Summary
This article covers how to add and delete a product through the products manager.
Table of Contents
The Products Manager allows for the storage and tracking of products tested in studies. The Products Manager gives a high level view of those currently stored in the system, and provides an easy view of select information for those products. Products created here will be available to associate with new studies when they are created.
Access Products Manager
From within the CTMS platform, click the expandable menu to the left of the screen and select Products.
Available Columns and Filter Types
The Products Manager has many columns that can be dragged and dropped between the Manager and Filters Menu. The values of the Product Name Column serve as a link to the records they represent. For more information see the article on CTMS Managers.
The following table defines each column, the actions made available through the column value and the filters and sorts available.
| Name | Value | Action | Sortable | Filters |
|---|---|---|---|---|
| Active Status | Indicates if the Product record is Active or Deleted | (none) | Yes | Choice |
| Product Name | Displays the Name of the Product. | Links to the associated Product form. | Yes | Text |
| Product Code | Displays the Product Code of the Product. | (none) | Yes | Choice |
| Sponsor | Displays the Sponsor of the Product. | (none) | Yes | Choice |
| Product Type | Displays the Product Type of the Product. | (none) | Yes | Choice |
| Therapeutic Area | Displays the Therapeutic Area of the Product. | (none) | No | Choice |
| Indication | Displays the Indication of the Product. | (none) | No | Choice |
| Form | Displays the Form of the Product. | (none) | Yes | Choice |
| Route | Displays the Route of the Product. | (none) | Yes | Choice |
| Clinical Trials Performed | Displays the Clinical Trials on which the Product has been used. | Links to the associated Study Form. | No | Choice |
Actions
The Actions Menu can be expanded by clicking and contains the following options.
Add Product
By selecting Add Product, you will be directed to a new Product form that can be saved to add a new record to the Manager.
Exports
By selecting the options Excel or CSV, the system will provide an export of the information currently displayed in the Manager Table in the chosen format. The content of this export will be based on the filters applied to the table at the time of export.
Choose an Action – Press Go
The Choose an Action – Press Go dropdown can be expanded by clicking and contains the following options.
Deletion
A Product record can be deleted and restored through the Product Manager.
If a product has been referenced in a study on the Study Form, the product cannot be deleted from the manager.
To Delete
To delete a product, the Active Product Status must be set to Active Only.
- Select the checkbox by the Product record.
- Select Delete Checked in the Choose an Action Press-Go dropdown.
- Select Delete button on the Confirmation Page.
To Restore
To restore a deleted product, the Active Product Status must be set to Deleted Only.
- Select the checkbox by the Product record.
- Select Restore Checked in the Choose An Action Press-Go dropdown.
- Select Restore button on the Confirmation Page.
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