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Learn how to add a new project, company, person, study, substances, and trials in your project management system.
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Enter your Organization Code, Username and Password. These will be provided to you by your iAdvantage Administrator. Note that these entries are case sensitive.
Make sure that “Add a New Project…” appears in the Find a Project box. Fill in your Project Code and Description. Use the pull down menu to define the Project Contact and Sponsor. If the entries you want do not exist in the pull down menu, click on New and create these - see next screen shots.
Make sure that “Add a New Company…” appears in the Find a Company box. Fill in all the fields. Click on Save New Company and wait for the green box indicating that data was saved successfully. Click on the “X” at the top right corner to exit this screen and go back to the main project screen.
Make sure that “Add a New Person…” appears in the Find a Company box. Fill in all the fields. Click on Save New Person and wait for the green box indicating that data was saved successfully. Click on the “X” at the top right corner to exit this screen and go back to the main project screen.
Once you have completed all the fields to your satisfaction, click on Save New Project.
Make sure “Add a New Study…” appears in the Find a Study box.
Fill in all the fields. (You will have to scroll down on this screen.)
Click on Save New Study and wait for the green dialogue box to ensure that your data was saved successfully.
Next click on the Substances tab. Note - to complete entry of study data you click on the tabs in sequence from left to right I.e. General,Substances, Trials, etc. - see following screen shots.
Use the pull down menus to find and add test and other substances. If you do not find your formulation or other substance then add them by clicking on Active Ingredients Manager, Formulations Manager and Other Substance Manager in turn - see next screen shots.
From the Substances tab, clicking on Active Ingredients Manager gets you to this screen. To add an active ingredient, make sure that “Add a New Active Ingredient…” appears in the Find an Active Ingredient box.
Fill in all the fields. Click on Save New Active Ingredient and wait for the green dialogue box to confirm your data was saved. Then click on Return to Study Study 01 to get back to the Substances tab screen.
From the Substances tab, clicking on Formulations Manager gets you to this screen. To add a formulation, make sure that “Add a New Formulation…” appears in the Find a Formulation box.
Fill in all the fields. Click on Save New Formulation and wait for the green dialogue box to confirm your data was saved. Then click on the Ingredients tab.
Fill in all the fields. Click on Save Ingredients and wait for the green dialogue box to confirm your data was saved. Click on the Lot Numbers tab to fill in lot information, Or click on Return to Study Study 01 to get back to the Substances tab screen.
Fill in all the fields. Click on Save Lot Numbers and wait for the green dialogue box to confirm your data was saved. Click on Return to Study Study 01 to get back to the Substances tab screen.
From the Substances tab, clicking on Other Substance Manager gets you to this screen. To add an other substance, make sure that “Add a New Substance…” appears in the Find a Substance box.
Fill in all the fields. Click on Save New Substance and wait for the green dialogue box to confirm your data was saved. Click on the Lot Numbers tab to fill in lot information, Or click on Return to Study Study 01 to get back to the Substances tab screen.
Fill in all the fields. Click on Save Lot Numbers and wait for the green dialogue box to confirm your data was saved. Click on Return to Study Study 01 to get back to the Substances tab screen.
Click on the AI Of Interest. Click on Save Test Substances and wait for the green dialogue box to confirm your data was saved. Click on Save Other Substances and wait for the green dialogue box. Then click on the Trials tab.
Make sure that “Add a New Trial…” appears in the Find a Trial box.
Fill in all the fields. Click on Save New Trial and wait for the green dialogue box to confirm your data was saved. (Note - you do not have to go to the other tabs on this screen at this time. Data for the other tabs will be filled in automatically from data entry on other screens.)
Click on Add a New Trial for each new trial you wish to add. Next click on the Treatments tab.
After you fill in data for each treatment click on Add Treatment. When you have defined all your treatments, click on the Assign tab.
Click on the treatments you wish to assign to each trial. Then click on Assign Treatments and you will automatically be brought to the screen for the Summary tab.
Verify your treatment information. Next click on the Samples tab.
Fill in your subplot. Note - this is a mandatory entry field. See the User Manual for more information. If no subplot definition exists (as in this case), you must add an entry such as “N/A” or “-” or “.” or one of your own choice.
Click on Add after you define each subplot. (Only one entry is required if no subplots are defined.) Click on Next>>.
Assign your previously defined treatments to each subplot. Click Next>>. (If no subplots are defined, all treatments should be ticked.)
Recommended sample types will be automatically defined by iAdvantage. Highlight the sample types you wish to remove and click on Remove. Type in sample types you wish to add and click on Add. Click on Next>>.
Assign your previously defined sample types to each subplot. Click Next>>. (If no subplots are defined, all sample types should be ticked.)
Click on Add after you define each rep. Click on Next>>.
Assign your previously defined sample types to each rep. Click Next>>.
Type in sampling events you wish to add and click on Add. Click on Next>>.
Assign your previously defined sample types to each sampling event. Click Next>>.
Assign your previously defined treatments to each rep. Click Next>>.
