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PathcoreFlow User Manual

Policies

[add-on]

Policies may be used to control when and where certain features apply to a user's actions.

The Policies add-on and “Manage policies” permission flag is required to create or edit policies.
To view the list of configured policies

  1. Click on the Settings Settings button from the left-hand sidebar

  2. Click on the Policies tab

To sort the policy list

  1. Click on the Settings Settings button from the left-hand sidebar

  2. Click on the Policies tab

  3. From the table header, click on a column until the desired sort order is shown (sort order is shown with Up Arrow for ascending order and Down Arrow for descending order in the table header adjacent to the selected column)

To enable or disable a policy

  1. Click on the Settings Settings button from the left-hand sidebar

  2. Click on the Policies tab

  3. Set the Active toggle next to the policy's name

To delete a policy

  1. Click on the Settings Settings button from the left-hand sidebar

  2. Click on the Policies tab

  3. Select one or more policies from the table by holding the Ctrl key (on Windows) or ⌘ / Command key (on macOS) key and clicking on them

  4. Right-click on the policy (or policies) to bring up the context menu

  5. Click Delete

  6. Click on the Yes button to confirm

Reason for Change Tracking

When reason for change tracking is enabled, users are prompted to input a reason for any change made to an item in the Repository or Viewer. Policies provide the ability to fine-tune when and where reason for change tracking is required for the team. This feature was designed to allow both GLP and non-GLP studies to be run within the same team without disrupting the existing folder structure.

To create a reason for change tracking policy

  1. Click on the Settings Settings button from the left-hand sidebar

  2. Click on the Policies tab

  3. Click on the Add Repository Policy button

  4. Type a name for the policy in the Policy name field

  5. Click on the Edit button next to Folders Tracked

    1. In the popup dialog, select the Repository folders to which this policy will apply
    2. Click on the X button at the top right of the popup dialog or anywhere outside of the dialog box to close it

  6. Click on the Edit button next to Data Types

    1. In the popup dialog, set the toggle for the data types that will require a reason for change. The default is to enable all data types
    2. Click on the X button at the top right of the popup dialog or anywhere outside of the dialog box to close it

  7. Click on the Create Policy button

Only folders that are not already the target of a reason for change tracking policy may be selected for a new policy.
To edit a reason for change tracking policy

  1. Click on the Settings Settings button from the left-hand sidebar

  2. Click on the Policies tab

  3. Right-click on a policy to bring up the context menu

  4. Click Edit

  5. (Optional) Type a new name for the policy in the Policy name field

  6. (Optional) Click on the Edit button next to Folders Tracked

    1. In the popup dialog, select the Repository folders to which this policy will apply
    2. Click on the X button at the top right of the popup dialog or anywhere outside of the dialog box to close it

  7. (Optional) Click on the Edit button next to Data Types

    1. In the popup dialog, set the toggle for the data types that will require a reason for change. The default is to enable all data types
    2. Click on the X button at the top right of the popup dialog or anywhere outside of the dialog box to close it

  8. Click on the Save Policy button