Summary
This article covers the default fields available on the add personnel form.
Table of Contents
- Access Add Personnel Form
- Default Fields
- First Name Field
- Last Name Field
- Company Name Field
- Address Line 1 Field
- Address Line 2 Field
- Address Line 3 Field
- City Field
- State Field
- Zip Code Field
- Country Field
- Phone Number Field
- Fax Number Field
- Email Address Field
- Time Zone Field
- Preferred Language Field
- Roles Field
- Therapeutic Area Experience Field
- Indication Experience Field
- Save Actions
- Fountayn Account Linking
- Duplicate Alert Check
- Importing Personnel
Personnel who work on studies are managed in CTMS by the Personnel form, one of many Configurable Forms. It is from this screen that relevant information concerning personnel can be collected. What is displayed on this form can be configured from CTMS Settings.
The Personnel Form is labeled Add Personnel for a new record and Edit Personnel for an existing record.
Access Add Personnel Form
The Add Personnel form can be reached by clicking the “Add Personnel” action found in the Actions Menu on the Personnel Manager screen.
The Personnel form for existing personnel may also be accessed by clicking on the name in the Personnel Manager and the Edit Personnel form shall appear.
Default Fields
The Personnel form contains the following fields by default:
First Name Field
The First Name field is a text field used to identify the personnel’s first name within managers and other parts of the system. By default, the First Name field is a required field and a black alert will fire if the First Name data is not provided. The form cannot be saved until the First Name data is entered. The First Name field’s visibility settings cannot be changed.
Last Name Field
The Last Name field is a text field, and is used to identify the personnel’s last name within managers and other parts of the system. By default, the Last Name field is a required field and a black alert will fire if the Last Name data is not provided. The form cannot be saved until the Last Name data is entered. The Last Name field’s visibility settings cannot be changed.
Company Name Field
The Company Name field is a text field used to identify the company the personnel works for within managers and other parts of the system. By default, the Company Name field is a preferred field and a red alert will fire if the Company Name data is not provided.
Address Line 1 Field
The Address Line 1 field is a text field and is used to identify the street address of the company for which the personnel is employed. By default, the Address Line 1 field is a preferred field and a red alert will fire if the Address Line 1 data is not provided.
Address Line 2 Field
The Address Line 2 Field is a text field used to identify the street address of the company for which the personnel is employed. Address Line 2 is additional room for entry after Address Line 1 is exhausted.
Address Line 3 Field
The Address Line 3 Field is a text field used to identify the street address of the company for which the personnel is employed. Address Line 3 is additional room for entry after Address Line 2 is exhausted.
City Field
The City field is a text field used to identify the city of the company for which the personnel is employed. By default, the city field is a preferred field and a red alert will fire if the city is not provided.
State Field
The State field is a text field used to identify the address state of the company for which the personnel is employed. By default, the State field is a preferred field and a red alert will fire if the address state is not provided.
Zip Code Field
The Zip Code field is a text field used to identify the address zip code of the company for which the personnel is employed. By default, the zip code field is a preferred field and a red alert will fire if the zip code is not provided.
Country Field
The Country field is a Dropdown Select Field used to identify the address country in which a personnel works. The field will contain as options all countries supported by the system. By default, the Country field is a preferred field and a red alert will fire if the country is not provided.
Phone Number Field
The Phone Number field is a text field used to identify the phone number of the company for which the personnel is employed.
By default, the Phone Number field is a preferred field and a red alert will fire if the phone number is not provided.
Fax Number Field
The Fax Number field is a text field used to identify the fax number for the personnel. By default, the Fax Number field is a preferred field and a red alert will fire if the fax number is not provided.
Email Address Field
The Email Address field is a text field used to identify the personnel’s email address. This field will determine the user account email address when a Fountayn account is generated. By default, the Email Address field is a required field and a black alert will fire if the email address is not provided. The form cannot be saved until the Email Address data is entered. The Email Address field’s visibility settings cannot be changed.
Time Zone Field
The Time Zone field is a Dropdown Select Field used to identify which time zone in which the personnel works. This field will determine the user account time zone setting when a Fountayn account is generated. The field will contain as options all time zone supported by the system. By default, the Time Zone field is a required field and a black alert will fire if the time zone is not provided. The form cannot be saved until the time zone is entered. The Time Zone field’s visibility settings cannot be changed.
Preferred Language Field
The Preferred Language field is a Dropdown Select Field used to identify the preferred language of the personnel. This field will determine the user account language settings when a Fountayn account is generated. Default options available are English, French, German, Japanese, Chinese (China), Chinese (Taiwan), Spanish, Korean and Italian. By default, the Preferred Language field is a required field and a black alert will fire if the Preferred Language data is not provided. The form cannot be saved until the preferred language is entered. The Preferred Language field’s visibility setting and answer options cannot be changed.
Roles Field
The Roles field is a Multi-Dropdown Select Field, and is used to identify what the roles the personnel will hold in studies. These options can be configured via the Role Managed List found in CTMS Settings. By default the Role Managed List options are Primary Investigator, Project Manager, CRA, CTA, Data Manager, Statistician, Safety, Medical Writer and Vendor. By default, the Roles field is a preferred field and a red alert will fire if the Roles data is not provided.
Therapeutic Area Experience Field
The Therapeutic Area Experience field is a Multi-Dropdown Select Field used to identify the therapeutic areas in which the personnel have experience. Default options available are:
| Default | Therapeutic Area Experience |
|---|---|
| Cardiology/Vascular Diseases | Nutrition and Weight Loss |
| Dental and Oral Health | Obstetrics/Gynecology |
| Dermatology | Oncology |
| Endocrinology | Ophthalmology |
| Family Medicine | Orthopedics/Orthopedic Surgery |
| Gastroenterology | Otolaryngology |
| Genetic Disease | Pediatrics/Neonatology |
| Healthy Volunteers | Pharmacology/Toxicology |
| Hematology | Podiatry |
| Hepatology | Psychiatry/Psychology |
| Immunology | Pulmonary/Respiratory Diseases |
| Infections and Infectious Diseases | Rheumatology |
| Internal Medicine | Sleep |
| Musculoskeletal | Trauma (Emergency, Injury, Surgery) |
| Nephrology | Urology |
| Neurology | Vaccines |
These options can be changed via the Therapeutic Areas Managed List found in CTMS Settings. By default, the Therapeutic Area Experience field is a preferred field and a red alert will fire if the Therapeutic Area Experience is not provided.
Indication Experience Field
The Indication Experience field is a Multi-Dropdown Select Field used to identify the indications in which the personnel have experience. These options can be configured via the Indications Managed List found in CTMS Settings. By default the Indications Managed List is blank and shall be populated at the beginning of use of the CTMS. By default, the Indications Experience field is a preferred field and a red alert will fire if the indications experience is not provided.
Save Actions
Save Button
When the Save button is selected the data entered for the questions will be saved and the user will be directed to the Personnel Manager screen.
Save & New Button
When the Save & New button is selected the data entered for the questions will be saved and the user will be directed to a new Add Personnel form.
Cancel Button
When the Cancel button is selected the data entered for the questions will not be saved and the user will be directed to the Personnel Manager screen.
Fountayn Account Linking
The Add and Edit Personnel form will contain the Username Field and Link to Fountayn Account button if the users has administrator access to the Enterprise Manager at the workgroup the CTMS tool is located.
Username Field
The Username field will contain the username of the Personnel Record for Fountayn.
Link to Fountayn Account Button
If a personnel record already has a Fountayn account, the Add Personnel form will populate with the user information from the user’s profile. The fields that are populated from the user’s account will become read-only and update when the user’s profile is updated. The fields that are populated on the Add Personnel form are: Last Name, First Name, Company Name, Address Line 1, Address Line 2, Address Line 3, City, State, Zip Code, Country, Phone Number, Fax Number, Email Address, Time Zone and Preferred Language.
Please note the user must be a member of the workgroup or any children workgroups on which the CTMS tool is located to appear in the user search for linking accounts.
To Link a Fountayn Account:
- Select the Link to a Fountayn Account button.
- The Username Dialog will appear.
- Enter the name of the user and a dropdown will appear with the accounts that match the value entered.
- Select the user from the dropdown.
- Selecting Save will populate the Add Personnel form with the user information for the user selected.
- The Add Personnel form has to be saved to record the account information.
Unlinking a Fountayn Account
If a personnel record has already been linked to a username in the database, with the appropriate permissions you will see on their Personnel form both their username and a button labeled “Unlink from Fountayn Account”. Clicking this button will disassociate the personnel from that username and unlock the locked fields on the form.
Duplicate Alert Check
If a personnel’s email address matches an existing personnel record email, upon saving of the form a warning will display notifying the user of the existing record. Selecting Save will save the personnel, selecting Cancel will close the notice and the form will not save.
Need more help?
Please visit the Fountayn Contact Information page.