Table of Contents

1.3 References. 1

1.4 Outstanding Issues. 2

2.0 Functionality Description - CCV Admin. 3

2.1 Overview.. 3

2.2 Navigation Flow for CCV Admin tool 5

3.0 User Interface Details. 1

3.1 CCV Admin – Contact Us Menu Item.. 1

3.1.1 CCV Admin – Contact Us Page. 1

3.2 CCV Admin - Login Menu Item.. 2

3.2.1 CCV Administration Login Page. 2

3.3 CCV Admin - Welcome Menu Item.. 4

3.3.1 CCV Admin - Welcome Page. 4

3.3.2 CCV Admin – Change Admin Password Page. 7

3.4 CCV Admin – Helpdesk Menu Item.. 10

3.4.1 CCV Admin – Helpdesk Search / List Page. 10

3.4.2 CCV Admin – Helpdesk Details Page. 14

3.5 CCV Admin – Funding Source Menu Item.. 20

3.5.1 Funding Source / Agencies Page. 22

3.5.2 CCV Admin - Funding Source / Agency Details Page. 25

3.5.3 CCV Admin - Funding Source / Programs Page. 33

3.5.4 CCV Admin - Funding Source / Program Details Page. 36

3.5.5 CCV Admin - Funding Source / Add Agency to Program List Page. 43

3.6 CCV Admin – Templates Menu Item.. 45

3.6.1 CCV Admin – Templates - SuperAdmin - Select Funding Source Page. 46

3.6.2 CCV Admin – Templates - List of Templates for a Funding Source Page. 48

3.6.3 CCV Admin – Templates - Add or Copy Template Page. 51

3.6.4 CCV Admin – Templates – Select Template to Copy Page. 53

3.6.5 CCV Admin – Template Details Page. 56

3.6.6 CCV Admin – Template - Select Sections Page. 64

3.6.7 CCV Admin – Template Section Details Page. 68

3.6.8 CCV Admin – Template - Select Fields Page. 72

3.6.9 CCV Admin – Template Field Details Page. 76

3.7 CCV Admin – Submissions Menu Item.. 80

3.7.1 CCV Admin – Submissions - SuperAdmin - Select Funding Source Page. 82

3.7.2 CCV Admin - Submissions - Submissions for a Funding Source Page. 84

3.8 CCV Admin – Tables Menu Item.. 89

3.8.1 CCV Admin – Tables - LOV - Name Page. 92

3.8.2 CCV Admin – Tables – LOV – List of Value Details Page. 94

3.8.3 CCV Admin – Tables – LOV - Element Details Page. 98

3.8.4 CCV Admin – Tables - Dataset – Dataset Sections Page. 101

3.8.5 CCV Admin – Tables - Dataset – Section Details Page. 104

3.8.6 CCV Admin – Tables - Dataset – Add Field – Select Display Type Page. 109

3.8.7 CCV Admin – Tables - Dataset – Add LOV-type Field - Select LOV Page. 111

3.8.8 CCV Admin – Tables - Dataset – Add Reference-type Field - Select Reference Page 113

3.8.9 CCV Admin – Tables - Dataset – Field Details Page. 115

3.8.10 CCV Admin – Tables - Dataset – Add LOV Value Dependency - Select Field Page. 125

3.8.11 CCV Admin – Tables - Dataset – LOV Value Dependency - Set Dependency Page. 127

3.8.12 CCV Admin – Tables - Dataset – Add LOV Value to Dependency List Page. 131

3.8.13 CCV Admin – Tables - Dataset – PubMed-filled Fields - add fields Page. 133

3.8.14 CCV Admin – Tables - Dataset – Add Mutually Exclusive Dependency Page. 135

3.8.15 CCV Admin – Tables - Reference – Reference Table Names Page. 137

3.8.16 CCV Admin – Tables – Reference – Reference Details Page. 139

3.8.17 CCV Admin – Tables - Reference - Select Type of Table Page. 143

3.8.18 CCV Admin – Tables - Reference - Select Table Page. 145

3.8.19 CCV Admin – Tables - Reference - Select Values to Manage Page. 147

3.8.20 CCV Admin – Tables - Reference – Manage Values Page. 150

3.8.21 CCV Admin – Tables - Reference - Values Page. 153

3.8.22 Search and Select Page. 156

3.9 CCV Admin – Users Menu Item.. 159

3.9.1 CCV Admin – Users – SuperAdmin – Select Funding Source Page. 160

3.9.2 CCV Admin – List of Admin Users Page. 162

3.9.3 CCV Admin - Admin User Details Page. 164

3.9.4 CCV Admin – Select Template to Include in Grid Page. 170

3.10 CCV Admin – PIN Menu Item.. 172

3.10.1 CCV Admin - PIN Validation - Search and Validate Page. 173

3.11 CCV Admin – Statistics Menu Item.. 176

3.11.1 CCV Admin – Statistics – System Page. 176

3.11.2 CCV Admin – Statistics – Usage Page. 181

3.12 CCV Admin – Message Menu Item.. 185

3.12.1 CCV Admin – Message List Page. 185

3.12.2 CCV Admin – Message Details Page. 187

3.13 CCV Admin – Home Menu Item.. 191

3.13.1 CCV Admin – Select Language Page. 191

3.13.2 CCV Admin – Splash Page. 193

List of Tables

Table 3-1 Fields on CCV Admin – Contact Us screen....................................................... 1

Table 3-2 Fields on CCV Administration Login screen....................................................... 3

Table 3-3 Buttons on CCV Administration Login screen..................................................... 3

Table 3-4 Fields on CCV Admin Welcome screen............................................................. 6

Table 3-5 Buttons on CCV Admin Welcome screen.......................................................... 6

Table 3-6 Fields for CCV Admin – Change Admin Password screen................................ 8

Table 3-7 Buttons for CCV Admin – Change Admin Password screen............................. 8

Table 3-8 Fields for CCV Admin – Helpdesk Search / List screen................................... 11

Table 3-9 Buttons for CCV Admin – Helpdesk Search / List Validation screen............... 13

Table 3-10 Fields for Helpdesk Details screen................................................................. 15

Table 3-11 Buttons for Helpdesk Details screen............................................................... 17

Table 3-12 Fields for CCV Admin - Funding Source / Agencies screen.......................... 23

Table 3-13 Buttons for CCV Admin - Funding Source / Agencies screen....................... 23

Table 3-14 Fields for CCV Admin - Funding Source / Agency Details screen................. 27

Table 3-15 Buttons for CCV Admin - Funding Source / Agency Details screen.............. 31

Table 3-16 Fields for CCV Admin - Funding Source / Programs screen......................... 34

Table 3-17 Buttons for CCV Admin - Funding Source / Programs screen...................... 34

Table 3-18 Fields for CCV Admin - Funding Source / Program Details screen............... 38

Table 3-19 Buttons for CCV Admin - Funding Source / Program Details screen............ 40

Table 3-20 Fields for CCV Admin - Funding Source / Add Agency to Program List screen 43

Table 3-21 Buttons for CCV Admin - Funding Source / Add Agency to Program List screen 43

Table 3-22 Fields for CCV Admin - Templates - SuperAdmin - Select Funding Source screen 47

Table 3-23 Buttons for CCV Admin - Templates - SuperAdmin - Select Funding Source screen 47

Table 3-24 Fields for CCV Admin – Templates - List of Templates for a Funding Source screen 49

Table 3-25 Buttons for CCV Admin – Templates - List of Templates for a Funding Source screen 49

Table 3-26 Fields for CCV Admin – Templates - Add or Copy Template screen............ 51

Table 3-27 Buttons for CCV Admin – Templates - Add or Copy Template screen......... 52

Table 3-28 Fields for CCV Admin – Templates - Select Template to Copy screen......... 54

Table 3-29 Buttons for CCV Admin – Templates - Select Template to Copy screen...... 55

Table 3-30 Fields for CCV Admin – Template Details screen.......................................... 57

Table 3-31 Buttons for CCV Admin – Template Details screen....................................... 61

Table 3-32 Fields for CCV Admin – Template - Select Sections screen......................... 65

Table 3-33 Buttons for CCV Admin – Template - Select Sections screen....................... 66

Table 3-34 Fields for CCV Admin – Template Section Details screen............................. 69

Table 3-35 Buttons for CCV Admin – Template Section Details screen.......................... 70

Table 3-36 Fields for CCV Admin – Template - Select Fields screen.............................. 73

Table 3-37 Buttons for CCV Admin – Template - Select Fields screen........................... 74

Table 3-38 Fields for CCV Admin – Template Field Details screen................................. 77

Table 3-39 Buttons for CCV Admin – Template Field Details screen.............................. 79

Table 3-40 Fields for CCV Admin - Submissions - SuperAdmin - Select Funding Source screen 83

Table 3-41 Buttons for CCV Admin - Submissions - SuperAdmin - Select Funding Source screen 83

Table 3-42 Fields for CCV Admin - Submissions - Submissions for a Funding Source screen 85

Table 3-43 Buttons for CCV Admin - Submissions - Submissions for a Funding Source screen 86

Table 3-44 Fields for CCV Admin - Tables – LOV – Name screen.................................. 93

Table 3-45 Buttons for CCV Admin - Tables – LOV – Name screen............................... 93

Table 3-46 Fields for CCV Admin – Tables – LOV – List of Value Details screen........... 95

Table 3-47 Buttons for CCV Admin – Tables – LOV – List of Value Details screen........ 96

Table 3-48 Fields for CCV Admin – Tables – LOV - Element Details screen.................. 98

Table 3-49 Buttons for CCV Admin – Tables – LOV - Element Details screen............... 99

Table 3-50 Fields for CCV Admin - Tables – Dataset – Dataset Sections screen......... 102

Table 3-51 Buttons for CCV Admin - Tables – Dataset – Dataset Sections screen...... 102

Table 3-52 Fields for CCV Admin - Tables – Dataset – Section Details screen............ 105

Table 3-53 Buttons for CCV Admin - Tables – Dataset – Section Details screen.......... 106

Table 3-54 Fields for CCV Admin - Tables – Dataset – Add Field – Select Display Type screen 109

Table 3-55 Buttons for CCV Admin - Tables – Dataset – Add Field – Select Display Type screen 110

Table 3-56 Fields for CCV Admin - Tables – Dataset – Add LOV-type Field - Select LOV screen 111

Table 3-57 Buttons for CCV Admin - Tables – Dataset – Add LOV-type Field - Select LOV screen 112

Table 3-58 Fields for CCV Admin - Tables – Dataset – Add Reference-type Field - Select Reference screen......................................................................................................................................... 113

Table 3-59 Buttons for CCV Admin - Tables – Dataset – Add Reference-type Field - Select Reference screen.............................................................................................................................. 114

Table 3-60 Fields for CCV Admin - Tables – Dataset – Field Details screen................. 116

Table 3-61 Buttons for CCV Admin - Tables – Dataset – Field Details screen.............. 120

Table 3-62 Fields for CCV Admin - Tables – Dataset – Add LOV Value Dependency - Select Field screen......................................................................................................................................... 125

Table 3-63 Buttons for CCV Admin - Tables – Dataset – Add LOV Value Dependency - Select Field screen......................................................................................................................................... 126

Table 3-64 Fields for CCV Admin - Tables – Dataset – LOV Value Dependency - Set Dependency screen......................................................................................................................................... 128

Table 3-65 Buttons for CCV Admin - Tables – Dataset – LOV Value Dependency - Set Dependency screen......................................................................................................................................... 129

Table 3-66 Fields for CCV Admin - Tables – Dataset – Add LOV Value to Dependency List screen 131

Table 3-67 Buttons for CCV Admin - Tables – Dataset – Add LOV Value to Dependency List screen 132

Table 3-68 Fields for CCV Admin - Tables – Dataset – PubMed-filled Fields - add fields screen 133

Table 3-69 Buttons for CCV Admin - Tables – Dataset – PubMed-filled Fields - add fields screen 134

Table 3-70 Fields for CCV Admin - Tables – Dataset – Add Mutually Exclusive Dependency screen 135

Table 3-71 Buttons for CCV Admin - Tables – Dataset – Add Mutually Exclusive Dependency screen 136

Table 3-72 Fields for CCV Admin - Tables – Reference – Reference Table Names screen 138

Table 3-73 Buttons for CCV Admin - Tables – Reference – Reference Table Names screen 138

Table 3-74 Fields for CCV Admin – Tables – Reference – Reference Details screen.. 140

Table 3-75 Buttons for CCV Admin – Tables – Reference – Reference Details screen 140

Table 3-76 Fields for CCV Admin - Tables – Reference - Select Type of Table screen 143

Table 3-77 Buttons for CCV Admin - Tables – Reference - Select Type of Table screen 144

Table 3-78 Fields for CCV Admin - Tables – Reference - Select Table screen............ 145

Table 3-79 Buttons for CCV Admin - Tables – Reference - Select Table screen.......... 146

Table 3-80 Fields for CCV Admin - Tables – Reference - Select Values to Manage Window screen 148

Table 3-81 Buttons for CCV Admin - Tables – Reference - Select Values to Manage Window screen 148

Table 3-82 Fields for CCV Admin - Tables – Reference – Manage Values screen....... 151

Table 3-83 Buttons for CCV Admin - Tables – Reference – Manage Values screen.... 151

Table 3-84 Fields for CCV Admin - Tables – Reference – Values screen..................... 154

Table 3-85 Buttons for CCV Admin - Tables – Reference – Values screen.................. 154

Table 3-86 Fields for Search and Select screen............................................................. 157

Table 3-87 Buttons for Search and Select screen.......................................................... 158

Table 3-88 Fields for CCV Admin – Users – SuperAdmin – Select Funding Source screen 160

Table 3-89 Buttons for CCV Admin – Users – SuperAdmin – Select Funding Source screen 160

Table 3-90 Fields for CCV Admin – List of Admin Users screen................................... 163

Table 3-91 Buttons for CCV Admin – List of Admin Users screen................................. 163

Table 3-92 Fields for CCV Admin - Admin User Details screen..................................... 166

Table 3-93 Buttons for CCV Admin - Admin User Details screen.................................. 167

Table 3-94 Fields for CCV Admin – Select Template to Include in Grid screen............ 170

Table 3-95 Buttons for CCV Admin – Select Template to Include in Grid screen......... 171

Table 3-96 Fields for CCV Admin - PIN Validation - Search and Validate screen......... 174

Table 3-97 Buttons for CCV Admin - PIN Validation - Search and Validate screen...... 174

Table 3-98 Fields for CCV Admin – Statistics – System screen.................................... 178

Table 3-99 Buttons for CCV Admin – Statistics – System screen................................. 179

Table 3-100 Fields for CCV Admin – Statistics – Usage screen.................................... 182

Table 3-101 Buttons for CCV Admin – Statistics – Usage screen................................. 184

Table 3-102 Fields for CCV Admin – Message List screen............................................ 186

Table 3-103 Buttons for CCV Admin – Message List screen......................................... 186

Table 3-104 Fields for CCV Admin – Message Details screen...................................... 189

Table 3-105 Buttons for CCV Admin – Message Details screen.................................... 190

Table 3-102 Fields for CCV Admin – Select Language screen...................................... 192

Table 3-103 Buttons for CCV Admin – Select Language screen................................... 193

Table 3-104 Fields for CCV Admin – Splash screen...................................................... 194

Table 3-105 Buttons for CCV Admin – Splash screen................................................... 194

List of Figures

Figure 2-1 Legend of figures used within the diagrams...................................................... 5

Figure 2-2 Navigation Flow through CCV Admin................................................................ 6

Figure 3-1 CCV Admin – Contact Us Window.................................................................... 1

Figure 3-2 CCV Administration Login Window.................................................................... 2

Figure 3-3 CCV Admin Welcome Window......................................................................... 5

Figure 3-4 CCV Admin – Change Admin Password Window............................................. 7

Figure 3-5 CCV Admin – Helpdesk Search / List Window............................................... 11

Figure 3-6 CCV Admin – Helpdesk Details Window......................................................... 15

Figure 3-7 Navigation Flow of CCV Admin Tool – Funding Source menu item, Agency sub-menu item 20

Figure 3-8 Navigation Flow of CCV Admin Tool – Funding Source menu item, Program sub-menu item 21

Figure 3-9 CCV Admin - Funding Source / Agencies Window......................................... 22

Figure 3-10 CCV Admin - Funding Source / Agency Details Window............................. 26

Figure 3-11 CCV Admin - Funding Source / Programs Window...................................... 33

Figure 3-12 CCV Admin - Funding Source / Program Details Window............................ 37

Figure 3-13 CCV Admin - Funding Source / Add Agency to Program List Window........ 43

Figure 3-14 Navigation Flow of CCV Admin Tool – Templates menu item..................... 45

Figure 3-15 CCV Admin - Templates - SuperAdmin - Select Funding Source Window.. 46

Figure 3-16 CCV Admin – Templates - List of Templates for a Funding Source Window 48

Figure 3-17 CCV Admin – Templates - Add or Copy Template Window......................... 51

Figure 3-18 CCV Admin – Templates - Select Template to Copy Window..................... 53

Figure 3-19 CCV Admin – Template Details Window....................................................... 56

Figure 3-20 CCV Admin – Template - Select Sections Window...................................... 64

Figure 3-21 CCV Admin – Template Section Details Window......................................... 68

Figure 3-22 CCV Admin – Template - Select Fields Window........................................... 72

Figure 3-23 CCV Admin – Template Field Details Window.............................................. 76

Figure 3-24 Navigation Flow of CCV Admin Tool – Submissions menu item.................. 80

Figure 3-25 Flow of a Submission through all of its Transmission States........................ 81

Figure 3-26 CCV Admin - Submissions - SuperAdmin - Select Funding Source Window 82

Figure 3-27 CCV Admin - Submissions - Submissions for a Funding Source Window... 84

Figure 3-28 Navigation Flow of CCV Admin Tool – Tables menu item – LOV sub-menu item 89

Figure 3-29 Navigation Flow of CCV Admin Tool – Tables menu item – Dataset sub-menu item 90

Figure 3-30 Navigation Flow of CCV Admin Tool – Tables menu item – Reference sub-menu item 91

Figure 3-31 CCV Admin - Tables – LOV – Name Window.............................................. 92

Figure 3-32 CCV Admin – Tables – LOV – List of Value Details Window........................ 94

Figure 3-33 CCV Admin – Tables – LOV - Element Details Window............................... 98

Figure 3-34 CCV Admin - Tables – Dataset – Dataset Sections Window...................... 101

Figure 3-35 CCV Admin - Tables – Dataset – Section Details Window......................... 104

Figure 3-36 CCV Admin - Tables – Dataset – Add Field – Select Display Type Window 109

Figure 3-37 CCV Admin - Tables – Dataset – Add LOV-type Field - Select LOV Window 111

Figure 3-38 CCV Admin - Tables – Dataset – Add Reference-type Field - Select Reference Window 113

Figure 3-39 CCV Admin - Tables – Dataset – Field Details Window.............................. 115

Figure 3-40 CCV Admin - Tables – Dataset – Add LOV Value Dependency - Select Field Window 125

Figure 3-41 CCV Admin - Tables – Dataset – LOV Value Dependency - Set Dependency Window 127

Figure 3-42 CCV Admin - Tables – Dataset – Add LOV Value to Dependency List Window 131

Figure 3-43 CCV Admin - Tables – Dataset – PubMed-filled Fields - add fields Window 133

Figure 3-44 CCV Admin - Tables – Dataset – Add Mutually Exclusive Dependency Window 135

Figure 3-45 CCV Admin - Tables – Reference – Reference Table Names Window..... 137

Figure 3-46 CCV Admin – Tables – Reference – Reference Details Window............... 139

Figure 3-47 CCV Admin - Tables – Reference - Select Type of Table Window............ 143

Figure 3-48 CCV Admin - Tables – Reference - Select Table Window......................... 145

Figure 3-49 CCV Admin - Tables – Reference - Select Values to Manage Window (example of screen for definition of Sector-Field Reference table with high-level LOV type of field)................. 147

Figure 3-50 CCV Admin - Tables – Reference - Select Values to Manage Window (example of screen for definition of Sector-Field-Discipline Reference table with high-level Reference type of field) 148

Figure 3-51 CCV Admin - Tables – Reference – Manage Values Window with example of managing values for the Sector-Field-Discipline reference table for a specified Sector and Field value.. 150

Figure 3-52 CCV Admin - Tables – Reference - Values Window.................................. 153

Figure 3-53 Search and Select Window (example with a high level LOV type of field). 156

Figure 3-54 Search and Select Window (example with a high level Reference type of field) 157

Figure 3-55 Navigation Flow for CCV Admin – Users menu item.................................. 159

Figure 3-56 CCV Admin – Users – SuperAdmin – Select Funding Source Window..... 160

Figure 3-57 CCV Admin - List of Admin Users Window................................................. 162

Figure 3-58 CCV Admin – Admin User Details Window................................................. 165

Figure 3-59 CCV Admin – Select Template to Include in Grid Window......................... 170

Figure 3-60 Navigation Flow of CCV Admin Tool – PIN menu item.............................. 172

Figure 3-61 CCV Admin - PIN Validation - Search and Validate Window...................... 173

Figure 3-62 CCV Admin – Statistics - System Window.................................................. 177

Figure 3-63 CCV Admin – Statistics - Usage Window.................................................... 181

Figure 3-64 CCV Admin – Message List Window........................................................... 185

Figure 3-65 CCV Admin – Message Details Window..................................................... 188

Figure 3-64 CCV Admin – Select Language Window..................................................... 192

Figure 3-65 CCV Admin – Splash Window..................................................................... 194

3.0 User Interface Details

3.1 CCV Admin – Contact Us Menu Item

3.1.1 CCV Admin – Contact Us Page

3.1.1.1 CCV Admin – Contact Us Overview

Pressing the Contact Us menu item opens this window which displays the contact information for the CCV helpdesk.

3.1.1.2 CCV Admin – Contact Us Window

Figure 3-1 CCV Admin – Contact Us Window

3.1.1.3 CCV Admin – Contact Us Validation

Table 3-1 Fields on CCV Admin – Contact Us screen

Field	Validation Rules
CCV Helpdesk	Display only
Acronym	Display only
Name	Display only
Phone	Display only
Email	Display only

3.1.1.4 CCV Admin – Contact Us Buttons

None.

3.2 CCV Admin - Login Menu Item

3.2.1 CCV Administration Login Page

3.2.1.1 CCV Administration Login Overview

This window is displayed to allow the Admin user to log into the application. The Admin user name and password were emailed to the user when the username was generated. The Admin user may have changed his/her password by pressing the Change Password button on the Welcome screen.

The user must enter his/her username and password and press the Login button. If the combination of username and password is valid, the user will proceed to the Welcome window; otherwise, the user will see an error message and remain on the Login screen.

3.2.1.2 CCV Administration Login Window

Figure 3-2 CCV Administration Login Window

3.2.1.3 CCV Administration Login Validation

Table 3-2 Fields on CCV Administration Login screen

Field	Validation Rules
Username	Mandatory Not case-sensitive
Password	Mandatory Case-sensitive

Field

Validation Rules

Username

Mandatory

Not case-sensitive

Password

Mandatory

Case-sensitive

3.2.1.4 CCV Administration Login Buttons

Table 3-3 Buttons on CCV Administration Login screen

Button	Functionality
Login	If validation is successful, displays the CCV Admin Welcome page; otherwise remains on Login screen and displays applicable error message(s).

3.3 CCV Admin - Welcome Menu Item

3.3.1 CCV Admin - Welcome Page

3.3.1.1 CCV Admin Welcome Overview

If the user logged in successfully, the welcome screen will be displayed with a listing of roles granted to the user. The menu items will be displayed or hidden based on the role(s) of the user. The user may press the Change Password button to open the Change Admin Password page where they can change their password if they wish.

3.3.1.2 CCV Admin Welcome Window

Figure 3-3 CCV Admin Welcome Window

3.3.1.3 CCV Admin Welcome Validation

Table 3-4 Fields on CCV Admin Welcome screen

Field	Validation Rules
Welcome	Display only
<First Name>	Display only of first name for Admin User logged in.
<Family Name>	Display only of family name for Admin User logged in.
<Date>	Display only of system date.
<Funding Source>	Display only of Acronym of Funding Source associated to the non-SuperAdmin User. If user has SuperAdmin role, do not display.
Logged In	Display only of list of roles for Admin user logged in.

3.3.1.4 CCV Admin Welcome Buttons

Table 3-5 Buttons on CCV Admin Welcome screen

Button	Functionality
Change Password button	Displays the Change Admin Password page.

3.3.2 CCV Admin – Change Admin Password Page

3.3.2.1 CCV Admin – Change Admin Password Overview

On this page, the user may change their password by entering their old password as well as entering their new password (in the New Password and the Confirm Password fields) and pressing the Save button. The new password must meet the password constraints of the system to be valid. The user may press the ‘?’ icon beside the New Password field to see the password constraints.

3.3.2.2 CCV Admin – Change Admin Password Window

Figure 3-4 CCV Admin – Change Admin Password Window

3.3.2.3 CCV Admin – Change Admin Password Validation

Table 3-6 Fields for CCV Admin – Change Admin Password screen

Field	Validation Rules
Funding Source	Display only
Username	Display only
Old Password	Mandatory Must match user’s current password Case-sensitive
New Password	Mandatory Must meet password constraints Case-sensitive
Confirm New Password	Mandatory Must match New Password entered Case-sensitive

3.3.2.4 CCV Admin – Change Admin Password Buttons

Table 3-7 Buttons for CCV Admin – Change Admin Password screen

Button	Functionality
Save	Validates the data entered: If at least one validation fails, · Displays the appropriate message Otherwise, · Saves the data entered on the current page to the database. · Returns to the CCV Admin - Welcome Page refreshing the display of the screen.
Cancel	Returns to the CCV Admin - Welcome Page without saving any data entered on the current page.
?	Displays the help for the selected entry.

3.4 CCV Admin – Helpdesk Menu Item

This menu item allows the user to find an application user in order to view their details or reset their password or access their CV in read-only mode or even delete the application user.

3.4.1 CCV Admin – Helpdesk Search / List Page

3.4.1.1 CCV Admin – Helpdesk Search / List Overview

This screen allows the user to enter criteria in zero or more of the fields in the top portion of the screen to will be used to populate the Application Users grid with matching entries. The search will use ‘contains’ and ‘and’ functionality (e.g. if user enters First Name = ‘Jo’ and Month of Birth = ‘August’, only those application users with Month of birth = ‘August’ and First Name containing ‘Jo’ (e.g. Joe or Joseph or Joanna, etc.) would be returned when the Search button is pressed. If no data is entered in the fields and the Search button is pressed, a listing of all application users will be displayed.

Note: there is a limitation of only 200 results returned. Therefore if the search returns over 200 results, only the first 200 will be returned, and a message requesting the user to re-enter their criteria to refine the search.

3.4.1.2 CCV Admin – Helpdesk Search / List Window

Figure 3-5 CCV Admin – Helpdesk Search / List Window

3.4.1.3 CCV Admin – Helpdesk Search / List Validation

Table 3-8 Fields for CCV Admin – Helpdesk Search / List screen

Field	Validation Rules
Username	Optional If any data is entered, this search criterion will be used to search for all Application users where the user’s username (i.e. email) contains this text. Note that a search using this parameter is not case-sensitive.
First Name	Optional If any data is entered, this search criterion will be used to search for all Application users where the user’s first name contains this text. Note that a search using this parameter is not case-sensitive.
Family Name	Optional If any data is entered, this search criterion will be used to search for all Application users where the user’s last name contains this text. Note that a search using this parameter is not case-sensitive.
DOB Month	Optional If any option is selected, this search criterion will be used to search for all Application users where the selection matches the user’s Date of Birth month.
DOB Day	Optional If any option is selected, this search criterion will be used to search for all Application users where the selection matches the user’s Date of Birth day.
Application Users	Display only of all Application users (i.e. researchers) satisfying the search criteria.
First Name	Display only of first name of researcher
Middle Name	Display only of middle name of researcher
Family Name	Display only of family name of researcher
Username	Display only of username (i.e. email) of researcher
DOB (MM/DD)	Display only of Birth Month/Day of researcher
Errors	Display only of icon in the event of a validation error for the associated grid entry.

3.4.1.4 CCV Admin – Helpdesk Search / List Buttons

Table 3-9 Buttons for CCV Admin – Helpdesk Search / List Validation screen

Button	Functionality
Search button	Performs a search to populate the search results (Application Users) grid with all users that match the search criteria. Note: When the user presses Search, the result set will be determined; if the search returns over 200 results, only the first 200 will be returned, as well as a message requesting them to re-enter their criteria to refine the search.
Edit icon for an entry in the Application Users grid	Displays the CCV Admin – Helpdesk Details page for the selected Admin User.
Reset button	Resets the search criteria fields to their default values and empties the search results (Application Users) grid.
?	Displays the help for the selected entry.

3.4.2 CCV Admin – Helpdesk Details Page

3.4.2.1 CCV Admin – Helpdesk Details Overview

This window displays the details of the selected application user. On this window, the admin user may access the user’s generic or funding CV in read only mode, reset their password, change the application user’s email address (which in turn changes the user’s username so the user will need to use this new username at the next login) or delete the user if the user has requested to be removed from the CCV. Th Admin user must confirm that the user knows the answers to both of the reminder questions (i.e. both Confirmation 1 and Confirmation 2 must = ‘yes’) to be able to reset the user’s password or save a change to the user’s email address.

Note: if the application user has requested to be removed from the CCV application and they have already submitted CV’s to any agency, they will not be deleted from the application but will instead be de-activated. If a user has been de-activated, they can not log in or use the application. They must call the helpdesk to request a re-activation. The admin user can (if they choose to) re-activate a de-activated application user by pressing the Reset Password button on this screen for the applicable user.

3.4.2.2 CCV Admin – Helpdesk Details Window

Figure 3-6 CCV Admin – Helpdesk Details Window

3.4.2.3 CCV Admin – Helpdesk Details Validation

Table 3-10 Fields for Helpdesk Details screen

Field	Validation Rules
Username	Display only of user’s username (i.e. email)
Title	Display only of user’s title
First Name	Display only of user’s first name
Middle Name	Display only of user’s middle name
Family Name	Display only of user’s family name
Email	Mandatory Must be valid email format
Confirm Email	Mandatory Must be valid email format and must equal Email entity
Month and Day of Birth	Display only of user’s month and day of birth
Month	Display only of user’s month of birth
DD	Display only of user’s day of birth
Correspondence Language	Display only of user’s selected correspondence language.
Reminder Question 1	Display only of user’s Reminder Question 1.
Answer1	Display only of user’s Answer 1.
Confirmation 1	Yes must be selected to indicate admin user confirmed answer 1 with researcher.
Reminder Question 2	Display only of user’s Reminder Question 2.
Answer2	Display only of user’s Answer 2.
Confirmation 2	Yes must be selected to indicate admin user confirmed answer 2 with researcher.
Allow Duplicate	If Yes is selected, it means that another user with the same First and Last names and Month and Day of birth can be added to the CCV application as long as the email address is different. The default and recommended value is No.

3.4.2.4 CCV Admin – Helpdesk Details Buttons

Table 3-11 Buttons for Helpdesk Details screen

Button	Functionality
Access Funding CV	Validates the data entered: If at least one validation fails, · Displays the appropriate message(s); Otherwise, if validation is successful: · Saves any data changes to database; and · Displays Funding CV – Select Funding Source window in View only mode displaying details for the selected user.
Access Generic CV	Validates the data entered: If at least one validation fails, · Displays the appropriate message(s); Otherwise, if validation is successful: · Saves any data changes to database; and · Displays Generic CV – List of Sections window in View only mode displaying details for the selected user.
Reset Password	Displays a confirmation screen with ‘Yes’ and ‘No’ options: If ‘No’ is selected: · Returns to this screen. Otherwise, if ‘Yes is selected: Validates the data entered: If at least one validation fails, · Displays the appropriate message(s); Otherwise, if validation is successful: · Generates a random 8-digit password using a secure algorithm and stores on user account table; · Generates and sends an email to the user’s email address with title ‘CCV Support’ containing the newly generated password: · Saves any data changes to database; · Redisplays the current screen with a message indicating the success or failure of the password reset.
Delete User	Displays a confirmation screen with ‘Yes’ and ‘No’ options’: If ‘No’ is selected: · Redisplays this screen. Otherwise: Validates the data entered: If at least one validation fails, · Displays the appropriate message(s) on the current screen; Otherwise, if validation is successful: · Checks to see if user has submitted any CVs: If user has no submitted CVs, the user is deleted from the CCV, an email is sent to notify him/her, and the CCV Admin – Helpdesk Search / List window is displayed. Otherwise, if user has associated submitted CVs, the user is deactivated in the CCV, and the CCV Admin – Helpdesk Search / List window is displayed.
Done	Validates any data entered: If at least one validation fails, · Displays the appropriate message(s); Otherwise, if validation is successful: · Saves any data changes to database; and · Returns to and displays CCV Admin – Helpdesk Search / List window with the data refreshed.
Undo	Disabled upon first entry to the screen and whenever a save is posted to the database. Enabled as soon as any changes are made to the fields on this screen. When selected, it undoes any changes made to the fields on the current screen since the last database save, disables the Undo button; and redisplays this screen.
Prev	Returns to and displays CCV Admin – Helpdesk Search / List window without saving any changes to data entered on this screen.
?	Displays the help for the selected entry.

3.5 CCV Admin – Funding Source Menu Item

The user selects this menu item when (s)he wants to add, modify or delete a Funding Source (i.e. Agency or Program).

The figure below illustrates the window navigation flow through the CCV Administration application – Funding Source menu item.

Figure 3-7 Navigation Flow of CCV Admin Tool – Funding Source menu item, Agency sub-menu item

Figure 3-8 Navigation Flow of CCV Admin Tool – Funding Source menu item, Program sub-menu item

3.5.1 Funding Source / Agencies Page

3.5.1.1 CCV Admin - Funding Source / Agencies Overview

If a SuperAdmin user selects the Funding Source menu item / Agency sub-menu item intending to add, edit or delete an agency, this screen is displayed. Only agencies that are enabled and where the current date is between or equal to the agency’s Start and End Dates will be displayed in the Funding Source or Agency drop-downs on the Manage CV screens. (A blank start date is invalid, but a blank end date means there is no end date set, so it will be active if it is enabled and the current date is greater than or equal to the start date).

Note: an agency cannot be deleted if it is the generic CCV agency or if it is used in the system (i.e. is associated to any submissions or Programs or to any active templates). If the agency is not the generic CCV agency and has no associated submissions, the agency can be removed from associated programs by accessing the Funding Source / Programs menu item; and any associated active templates can be deactivated by accessing the Templates menu item and disabling those that are preventing the agencies from being deleted.

3.5.1.2 CCV Admin - Funding Source / Agencies Window

Figure 3-9 CCV Admin - Funding Source / Agencies Window

3.5.1.3 CCV Admin - Funding Source / Agencies Validation

Table 3-12 Fields for CCV Admin - Funding Source / Agencies screen

Field	Validation Rules
List of Agencies	Sorted alphabetically by Acronym (by English Agency Acronym if on English screen, and by French Agency Acronym if on French screen).
Acronym	Display only of English Agency Acronym if on English screen, and French Agency Acronym if on French screen.
Code	Display only of Agency Code. Numeric
Status	Display only of Status of Agency. ‘Enabled’ or ‘Disabled’
Valid From	Display only of Valid From Date of Agency. YYYY-MM-DD
Valid To	Display only of Valid To Date of Agency. YYYY-MM-DD
Helpdesk Phone	Display only of English or French Helpdesk Phone Number of Agency depending on the language of the UI.
Helpdesk Email	Display only of English or French Helpdesk email address of Agency depending on the language of the UI.
PIN Validation?	Display only of PIN Validation field for Agency. ‘Yes’ or ‘No’
Automatic Transfer?	Display only of Automatic Transfer field for Agency. ‘Yes’ or ‘No’
Errors	Display only of icon in the event of a validation error for the associated grid entry.

3.5.1.4 CCV Admin - Funding Source / Agencies Buttons

Table 3-13 Buttons for CCV Admin - Funding Source / Agencies screen

Button	Functionality
Add	Displays the Funding Source / Agency Details page in Add mode.
Edit	Displays the Funding Source / Agency Details page in Edit mode for the selected Agency.
Delete	Displays a confirmation screen with ‘Yes’ and ‘No’ options: If ‘No’ is selected, returns control to the current screen; Otherwise, if ‘Yes’ is selected: · Validates if the selected Agency is the ‘CCV’ (based on the system ID) because it cannot be deleted; · Otherwise, if the selected Agency is not the ‘CCV’ (based on the system ID), validates if the selected Agency is linked to an active template or a submission in the database or if the Agency is linked to a Program because then the Agency cannot be deleted; · Otherwise, if the selected Agency is not the ‘CCV’ and is not linked to a submission or an active template in the database or to a Program: Ø Deletes the selected Agency, its associated Templates and Admin Users (Agency, Template and Helpdesk) from the database as well as any links to Program Admin Users; and Ø Redisplays this screen.

3.5.2 CCV Admin - Funding Source / Agency Details Page

3.5.2.1 CCV Admin - Funding Source / Agency Details Overview

This screen is used to add and modify details of a selected agency. The user can select the Enable button to change the status of this agency when it is time to allow it to be displayed in the Funding Source and Agency drop-downs on the Manage CV screens. The SuperAdmin may press the Test Secure FTP Link button to test the transfer link connectivity using the entered Transfer Link Server/IP, Transfer Username, Transfer Password and Transfer Port fields.

3.5.2.2 CCV Admin - Funding Source / Agency Details Window

Figure 3-10 CCV Admin - Funding Source / Agency Details Window

3.5.2.3 CCV Admin - Funding Source / Agency Details Validation

Table 3-14 Fields for CCV Admin - Funding Source / Agency Details screen

Field	Validation Rules
Status	Display only of Status of Agency. If the Status of the Agency is ‘Disabled’, then it will not be displayed in the Funding Source drop-down lists on the Template and CV screens. Note: If Acronym = ‘CCV’, it cannot be enabled.
Code	Display only of Agency Code. When a new Agency is created, this code will be assigned based on a sequence generator.
Valid From	Mandatory When text box is selected, calendar date picker opens up. If user selects a date using the date picker, it will populate the text box. User can over-type date in text box. Must be a valid date.
Valid To	Optional When text box is selected, calendar date picker opens up. If user selects a date using the date picker, it will populate the text box. User can over-type date in text box. Must be a valid date that is greater than or equal to the Valid From Date.
English Acronym	Mandatory
French Acronym	Mandatory
English Name	Mandatory
French Name	Mandatory
English Website	Optional If entered, must be valid URL format (i.e. Must be http or https lowercase with a “://” and may or may not have “www” e.g. http://ccv-cvc-admin.ca or http://www.ccv-cvc-admin.ca or https://ccv-cvc-admin.ca or https://www.ccv-cvc-admin.ca ).
French Website	Optional If entered, must be valid URL format (i.e. Must be http or https lowercase with a “://” and may or may not have “www” e.g. http://ccv-cvc-admin.ca or http://www.ccv-cvc-admin.ca or https://ccv-cvc-admin.ca or https://www.ccv-cvc-admin.ca).
English Logo	Optional User may click file browser icon to select a file. Text box will be filled with selected file name. Logo in file will be stored as a Blob. Logo file size must be less than 25 K. Logo file extension must be gif, png, jpg or jpeg. Once loaded, logo will be displayed beneath the text box and file name will disappear.
French Logo	Optional User may click file browser icon to select a file. Text box will be filled with selected file name. Logo in file will be stored as a Blob. Logo file size must be less than 25 K. Logo file extension must be gif, png, jpg or jpeg. Once loaded, logo will be displayed beneath the text box and file name will disappear.
English Helpdesk Email	Optional If entered, must be valid email format. If invalid format.
French Helpdesk Email	Optional If entered, must be valid email format.
English Helpdesk Phone	Optional If entered, must be numeric with length > 1 and < =25.
English Helpdesk Phone Extension	Optional If entered, must be numeric.
French Helpdesk Phone	Optional If entered, must be numeric with length > 1 and < =25.
French Helpdesk Phone Extension	Optional If entered, must be numeric.
Country_Subdivision	Mandatory.
PIN Validation?	Mandatory.
PIN Link	Mandatory only if the PIN Validation is Yes. If entered, must be valid URL format (i.e. Must be http or https lowercase with a “://” and may or may not have “www” e.g. http://ccv-cvc-admin.ca or http://www.ccv-cvc-admin.ca or https://ccv-cvc-admin.ca or https://www.ccv-cvc-admin.ca).
Automatic Transfer?	Mandatory
Secure FTP Transfer Site	Mandatory only if the Automatic Transfer is Yes. If entered, must be valid FTP format (i.e. Must be ftp, sftp or ftps lowercase with a “://” e.g. ftp:// ftpservername or sftp:// ftpservername or ftps:// ftpservername ).
Transfer Username	Optional
Transfer Password	Optional
Transfer Port	Optional
Transfer Type	Mandatory only if the Automatic Transfer is Yes.

3.5.2.4 CCV Admin - Funding Source / Agency Details Buttons

Table 3-15 Buttons for CCV Admin - Funding Source / Agency Details screen

Button	Functionality
Disable	Only displayed and enabled if Status of Agency is ‘Enabled’. Saves the data entered on the current page to the database. Changes Status of Agency to ‘Disabled’. Redisplays this screen.
Enable	Only displayed and enabled if Status of Agency is ‘Disabled’. Saves the data entered on the current page to the database. Performs the validation rules and if at least one validation fails or if the selected Agency is the ‘CCV’ (based on the system ID), · Redisplays this screen with error message ‘Cannot enable due to validation errors’; Otherwise, If validation rules are successful: · Changes Status of Agency to ‘Enabled’ and saves change to database; · Redisplays this screen.
Done	If the Agency’s Status = ‘Enabled’, performs the validation rules, and if at least one validation fails, · Changes Status of Agency to ‘Disabled’; Saves the data entered on the current page to the database. Returns to and displays the CCV Admin – Funding Source - Agency – Agencies Page with the data refreshed.
Undo	Disabled upon first entry to the screen and whenever a save is posted to the database. Enabled as soon as any changes are made to the fields on this screen. When selected, it undoes any changes made to the fields on the current screen since the last database save, disables the Undo button; and redisplays this screen.
Test Secure FTP Link	When selected: · Performs the business rule validation and if it fails, displays error message(s) upon the screen; · Otherwise, if the validation is successful, Triggers a utility to test the transfer link connectivity using the entered Transfer Link Server/IP, Transfer Username, Transfer Password and Transfer Port fields; Redisplays this screen with message showing returned transfer link connectivity test results.
Find	Opens the Search and Select Page to allow the user to search for and select the Country and Subdivision for their agency.
?	Displays help for the selected entry.

3.5.3 CCV Admin - Funding Source / Programs Page

3.5.3.1 CCV Admin - Funding Source / Programs Overview

If a SuperAdmin user selects the Programs sub-menu item intending to add, edit or delete a program, this screen is displayed. Only those programs that are enabled will be displayed in the Funding Source drop-downs on the Manage CV screens.

Note: an agency cannot be deleted if it is linked to any submissions.

3.5.3.2 CCV admin - Funding Source / Programs Window

Figure 3-11 CCV Admin - Funding Source / Programs Window

3.5.3.3 CCV Admin - Funding Source / Programs Validation

Table 3-16 Fields for CCV Admin - Funding Source / Programs screen

Field	Validation Rules
Programs	Sorted alphabetically by Acronym (by English Program Acronym if on English screen, and by French Program Acronym if on French screen).
Acronym	Display only of English or French Program Acronym depending on language of UI.
Status	Display only.
Valid From	Display only. YYYY-MM-DD
Valid To	Display only. YYYY-MM-DD
Helpdesk Phone	Display only of English or French Helpdesk Phone Number for Program depending on language of UI.
Helpdesk Email	Display only of English or French Helpdesk Email for Program depending on language of UI.
PIN Validation?	Display only of PIN Validation constraint for Program. Value is ‘yes’ or ‘no’.
Agencies	Display only of acronyms for all agencies associated to the program, comma-separated.
Errors	Display only of icon in the event of a validation error for the associated grid entry.

3.5.3.4 CCV Admin - Funding Source / Programs Buttons

Table 3-17 Buttons for CCV Admin - Funding Source / Programs screen

Button	Functionality
Add	Displays the Funding Source / Program Details page in Add mode.
Edit	Displays the Funding Source / Program Details page in Edit mode for the selected Program.
Delete	Displays a confirmation screen with ‘Yes’ and ‘No’ options: If ‘No’ is selected, returns control to the current screen; Otherwise, if ‘Yes’ is selected: · Validates if the selected Program is linked to a submission in the database. If the selected Program is linked to a submission in the database, it cannot be deleted; Otherwise, if the selected Program is not linked to a submission in the database: Ø Deletes the selected Program, its associated Templates and Admin Users (Program, Template and Helpdesk) from the database; and Ø Redisplays this screen.

3.5.4 CCV Admin - Funding Source / Program Details Page

3.5.4.1 3.5.4.2 CCV Admin - Funding Source / Program Details Validation

This screen is used to add and modify details of a selected program. The user can select the Enable button to change the status of this program when it is time to allow it to be displayed in the Funding Source drop-downs on the Manage CV screens. The Agencies grid at the bottom of the screen is used to add or delete links for those agencies associated to this program.

3.5.4.2 CCV Admin - Funding Source / Program Details Window

Figure 3-12 CCV Admin - Funding Source / Program Details Window

3.5.4.3 CCV Admin - Funding Source / Program Details Validation

Table 3-18 Fields for CCV Admin - Funding Source / Program Details screen

Field	Validation Rules
Status	Display only. If a Program is ‘Disabled’ it will not appear in the drop-downs for Funding Sources on the Template and CV screens.
Valid From	Mandatory. When text box is selected, calendar date picker opens up. If user selects a date using the date picker, it will populate the text box. User can over-type date in text box. Must be a valid date.
Valid To	Optional. When text box is selected, calendar date picker opens up. If user selects a date using the date picker, it will populate the text box. User can over-type date in text box. Must be a valid date that is greater than or equal to the Valid From date.
English Acronym	Mandatory
French Acronym	Mandatory
English Name	Mandatory
French Name	Mandatory
English Website	Optional If entered, must be valid URL format (i.e. Must be http or https lowercase with a “://” and may or may not have “www” e.g. http://ccv-cvc-admin.ca or http://www.ccv-cvc-admin.ca or https://ccv-cvc-admin.ca or https://www.ccv-cvc-admin.ca).
French Website	Optional If entered, must be valid URL format (i.e. Must be http or https lowercase with a “://” and may or may not have “www” e.g. http://ccv-cvc-admin.ca or http://www.ccv-cvc-admin.ca or https://ccv-cvc-admin.ca or https://www.ccv-cvc-admin.ca).
English Logo	Optional User may click file browser icon to select a file. Text box will be filled with selected file name. Logo in file will be stored as a Blob. Logo file size must be less than 25 K; otherwise display error message 21. Logo file extension must be gif, png, jpg or jpeg. Once loaded, logo will be displayed.
French Logo	Optional User may click file browser icon to select a file. Text box will be filled with selected file name. Logo in file will be stored as a Blob. Logo file size must be less than 25 K; otherwise display error message 21. Logo file extension must be gif, png, jpg or jpeg. Once loaded, logo will be displayed.
English Helpdesk Email	Optional If entered, must be valid email format.
French Helpdesk Email	Optional If entered, must be valid email format.
English Helpdesk Phone	Optional If entered, must be numeric with length > 1 and < =25.
English Helpdesk Phone Extension	Optional If entered, must be numeric.
French Helpdesk Phone	Optional If entered, must be numeric with length > 1 and < =25.
French Helpdesk Phone Extension	Optional If entered, must be numeric.
PIN Validation?	When PIN Validation = Yes, it indicates that when a researcher submits a Funding CV to this program, the PINs must be validated for each and every agency that is associated to the program and requires PIN validation. When PIN Validation = No, it indicates that even if there is an agency associated to the program that normally requires PIN validation, there is no PIN validation required when a researcher submits a Funding CV to this program.
Agencies	Display of all Agencies associated to Program. All agencies in the grid must be unique. A Program must contain at least 2 Agencies. Sorted alphabetically by Acronym (by English Agency Acronym if on English screen, and by French Agency Acronym if on French screen).
Acronym	Display only of Agency Acronym (English or French depending on language of UI).
Name	Display only of Agency Name (English or French depending on language of UI).
Errors	Display only of icon in the event of a validation error for the associated grid entry.

3.5.4.4 CCV Admin - Funding Source / Program Details Buttons

Table 3-19 Buttons for CCV Admin - Funding Source / Program Details screen

Button	Functionality
Disable	Only displayed and enabled if Status of Program is ‘Enabled’. Saves the data entered on the current page to the database. Changes Status of Program to ‘Disabled’ and saves change to database. Redisplays this screen.
Enable	Only displayed and enabled if Status of Program is ‘Disabled’. Saves the data entered on the current page to the database. Performs the validation rules and if at least one validation fails, · Redisplays this screen with error message ‘Cannot enable due to validation errors’; Otherwise, If validation rules are successful: · Changes Status of Program to ‘Enabled’ and saves change to database; · Redisplays this screen.
Add button associated with Agencies grid, if one exists	If the Program’s Status = ‘Enabled’, performs the validation rules and if at least one validation fails, · Changes Status of Program to ‘Disabled’; Saves the data entered on the current page to the database. Displays the Add Agency to Program List page.
Delete icon associated with each entry in the Agencies grid	Enabled Displays confirmation screen with ‘Yes’ and ‘No’ options: If No is selected: Redisplays the current screen. If Yes is selected: · Deletes the link between the program and the selected agency; · Saves the data entered on the current page to the database: If the screen was opened in Add mode, the new value will be saved as a new entry for the Programs grid that had been displayed on the CCV Admin – Funding Source - Program – Programs Page; otherwise, it was opened in Edit mode and the changes will be applied to the selected Program and saved to the database; · If the Program’s Status = ‘Enabled’, performs the validation rules, as per details contained in Section 3.4.2 Data / Object Layer in this document: If at least one validation fails, changes Status of Program to ‘Disabled’; · Performs Action_DisplayPage of the current screen.
Done	If the Program’s Status = ‘Enabled’, performs the validation rules and if at least one validation fails, · Changes Status of Program to ‘Disabled’; Saves the data entered on the current page to the database. Returns to and displays the CCV Admin – Funding Source - Program – Programs Page with the data refreshed.
Undo	Disabled upon first entry to the screen and whenever a save is posted to the database. Enabled as soon as any changes are made to the fields on this screen. When selected, it undoes any changes made to the fields on the current screen since the last database save, disables the Undo button; and redisplays this screen.
?	Displays help for the selected entry.

3.5.5 CCV Admin - Funding Source / Add Agency to Program List Page

3.5.5.1 CCV Admin - Funding Source / Add Agency to Program List Overview

This screen is used to add an association between an agency and the displayed program.

3.5.5.2 CCV Admin - Funding Source / Add Agency to Program List Window

Figure 3-13 CCV Admin - Funding Source / Add Agency to Program List Window

3.5.5.3 CCV Admin - Funding Source / Add Agency to Program List Validation

Table 3-20 Fields for CCV Admin - Funding Source / Add Agency to Program List screen

Field	Validation Rules
Program Name	Display only of Acronym of Program defined on Program Details page (invisible boundaries)
Select Agency to add to Program	Mandatory A list of all ‘Active’ Agency acronyms, (with the exception of those that are already associated to the Program), in alphabetic order.

Field

Validation Rules

Program Name

Display only of Acronym of Program defined on Program Details page (invisible boundaries)

Select Agency to add to Program

Mandatory

A list of all ‘Active’ Agency acronyms, (with the exception of those that are already associated to the Program), in alphabetic order.

3.5.5.4 CCV Admin - Funding Source / Add Agency to Program List Buttons

Table 3-21 Buttons for CCV Admin - Funding Source / Add Agency to Program List screen

Button	Functionality
Done	If the Program’s Status = ‘Enabled’, performs the validation rules, and if at least one validation fails: · Changes Status of Program to ‘Disabled’; Saves the data entered on the current page to the database. Returns to and displays the CCV Admin – Funding Source - Program Details Page with the data refreshed.
Cancel	Displays the Funding Source / Program Details page.
?	Displays help for the selected entry.

3.6 CCV Admin – Templates Menu Item

The Templates menu item is selected by a SuperAdmin or an Agency, Program or Template admin user who wishes to view, add, modify or delete a template for a funding source.

The figure below illustrates the window navigation flow through the CCV Administration Tool – Templates menu item.

Figure 3-14 Navigation Flow of CCV Admin Tool – Templates menu item

3.6.1 CCV Admin – Templates - SuperAdmin - Select Funding Source Page

3.6.1.1 CCV Admin - Templates - SuperAdmin - Select Funding Source Overview

This window is displayed when a SuperAdmin user selects the Templates menu item. It allows the SuperAdmin user to select the funding source for the template they wish to view, add, modify or delete before selecting the Next button to navigate to the List of Templates for a Funding Source page. All other types of users (Agency, Program and Template Admins) will, upon selecting the Templates menu item, go directly to the List of Templates for a Funding Source page, with their associated funding source selected for them by the application.

3.6.1.2 CCV Admin - Templates - SuperAdmin - Select Funding Source Window

Figure 3-15 CCV Admin - Templates - SuperAdmin - Select Funding Source Window

3.6.1.3 CCV Admin - Templates - SuperAdmin - Select Funding Source Validation

Table 3-22 Fields for CCV Admin - Templates - SuperAdmin - Select Funding Source screen

Field	Validation Rules
Funding Source	Mandatory. Displays list of all Funding Source Acronyms (English Acronym if display is in English; otherwise displays French Acronym).

Field

Validation Rules

Funding Source

Mandatory.

Displays list of all Funding Source Acronyms (English Acronym if display is in English; otherwise displays French Acronym).

3.6.1.4 CCV Admin - Templates - SuperAdmin - Select Funding Source Buttons

Table 3-23 Buttons for CCV Admin - Templates - SuperAdmin - Select Funding Source screen

Button	Functionality
Next	Displays the CCV Admin – Templates - List of Templates for a Funding Source page for the selected Funding Source.
?	Displays help for the selected entry.

3.6.2 CCV Admin – Templates - List of Templates for a Funding Source Page

3.6.2.1 CCV Admin – Templates - List of Templates for a Funding Source Overview

This screen displays a grid containing a list of all templates associated to the displayed funding source. On this window, the user may add, edit or delete a template for that funding source.

Note: a template cannot be deleted if any CV’s were submitted against it.

3.6.2.2 CCV Admin – Templates - List of Templates for a Funding Source Window

Figure 3-16 CCV Admin – Templates - List of Templates for a Funding Source Window

3.6.2.3 CCV Admin – Templates - List of Templates for a Funding Source Validation

Table 3-24 Fields for CCV Admin – Templates - List of Templates for a Funding Source screen

Field	Validation Rules
Funding Source	Display only of the Funding Source Name (English Name if display is in English; otherwise displays French Name) that: · Is associated to a non-SuperAdmin user; or · Was selected by a SuperAdmin user on the CCV Admin - Templates - SuperAdmin - Select Funding Source Window.
Templates	Lists all Template Names (English or French depending on language of UI) that are associated to the Funding Source.
Name	If display of screen is currently English, displays the English Template Name; Otherwise, displays French Template Name.
Valid From	Displays the Template Valid From Date-Time
Valid To	Displays the Template Valid To Date-Time
Status	Displays the Template Status
Errors	Display only of icon in the event of a validation error for the associated grid entry.

3.6.2.4 CCV Admin – Templates - List of Templates for a Funding Source Buttons

Table 3-25 Buttons for CCV Admin – Templates - List of Templates for a Funding Source screen

Button	Functionality
Add	Displays the CCV Admin – Templates - Add or Copy Template page.
Edit icon in Templates grid	Displays the CCV Admin – Template Details page in Edit mode for the selected Template.
Delete icon in Templates grid	Displays confirmation screen with ‘Yes’ and ‘No’ options: If No is selected: Redisplays the current screen. If Yes is selected: Performs validation to ensure that the Template selected does not have any CV’s submitted against it and, if no CV’s have been submitted against the selected Template: · Deletes the selected Template; · Saves changes to database; and · Redisplays the current screen.
PDF icon in Templates grid	Selecting the PDF icon for a Template will apply the associated Template to the Generic CV of a Dummy researcher entry and generate a PDF file as per the current template using the standard PDF layout, with view or print capability.
?	Displays help for the selected entry.

3.6.3 CCV Admin – Templates - Add or Copy Template Page

3.6.3.1 CCV Admin – Templates - Add or Copy Template Overview

If a user is adding a new template, this screen is displayed to allow them the option of using an existing template as the base structure (by selecting Copy Existing Template) or of defining the structure themselves (by selecting Add Blank Template).

3.6.3.2 CCV Admin – Templates - Add or Copy Template Window

Figure 3-17 CCV Admin – Templates - Add or Copy Template Window

3.6.3.3 CCV Admin – Templates - Add or Copy Template Validation

Table 3-26 Fields for CCV Admin – Templates - Add or Copy Template screen

Field	Validation Rules
Select Option	Mandatory

3.6.3.4 CCV Admin – Templates - Add or Copy Template Buttons

Table 3-27 Buttons for CCV Admin – Templates - Add or Copy Template screen

Button	Functionality
Next	Displays: · The CCV Admin – Templates – Template Details page in Add mode (if Add Blank Template option was selected); or · The Select Template to Copy page (if Copy Existing Template option was selected).
?	Displays help for the selected entry.

Button

Functionality

Displays:

· The CCV Admin – Templates – Template Details page in Add mode (if Add Blank Template option was selected); or

· The Select Template to Copy page (if Copy Existing Template option was selected).

Displays help for the selected entry.

3.6.4 CCV Admin – Templates – Select Template to Copy Page

3.6.4.1 CCV Admin – Templates - Select Template to Copy Overview

This screen is displayed if, when adding a new template to a funding source, the user had selected Copy Existing Template. This screen displays a grid containing a listing of all of that funding source’s templates as well as all generic (i.e. where funding source = ‘CCV’) templates and allows the user to select which one will be used as a base structure for the new template.

3.6.4.2 CCV Admin – Templates - Select Template to Copy Window

Figure 3-18 CCV Admin – Templates - Select Template to Copy Window

3.6.4.3 CCV Admin – Templates - Select Template to Copy Validation

Table 3-28 Fields for CCV Admin – Templates - Select Template to Copy screen

Field	Validation Rules
Templates	Lists all Templates that are associated to the Funding Source. For a SuperAdmin, lists all Templates. For a non-SuperAdmin (e.g. Agency Administrator, etc.), lists all Templates associated to the user’s Funding Source, as well as names for all ‘active’ Generic Templates.
Funding Source	Displays the English or French Acronym for the associated Funding Source depending on the language of the UI.
Template Name	If display of screen is currently English, displays the English Template Name; Otherwise, displays French Template Name.
Valid From	Displays the Template Valid From Date-Time
Valid To	Displays the Template Valid To Date-Time
Status	Displays the Template Status
Errors	Display only of icon in the event of a validation error for the associated grid entry.

3.6.4.4 CCV Admin – Templates - Select Template to Copy Buttons

Table 3-29 Buttons for CCV Admin – Templates - Select Template to Copy screen

Activity ID	Action / Command Button	Task Steps
Action_DisplayPage	Page is loaded.	Displays the CCV Admin – Templates - Select Template to Copy page to allow the user to select an existing template, from a grid listing all templates for which the user has access, to be used as a base for creating the new template.
Action_Select	Select icon	Enabled Performs validation rules and if there are any validation failures: · Redisplays the current page to display the validation errors; Otherwise, if there are no validation errors: · Saves new template to the database; and · Displays the CCV Admin – Templates – Template Details page in Add from Copy mode using the selected Template as a base upon which to build the new template.
Action_?	?	Displays help for the selected entry.

3.6.5 CCV Admin – Template Details Page

3.6.5.1 CCV Admin – Template Details Overview

This screen is used to display, add or modify the details and structure of a template. The user may press the Add button for the Sections included in the Template grid to add or remove sections from the template. The user can press the Edit button for a specific section to select those fields to be added to the template or add any constraints to the selected section (e.g. such as to make it mandatory or to set a minimum or maximum number of entries for a multiple-type section that can be selected on a CV when submitting to this CV Type). Pressing the delete button will remove the selected section from the template as well as deleting any saved constraints for that section.

Note: only those templates that are ‘active’ (i.e. enabled and where the current date is between the valid from and valid to dates) will be displayed in the CV Type drop-downs on the manage CV screens.

3.6.5.2 CCV Admin – Template Details Window

Figure 3-19 CCV Admin – Template Details Window

3.6.5.3 CCV Admin – Template Details Validation

Table 3-30 Fields for CCV Admin – Template Details screen

Field	Validation Rules
Funding Source	Display only of: · Funding Source selected by SuperAdmin user on Templates – SuperAdmin – Select Funding Source page (refer to Section 3.1 of this document); or · Funding Source associated to non-SuperAdmin user.
Status	Display only of Status of Template.
English Template Name	Mandatory. Duplicate template names will be allowed with no validation to prevent more than one from being enabled at one time. It will be the responsibility of the Admin user to ensure that templates with the same name are not enabled at the same time.
French Template Name	Mandatory. Duplicate template names will be allowed with no validation to prevent more than one from being enabled at one time. It will be the responsibility of the Admin user to ensure that templates with the same name are not enabled at the same time.
Valid From	A Template’s Valid From and Valid To dates must be within the related Funding Source’s Valid From and Valid To dates.
Valid From Date	When text box is touched, calendar date picker opens up. If user selects a date using the date picker, it will populate the text box. User can over-type date in text box. Mandatory: If no date selected, set Valid From Date to current date. Date must be valid.
Valid From Time	If no time entered, set Valid From Time to 00:00 a.m. Time must be valid.
Valid To	Optional A Template’s Valid From and Valid To dates must be within the related Funding Source’s Valid From and Valid To dates. Note: a Valid To Date/Time that is null is interpreted to be infinity.
Valid To Date	Optional. When text box is touched, calendar date picker opens up. If user selects a date using the date picker, it will populate the text box. User can over-type date in text box. If entered, must be valid. If both Valid To Date and Valid From Date are entered, the Valid To Date must be greater than or equal to the Valid From Date.
Valid To Time	Optional If entered, must be valid. If empty, but Valid To Date was entered, sets Valid To Time to 11:59 p.m.
English Submission Text	If contains data, this text will be displayed after researcher consents to submit his/her CV to the Funding Source.
French Submission Text	If contains data, this text will be displayed after researcher consents to submit his/her CV to the Funding Source.
English Consent Text	If entered, this text will be appended after the generic static consent text that is displayed when a user submits a CV.
French Consent Text	If entered, this text will be appended after the generic static consent text that is displayed when a user submits a CV.
Password	If entered, this password will be required when a researcher attempts to create a Funding CV for this template; Otherwise if left empty, no password is required to create a Funding CV for this template.
Sections included in the Template	Lists all Dataset Sections for this Template that have Include in Template = Yes, in a tree structure, – indented to show hierarchy - in sequential order. Note: For creation of a new blank template, the initial default value for the Include in Template for its Sections is ‘No’. In Edit or Add from Copy mode, the Include in Template value for its Sections and Fields will be set as per the values for the Template being edited or copied. At least one section must be included for a Template to be enabled. If a Section or Field is enabled in Dataset and has Mandatory indicator = ‘yes’, it must be included in the template and have mandatory indicator = ‘yes’. If a Section or Field is disabled in Dataset, it should not be included in Template.
Section	If display of screen is currently English, displays English Section Name; Otherwise, displays French Section Name.
Ordering and Errors	Ordering icons: When the Move Up icon or Move Down icon is selected, will decrease/increase the sequence number of the selected section within the parent section and change the sequence numbers of the other sections for that parent to reflect the new order. The page will refresh and reposition the selected entry within the table to reflect the requested move. If user cannot move a section within a parent section if there is no room for it to move in that direction. Error icons: If the associated grid entry has a validation error, this column will contain an error icon.

3.6.5.4 CCV Admin – Template Details Buttons

Table 3-31 Buttons for CCV Admin – Template Details screen

Button	Functionality
Add button for the Sections included in the template grid	If the Template’s Status = ‘Enabled’, performs the validation rules, and iff at least one validation fails: · Changes Status of Template to ‘Disabled’; Saves the data entered on the current page to the database. Displays the CCV Admin – Template – Select Sections page.
Edit button for each entry of the Sections included in the template grid	If the Template’s Status = ‘Enabled’, performs the validation rules, and if at least one validation fails: · Changes Status of Template to ‘Disabled’; Saves the data entered on the current page to the database. Displays the CCV Admin – Template Section Details page in Edit mode for the selected Section.
Delete button for each entry of the Sections included in the template grid	Displays confirmation message with ‘Yes’ and ‘No’ options’: · If yes is pressed: Validates that there are no submissions associated to the template and if there are no submissions associated to the template: Deletes the selected Template Section and all of its children from the database; Saves the data entered on the current page: the changes will be applied to the selected Template and saved to the database; and Refreshes display of current screen; · If no is pressed: Returns control to the current page.
Preview	If the Template’s Status = ‘Enabled’, performs the validation rules, and if at least one validation fails: · Changes Status of Template to ‘Disabled’; Saves the data entered on the current page to the database. Selecting the Preview action will apply the associated Template to the Generic CV of a Dummy researcher entry and generate a PDF file as per the current template using the standard PDF layout, with view or print capability.
Done	Saves the data entered on the current page to the database. If the Template’s Status = ‘Enabled’: Performs the validation rules and if at least one validation fails: · Sets the Template’s Status to ‘Disabled’; · Saves change to database; Returns to and displays the CCV Admin – Templates – List of Templates for a Funding Source page with the data refreshed.
Disable	Only displayed and enabled if Status of Template is ‘Enabled’. Saves the data entered on the current page to the database. Changes Status of Template to ‘Disabled’ and saves change to database. Redisplays this screen.
Enable	Only displayed and enabled if Status of Template is ‘Disabled’. Saves the data entered on the current page to the database. Performs the validation rules and if at least one validation fails: · Redisplays this screen with message ‘Cannot enable due to validation errors’; Otherwise, If validation rules are successful: · Changes Status of Template to ‘Enabled’ and saves change to database; · Redisplays this screen.
Undo	Disabled upon first entry to the screen and whenever a save is posted to the database. Enabled as soon as any changes are made to the fields on this screen. When selected, it undoes any changes made to the fields on the current screen since the last database save, disables the Undo button; and redisplays this screen.
?	Displays help for the selected entry.

3.6.6 CCV Admin – Template - Select Sections Page

3.6.6.1 CCV Admin – Template - Select Sections Overview

This screen is displayed when the Add button is pressed for the Sections included in the Templates grid on the Template Details screen. It allows the user to select all those sections that should be included in the template and deselect any that should not.

3.6.6.2 CCV Admin – Template - Select Sections Window

Figure 3-20 CCV Admin – Template - Select Sections Window

3.6.6.3 CCV Admin – Template - Select Sections Validation

Table 3-32 Fields for CCV Admin – Template - Select Sections screen

Field	Validation Rules
View: Template - Select Sections English Window Title: Template - Select Sections
Template	Display only of name of template being updated.
All available Sections	Lists all Dataset Sections with status ‘enabled’ from the database, in a tree structure, indented to show hierarchy - in sequential order. Note: for creation of a new template, the initial default value for the Include in Template for its Sections is No.
Include	Enabled Note: on creation of a new template, the initial default value for the Include in Template for its Sections is Unselected. Set Section’s Include in Template to: On for any entries with check box selected; Off for any entries with check box de-selected. Note: When a Section’s Include check box is deselected: Its children (sub-sections and fields) are all automatically de-selected. When a Section’s Include check box is set to selected: All Include check boxes for its fields are automatically set to selected.
Section	If display of screen is currently English, displays English Section Name; Otherwise, displays French Section Name.
Errors	Always disabled. If the associated grid entry has a validation error, this column will contain an error icon.

3.6.6.4 CCV Admin – Template - Select Sections Buttons

Table 3-33 Buttons for CCV Admin – Template - Select Sections screen

Button	Functionality
Done	When a Section’s Include check box has been changed from selected to deselected: Ø Its children (sub-sections and fields) are all automatically de-selected. When a Section’s Include check box has been changed from deselected to selected: Ø All of its fields are automatically selected. If the Template’s Status = ‘Enabled’: Performs the validation rules and if at least one validation fails: · Sets the Template’s Status to ‘Disabled’; Saves the data entered on the current page to the database; Returns to and displays the CCV Admin – Templates –Template Details Page with the data refreshed.
Undo	Disabled upon first entry to the screen and whenever a save is posted to the database. Enabled as soon as any changes are made to the fields on this screen. When selected, it undoes any changes made to the fields on the current screen since the last database save, disables the Undo button; and redisplays this screen.
Select All	Sets all Include check boxes in the All available Sections grid to ‘Selected’.
De-select All	Sets all Include check boxes in the All available Sections grid to ‘Unselected’.

3.6.7 CCV Admin – Template Section Details Page

3.6.7.1 CCV Admin – Template Section Details Overview

This screen is displayed when the user selected the Edit button for a grid entry on the Template Details screen. It allows the user to set minimum and maximum # entries constraints for a multiple-type of section as well as allowing the user to select or deselect those fields that should be included in the template. Selecting the Edit button for an entry in the grid allows the user to set constraints for the selected field.

3.6.7.2 CCV Admin – Template Section Details Window

Figure 3-21 CCV Admin – Template Section Details Window

3.6.7.3 CCV Admin – Template Section Details Validation

Table 3-34 Fields for CCV Admin – Template Section Details screen

Field	Validation Rules
Template	Display only of Template English Name or French Name from Template Details page.
Section	Display only of Section English Name or French Name for Section selected for Edit on Template Details page.
Mandatory	Mandatory If a Section is defined with Mandatory = Yes in the Dataset, the Mandatory setting for the Section in the Template cannot be set to No, so the only option in the drop-down list will be ‘yes’. On the other hand, if a Section is defined with Mandatory = No in the Dataset, a user can set it to have Mandatory = Yes for the Template.
Minimum # entries	Optional Only displayed for a Section that has Type = Multiple Must be numeric
Maximum # entries	Optional Only displayed for a Section that has Type = Multiple Must be numeric If both Minimum # Entries and Maximum # Entries are entered, Maximum # Entries must be >= Minimum # Entries
Fields included in the Template	Lists all Dataset Fields for this Section in the Template that have Include in Template = On. Note: for creation of a new template, the initial default value for the Include in Template for its Sections and Fields is No.
Mandatory	Display only of Mandatory setting for Field.
Field	If display of screen is currently English, displays English Field Name; Otherwise, displays French Field Name.
Ordering and Errors	Ordering icons: When the Move Up icon or Move Down icon is selected, will decrease/increase the sequence number of the selected Field within the parent section and change the sequence numbers of the other fields for that parent to reflect the new order. The page will refresh and reposition the selected entry within the table to reflect the requested move. User cannot move a field within a parent section if there is no room for it to move in that direction. Error icons: If the associated grid entry has a validation error, this column will contain an error icon.

3.6.7.4 CCV Admin – Template Section Details Buttons

Table 3-35 Buttons for CCV Admin – Template Section Details screen

Button	Functionality
Add	If the Template’s Status = ‘Enabled’: Performs the validation rules and if at least one validation fails: · Sets the Template’s Status to ‘Disabled’; Saves the data entered on the current page to the database. Displays the CCV Admin – Template – Select Fields page.
Edit	If the Template’s Status = ‘Enabled’: Performs the validation rules and if at least one validation fails: · Sets the Template’s Status to ‘Disabled’; Saves the data entered on the current page to the database. Displays the CCV Admin – Template – Select Fields page in Edit mode.
Delete	Displays confirmation message with ‘Yes’ and ‘No’ options: · If yes is pressed: Validates that there are no submissions associated to the template and, if there are no submissions associated to the template: Deletes the selected Template Field from the Template Section in the database; Saves the data entered on the current page to the database; and Refreshes display of current screen; · If no is pressed: Returns control to the current page.
Done	This screen can only be opened in Edit mode: If the Template’s Status = ‘Enabled’: Performs the validation rules and if at least one validation fails: Ø Sets the Template’s Status to ‘Disabled’; Saves the data entered on the current page to the database; and Returns to and displays the CCV Admin – Templates – Template Details page with the data refreshed.
Undo	Disabled upon first entry to the screen and whenever a save is posted to the database. Enabled as soon as any changes are made to the fields on this screen. When selected, it undoes any changes made to the fields on the current screen since the last database save, disables the Undo button; and redisplays this screen.
?	Displays help for the selected entry.

3.6.8 CCV Admin – Template - Select Fields Page

3.6.8.1 CCV Admin – Template - Select Fields Overview

This screen allows the user to select those fields to be included in the template and deselect those that should not.

3.6.8.2 CCV Admin – Template - Select Fields Window

Figure 3-22 CCV Admin – Template - Select Fields Window

3.6.8.3 CCV Admin – Template - Select Fields Validation

Table 3-36 Fields for CCV Admin – Template - Select Fields screen

Field	Validation Rules
Template	Display only of Template English Name or French Name from Template Details page.
Section	Display only of Section English Name or French Name from Template Section Details page. .
All available Fields	Lists all Dataset Fields with status ‘enabled’ for the selected Section from the database. Note: for creation of a new template, the initial default value for the Include in Template for its Sections and Fields is No. When a Section is set to Selected, its fields are automatically set to Selected.
Include	Note: on creation of a new template, the initial default value for the Include in Template for its Sections is Unselected. When a Section is set to Selected, all of its Fields will also have Include check box set to Selected. If a field in a section is dependent on another field in the section, then the dependency field must have the Include attribute = ‘Yes’ if the Include attribute is ‘Yes’ for the dependent field Set Field’s Include in Template to: On for any entries with Include check box selected; Off for any entries with Include check box de-selected.
Field	If display of screen is currently English, displays English Field Name; Otherwise, displays French Field Name.
Errors	Always disabled. If the associated grid entry has a validation error, this column will contain an error icon.

3.6.8.4 CCV Admin – Template - Select Fields Buttons

Table 3-37 Buttons for CCV Admin – Template - Select Fields screen

Button	Functionality
Done	Set Fields’ Include in Template to: · On for any entries with Include check box selected; · Off for any entries with Include check box de-selected. If the Template’s Status = ‘Enabled’: · Performs the validation rules and if at least one validation fails: Ø Sets the Template’s Status to ‘Disabled’; Saves the data entered on the current page to the database; Returns to and displays the CCV Admin – Templates –Template Section Details Page with the data refreshed.
Undo	Disabled upon first entry to the screen and whenever a save is posted to the database. Enabled as soon as any changes are made to the fields on this screen. When selected, it undoes any changes made to the fields on the current screen since the last database save, disables the Undo button; and redisplays this screen.
Select All	Sets all Include check boxes in the All available Fields grid to ‘Selected’.
De-select All	Sets all Include check boxes in the All available Fields grid to ‘Unselected’.

3.6.9 CCV Admin – Template Field Details Page

3.6.9.1 CCV Admin – Template Field Details Overview

This screen allows the user to set constraints that are dependent on the type of field being displayed. (e.g. for a date field, the user could set a From Date and To Date constraint, or a Years Back constraint).

3.6.9.2 CCV Admin – Template Field Details Window

Figure 3-23 CCV Admin – Template Field Details Window

3.6.9.3 CCV Admin – Template Field Details Validation

Table 3-38 Fields for CCV Admin – Template Field Details screen

Field	Validation Rules
Template	Display only of Template English Name or French Name from Template Details page.
Section	Display only of Section English Name or French Name for Section selected for Edit on Template Details page.
Field	Display only of Field English Name or French Name for Field selected for Edit on Template Section Details page.
Mandatory