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Enter your Organization Code, Username and Password. These will be provided to you by your iAdvantage Administrator. Note that these entries are case sensitive.

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... in the Find a Project box. Fill in your Project Code and ... Click on Save New Person and wait for the green box indicating that data was saved successfully. ... – PowerPoint PPT presentation

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Title: Enter your Organization Code, Username and Password. These will be provided to you by your iAdvantage Administrator. Note that these entries are case sensitive.


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Enter your Organization Code, Username and
Password. These will be provided to you by your
iAdvantage Administrator. Note that these entries
are case sensitive.
11
Click on Project Manager
12
Make sure that Add a New Project appears in
the Find a Project box. Fill in your Project Code
and Description. Use the pull down menu to define
the Project Contact and Sponsor. If the entries
you want do not exist in the pull down menu,
click on New and create these - see next screen
shots.
13
Make sure that Add a New Company appears in
the Find a Company box. Fill in all the
fields. Click on Save New Company and wait for
the green box indicating that data was saved
successfully. Click on the X at the top right
corner to exit this screen and go back to the
main project screen.
14
Make sure that Add a New Person appears in the
Find a Company box. Fill in all the fields. Click
on Save New Person and wait for the green box
indicating that data was saved successfully. Click
on the X at the top right corner to exit this
screen and go back to the main project screen.
15
Once you have completed all the fields to your
satisfaction, click on Save New Project.
16
Click on Add a New Study...
17
Make sure Add a New Study appears in the Find
a Study box.
18
Fill in all the fields. (You will have to scroll
down on this screen.)
19
Click on Save New Study and wait for the green
dialogue box to ensure that your data was saved
successfully.
20
Next click on the Substances tab. Note - to
complete entry of study data you click on the
tabs in sequence from left to right I.e.
General,Substances, Trials, etc. - see following
screen shots.
21
Use the pull down menus to find and add test and
other substances. If you do not find your
formulation or other substance then add them by
clicking on Active Ingredients Manager,
Formulations Manager and Other Substance Manager
in turn - see next screen shots.
22
From the Substances tab, clicking on Active
Ingredients Manager gets you to this screen. To
add an active ingredient, make sure that Add a
New Active Ingredient appears in the Find an
Active Ingredient box.
23
Fill in all the fields. Click on Save New Active
Ingredient and wait for the green dialogue box to
confirm your data was saved. Then click on Return
to Study Study 01 to get back to the Substances
tab screen.
24
From the Substances tab, clicking on Formulations
Manager gets you to this screen. To add a
formulation, make sure that Add a New
Formulation appears in the Find a Formulation
box.
25
Fill in all the fields. Click on Save New
Formulation and wait for the green dialogue box
to confirm your data was saved. Then click on the
Ingredients tab.
26
Fill in all the fields. Click on Save Ingredients
and wait for the green dialogue box to confirm
your data was saved. Click on the Lot Numbers tab
to fill in lot information, Or click on Return to
Study Study 01 to get back to the Substances tab
screen.
27
Fill in all the fields. Click on Save Lot Numbers
and wait for the green dialogue box to confirm
your data was saved. Click on Return to Study
Study 01 to get back to the Substances tab screen.
28
From the Substances tab, clicking on Other
Substance Manager gets you to this screen. To add
an other substance, make sure that Add a New
Substance appears in the Find a Substance box.
29
Fill in all the fields. Click on Save New
Substance and wait for the green dialogue box to
confirm your data was saved. Click on the Lot
Numbers tab to fill in lot information, Or click
on Return to Study Study 01 to get back to the
Substances tab screen.
30
Fill in all the fields. Click on Save Lot Numbers
and wait for the green dialogue box to confirm
your data was saved. Click on Return to Study
Study 01 to get back to the Substances tab screen.
31
Click on the AI Of Interest. Click on Save Test
Substances and wait for the green dialogue box to
confirm your data was saved. Click on Save Other
Substances and wait for the green dialogue
box. Then click on the Trials tab.
32
Click on Add a New Trial.
33
Make sure that Add a New Trial appears in the
Find a Trial box.
34
Fill in all the fields. Click on Save New Trial
and wait for the green dialogue box to confirm
your data was saved. (Note - you do not have to
go to the other tabs on this screen at this time.
Data for the other tabs will be filled in
automatically from data entry on other screens.)
35
Click on Add a New Trial for each new trial you
wish to add. Next click on the Treatments tab.
36
Click on the Define tab to define your treatments.
37
After you fill in data for each treatment click
on Add Treatment. When you have defined all your
treatments, click on the Assign tab.
38
Click on the treatments you wish to assign to
each trial. Then click on Assign Treatments and
you will automatically be brought to the screen
for the Summary tab.
39
Verify your treatment information. Next click on
the Samples tab.
40
Click on Sample Number Generator.
41
Fill in your subplot. Note - this is a mandatory
entry field. See the User Manual for more
information. If no subplot definition exists (as
in this case), you must add an entry such as
N/A or - or . or one of your own choice.
42
Click on Add after you define each subplot. (Only
one entry is required if no subplots are
defined.) Click on Nextgtgt.
43
Assign your previously defined treatments to each
subplot. Click Nextgtgt. (If no subplots are
defined, all treatments should be ticked.)
44
Recommended sample types will be automatically
defined by iAdvantage. Highlight the sample types
you wish to remove and click on Remove. Type in
sample types you wish to add and click on
Add. Click on Nextgtgt.
45
Assign your previously defined sample types to
each subplot. Click Nextgtgt. (If no subplots are
defined, all sample types should be ticked.)
46
Click on Add after you define each rep. Click on
Nextgtgt.
47
Assign your previously defined sample types to
each rep. Click Nextgtgt.
48
Type in sampling events you wish to add and click
on Add. Click on Nextgtgt.
49
Assign your previously defined sample types to
each sampling event. Click Nextgtgt.
50
Assign your previously defined treatments to each
rep. Click Nextgtgt.
51
Assign your previously defined treatments to each
sample type. Click Nextgtgt.
52
Each line corresponds to a sample definition and
will receive a unique sample number. Verify and
edit this list as required. (For illustration, 2
samples are removed - see next screen.)
53
Once you are satisfied with the list (you have
the sample definitions you want and they are in
the proper order for numbering), click Nextgtgt.
54
Fill in the information to number your samples as
you require. Click Finish and you will be
automatically brought to the next screen.
55
Verify your sample list. If it is not correct,
you can click on Sample Number Generator to start
over. Otherwise, click on the Summary tab.
56
Enter any pertinent dates and click on Save Study
Dates. Note - Application and Sampling Start and
Complete dates will be automatically filled in
from your electronic Field Trial Notebooks (eFTN)
when you import them. Click on the Labs tab.
57
Define the labs available to this study and click
on Save Study Labs. If the appropriate labs do
not appear, click on the General tab and then
click on New under Test Facility to enter the
required labs. Then, click on this tab to define
available labs. Click the General tab.
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To create and generate your eFTNs (electronic
Field Trial Notebooks), click on the Notebook
Generator in the Study Wizards box.
60
Fill in the required fields. Click on Save
General Info and wait for the green confirmation
box. Next, click on the Send To tab.
61
Fill in all applicable fields. Click on Save Send
To and wait for the green confirmation box. Next,
click on the Sampling Forms tab.
62
Click on the type of samples you are collecting
in this study. Click on Save Sample Pages and
wait for the green confirmation box. Next, click
on the Remote Notebooks tab.
63
For each eFTN you wish to generate, click on
Generate. This will automatically bring you to
the next screen.
64
Make sure Save this file to disk is ticked and
click on OK.
65
Choose where you want to save the eFTN on your
computer and click Save. Note - the default
location is your computers Desktop.
66
Once you have saved the eFTN on your computer you
may view the eFTN using Advantage FTM (Field
Trial Manager). Or you may attach the eFTN in an
e-mail to send the eFTN to the PFI corresponding
to the eFTN. Note - Advantage FTM will let you
view the eFTN in the same manner as the PFI will
view the eFTN. Advantage FTM is software
provided, at no cost, to the PFI and to you.
Since it resides separately on you computer, it
will be provided to you on a self-install CD. For
a list of Advantage FTM users, please go to our
website at www.amagsrv.com.
67
To import an eFTN sent to you from a PFI, first
go to the Trials tab of the study that contains
the eFTN. Click on Edit corresponding to the eFTN
you wish to import.
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In the Notebooks box, click on Browse.
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Define the location, on your computer, of the
eFTN you wish to import. Click on Open.
70
In the Notebooks box, you will now see the path
defining the location on your computer of the
eFTN you wish to import. Click on Import.
71
Wait until you receive the above message
confirming that your notebook was imported
successfully. Click on the word here as
indicated.
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Note - In the Notebooks box, you will now see the
date and time of the last import of this eFTN.
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Click on Document Generator
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Click on First Time Setup
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Make sure Save this program to disk is always
ticked. Click OK.
77
The default save location (recommended) for
DocGenInstaller.exe is your Desktop. However, you
can save it in any location on your computer, as
you wish. Click Save.
78
Minimize this screen.
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Go to where you saved DocGenInstallet.exe on your
computer and double click on it
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Make sure the Installation Folder box reads
C\Program Files\iAdvantage Document
Generator. Click Finish. If you are asked if it
is OK to create the folder iAdvantage Document
Generator, click OK.
81
Get back to (maximize) this screen from your task
bar. Click on Template/Table Generation.
82
You should now see a Document Generator box with
Variables and Tables folders.
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Tick Keep window on top. This should make it
easier for you to use this window. You can search
for Project, Study and Trial Variables by typing
in Variable names into the Find box or you can
just click on the folders to find the
Variables. Hint - The (F1), (F2), etc.
designations correspond to form numbers in the
eFTN.
84
The example in this tutorial shows the creation
of a reporting template from an existing word
processing document. However, you can create any
template you wish, from scratch, by typing your
prose into a blank document and clicking and
dragging variable or table names as you will see
later. However, the file type for the template
must always be .rtf. In our example, the
template file name is DocGen Example 1.rtf. So
open up an existing document you wish to use as a
template. Save it as an .rtf file or just
create a new blank .rtf document.
85
The concept behind creating a template from an
existing document is to replace blocks of text
with the corresponding variable designation for
that text. For example, we wish to replace Study
01 with the variable Study No. The concept for
creating a new template is to place variables
into your template that will report on the
information you want in your document. First
define the block of text that you want to replace
with a variable. Then find that variable in the
Variables list.
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Next, delete the block of text you want to
replace.
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Left click, hold and drag the variable to the
spot in your document where you deleted the
corresponding text. Note - The variable will
appear in your document with at the beginning
and end of the variable name.
88
Next we will replace the highlighted block of
text with the variable Study Title.
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As before, delete the text and left click, hold
and drag the variable Study Title to the place in
your document where your text was.
90
Continue to replace other blocks of text with
corresponding variables.
91
Now we will deal with a DocGen feature know as
Text Variable. In the case where a variable has
multiple values in a study and you wish those
values to be reported not as a table but as text
within a paragraph, you can create a text
variable to do so. Text variables will always
report multiple values as a,b,c,d, and e. In
our case we want to report out Trial Regions as
part of a paragraph.
92
First, in your DocGen window, right click on the
Tables folder. Then left click on New and choose
Folder.
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Type in your New Folder Name and click OK.
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Your new folder will now appear under the Tables
folder. In this case the folder is DocGen
Examples.
95
Now, right click on the new folder you just
created. Then left click on New and choose Table.
96
You will now see a Table Properties screen. Even
though this is the same screen used to create
tables to report table format data in your
document, it is also used to create text
variables.
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In the Table Name box, type in the name of your
text string variable. In this case it is Trial
Regions. Drag and drop the variable, (or use the
gtgt button,) you wish to use as a text string
expression into the box labeled Used in this
table. In this case it is Trial Region. Tick
the Create as Text String box. Click OK.
98
You will now see your text string variable under
the folder you created. In this case you see the
variable Trial Regions under the folder DocGen
Examples. Highlight and delete the text you wish
to replace with your text variable.
99
Insert your text variable where you deleted the
corresponding text. In this case, the variable
STRTrial Regions, has been inserted. Note -
When you insert a string variable into your
document, the STR prefix will always be added
to the front of your variable name.
100
Now we wish to create a table to pull data in
table format into our document. In this case, we
wish to create a table to pull data corresponding
to the above table for Test Location information.
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First, right click on the new folder you just
created. Then left click on New and choose Table.
102
In the Table Name box, type in the name of your
table. In this case it is Test Locations. Drag
and drop the variables, (or use the gtgt button,)
you wish to pull information into your
corresponding table columns into the box labeled
Used in this table. In this case the variables
are Trial No, Trial Region, Trial Location, PFI
Name and PFI Company. Use the Up and Down
buttons to order the variables into the column
order you desire.
103
Next, click on the Table Format button and you
will see the Table Format Properties dialogue box.
104
Adjust the column widths for the table you wish
to create by placing your cursor over each line
separating the variables, left click and hold and
drag the line, left or right, until the desired
column width is reached. Click on OK in the Table
Format Properties box. Click OK in the Table
Properties box.
105
You should now see the table you created under
the folder you created. In this case we see the
table Test Locations under the folder DocGen
Examples. Next, in your document, delete the
table you wish to replace.
106
Drag and drop your new table name into your
document where you deleted the original
table. Note - When your insert a table from
DocGen into a document the prefix TBL will
always be added to the table name. In this case
it is TBLTest Locations.
107
We have now completed our template. Variables
corresponding to blocks of text have been placed
into the template. Text string variables and
tables have been created in DocGen and inserted
into our template. Now save your template on your
local computer as an .rtf format file. In our
case, we have saved our template as DocGen
Example 1.rtf on the desktop of our local
computer.
108
Now we must save the text string variables and
tables we created in DocGen and upload them to
the iAdvantage server to be used in the query
corresponding to our template (which we will also
upload later). Click on the X in the upper right
corner of the Document Generator window.
109
Click on Copy/Upload Template/Table.
110
Click on Browse next to the New Tables/Text
Strings File (.ADZ)
111
Locate the Variables.adz file. It should be on
your local computer under your C drive, under
your Program Files folder, in a folder called
iAdvantage Document Generator. Click on the file
Variables.adz and then click on Open in the
Choose file window.
112
You should see the path corresponding to the
location of your Variables.adz file in the New
Tables/Text Strings File(.ADZ) window. Click on
Upload Variables.
113
Wait until the variables are imported
successfully and click on the word here.
114
Next we have to upload our template to
iAdvantage. Click on Copy/Upload Template/Table.
115
Click on Browse next to the Template file(.RTF).
116
Locate your template file. In our case it is on
the desktop of our local computer and it is
called DocGen Example 1.rtf. Click on your
template file and then click on Open in the
Choose file window.
117
You should see the path corresponding to the
location of your template file in the Template
file(.RTF) window. Click on Save Template.
118
Wait until your template is uploaded successfully
and click on the word here.
119
Now we want to generate a report document on a
given study using our template. Click on Document
Generation.
120
Choose the corresponding Project, Study and Trial
for your report. (Since our template pulls data
across all trials for the given study we have
chosen Use All Trials...). Click on your
template. Click on Generate Document.
121
Make sure Save this file to disk is ticked. Click
on OK.
122
Choose the location where you wish to save your
document download. In our case, we are going to
save to the Desktop of our local computer.
123
Change the document name as you wish. Note - If
you add a file extension of .rtf the file you
save can be easily opened by your word processing
software. (Hint - If you have MS Word you can add
.doc for word to open it easily.) Click on Save.
124
Go to the location where you have saved your
document download. Double click on the icon.
125
And voila!. You have your document report with
the information in the format you wanted.
126
In the event you wish to download a template from
iAdvantage, click on the template you wish to
download. Click on Download Template.
127
You will see the template displayed within your
Browser window.
128
Save the template from your Browser to your local
computer.
129
Note - It is recommended that you save the
template with a name different than the original
name of the template. There are two reasons for
this - It will prevent the accidental
overwriting of the original template that you may
have on your local computer. - If you make
changes to the template and upload it to
iAdvantage, it will be treated by iAdvantage as a
new template and iAdvantage will ask for a
different filename. In this case DocGen Example
1.rtf has been changed to DocGen Example 2.rtf.
130
Note - One final caution is that the template is
displayed in your Browser. If you close out of
this screen using the X in the upper right
corner, you will be closing your Browser and will
find yourself completely out of iAdvantage. You
will then be required to login again. To exit
this screen use the Back arrow on your Browser.
131
Using the Back arrow on your Browser will get you
back to this screen. You can now continue to work
in iAdvantage as you wish.
Thank You for following this tutorial! If you
have questions or comments, please contact us at
www.amagsrv.com using the Contact Us facility.
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