Projects

Projects are used for logically grouping modules within a Company.

1. Navigate to Companies > Select a Company > General tab to find Projects created for a Company.

2. Navigate to Projects to find Projects created for all Companies that you manage. The Name contains the Company name, followed by the Project name. If none listed, it means that no Project has been created.

Create a Project

Use the following steps to create a Project:

1. In the sidebar, navigate to Companies.

2. Click the Company, for which a Project must be created.

3. Click New.

4. Enter the PROJECT NAME.

5. Enter the PROJECT DESCRIPTION.

6. Click Save.

View a Project

Use the following steps to view a Company:

1. In the sidebar, navigate to Projects.

2. Click the name of the Project to be viewed.

   There are two tabs:

   1. Dashboard

      This tab shows:

      • Monitors

        List of Monitors created for the Project.

      • Data requests

        List of Data requests created for the Project.

      • Forms

        List of Forms created for the Project.

   2. Data processing agreements

      Data processing agreements are legal documents related to a Project.

Set up a Project

Once created, a Project needs to be set up further, i.e.: Monitors, Data requests, and Forms.

Add Data processing agreements

Use the following steps to add Data processing agreements:

1. Go to Data processing agreements tab

2. Click Add your document.

3. Enter the NAME.

4. Browse and upload the DATA PROCESSING AGREEMENT file. Note: only *.pdf file allowed.

5. Click Save.