Page View Actions

Allow Access to Older Version

Access older versions of records when versions are used; search results only show the latest version of records by default

Also assign Allow Versioning to support this.

This may be useful for RME administrators or office staff. Also assign Allow Manage Applications so they can search for and manage eForms.

See: Copy RME records and versions

Core records

Contracts CON001

Ethics ETH001

Projects PRO001

Allow Bulk Update

Update selected core fields for more than one record at a time

See: Bulk Update

Core records

Ethics ETH001

Projects PRO001

Allow Application Bulk Update

Update multiple selected eForms

See: Bulk update for eForms

eForms

Manage Research Proposals RPR005M

Allow Bulk Navigation

View one eForm after another via Next eForm and Previous eForm buttons in the eForm Toolbar panel, usually assigned to RME administrators or office staff with Allow Manage Applications so they can search for and manage eForms.

See: Toolbar - Next eForm, Previous eForm in the table

eForms

Contract CON001M

Ethics ETH003M

HDR PR HDR003M

HDRCM HDR009M

Research Outputs PUB001M

Research Project Requests RPR005M

Allow Copy

Copy core records

See: Copy RME records and versions

Core records

Contracts CON001

Ethics ETH001

Research Outputs PUB001

Projects PRO001

Roles ROL001

Page Views VIE001

Allow Copy

Copy an eForm to re-use some details for a new purpose

Also assign Allow Manage Applications to RME administrators or office staff so they can search for and manage eForms.

See: Copy an eForm

Note that alternatively, users can create some eForms based on an existing record, or in special cases, another eForm. See eForm pages: Contracts, Ethics, HDR PR, HDRCM, Research Outputs or Research Project Requests

For Ethics - Committee Meetings, you can copy an existing meeting to use as a basis for a new one. See: Copy a meeting

eForms

Contract CON001M

Ethics ETH003M

Research Project Requests RPR005M

Ethics > Committee Meetings ETH015M

Allow Create Application

Create a new eForm via the New button on the eForm listing page toolbar, or via the eForm Templates widget on the dashboard, if configured

Create an eForm on behalf of others (HDR only)

Supervisors with students currently under their supervision, or RME administrators with access to manage eForms, can also create an eForm on behalf of others, for eForm templates which they have been given access via their role. See: Ability to create an HDR eForm for a student

eForms

Contract CON001M

Ethics ETH003M

HDR PR HDR003M

HDRCM HDR009M

Research Outputs PUB001M

Research Project Requests RPR005M

All Delete Application

Delete an existing eForm in RME

Researchers can only delete their own eForms.

RME administrators or office staff with this action and Allow Manage Applications can delete all eForms.

See: Delete an eForm

eForms

Contract CON001M

Ethics ETH003M

HDR PR HDR003M

HDRCM HDR009M

Research Outputs PUB001M

Research Project Requests RPR005M

Allow eForm Clone

Create a new eForm application based on an existing eForm

See: Copy an eForm

Also assign Allow Manage Applications to RME administrators or office staff so they can search for and manage eForms.

eForms

Contract CON001M

Ethics ETH003M

Research Project Requests RPR005M

Allow Export: All Columns

Export all the columns in the grid for the displayed records,  related items or eForms, not just those visible in the grid via the Export button in the toolbar

This option is mutually exclusive with Allow Export: Only Columns Visible in Grid. You can only set one of these actions for the user or role. One of these options must be selected.

For eForm listing pages, also assign Allow Manage Applications to RME administrators or office staff so they can search for and manage eForms.

Both:

Core records

eForm lists

Most pages listing records, including CPT, ReCaP, and most setup pages

Allow Export: Only Columns Visible in Grid

Export only the columns visible in the grid for the displayed records, related items or eForms via the Export button in the toolbar

This option is mutually exclusive with Allow Export: All Columns. You can only set one of these actions for the user or role. One of these options must be selected.

For eForm listing pages, also assign Allow Manage Applications to RME administrators or office staff so they can search for and manage eForms.

Both:

Core records

eForm lists

Most pages listing records, including CPT, ReCaP, setup pages

Allow Manage Application

Search for and view all eForms for the domain via Advanced and Results tabs in an eForm listing page

This includes the ability to edit any eForms in the domain.

This is usually assigned to RME administrators and office staff so they can search for and manage eForms.

For Ethics, this includes the ability to view, create and edit committee meetings.

See: eForm administration and Manage eForm Reviews

eForms

Contract CON001M

Ethics ETH003M

HDR PR HDR003M

HDRCM HDR009M

Research Outputs PUB001M

Research Project Requests RPR005M

Allow Reload Supervisors

Update supervisor data to the latest from the database for selected eForms

This is usually assigned to RME administrators and office staff along with Allow Manage Application so they can search for and manage eForms.

Required:

•        Audit record create/update/delete? must be enabled in System Preferences

•        RM_STUD_SUPERVISOR table in Table Auditing must have auditing enabled

See: Reload Supervisors

eForms

HDR PR HDR003M

HDRCM HDR009M

Allow Sending Reminder Notifications

Send reminder emails to eForm applicants

This is usually assigned to RME administrators and office staff along with Allow Manage Application so they can search for and manage eForms.

See: Send reminder notifications

eForms

HDR PR HDR003M

HDRCM HDR009M

Allow Update Application ID

Change the default Application ID in an eForm

This is usually assigned to RME administrators and office staff along with Allow Manage Application so they can search for and manage eForms.  

See: Update Application ID

eForms

Ethics ETH003M

Allow Update Overall Due Date

Change the overall due dates for eForms

This is usually assigned to RME administrators and office staff along with Allow Manage Application so they can search for and manage eForms.

See: Update overall due date

eForms

HDR PR HDR003M

Allow Update State Due Date

Change the state due dates for eForms

This is usually assigned to RME administrators and office staff along with Allow Manage Application so they can search for and manage eForms.  

See: Update state due dates

eForms

HDR PR HDR003M

HDRCM HDR009M

Allow Versioning

Copy core records as a new version

Also assign actions for Allow Copy and Allow Access to Older Versions to support this.

See: Copy RME records and versions

Core records

Contracts CON001

Ethics ETH001

Projects PRO001

Apply New Rules

For Costing and Pricing Tool only

Deselected by default

Allows users to apply changes made to the funding rules applied to the project when the eForm application was first created.

An Apply New Rules button applies all rule changes; it cannot be used to select changes to apply.

See: View and apply new rules

CPT

Funding Rules CPT013

Display Costing and Pricing Tool Button

For the Costing and Pricing Tool or ReCaP

Deselected by default

Enable or disable the Costing and Pricing Tool button on the Project record page so users can access the tool directly for a selected record

If this option is selected when assigning either Role Page Views and User Page Views, the behaviour of the toolbar button differs depending on which tool you use:

a) If ReCaP is used by your institution, users with the defined role/access will see a Costing and Pricing Tool (or customised label) button on the Project record toolbar if a record has been used with ReCaP. It will not display in the toolbar to allow creation of a new record for costing details in ReCaP. An eForm can be used instead to start the process.

b) If the Costing and Pricing Tool is used by your institution, users with the defined role/access will see a Costing and Pricing Tool (or customised label) button on the Project core toolbar to open the Costing and Pricing Tool if the record has an associated eForm that has been created to collect CPT details. The button is not shown on the Project record toolbar if a record does not have an eForm that is designed to collect costing and pricing inputs.

CPT

Projects PRO001

Display Costing and Pricing Tool Button

For the Costing and Pricing Tool or ReCaP

Deselected by default

Enable or disable the Costing and Pricing Tool button on the RPR eForm listing page so users can access the tool directly for a selected eForm

If this option is selected when assigning either Role Page Views and User Page Views, the behaviour of the toolbar button differs depending on which tool you use:

a) If ReCaP is used by your institution, users with the defined role/access will see a Costing and Pricing Tool (or customised label) button on the RPR eForm listing page toolbar for an eForm application selected in the grid if it has been created to collect ReCaP details. The button is not shown if the selected eForm is not designed to collect costing and pricing inputs.

b) If the Costing and Pricing Tool is used by your institution, users with the defined role/access will see a Costing and Pricing Tool (or customised label) button on the RPR eForm listing page toolbar for an eForm application selected in the grid if it has been created to collect CPT details. The button is not shown if the selected eForm is not designed to collect costing and pricing inputs.

CPT RPR eForms

RPR eForm list RPR005M

Manage Progress Reviews

Access the Manage Progress Review tab on the Manage HDRCM page HDR009M

This allows users with this access to identify students who have a Significant Event record over a given date range that can be linked to a Research Study Plan and Review eForm. They can also identify students and/or supervisors who have not yet created an eForm for the review and send them an email reminder.

This is usually assigned to RME administrators and office staff along with Allow Manage Application so they can search for and manage eForms.

See: Manage Progress Reviews

eForms

HDRCM HDR009M

Share Dashboard

Share created dashboards  with roles

If a user with a defined role does not already have a set default dashboard, the shared dashboard will be set as the default. This is useful for new users. If more than one dashboard is set for a role, the user will see a prompt to select one to set as their default.

See: Dashboards

Dashboards

Manage Dashboards DAS001

Significant Event Batching

Copy a Significant Event to a group of selected records

This is usually assigned to RME administrators and office staff along to manage records.

See: Batch Significant Event details

Core records

Significant Event related items:

Committees COM009

Contracts CON015

Ethics ETH021

Facilities FAC002

HDR Student STU015

Panels PAN008

Personnel PEP015

Projects PRO005

Research Outputs PUB030

View New Rules

Only for the Costing and Pricing Tool

Deselected by default

Allows users to view any changes made to the funding rules applied to the project when the eForm application was first created

See: View and apply new rules

CPT

Funding Rules CPT013

View Restricted Documents

View documents marked as Restricted

Core records

Linked Document related items:

Contracts CON008

Ethics ETH016

Facilities FAC005

Fund Schemes FND008

HDR Student STU014

Personnel PEP014

Projects PRO022

Research Outputs PUB022