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Artifact setting

Artifact settings are configurations and criteria established within eTMF to manage how artifacts are created, stored, reviewed, and linked to specific milestones or events in the clinical trial. These settings ensure that artifacts are kept organized, easily retrievable, and compliant with regulatory requirements.

The Artifact Setting page represents the list of configurations created for existing artifacts to ensure seamless tracking and management.

Artifact settings
Figure 1. Artifact settings

In eTMF, you can perform the following actions with artifact settings:

Add artifact setting

Artifact settings are configurations and criteria established within eTMF to manage how artifacts are created, stored, reviewed, and linked to specific milestones or events in the clinical trial. These settings ensure that artifacts are kept organized, easily retrievable, and compliant with regulatory requirements.

In eTMF, you can add a new artifact setting by incorporating existing artifacts to ensure that all necessary documentation is stored following the regulatory requirements.

To add a new artifact setting
  1. In the eTMF application header, select the TMF tab.

  2. On the page that opens, in the left pane, select the Study List subtab.

  3. In the Study List table, select the needed study name.

    Selecting study
    Figure 1. Selecting study

  4. On the page that opens, select the Study Tracking pane option.

    Accessing study tracking page
    Figure 2. Accessing study tracking page

  5. On the page that opens, on the content panel, go to the Artifact tab, and in the workspace toolbar above the Artifact table, select Setting Settings_icon.png.

    Accessing study tracking and artifact setting
    Figure 3. Accessing study tracking and artifact setting

  6. On the Artifact Setting page that opens, on the workspace toolbar, select New add_new_icon.png.

    Accessing option to created new artifact
    Figure 4. Accessing option to created new artifact

  7. In the New dialog, provide information as explained in the following table.

    Adding new artifact setting
    Figure 5. Adding new artifact setting

    Element

    Details

    Placeholder

    Enter the name of the placeholder that you want to include in the artifact setting.

    Zone

    From the dropdown list, select the zone within which you want to create the artifact detail.

    Section

    From the dropdown list, select the section that corresponds to the selected Zone.

    This dropdown list is only activated upon selecting the Zone value.

    Artifact

    From the dropdown menu, select the artifact that you want to associate with the artifact setting.

    This dropdown list is only activated upon selecting the Zone and Section value.

    Study Level

    Select this checkbox if you want the artifact detail to be available at the study level.

    Country/Region Level

    Select this checkbox if you want the artifact detail to be available at the country and region level.

    Site Level

    Select this checkbox if you want the artifact detail to be available at the site level.

    All

    Select the All link next to the Country/Region Level or Site Level checkboxes if you do not want to apply the artifact setting to all the associated countries or sites.

    In the dialog that opens, turn off the Apply to All toggle and then in the Change reason dialog that opens, from the dropdown list, select the reason for the change and click SAVE.

    Specifying reason for change
    Figure 6. Specifying reason for change

    After saving the reason, you can now individually choose the countries and regions or sites that you want to include in the artifact setting and provide the reason for it, respectively.

    Example of selecting countries
    Figure 7. Example of selecting countries

    SAVE

    Select save_button_red.png to implement the changes.

    CANCEL

    Select cancel_button_black_white.png to dismiss the changes without saving.

    Tip

    By default, the Study level, Country/Region Level, and Site Level checkboxes are selected. Clear the selection where necessary.

Upon saving, the new artifact detail is added and displayed in the list of artifacts on the Artifact Setting page.

Edit artifact setting

Artifact settings are configurations and criteria established within eTMF to manage how artifacts are created, stored, reviewed, and linked to specific milestones or events in the clinical trial. These settings ensure that artifacts are kept organized, easily retrievable, and compliant with regulatory requirements.

In eTMF, you can make updates to an artifact setting, namely, change its zone, section, name, or level at which it is available.

To edit the artifact setting
  1. In the eTMF application header, select the TMF tab.

  2. On the page that opens, in the left pane, select the Study List subtab.

  3. In the Study List table, select the needed study name.

    Selecting study
    Figure 1. Selecting study

  4. On the page that opens, select the Study Tracking pane option.

    Accessing study tracking page
    Figure 2. Accessing study tracking page

  5. On the page that opens, on the contents panel, go to the Artifact tab. Then from the workspace toolbar, select Setting Settings_icon.png.

    Accessing study tracking and artifact setting
    Figure 3. Accessing study tracking and artifact setting

  6. On the Artifact Setting page that opens, in the table next to the artifact setting you need to modify, select Edit pencil_icon.png.

  7. In the Edit dialog that appears, update the fields as needed. The fields are identical to those explained in the table of the Add artifact setting section.

    Important

    Please note that for DIA RM artifacts, you can only change the levels of the artifact availability. You cannot move or delete the artifact, nor edit its name.

    Any modifications added to the DIA RM artifact may compromise the reliability of the TMF documentation and violate the regulatory requirements.

    Editing artifact setting
    Figure 4. Editing artifact setting

  8. Select save_button_red.png to implement the changes.

Upon saving, the artifact setting is updated.

View artifact setting audit trail

Artifact settings are configurations and criteria established within eTMF to manage how artifacts are created, stored, reviewed, and linked to specific milestones or events in the clinical trial. These settings ensure that artifacts are kept organized, easily retrievable, and compliant with regulatory requirements.

The audit trail data in eTMF serves as a comprehensive record that tracks changes made to the artifact settings, including additions and modifications.

To view an artifact setting audit trail
  1. In the eTMF application header, select the TMF tab.

  2. On the page that opens, in the left pane, select the Study List subtab.

  3. In the Study List table, select the needed study name.

    Selecting study
    Figure 1. Selecting study

  4. On the page that opens, select the Study Tracking pane option.

    Accessing study tracking page
    Figure 2. Accessing study tracking page

  5. On the page that opens, on the contents panel, go to the Artifact tab, and in the workspace toolbar above the Artifact table, select Setting Settings_icon.png.

    Accessing study tracking and artifact setting
    Figure 3. Accessing study tracking and artifact setting

  6. In the Artifact Setting table, go to the needed artifact setting. Then in the Actions column next to it, select Audit Trail list_icon.png.

    Accessing option to view artifact setting's audit trail
    Figure 4. Accessing option to view artifact setting's audit trail

  7. In the Audit Trail dialog that appears, you can view the log of operations performed on the artifact setting.

    Viewing artifact setting audit trail
    Figure 5. Viewing artifact setting audit trail

  8. Select Done_button_red.png to close the dialog.

Once done, you are redirected to the Artifact Setting table.

Delete artifact setting

Artifact settings are configurations and criteria established within eTMF to manage how artifacts are created, stored, reviewed, and linked to specific milestones or events in the clinical trial. These settings ensure that artifacts are kept organized, easily retrievable, and compliant with regulatory requirements.

If an artifact setting was created in error, it may be necessary to delete the redundant entry to keep the list of artifacts up-to-date and avoid confusion. Furthermore, some artifact settings related to canceled trials or phases that will no longer take place may need to be removed to maintain focus on current and relevant activities.

To delete an artifact setting
  1. In the eTMF application header, select the TMF tab.

  2. On the page that opens, in the left pane, select the Study List subtab.

  3. In the Study List table, select the needed study name.

    Selecting study
    Figure 1. Selecting study

  4. On the page that opens, select the Study Tracking pane option.

    Accessing study tracking page
    Figure 2. Accessing study tracking page

  5. On the page that opens, go to the Artifact tab. Then from the workspace toolbar, select Setting Settings_icon.png.

    Accessing study tracking and artifact setting
    Figure 3. Accessing study tracking and artifact setting

  6. On the Artifact Setting page, select checkboxes next to the artifact setting you want to delete, and then from the workspace toolbar, select Delete trash_can_icon.png.

    Deleting artifact
    Figure 4. Deleting artifact

  7. In the Delete confirmation dialog that opens, select delete_button_white_red.png to confirm your action.

    Confirming artifact deletion
    Figure 5. Confirming artifact deletion

The artifact settings are now deleted.