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On the Attributes tab of the Portal Overview page, the portal attributes are specified.
Info |
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Click Edit to update these attributes |
Content
- Portal Name:
- Description:
- A Free text area to describe the portal
- 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
The Max Enrollment across all sites cannot exceed the Max Enrollment specified for the project.Info 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
- When checked: Automatic Registration for subject/user access to portal page(s) will require email verification
- 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.