IQVIA eTMF Help

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  • Navigation
    • Logging In
      • Reset Password
      • Signing Out
    • User Home
    • Work Area
  • Study Management
    • Country Setup
    • Site Setup
    • Program and Enterprise Documents
      • Overview of Program and Enterprise Documents
      • Associate Program Document
      • Associate Enterprise Document
      • Disassociate Program Document
      • Disassociate Enterprise Document
    • Sponsor and Partner Setup
    • Mark as Fulfilled without Content
      • Mark as Fulfilled
      • Mark All Items as Fulfilled
      • Mark as Unfulfilled
      • Mark All Items as Unfulfilled
  • Uploading
    • Upload to Study Item
    • Uploading One or More Documents to the Work Area
  • Scanning
    • Scanning Process Overview
    • Scanning Methods
    • Expected Documents and Transmittals
    • Managing Expected Documents
    • Reprinting a Transmittal
  • Indexing
    • Work Area
    • Match to Study Item
    • Multi-Indexing
    • Unblinded Documents
  • Quality Control
    • Common QC Task Outcomes
    • Finalize
    • QC Fail (Request Rework)
    • QC Correct
    • QC Instructions
    • Recall a Document from QC
    • Bypass QC for QC Corrections
  • Metrics and Reports
    • Quality Dashboard
    • Completeness Dashboard
    • Timeliness Dashboard
    • Study Metrics
    • Site Metrics
  • Packages
    • Packages Overview
    • Package Definitions
      • Creating a Package Definition
    • Packages List
      • Creating a Package
      • Approving a Package
      • Exporting a Package
    • Package Reports Dashboard
  • File Reviews
    • File Reviews – Setup and Configuration
      • Creating a File Review Template
      • File Review Template Fields
      • File Review Sample Size Calculator
      • File Review Templates
      • Managing File Review Templates
    • File Reviews – Creation and Management
      • Creating a File Review
      • Changing the Review Manager for a File Review
      • Adding Study Items to a File Review
      • Adding Non Document Review Items to a File Review
      • Reviewing Addressed Action Items
      • Removing Review Items
      • Deleting a File Review
      • Closing a File Review
      • Reopening a File Review
    • File Reviews – Review Items
      • Evaluating a Review Item
    • Action Items
      • Action Item Workflow Tasks
      • Outcomes of an Action Item Workflow Task
    • File Review Reports
    • File Review Dashboard
  • eUpload
    • Configuring eUpload
      • Enable eUpload for eTMF
      • Provide Users with eUpload Access
      • Configure Document Types for eUpload
      • Configure eUpload Workflow Settings
    • Logging Into eUpload
    • Uploading Documents in eUpload
      • Navigate to Study Level and TMF Reference Model Folders
      • Upload Documents to a Drop Zone
      • Upload a Document to a Study Item in eUpload
      • View Upload Progress
    • Reviewing and Submitting Documents
      • Sort Documents for Review
      • Download Content of Document for Review
      • Delete Documents from eUpload
      • Complete Document Metadata
      • Submit Documents
      • Return to eUpload Landing Page

Understanding the User Interface

Key Concepts of the User Interface:

  • How to “Narrow Choices” with Facets
  • Navigation
  • Understanding “The Gears”
  • The Top Bar
  • Breadcrumb Trail
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