Summary
This article covers how to to store records of and track activity of all vendors associated to studies in the vendor manager.
Table of Contents
The Vendors Manager stores records of and tracks activity of all vendors associated to studies. The Vendors Manager gives a high level view of those currently stored in the system and provides an easy view of select information for the vendor, making it easier to identify vendors history and study experience. Vendors created here will be available to associate with Studies.
One of the features of a vendor record is the ability to associate personnel records to easily identify likely contacts. To save unnecessary steps it is best practice to create the personnel records prior to creating vendor records as associating personnel is part of the vendor creation process.
Access Vendors Manager
From within the CTMS platform, click the expandable menu to the left of the screen, select the red arrow beside Vendors to expand the Vendors sub-menu and select Vendors.
Available Columns and Filter Types
The Vendors Manager is comprised of columns that can be dragged and dropped between the Manager and Filters Menu. The values of the Vendor 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 vendor record is Active or Deleted. | (none) | Yes | Choice |
| Vendor Name | Displays the Name of the Vendor. | Links to the associated Vendor Form. | Yes | Text |
| City | Displays the City of the Vendor. | (none) | Yes | Text |
| State | Displays the State of the Vendor. | (none) | Yes | Text |
| Country | Displays the Country of the Vendor. | (none) | Yes | Choice |
| Studies | Displays Studies the Vendor has participated in. | Links to the associated Study Form. | Yes | Choice |
| Vendor Services | Displays the services provided by the Vendor. | (none) | No | Choice |
Actions
The Actions Menu can be expanded by clicking and contains the following options:
Add Vendor
By clicking Add Vendor, you will be directed to a new Vendor form that can be saved to add a new record to the Manager.
Exports
By clicking 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 vendor record can be deleted and restored through the Vendor Manager.
If a vendor has been added to a study, the vendor cannot be deleted from the manager. The vendor must be removed from the study before the vendor can be deleted.
To Delete
To delete a vendor, the Active Vendor Status must be set to Active Only.
- Select the checkbox by the Vendor 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 vendor, the Active Vendor Status must be set to Deleted Only.
- Select the checkbox by the Vendor record.
- Select Restore Checked in the Choose an Action Press-Go dropdown.
- Select Restore button on the Confirmation Page.
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