Overview:
The section of one binder in the eTMF viewer displays all the documents for all the studies even though the user applies the filter with one study.
Root Cause:
The study filter is dependent on the filing rules on the section level. The section displays the wrong documents as only has document type as its filing rule.
Solution:
The admin can follow the steps below to set the filing rule for binder template:
-
Navigate to Admin --> Business Admin --> Documents & Binders --> [Template] -->
Binder Structure.
- Click the Edit button.
- Go to the desired section through the Binder Structure.
- Click the gear button and select Set Filing Rules.
- Select the desired field from Available Fields as the filing rule parameter. In this case, the admin needs to add the Study field.
- Click the OK button.
- Click the Done Editing button.
Related Documentation:
N/A