Person Archive Detail
The Person Archive Detail Screen is used to make changes to a Person Archive.
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: 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 Button: press this button to open/view the selected document.
  • Restore Button: press this button to restore the file from the database.
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