If you still can't find what you're
looking for, try using the Help search or index.A range of supporting functionality underpins key modules and eForms, including system settings, user and personnel management, and configuration functions to set up the system and required data.
In the RME Menu, administrative functions are grouped under two headers: Setup and System.
To help you find content, especially if you're not sure where the function is, all administrative topics from Setup and System menus, as well as some generic functions from the Users menu, are listed under this section in Help alphabetically.
If you still can't find what you're
looking for, try using the Help search or index.
Help page |
Feature description |
Where in the RME menu? |
Account Codes |
Codes for accounts used to identify individual financial accounts |
RME > Setup |
Account Code Formats |
Used to specify the format to which account codes need to comply |
RME > Setup |
Application Trigger |
Used to define scripting rules to automatically create or update Significant Events based on changes or updates to core fields |
RME > Setup |
Categories |
Values that display in dropdowns for users to select |
RME > Setup |
Classifications |
Codes used to indicate industry Standard Research Classifications and others used within the organisation |
RME > Setup |
Committees |
Committees used to review or assess records, such as projects, ethics or contracts and IP |
RME > Setup |
Custom Content (formerly HTML Editor) |
Used to configure the system header and footer, add content for noticeboard widgets, and configure the Public Portal header and footer |
RME > System |
Documentation |
Used to view field-level details for the RME Web API (Web Routes), eForm domains (fields and RICs) and feeders |
RME > System |
eForm Email Templates |
Used to find, create and manage email templates used in eForm processes |
RME > System |
Email Templates - RME |
Stores all the email templates used in the system for creating an email for a Significant Event |
RME > System |
Facilities |
Facilities are physical resources such as buildings, rooms, equipment owned by the institution. Facility records enable you to use the system to help manage them. |
RME > Setup |
Fund Schemes |
Used to manage details about funding bodies, both internal and external |
RME > Setup |
Global Label Preferences |
Used to change the display label of over 200 heading, text or field labels that appear in more than one location throughout RME |
RME > Users |
Licences |
Used to record details for licences that may be required by users engaged in particular activities or for facilities used for specific activities, and to link to other records |
RME > Setup |
Org. Units |
Used to reflect your organisational structure so that records, such as personnel or projects, can be affiliated to one or more organisational units (departments, schools or faculties) |
RME > Setup |
Organisations |
Used to record information about organisations in the system, including: • Internal organisations (the Primary = your institution, under which you can configure internal organisation) • External organisations, such as those providing funding, in which external personnel maybe employed, or in which facilities may be used for research |
RME > Setup |
Page Views |
Used to manage access to Page Views |
RME > Users |
Panels |
Used to manage panels that are used to review and assess applications |
RME > Setup |
Product
Key |
Used to display details about the components available with your current RME licence, and allows you to apply a new product key |
RME > System |
Scheduled Tasks |
Used by RME administrators to search for or create new scheduled tasks to: • Send emails and RME reports to selected recipients, either immediately, at a future date, or periodically • Update records based on defined criteria for specified modules, such as HDR Student, and for committee meetings |
RME > System |
Standard Phrases |
Used to centrally create and maintain a list of standard phrases for each eForm domain, for example, for the review process Also called "snippets" in other parts of the system, such as eForm comments |
RME > Setup |
System Preferences |
Used to configure the RME system and define values for options across the system |
RME > System |
Table Auditing (formerly RME Data Dictionary) |
Provides an overview of the RME database tables Used to create custom fields for some modules, and also to enable or disable auditing |
RME > System |
User Codes Configuration |
Used to set a specific pattern for automatically generated codes (eCodes) in the available modules (tables) |
RME > System |
ID: Setup_and_System_overview.htm