Video library

Application Trigger

How to set up a trigger to automatically create or update Significant Events (which are records used to create, track and manage events that are significant for the record, such as milestones or tasks)

Application Trigger

Dashboards and widgets

How to create a dashboard, which is a collection of dynamic widgets that provide at-a-glance information on the RME Home page

Create a dashboard

How to set a dashboard as the default for one or more specific roles so it displays on the Home page after log in

Set a default dashboard for a role

How to set up an Application List widget to list eForm applications fora defined area

Application List widget

How to set up a Calendar widget, which displays Significant Events for a user, as well as committee meetings for committee members

Set up a Calendar widget

External users

How the External User Registration process works including review and approval (for administrators)

External User overview

eForms

How information is processed online in a walk-through of an example eForm and workflow

eForm Lifecycle

What the icons that display for an eForm page in the Pages panel tell you about the status of the page

eForm page status indicators

ORCID integrations

How to enable RME to automatically retrieve and store ORCID iDs, as well as verify entered ORCID iDs

ORCID iD

Significant Events

How to create a Significant Event (which are records used to create, track and manage events that are significant for the record, such as milestones or tasks)

Available on the following help pages:
Projects, Ethics, Research Outputs, Contracts, Student, Personnel, Committees, Facilities, Panels

How to add a Significant Event to more than one core record