Working with Default Folders

Problem

You want to create a metadata folder structure that enables consistency of content between studies or submissions.

Solution

SAS Clinical Data Integration enables you to define a metadata folder structure using default folders. This folder structure maintains consistent metadata organization in a clinical component when the clinical component is created.

You can customize which default folders are applied to all new studies or submissions. You can modify the default folder properties.

Note: You must have appropriate permissions to view the Clinical Administration tree. For more information, see Adding Users to the Clinical Administrators Group.

Tasks

Add a Default Folder

To add a folder to the default folder structure for a specific clinical component type, complete the following steps:

In the Clinical Administration tree, expand the Clinical Components folder. Expand the clinical component type to which you want to add a default folder.
Expand Default Content. Right-click on Root Folder, and select New Subfolder. A new, untitled subfolder is created and displayed.

Note: You can create a subfolder in any default folder.
Type a name for the subfolder, and then press ENTER.
Note: A subfolder name must meet the following criteria:
- The name cannot be more than 60 characters.
- The name is not the same as any existing default folder name in the same parent folder. The comparison check is not case sensitive.
- The name does not include whitespace characters.

View and Modify Default Folder Properties

To view and modify default folder properties, complete the following steps:

In the Clinical Administration tree, expand the Clinical Components folder. Expand the clinical component type that includes the default folder.
Expand Default Content, and then expand Root Folder. The available default folders appear. Default folders can have subfolders. You can expand any default folder to view its subfolders.
Right-click on the default folder that you want to modify, and select Properties. The Default Folder Properties window appears.
In the Name field, edit the name of the folder.
Note: A folder name must meet the following criteria:
- The name cannot be more than 60 characters.
- The name is not the same as any existing default folder name in the same parent folder. The comparison check is not case sensitive.
- The name does not include whitespace characters.
In the Description field, edit the description.

Note: A description cannot be more than 200 characters.
Click OK to save the changes. Click Cancel to exit the window without saving changes.

Delete a Default Folder

To delete a default folder, complete the following steps:

In the Clinical Administration tree, expand the Clinical Components folder. Expand the clinical component type from which you want to delete a default folder.
Expand Default Content, and then expand Root Folder.
Right-click on the default folder that you want to delete, and select Delete. The folder and any subfolders in that folder are deleted and no longer displayed.