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Explorer tree pane

A hierarchical structure of folders is a fundamental feature of achieving the most effective and convenient organization of clinical trial files.

The content that you see in the explorer tree pane depends on the role and group that are assigned to you as a user via the ADMIN application, as well as access permissions assigned to you via the ADMIN tab. It means that different users with different access permissions may have different folders available in the explorer tree. Also, the folder contents are specific to each environment selected in the Lifecycle menu.

The structure of folder hierarchy in the Explorer tree pane varies under the FILE MANAGEMENT and TMF tabs.

Under FILE MANAGEMENT, there are four main levels of directories: Sponsor, Study, System, and Common.

Explorer tree structure. FILE MANAGEMENT tab
Figure 1. Explorer tree structure. FILE MANAGEMENT tab

The actions available for you in the FILE MANAGEMENT explorer tree are the following:

  • Collapse All list_icon.png: select this icon to collapse all the expanded directories.

  • Refresh refresh_icon.png: select this icon to refresh the explorer tree and get the latest up-to-date structure and contents.

  • Search magnifying_glass_icon.png: select this icon to open the Search dialog and search for files and folders. Next to the search result, select Go to Location locate_icon.png to open the object in the file management storage.

    Searching for objects
    Figure 2. Searching for objects

Under the TMF tab, however, the directories you see may vary depending on the view being selected: Custom or DIA RM.

Tip

The digits after the folder name indicate the number of study files within. If there are two numbers via slash, the one before slash stands for the currently existing number of files, and the one after slash represents the total expected number of files.

  • For the DIA Reference Model view, the directories are structured according to the DIA's standards with the hierarchies of Zone > Section > Artifacts.

    Explorer tree structure. DIA RM view
    Figure 3. Explorer tree structure. DIA RM view

  • For the Custom view, the Explorer tree pane only displays the directory structure of a single selected study. The main purpose of this structure is to organize the TMF files by file levels.

    Explorer tree structure. Custom view
    Figure 4. Explorer tree structure. Custom view

Additionally, under the FILE MANAGEMENT tab, in the Explorer tree pane, you can access the File Task, Query Task, and File Trash directories where you can audit files, manage queries, and delete or restore objects.

Accessing File Task and File Trash directories via explorer tree
Figure 5. Accessing File Task and File Trash directories via explorer tree

See also
In this section:

An eClinical application that represents an administrative system used to manage users, authorities, and sponsors at the company level. It provides studies, sites, and sponsors with high-granularity role-based access management across all eClinical applications.

A model for organizations from DIA that helps the organizations to effectively compile the minimum list of essential documents to ensure the compliance of the investigator, sponsor, and monitor with the industry standards of good clinical practice (GCP) and with the regulatory requirements.