The Person Archive Detail Screen is used to edit one archive entry and manage the documents stored within it.
Accessing and managing Person archives
Person archives are organized beneath the archive section of the main Person tree. Add a new archive entry or delete a selected archive entry from that tree. Open an archive entry to display the Person Archive Detail screen.
Screen items
Description: space to provide a description for this archive.
Archive Type: choose from the list the category which best described this archive. If none of the items from the list are a good match, choose Unknown/Other.
Document Owner: choose the type of user that created/owns this document.
Plan Number: choose which plan number this document is applicable.
Calculation Date: space to indicate the calculation date for this archive. If calculation date is not applicable, then check the None box.
Internet Portal Access: to make this document accessible by Participants or Sponsor Contacts through a portal document search, check either or both of the Person or Sponsor Contacts check boxes.
Documents: list showing all of the documents stored under this archive. To add a new document, press the "+" button and double-click into the newly created document. To delete a document, select the document that you want to delete and press the "-" button. To edit a document, double-click into that document.
Please note that only the first document added to an Archive will be available on the portal if the Archive is enabled on the portal. Portal-enabled archives should only have one document per archive.
View: press this button to open/view the selected document.
Restore: press this button to restore the file from the database.
