Draft Home Page

The Draft home page shows a summary of all Draft objects (Edit Checks, Forms etc) as well as recent Activities and a summary of the results of the last draft-lint run.

Editing a Draft

Properties of the Draft such as Draft Name and its associated Standards Global Library can be edited by clicking the Edit button on the Draft Home Page.

Download a Draft

You can download an Architect Loader Spreadsheet from TrialGrid by clicking the 'Download' button.

Export a Draft

You can export a Draft from TrialGrid directly to Medidata Rave by clicking the 'Export' button.

Locking a Draft

A Draft can be locked to prevent further changes to any of the objects within the Draft. Only users with a role including the 'Lock Draft' permission can lock a Draft.

Unlocking a Draft

A Draft which has been locked may be unlocked by a user whose role includes the 'Unlock Draft' permission.

Approving a Draft

Users can add their Approval to a Draft, if their User Role includes the 'Approve Draft' permission. Approvals are displayed on the Draft Home page and are recorded in the Activity Records for the Draft. Unlike Locking, Approvals do not change whether Draft objects can be edited. Drafts are approved by Role, i.e. if a user with 'Manager' Role has approved a Draft then if another user with the same role approves it there is only one approval recorded.

Removing Approvals

Approval may be revoked by role, i.e. if a user with 'Manager' role revokes approval then it is revoked for all 'Managers'. Approval is also removed from a Draft automatically if any change is made to the Draft or any of its objects.

Requesting Approval

Approval may be requested from users who have a role in the project which has not yet approved the Draft. The Request Approval option of the Draft Action menu opens a dialog which lists roles and users in those roles where the role has not yet approved the Draft. Users are notified by email and by alert with a request to approve the Draft.

Allowing/Disallowing Imports from Draft

By default anyone who can view a Draft can import objects from that Draft into their own Drafts. A user with Create/Edit Draft permission is able to set the Draft so that its contents (Forms, Edit Checks etc) cannot be imported into other Drafts. This is particularly useful when you want to retire a Library so that objects from it can no longer be imported.