Projects

Projects are defined by an Administrator and represent all AssignmentsClosed Assignments are a package of work that a supplier has been assigned to. / SpecificationsClosed A specification defines the data to be uploaded or downloaded and the workflow for the data. that belong to a single real world project.

The project overview page

     Note: Specifications are the User workflows that are created after Projects have been defined. Visit Specifications for details on creating and managing Specifications.

ClosedCreating Projects

  1. By selecting the The add project button. icon on the Projects tab you can add a new project.

    2. The Project tab with the add button annotated.

  2. Add a Project Name, Description, and Key.

    The add project pop out that allows you to set the name, description, and key of a project being created.

    3.      Note: The Key should be unique and will auto generate based on the Project Name. It can be adjusted manually if necessary. The Key cannot be changed after creation.

  3. Click the Add Project Button icon and the project should be created and show a success notification.

    4. Example newly created project

  4. The Project is now created and will show up on the Projects tab.

ClosedProject Settings

Within the Settings tab, the Name and Description given to the Project can be changed.

The Project can also be toggled as Active, toggling it's visibility.

The Project Image can also be changed. A new image can be added by dragging and dropping the file or clicking to browse your system.

The Image Style options allow the image to be displayed cropped or fit. The images will only update when Save is clicked.

     Note: If the Virus Scanner is enabled the image will be scanned when uploaded.

An example project with the default image that has the Images Style set to fit.
Example Project Image set to fit

To delete the image, click the Bin icon to remove the current image.

Then click the Delete Image button to confirm deletion.

ClosedExporting Projects

To export a project select Export Project from the Project Settings tab. This will create and download a .zip file with the Project Key as the file name. To export multiple Projects at once, see Project Export/Import.

The bottom of the Project Settings page with the export project annotated.

ClosedDeleting Projects

To delete a project select Delete Project from the Project Settings tab.

     Note: Deleting Projects is an irreversible action and can only be performed by Receiver Users with Administration permission.

The bottom of the Project Settings page with the delete Project annotated.

To confirm deletion enter the Project Key to permanently remove the Project and all associated Specifications, Assignments, and Submissions.

Delete Project popout requiring the Project Key to confirm deletion.

ClosedProject Defaults

The Project Defaults tab allows default settings to be chosen for a Project, its Specifications, and Assignments.

The Project Defaults page with the default automation set to Interactive.

Submissions Default Automation Mode sets the default setting of clicking Continue during a submission.

Automation

Description

Interactive

The user is required to continue at each step.

Until processing complete

The submission will continue automatically until the processing is complete.

Until finished

The submission will continue automatically until it reaches the results stage.

Until finished & closed

The submission will run to completion and close automatically.

     Note: This can be changed during a submission by clicking the ellipsis and choosing a different option.

     Note: If Schema Mapping is required then the submission will halt at Schema Mapping regardless of the chosen automation mode. Users will be sent a notification that the submission requires user input.

This does not apply to submissions started via the API.

Notify supplier user when action is required sets whether users are notified when a submission requires user input by default.