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On the Attributes tab of the Project Update Portal Overview page, the project name, sites, and universal project portal attributes are specified.

Info

Click Edit to update these attributes

Content

  • Project Portal Name:
  • In Production
    • In Test Mode there is a checkbox to allow changing from Test Mode to Production Mode
    • In Production Mode you cannot change the project to Test Mode unless there are no subjects in the project
  • License key (defines the number of subjects that can be in a project)
  • Max Enrollment:  optionally enter a maximum number of subjects that can be enrolled in the project
    Info

    This differs than the subjects allowed by the license key which includes all subjects screened

  • Sites
    • 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 the projectDescription:
    • A Free text area to describe the portal.
      Info

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

  • 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:
    • When checked:  Automatic Registration for subject/user access to portal page(s) will require email verification
      • Further Details TBA
  • User Type:  Subject or User
    • Subject:  Portal page(s) access/creation is driven through subject accounts
    • User:  Portal page(s) access/creation is driven through users who have access to the project
Valid URLs

The list of valid URLs where the top-level portal can be viewed.