Create Event Type

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• How to Create an Event Type (03:12)

To create an event type, follow the steps below:

1. Navigate to the Event Manager module and, click on the gearwheel icon from the left-hand navigation pane.
2. Click the +Add button from the menu bar.

   

3. On the Create New Event Type window, enter the following details:
   • Event Type: Provide a name for the event type.
   • Category: Select the appropriate category (Study, Country, or Site) from the dropdown list.
   • Due Date Period: Define the due date period using the up and down arrow controls.
   • Description: Add description to the event type.

     

4. To associate document types to this event type, click the +Add button above the Document Type Name.

   

5. On the Browse Document Types window, expand the category folder and choose the document type.
6. Click Select at the bottom.

   

7. Once all document types have been added, click the Create button.