Summary

This article covers the default fields available in the configurable add vendor form.

Table of Contents

• Access Add Vendor Form
• Default Fields
  • Vendor 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
  • Vendor Services Field
  • Therapeutic Area Experience Field
  • Indication Experience Field
  • Personnel Field
• Save Actions
  • Save Button
  • Save & New Button
  • Cancel Button
• Duplicate Alert Check
• Importing Vendor Information

Vendors are managed in CTMS by the Vendor form, one of many Configurable Forms. It is from this screen that relevant information concerning vendors can be collected. What is displayed on this form can be configured from CTMS Settings.

The Vendor Form is labeled Add Vendor for a new record and Edit Vendor for an existing record.

Access Add Vendor Form

The Add Vendor form can be reached by clicking the “Add Vendor” action found in the Actions Menu on the Vendors Manager screen.

The Vendor form for existing vendors may also be accessed by clicking on the Vendor Name in the Vendor Manager and the Edit Vendor form shall appear.

Default Fields

The Vendor Form contains the following fields by default:

Vendor Name Field

The Vendor Name field is a text field used to identify the vendor’s name within managers and other parts of the system. By default, the Vendor Name field is a required field and a black alert will fire if the vendor name is not provided and the form cannot be saved until the Vendor Name data is entered. The Vendor Name field’s visibility settings cannot be changed.

Address Line 1 Field

The Address Line 1 field is a text field used to identify the address of the vendor. 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 address of the vendor. Address Line 2 is additional room for entry after Address Line 1.

Address Line 3 Field

The Address Line 3 field is a text field used to identify the address of the vendor. Address Line 3 is additional room for entry after Address Line 2.

City Field

The City field is a text field used to identify the city of the vendor. 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 state of the vendor. By default, the State field is a preferred field and a red alert will fire if the state is not provided.

Zip Code Field

The Zip Code field is a text field used to identify the zip code of the vendor. 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 which country the vendor is in. 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 vendor. 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 of the vendor. 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 main email address of the vendor. By default, the Email Address field is a preferred field and a red alert will fire if the email address is not provided.

Vendor Services Field

The Vendor Services Field is a Multi-Dropdown Select field used to identify the services the vendor provides. By default options are:

These options can be changed via the Vendor Service Managed List found in CTMS Settings. By default, the Vendor Services field is a preferred field and a red alert will fire if the Vendor Services data is not provided.

Therapeutic Area Experience Field

The Therapeutic Area Experience Field is a Multi-Dropdown Select Field, and is used to identify the therapeutic areas the vendor has experience in. Default options available:

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, and is used to identify the indications in which the vendor has 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.

Personnel Field

The Personnel Field is a Personnel Select field used to identify all personnel contacts at the vendor. By default, the Personnel field is a preferred field and a red alert will fire if the personnel is not provided. The Personnel field’s visibility settings cannot be changed.

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 Vendors 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 Vendor 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 Vendors Manager screen.

Duplicate Alert Check

If a vendor name matches an existing vendor in the Vendor Manager, upon saving of the form a warning will display notifying the user of the existing record. Selecting Save will save the vendor, selecting Cancel will close the notice and the form will not save.

Importing Vendor Information

Primary Identifiers & Required Fields

This information can be imported as part of the Vendor’s import. Click here for more information.

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