Actions

  • Enter/change the project name
  • Put the project in production mode 
    Tip

    The project should be put in Production Mode only after completion of pilot testing and removal of all test subjects from the project

  • Put the project in test mode (only available if no subjects are assigned to the project)
  • Enter/update the License Key
    Info

    The license key determines the maximum number of subjects that can be added to the project.  In a project with screening it includes the screen failures and does not limit the number of subjects that can be enrolled

  • Enter/update the Max Enrollment:  Enter a value if you are screening and there is a maximum number of subjects that can be enrolled into the project
    Info

    The value cannot exceed the subjects allowed based on the license key

  • Select/edit sites associated with the project
    Tip

    Once data is collected for a site it cannot be removed

    • Add additional sites through the System Setup main menu item
    • If applicable, add a maximum enrollment for each site InfoThe Max Enrollment across all sites cannot exceed the Max Enrollment specified for When checked:  Automatic Registration for subject/user access to portal pages will require email verification
      • Further Details TBA
  • User Type:  Subject or User
    • Subject:  Secure Portal page access is driven through subject accounts
    • User:  Secure Portal page access is driven through users who have access to the project