Summary

This article describes how to add an existing workgroup or create a new work groups, as well as how to edit or delete a workgroup.

Table of Contents

A workgroup is an entity that allows for the distribution of data between users of a clinical trial. The hierarchical tree structure in the Enterprise Manager is comprised of workgroups and their associated tools. When workgroups are created in the wrong location in Trial Manager, they can be added to a different workgroup or deleted using the steps described in the following sections.

Add an Existing Workgroup

If a workgroup needs to be moved due to a study change or when a workgroup is created in the wrong location, the workgroup can be added to different workgroup and then removed from its current location.

Initiate Addition Process

  1. In Enterprise Manager, locate the workgroup that should be the parent of the workgroup.
  2. In the Enterprise Manager tree, right-click on the workgroup name.
    A pop-up menu will appear
  3. In the pop-up menu, select ‘Add Existing Workgroup.’


Complete the Membership Request Form

  1. On the Add Existing Workgroup screen, use the search feature to locate the workgroup that needs to be added.



Note: The only workgroups available on the Add Existing Workgroup screen are those of which the user is an administrator. If the workgroup that needs to be added is not in the list, contact an Administrator of the workgroup.


  1. If only one workgroup needs to be added, click the ‘Add’ link beside the appropriate workgroup. Otherwise, check the checkboxes beside all workgroups that need to be added and click the ‘Add Workgroup’ button.
  2. Complete the Membership Request form.
  3. Click the ‘Save’ button.

The newly created workgroup will be included in the Enterprise Manager tree under the parent workgroup.

Create a New Workgroup

If a new workgroup is needed, a similar process is used. One additional form is necessary in order to define the details of the workgroup.

Initiate Addition Process

  1. In Enterprise Manager, locate the workgroup that should be the parent of the workgroup.
  2. In the Enterprise Manager tree, right-click on the workgroup name.
    A pop-up menu will appear.
  3. In the pop-up menu, select ‘Create New Workgroup.’


Complete the New Workgroup Forms

  1. On the Create New Workgroup form fill in the fields provided. Required fields are marked with a red asterisk.
  2. Complete the Membership Request form located beneath the Create New Workgroup form.
  3. Click the ‘Save’ button.
    The newly created workgroup will be included in the Enterprise Manager tree under the parent workgroup.

Edit a Workgroup

  1. In Enterprise Manager, locate the workgroup that should be the parent of the workgroup.
  2. In the Enterprise Manager tree, right-click on the workgroup name.
  3. Select the ‘Edit Workgroup’ option.
  4. Make the desired changes.
  5. Click the ‘Save’ button.

Delete a Workgroup

  1. In Enterprise Manager, locate the workgroup that should be the parent of the workgroup.
  2. In the Enterprise Manager tree, right-click on the workgroup name.
    A pop-up menu will appear
  3. In the pop-up menu, select ‘Delete Node.’
  4. On the Remove screen, select one of the two options related to how the deletion should impact the members of the workgroup.
  5. Click the ‘Delete’ button.
    The workgroup will no longer appear in the Enterprise Manager tree.


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