This article provides an introduction to Configuration Designer's key terms and concepts. We've included the following sections:
About Activate and Configuration Designer
Activate guides study teams to complete and track the documents, submissions, and other activities required for any site, country, or study based on your business practices and country-specific requirements. If your requirements change, you can use the Configuration Designer articles in the goBalto Help Center to make the following changes to configurations that have not yet been deployed:
- Add new documents
- Change document names
- Delete documents
The Configuration Designer is an Activate component. Depending upon your permissions, you can view or change the various attributes of your configuration.
Configuration is a team effort
Below is a typical scenario for using Configuration Designer to manage configurations.
To help you better understand how to manage Activate configurations, below are some key terms.
Documents, contracts, packages, and submissions you track in Activate. Use Configuration Designer to add, change, or delete artifacts. For instructions, please refer to the Viewing and changing configurations article.
Groups of artifact workflows (a.k.a. scenarios) managed together; this makes it easier to automatically create groups of related artifacts. By default, goBalto provides collections of study, study country, principle investigator, and staff tracking items.
Activities your organization uses to track artifacts. To get you started, we offer a variety of lifecycles based on known submission requirements and common industry practices for tracking documents, contracts, packages, and submissions in a variety of countries. Lifecycles for tracking items can have decision options that cause the collection to branch depending on the choices your team members make.
As team members complete activities, Activate will alert users assigned to perform the next activity. Activate will only allow tasks to start after the completion of all prerequisite tasks.
Events which, when they occur, can cause a collection to run. Activate’s collections can run automatically when certain triggers happen, such as when you add a study country, new investigator, staff member, or change the investigator.
Groups of document, contract, submission, and package activities. These help you have different regional or project-specific processes but track their status globally.
An action or event that marks a significant change or stage in a development. You can define and track as many milestones as you want in reports. Keep in mind, only 10 milestones show on study country and site timelines.
Activate’s milestone timeline shows the baseline (original projection), planned (re-projected), and actual dates Define study country and site milestones that your organization tracks globally. To learn more about milestones, see the Tracking key milestones article.
Define who can perform activities in Activate. As you work with configurations, you can specify which role can carry out a task. You or another person assign team members to the specified roles so that they are granted permission or the responsibility to perform activities.
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