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	Enabled If a Field is defined with Mandatory = Yes in the Dataset, the Mandatory setting for the Field in the Template cannot be set to No, so the only value in this drop-down list will be ‘Yes’. On the other hand, if a Field is defined with Mandatory = No in the Dataset, a user can set it to have Mandatory = Yes for the Template.
Minimum Value	Only displayed and enabled for a Field that has Type = Number Optional If entered, must be numeric.
Maximum Value	Only displayed and enabled for a Field that has Type = Number Optional If entered, must be numeric. If both Minimum Value and Maximum Value are entered, Maximum Value must be >= Minimum Value
From Date	Optional Only displayed and enabled for a Field that has Type = Date; YYYY-MM-DD 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. Must be a valid date.
To Date	Optional Only displayed and enabled for a Field that has Type = Date; YYYY-MM-DD 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. Must be a valid date. If both To Date and From Date are entered, the To Date must be greater than or equal to the From Date
Years Back	Optional Only displayed and enabled for a Field that has Type = Date; Must be numeric. If there is a value for Years Back, Valid from Date and Valid To Date must be blank.

3.6.9.4 CCV Admin – Template Field Details Buttons

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

Button	Functionality
Done	This screen can only be accessed 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 for the selected Template 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.
?	Displays help for the selected entry.

3.7 CCV Admin – Submissions Menu Item

This menu item is only accessible by Agency and Program Admins, SuperAdmins and CV Reviewers. It may be used to search for, list, view, download and transfer CV’s that were already submitted.

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

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

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

3.7.1.1 CCV Admin - Submissions - SuperAdmin - Select Funding Source Overview

This window is displayed when a SuperAdmin user selects the Submissions menu item. It allows the SuperAdmin user to select the funding source for the Submissions they wish to view before selecting the Next button to navigate to the Submissions for a Funding Source page. All other types of users (Agency, Programs and CV Reviewer) will, upon selecting the Submissions menu item, go directly to the Submissions for a Funding Source page, with their associated funding source selected for them by the application.

3.7.1.2 CCV Admin - Submissions - SuperAdmin - Select Funding Source Window

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

3.7.1.3 CCV Admin - Submissions - SuperAdmin - Select Funding Source Validation

Table 3-40 Fields for CCV Admin - Submissions - 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).

3.7.1.4 CCV Admin - Submissions - SuperAdmin - Select Funding Source Buttons

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

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

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

3.7.2.1 CCV Admin - Submissions - Submissions for a Funding Source Overview

This screen will, upon pressing the Search button, populate a grid containing a listing of all CV’s submitted to the displayed funding source that satisfy the entered search criteria and the constraints of the admin user’s role. Buttons will be hidden or displayed depending upon the role of the admin user.

Note: if the search returns over 200 results, only the first 200 will be returned and an error message requesting them to re-enter their criteria to refine the search.

3.7.2.2 CCV Admin - Submissions - Submissions for a Funding Source Window

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

3.7.2.3 CCV Admin - Submissions - Submissions for a Funding Source Validation

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

Field	Validation Rules
Funding Source	Display only of Acronym of Funding Source associated to non-SuperAdmin User or selected by a SuperAdmin User on the CCV Admin - Submissions - SuperAdmin - Select Funding Source window
CV Type	Lists all of the templates for the Funding Source that is either associated to a non-SuperAdmin User or that was selected by a SuperAdmin User on the CCV Admin - Submissions - SuperAdmin - Select Funding Source window. For a user with the CV Reviewer role, only those templates in the grid for that userid will be displayed in the drop-down. If an entry is selected, this search criterion will be used to search for all submissions submitted to the funding source using this template.
First Name	If any data is entered, this search criterion will be used to search for all submissions where the user’s first name contains this text.
Last Name	If any data is entered, this search criterion will be used to search for all submissions where the user’s last name contains this text.
From	If any data is entered, this search criterion will be used to search for all submissions with a submission date/time greater than or equal to the date/time entered. Form Date/Time cannot be greater than the current date/time. If From Date/time and To Date/time are both entered, From Date/time must be <= To Date/time.
To	If any data is entered, this search criterion will be used to search for all submissions with a submission date/time less than or equal to the date/time entered. If From Date/time and To Date/time are both entered, From Date/time must be <= To Date/time.
Transfer Status	Only displayed if user does not have role CV Reviewer and Funding Source displayed is an Agency. Lists all of the possible states for a submission. If an entry is selected, this search criterion will be used to search for all submissions submitted to the funding source that have this transfer status.
Submissions	Hidden until a Search has been performed. Sorted chronologically by submitted date (oldest date displayed first).
Select box	Only displayed if user does not have role CV Reviewer and Funding Source displayed is an Agency. When the Transfer or Download button is pressed, the action will be performed for each grid entry that has this check box selected.
First Name	Display only of First Name of user who submitted the Submission.
Family Name	Display only of Last Name of user who submitted the Submission.
Submitted On	Display only of Submission’s date and time.
Transfer Status	Only displayed if user does not have role CV Reviewer and Funding Source displayed is an Agency. Display only of Submission’s current status.
Batch ID	Only displayed if user does not have role CV Reviewer and Funding Source displayed is an Agency. Display only of Submission’s associated Batch ID.
Errors	Display only of icon in the event of a validation error for the associated grid entry.

3.7.2.4 CCV Admin - Submissions - Submissions for a Funding Source Button

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

Button	Functionality
Search button	Performs the search to populate the search results (Submissions) grid with all submissions that match the entered search criteria. For a SuperAdmin who chose an Agency type of Funding Source: searches all submissions associated to that agency; For an Agency Admin: searches only those submissions submitted to that agency; For a CV Reviewer for an Agency: searches only those submissions submitted to that agency through one of the templates that is in the Templates grid for their userid. For a Program Admin or a SuperAdmin who chose a Program type of Funding Source: does not search submissions but instead searches and displays all researcher submission requests submitted to that program. For a CV Reviewer for a Program: searches only those submission requests submitted to that program through one of the templates that is in the Templates grid for their userid. 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, along with error message requesting them to re-enter their criteria to refine the search.
Reset button	Resets the search criteria fields to their default values and empties and empties the search results (Submissions) grid.
Select All button	Only displayed if user does not have role CV Reviewer and Funding Source displayed is an Agency. When selected: Sets every Select box check box for each entry displayed in the grid to ‘selected’.
De-select All button	Only displayed if user does not have role CV Reviewer and Funding Source displayed is an Agency. When selected: Sets every Select box check box for each entry displayed in the grid to ‘unselected’.
Create PDF icon for each entry in Submissions grid	Invokes Adobe’s Create PDF functionality for the associated submission providing the user with View and/or Print capability.
Transfer button or Download button	Only Displayed and Enabled for an Agency Admin or a SuperAdmin who selected an Agency type of Funding Source. Button label will be: · ‘Transfer’ if Agency has Automatic Transfer = ‘Yes’; and · ‘Download’ if Agency has Automatic Transfer = ‘No’. When the Transfer button is pressed, · Sets the status of the selected Submissions to ‘Ready for Automated Transfer’; · Saves changes to database; · Writes record to audit table; · Redisplays the current screen. When the Download button is pressed, There are two separate processes that are occurring: one external browser to allow the user to download the selected submissions and another process under the control of the CCV. It must be noted that the external browser process is asynchronous, that is, the CCV has no knowledge of this process, nor of its success or failure. Only the CCV process is described below: · Sets the status of the selected Submissions to ‘Downloaded by Agency’; · Saves changes to database; · Writes record to Audit table; · Redisplays the current screen. Note that should the download be unsuccessful, this will be indicated by the external browser process. It will then be the admin user’s responsibility to perform the download once again.
?	Displays help for the selected entry.

3.8 CCV Admin – Tables Menu Item

This menu item will only be accessible to a SuperAdmin or an Agency Admin. A SuperAdmin will have access to all of its sub-menu items (LOV, Dataset, Reference and CCV Admin Reports), whereas an Agency Admin will only have access to the CCV Admin Reports sub-menu item.

The figure below illustrates the window navigation flow through the CCV Administration Tool – Tables menu item – LOV sub-menu item.

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

The figure below illustrates the window navigation flow through the CCV Administration Tool – Tables menu item – Dataset sub-menu item.

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

The figure below illustrates the window navigation flow through the CCV Administration Tool – Tables menu item – Reference sub-menu item.

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

3.8.1 CCV Admin – Tables - LOV - Name Page

3.8.1.1 CCV Admin - Tables – LOV – Name Overview

The SuperAdmin user has logged in successfully and accessed the CCV Admin application / Table menu item / LOV sub-menu item for the purposes of:

· Viewing a listing of all LOV Tables;

· Adding or modifying a LOV Table;

· Viewing, adding or modifying a value in a LOV Table.

3.8.1.2 CCV Admin - Tables – LOV – Name Window

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

3.8.1.3 CCV Admin - Tables – LOV – Name Validation

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

Field	Validation Rules
LOV Tables	Lists Names of all LOV Tables.
Table Name	Display only of English Table Name if on English screen, French Table Name if on French screen
Status	Display only of the Status of the LOV table. If the Status of the LOV Table is ‘Enabled’, then it will be displayed in the drop-down list when the LOV Tables are displayed on the Dataset screens.
Errors	Display only of icon in the event of a validation error for the associated grid entry.

3.8.1.4 CCV Admin - Tables – LOV – Name Buttons

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

Button	Functionality
Reset Cache	Pressing this button empties the cache and then automatically loads all LOV’s into the cache. This will take a couple of minutes to complete and should be performed whenever changes have been made to an LOV that should be made available to everyone. It is recommended to make all required changes to the LOVs at one time and then press the Reset Cache button once to refresh the CCV and CCV Admin applications with all of the changes because this functionality impacts system performance.
Add	Displays the CCV Admin – Tables – LOV – List of Value Details page in Add mode.
Edit	Displays the CCV Admin – Tables – LOV – List of Value Details page in Edit mode for the selected LOV Table.

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

3.8.2.1 CCV Admin – Tables – LOV – List of Value Details Overview

This screen allows the SuperAdmin user to view, add or change a LOV table name in the top portion of the screen. The bottom portion of the screen allows the SuperAdmin to view, add or change the elements (i.e. values) within the LOV table. There is also an option to filter the display of the elements by performing a partial, wild-card search of text within an element name (i.e. value). Note: only enabled tables and values will be displayed in the drop-downs on the Manage CV screens.

3.8.2.2 CCV Admin – Tables – LOV – List of Value Details Window

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

3.8.2.3 CCV Admin – Tables – LOV – List of Value Details Validation

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

Field	Validation Rules
Status	Display only of status of table. An enabled table must have at least 1 enabled value in the LOV Elements list in order to be valid If the Status of the LOV Table is ‘Enabled’, then it will be displayed in the drop-down list when the LOV Tables are displayed on the Dataset screens.
English Table Name	Mandatory. Must be unique within database.
French Table Name	Mandatory. Must be unique within database.
English Element Name Filter	Optional If anything is entered in this text box, it will be used to filter the display of entries in the Elements grid when the Filter button is pressed.
French Element Name Filter	Optional If anything is entered in this text box, it will be used to filter the display of entries in the Elements grid when the Filter button is pressed.
Elements	Lists all Elements for the selected LOV Table that satisfy any entered search criteria.
System ID	Display only of UUID code for LOV element.
Code	Display only of business code for LOV element.
English Name	Display only of Element’s English Name.
French Name	Display only of Element’s French Name.
Status	Display only of Element’s Status.
Errors	Display only of icon in the event of a validation error for the associated grid entry.

3.8.2.4 CCV Admin – Tables – LOV – List of Value Details Buttons

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

Button	Functionality
Filter	Only displayed and enabled if screen was entered in Edit mode; will be hidden in Add mode. Performs a wild-card search of elements in the LOV table to filter the display of elements in the grid to match the English Element Name and French Element Name criteria if any was entered.
Reset	Only displayed and enabled if screen was entered in Edit mode; will be hidden in Add mode. Resets the English Element Name and French Element Name search criteria to null and refreshes display of this screen to display all entries of the elements in the LOV Table.
Add	If the LOV Table’s Status = ‘Enabled’, performs the validation rules, and if at least one validation fails, the status of the LOV Table is set to ‘Disabled’. Any data entered on the current page is saved to the database and the Element Details page is opened in Add mode.
Edit	If the LOV Table’s Status = ‘Enabled’, performs the validation rules, and if at least one validation fails, the status of the LOV Table is set to ‘Disabled’. Any data entered on the current page is saved to the database and the Element Details page is opened in Edit mode.
Disable	Only displayed and enabled if the Status of the LOV Table is ‘Enabled’. Any data entered on the current page is saved to the database and the status of the LOV Table is changed to ‘Disabled’ before redisplaying this screen.
Enable	Only displayed and enabled if the Status of the LOV Table is ‘Disabled’. Any data entered on the current page is saved 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 the validation is successful, changes the Status of the LOV Table to ‘Enabled’, and redisplays this screen.
Done	Saves the data entered on the current page to the database. If the Section’s Status = ‘Enabled’, performs the validation rules and if at least one validation fails, sets the LOV Table’s Status to ‘Disabled’. Returns to and displays the CCV Admin – Tables - LOV – Name Page.
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 the help for the selected entry.

3.8.3 CCV Admin – Tables – LOV - Element Details Page

3.8.3.1 CCV Admin – Tables – LOV - Element Details Overview

This screen allows the SuperAdmin user to view, add or change element names (i.e. values) within a LOV table. The user may also view, add or change the business code for the element. Note: only enabled tables and enabled elements will be displayed in the drop-downs on the Manage CV screens.

3.8.3.2 CCV Admin – Tables – LOV – Element Details Window

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

3.8.3.3 CCV Admin – Tables – LOV - Element Details Validation

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

Field	Validation Rules
Table Name	Display only of LOV Table name passed from List of Value Details page.
Status	Display only of Status of Element
Business Code	Optional
English Element Name	Mandatory and must be unique within a LOV Table
French Element Name	Mandatory and must be unique within a LOV Table

3.8.3.4 CCV Admin – Tables – LOV - Element Details Buttons

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

Button	Functionality
Disable	Only displayed and enabled if Status of LOV Element is ‘Enabled’. Any data entered on the current page is saved to the database and the status of the LOV Element is changed to ‘Disabled’ before redisplaying this screen.
Enable	Only displayed and enabled if Status of LOV Element is ‘Disabled’. Any data entered on the current page is saved 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 the validation is successful, changes the Status of the LOV Element to ‘Enabled’, and redisplays this screen.
Done	Saves the data entered on the current page to the database. If the Section’s Status = ‘Enabled’, performs the validation rules and if at least one validation fails, sets the LOV Element’s Status to ‘Disabled’. Returns to and displays the CCV Admin – Tables - LOV – List of Value Details page.
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 the help for the selected entry.

3.8.4 CCV Admin – Tables - Dataset – Dataset Sections Page

3.8.4.1 CCV Admin - Tables – Dataset – Dataset Sections Overview

This screen is displayed when a SuperAdmin user selects the Tables menu item and the Dataset sub-menu item with the intention of viewing, adding, modifying or deleting a section, sub-section or field of the Dataset. The SuperAdmin may select the Add Root Section button to add a major section or select the Add Subsection icon in the grid to add a section directly beneath the selected section. A section can only be deleted if it was not yet used in a generic CV or a Template. The Publish Reports button calls the report service to automatically publish the CCV reports.

3.8.4.2 CCV Admin - Tables – Dataset – Dataset Sections Window

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

3.8.4.3 CCV Admin - Tables – Dataset – Dataset Sections Validation

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

Field	Validation Rules
Dataset Table	N/A
Name	Display only of Section Name (English or French depending on UI language)
Status	Display only of Section Status
Ordering and Errors	Ordering icons: When the Move Up icon or Move Down icon is selected, the page will refresh and reposition the selected entry within the parent section in the table to reflect the requested move. 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. When the status of a section is being determined, the applicable validation rules will be applied starting with the top-level section and following the hierarchy to its lowest level. Errors detected at any level of the hierarchy will result in an ‘error’ status; conversely, all sections in the hierarchy must pass all validations for the status to be ‘valid’. An example of such a validation is: Mandatory which can apply to a Section and/or a Field.

3.8.4.4 CCV Admin - Tables – Dataset – Dataset Sections Buttons

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

Button	Functionality
Add Root Section button	Displays the CCV Admin - Tables – Dataset – Section Details page in Add mode to add a root section to the Dataset.
Reset Cache button	Displayed and Enabled. Resets the cache; Performs an automatic request to load all Dataset updates into the cache; Redisplays current screen
Publish Reports button	Only displayed and enabled for a SuperAdmin user Calls the report service to automatically publish the following reports: · XSD Generic Schema (diagram); · XSD Generic Schema (definition); · XSD Generic Schema (documentation); · Generic CV (documentation); · List of Values (LOV) (documentation); and · List of Reference Tables; Redisplays current screen
Add Subsection icon	Displays the CCV Admin - Tables – Dataset – Section Details page in Add mode to add a subsection to the selected section.
Edit icon	Displays the CCV Admin - Tables – Dataset – Section Details page in Edit mode for the selected section.
Delete icon	Displays confirmation screen with ‘Yes’ and ‘No’ options. If No is selected, redisplays the current screen; If Yes is selected, validates to confirm Section was not used in a Template or a Generic CV and if passes validation, deletes the section and all its sub-sections and fields from the database and redisplays this screen.

3.8.5 CCV Admin – Tables - Dataset – Section Details Page

3.8.5.1 CCV Admin - Tables – Dataset – Section Details Overview

This screen allows the SuperAdmin to view, add and modify the Dataset sections. The user can also use this screen to add, modify and delete fields for the displayed section.

Note: A section must be enabled to be displayed on the Templates and CV screens.

3.8.5.2 CCV Admin - Tables – Dataset – Section Details Window

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

3.8.5.3 CCV Admin - Tables – Dataset – Section Details Validation

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

Field	Validation Rules
Navigation path	Provides navigation path of Section Names to get to this screen (e.g. if adding new subsection CC to an existing subsection BBB of section AAAA, would display AAAA/BBB). Displays English Section Name(s) in path if display of screen is currently English, and displays French Section Name(s), otherwise.
Status	Display only of Status of Section.
Type	Defines Section Type.
Mandatory	Defines whether or not Section is mandatory in a CV.
Primary record must be chosen	Primary record must be chosen must = ‘No’ if Section Type = ‘Single’. If a Section is defined as a multiple and this entity = ‘Yes’, it means that one and only one of the Section entries must be identified as the primary entry.
English Section Name	Mandatory and must be unique within the parent Section.
French Section Name	Mandatory and must be unique within the parent Section.
English Help Text	Mandatory
French Help Text	Mandatory
Fields	Lists all Fields for this Section.
Name	If display of screen is currently English, displays English Field Name; Otherwise, displays French Field Name.
Status	Display only of Field Status
Ordering and Errors	Ordering icons: When the Move Up icon or Move Down icon is selected, the page will refresh and reposition the selected entry within the table to reflect the requested move. User can only move a field within a parent section if there is 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.

3.8.5.4 CCV Admin - Tables – Dataset – Section Details Buttons

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

Button	Functionality
Add	Enabled If the Section’s Status = ‘Enabled’, performs the validation rules, and if at least one validation fails, changes Status of Section to ‘Disabled’. Saves the data entered on the current page to the database, and displays CCV Admin – Tables - Dataset – Add Field - Select Display Type page (to be used to invoke the CCV Admin – Tables - Dataset – Field Details page in Add mode, setting the new Field entry as a child to the current Section entry).
Edit	If the Section’s Status = ‘Enabled’, performs the validation rules, and if at least one validation fails, changes Status of Section to ‘Disabled’. Saves the data entered on the current page to the database and displays the CCV Admin – Tables - Dataset – Field Details page in Edit mode for the selected field.
Delete	Displays confirmation screen with ‘Yes’ and ‘No’ options. If No is selected, redisplays the current screen. If Yes is selected, validates the selected Field to confirm it is not used in a Template or a Generic CV, then, if the selected Field is an LOV-type field, validates to ensure that it does not have any fields that are dependent on it. If it passes all validations, it is deleted from the database. If the parent Section is enabled, it is validated and if deleting the field has made the parent section invalid the status of the section will be set to ‘disabled’. Redisplays this screen.
Disable	Only displayed and enabled if Status of Section is ‘Enabled’. Saves the data entered on the current page to the database and changes Status of Section to ‘Disabled’. Redisplays this screen.
Enable	Only displayed and enabled if Status of Section is ‘Disabled’. Saves the data entered on the current page to the database and performs the validation starting with the top-level section and following the hierarchy to its lowest level. If validation rules are successful, changes Status of Section to ‘Enabled’, saves change to database and redisplays this page.
Done	Saves the data entered on the current page to the database. If the Section’s Status = ‘Enabled’, performs the validation rules starting with the top-level section and following the hierarchy to its lowest level. If at least one validation fails: · Sets the Section’s Status to ‘Disabled’; Saves change to database; Returns to and displays the CCV Admin – Tables - Dataset – Dataset Sections Page.
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 the help for the selected entry.

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

3.8.6.1 CCV Admin - Tables – Dataset – Add Field – Select Display Type Overview

This screen is displayed when the user is adding a field to a section in the Dataset. It allows the user to select the type of field it will be (e.g. string, date, etc.).

3.8.6.2 CCV Admin - Tables – Dataset – Add Field – Select Display Type Window

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

3.8.6.3 CCV Admin - Tables – Dataset – Add Field – Select Display Type Validation

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

Field	Validation Rules
Navigation path	Provides navigation path of Section Names to get to this screen (e.g. if adding a field DD to subsection CC of subsection BBB of section AAAA, would display AAAA/BBB/CC). Displays English Section Name(s) in path if display of screen is currently English, and displays French Section Name(s), otherwise.
Select Display Type	Must select the type of Field being defined before pressing the ‘Next’ button.

3.8.6.4 CCV Admin - Tables – Dataset – Add Field – Select Display Type Buttons

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

Button	Functionality
Next	If LOV was selected as the Data Type: · Displays the CCV Admin – Tables - Dataset – Add LOV-Type Field - Select LOV page retaining the data type selected; If Reference was selected as the Data Type: · Displays the CCV Admin – Tables - Dataset – Add Reference-Type Field - Select Reference page retaining the data type selected; Otherwise: · Displays the CCV Admin – Tables - Dataset – Field Details page retaining the data type selected.
Cancel	Returns to the CCV Admin – Tables - Dataset – Section Details Page without saving any data entered on the current page.
?	Displays the help for the selected entry.

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

3.8.7.1 CCV Admin - Tables – Dataset – Add LOV-type Field - Select LOV Overview

This screen is displayed if the field being added is an LOV-type of field. It allows the user to select which LOV table to associate to the field.

3.8.7.2 CCV Admin - Tables – Dataset – Add LOV-type Field - Select LOV Window

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

3.8.7.3 CCV Admin - Tables – Dataset – Add LOV-type Field - Select LOV Validation

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

Field	Validation Rules
Navigation path	Provides navigation path of Section Names and Field Name to get to this screen (e.g. if adding a field DD to subsection CC of subsection BBB of section AAAA, would display AAAA/BBB/CC/DD). Displays English Section/Field Name(s) in path if display of screen is currently English, and displays French Section/Field Name(s), otherwise.
Select LOV to associate to Field	Displays list of all List Of Values (LOV) Table Names with Status = ‘Enabled’ (in language that had been selected by user) to allow user to select the LOV table this field should be linked to.

3.8.7.4 CCV Admin - Tables – Dataset – Add LOV-type Field - Select LOV Buttons

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

Button	Functionality
Prev	Returns to the CCV Admin – Tables - Dataset – Add Field - Select Display Type page.
Next	Displays the CCV Admin – Tables - Dataset – Field Details page retaining the selected LOV Table Name to be associated to the LOV-Type of Field.
Cancel	Returns to the CCV Admin – Tables - Dataset – Section Details Page without saving any data entered on the current page.
?	Displays the help for the selected entry.

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

3.8.8.1 CCV Admin - Tables – Dataset – Add Reference-type Field - Select Reference Overview

This screen is displayed if the field being added is a Reference-type of field. It allows the user to select which Reference table to associate to the field.

3.8.8.2 CCV Admin - Tables – Dataset – Add Reference-type Field - Select Reference Window

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

3.8.8.3 CCV Admin - Tables – Dataset – Add Reference-type Field - Select Reference Validation

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

Field	Validation Rules
Navigation path	Provides navigation path of Section Names and Field Name to get to this screen (e.g. if adding a field DD to subsection CC of subsection BBB of section AAAA, would display AAAA/BBB/CC/DD). Displays English Section/Field Name(s) in path if display of screen is currently English, and displays French Section/Field Name(s), otherwise.
Select Reference to associate to Field	Displays list of all Reference Table Names with Status = ‘Enabled’ (in language that had been selected by user) to allow user to select the Reference table this field should be linked to.

3.8.8.4 CCV Admin - Tables – Dataset – Add Reference-type Field - Select Reference Buttons

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

Button	Functionality
Prev	Returns to the CCV Admin – Tables - Dataset – Add Field - Select Display Type page.
Next	Displays the CCV Admin – Tables - Dataset – Field Details page retaining the selected Reference Table Name to be associated to the Reference-Type of Field.
Cancel	Returns to the CCV Admin – Tables - Dataset – Section Details Page without saving any data entered on the current page.
?	Displays the help window for the selected entry.

3.8.9 CCV Admin – Tables - Dataset – Field Details Page

3.8.9.1 CCV Admin - Tables – Dataset – Field Details Overview

This screen allows the user to view, add or modify details and constraints for the field being displayed.

3.8.9.2 CCV Admin - Tables – Dataset – Field Details Window

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

3.8.9.3 CCV Admin - Tables – Dataset – Field Details Validation

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

Field	Validation Rules
Navigation path	Provides navigation path of Section Names to get to this screen (e.g. if adding a field DDDDD to section CC which is a subsection of subsection BBB of section AAAA, would display AAAA/BBB/CC). Displays English Section Name(s) in path if display of screen is currently English, and displays French Section Name(s), otherwise.
Section	Displays English Section Name if display of screen is currently English, and displays French Section Name, otherwise.
Status	If the Status of the Field is ‘Enabled’, then it will be displayed for the parent section when that section is being displayed dynamically on the Manage CV screens.
Display Type	Display of Field Data Type.
LOV	Only displayed if Field Data Type is ‘LOV’. Display of Name of LOV Table (English if screen is currently displayed in English, French otherwise) this LOV-type Field is linked to.
Default Value	Only displayed if Field Data Type is ‘LOV’. Optional Allows user to select value that will be the default value set when this LOV drop-down list is displayed dynamically on the Manage CV screens.
Reference	Only displayed if Field Data Type is ‘Reference’. Display of Name of Reference Table (English if screen is currently displayed in English, French otherwise) this Reference-type Field is linked to.
String max field length	Only displayed and enabled if Field Data Type is ‘String’. Optional Sets the maximum length for a String type of field.
Mandatory	If Mandatory = ‘Yes’ for a field, this field will be mandatory when it is displayed dynamically on the Manage CV screens, both on the Generic CV and in any template that uses it. Must = ‘No’ if there are entries in the LOV Dependency or Mutually Exclusive Dependency grid.
Display Column	Only displayed if Section is a Multiple type of Section. If Display Column = ‘Yes’ for a field, this field will be displayed as a column when it belongs to a multiple-type section grid that is being displayed dynamically on the Manage CV screens.
Repeat value selection allowed	Only display if parent Section is a Multiple type of Section and field is an LOV-type of field. If Repeat value selection allowed = ‘No’ for a field, it means that when a researcher is entering values on the Manage CV screens, the same value cannot occur more than once within a multiple-type parent section. (e.g. in Section Language Skills, English can only occur once).
English Field Name	Mandatory and must be unique within its Section
French Field Name	Mandatory and must be unique within its Section
English Help Text	Mandatory
French Help Text	Mandatory
LOV Value Dependency	Lists all LOV Dependencies for this Field. If a field has an LOV Dependency, the fields it depends upon will determine whether it requires a value or not.
Field	If display of screen is currently English, displays English Field Name of Field this field is dependent on; Otherwise, displays French Field Name of Field this field is dependent on. Must be unique within the LOV Value dependency grid.
LOV Table	If display of screen is currently English, displays English LOV Table Name associated to LOV-type Field this field is dependent on; Otherwise, displays French LOV Table Name associated to LOV-type Field this field is dependent on.
Value	If display of screen is currently English, displays the English Element Names (separated by commas) for the LOV-type Field this field is dependent on; Otherwise, displays French Element Names (separated by commas) for the LOV-type Field this field is dependent on.
Equals	Displays condition the user selected for the values in the Values grid. e.g. if user wants field A to only be optionally entered when LOV-type field B (associated to LOV Table ABC) is not = (x or y): Mandatory would be set to ‘No’; Equals would be set to ‘No’; and there would be 1 entry in the grid for Field B, with 2 items in the Value column for this row: x y
Mandatory	Displays requirement for whether field should be mandatory or not when associated condition is satisfied. e.g. if user wants field A to be mandatory when LOV-type field B (associated to LOV Table ABC) is = (x or y): Mandatory would be set to ‘Yes’; Equals would be set to ‘Yes’; and there would be 1 entry in the grid for Field B, with 2 items in the Value column for this row: x y
Errors	If the associated grid entry has a validation error, this column will contain an error icon.
Mutually Exclusive Dependency	Lists all Mutually Exclusive Dependencies for this Field. If a field has a Mutually Exclusive Dependency, the fields it depends upon will determine whether it requires a value or not.
Field	If display of screen is currently English, displays English Field Name of Field this field is dependent on; Otherwise, displays French Field Name of Field this field is dependent on. A Field entry must be unique within the Mutually Exclusive dependency grid.
Mandatory	Displays requirement for whether field should be mandatory or not when associated condition is satisfied. e.g. if user wants field A to be mandatory when field B is null: Mandatory would be set to ‘Yes’; and there would be 1 entry in the grid for Field B.
Errors	Display only of icon in the event of a validation error for the associated grid entry.
PubMed-filled Fields	Lists all fields to be filled via a PubMed retrieve for this Field.
Field	Displays English Name of CCV Field that will be populated on the CV screens by the PubMed retrieve
PubMed Field	Displays English Name of PubMed Field that will be retrieved by the PubMed retrieve when invoked on the CV screens
Errors	Display only of icon in the event of a validation error for the associated grid entry.

3.8.9.4 CCV Admin - Tables – Dataset – Field Details Buttons

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

Button	Functionality
Add button above LOV Value dependency grid	If the Field’s Status = ‘Enabled’: performs the validation rules and if at least one validation fails, validates to confirm that disabling this field does not break any dependency constraints: if dependency constraints would be broken, displays error message on current screen, otherwise, changes Status of Field to ‘Disabled’, saves the data entered on the current page to the database and displays CCV Admin – Tables - Dataset – Add LOV Dependency - Select Field page (to be used to invoke the CCV Admin – Tables - Dataset – LOV Value Dependency – Set Dependency page in Add mode, to add an entry to the LOV Value dependency grid).
Edit button for each entry of LOV Value dependency grid	If the Field’s Status = ‘Enabled’, performs the validation rules, and if at least one validation fails, validates to confirm that disabling this field does not break any dependency constraints: if dependency constraints would be broken, displays error message on current screen, otherwise, changes Status of Field to ‘Disabled’, saves the data entered on the current page and displays CCV Admin – Tables - Dataset – Add LOV Dependency – Set Dependency page in Edit mode for the selected LOV dependency entry.
Delete button for each entry of LOV Value dependency grid	Displays confirmation screen with ‘Yes’ and ‘No’ options. If No is selected, redisplays the current screen. If Yes is selected: If the Field’s Status = ‘Enabled’, performs the validation rules, and if at least one validation fails: validates to confirm that disabling this field does not break any dependency constraints: if dependency constraints would be broken, displays error message on current screen; otherwise: sets Status of Field to ‘Disabled’; deletes the selected LOV Value Dependency from the grid; and saves the data entered on the current page, as well as any other changes, to the database and redisplays this screen; otherwise: does not change Field’s status; deletes the selected LOV Value Dependency from the grid; and saves the data entered on the current page, as well as any other changes, to the database and redisplays this screen.
Add button above Mutually Exclusive dependency grid	If the Field’s Status = ‘Enabled’, performs the validation rules, and if at least one validation fails, validates to confirm that disabling this field does not break any dependency constraints: if dependency constraints would be broken, displays error message on current screen, otherwise, changes Status of Field to ‘Disabled’, saves the data entered on the current page and displays CCV Admin – Tables - Dataset – Mutually Exclusive Dependency – Set Dependency page in Add mode, to add an entry to the Mutually Exclusive dependency grid.
Edit button for each entry of Mutually Exclusive dependency grid	If the Field’s Status = ‘Enabled’, performs the validation rules, and if at least one validation fails, validates to confirm that disabling this field does not break any dependency constraints: if dependency constraints would be broken, displays error message on current screen, otherwise, changes Status of Field to ‘Disabled’, saves the data entered on the current page and displays CCV Admin – Tables - Dataset – Add Mutually Exclusive Dependency page in Edit mode for the selected Mutually Exclusive dependency entry.
Delete button for each entry of Mutually Exclusive dependency grid	Displays confirmation screen with ‘Yes’ and ‘No’ options. If No is selected, redisplays the current screen. If Yes is selected: If the Field’s Status = ‘Enabled’, performs the validation rules, and if at least one validation fails: validates to confirm that disabling this field does not break any dependency constraints: if dependency constraints would be broken, displays error message on current screen; otherwise: sets Status of Field to ‘Disabled’; deletes the selected Mutually Exclusive Dependency from the grid; and saves the data entered on the current page, as well as any other changes, to the database and redisplays this screen; otherwise: does not change Field’s status; deletes the selected Mutually Exclusive Dependency from the grid; and saves the data entered on the current page, as well as any other changes, to the database and redisplays this screen.
Add button above PubMed-filled Fields grid	Only displayed and enabled if Field has Type = PubMed; If the Field’s Status = ‘Enabled’, performs the validation rules, and if at least one validation fails, validates to confirm that disabling this field does not break any dependency constraints: if dependency constraints would be broken, displays error message on current screen, otherwise, changes Status of Field to ‘Disabled’, saves the data entered on the current page and displays the CCV Admin – Tables - Dataset – PubMed-filled Fields – add fields page in Add mode, to add an entry to the PubMed-filled Fields grid.
Edit button for each entry of PubMed-filled Fields grid	Only displayed and enabled if Field has Type = PubMed; If the Field’s Status = ‘Enabled’, performs the validation rules, and if at least one validation fails, validates to confirm that disabling this field does not break any dependency constraints: if dependency constraints would be broken, displays error message on current screen, otherwise, changes Status of Field to ‘Disabled’, saves the data entered on the current page and displays CCV Admin – Tables - Dataset – PubMed-filled Fields – add fields page in Edit mode for the selected entry.
Delete button for each entry of PubMed-filled Fields grid	Displays confirmation screen with ‘Yes’ and ‘No’ options. If No is selected: Redisplays the current screen. If Yes is selected: If the Field’s Status = ‘Enabled’, performs the validation rules, and if at least one validation fails: validates to confirm that disabling this field does not break any dependency constraints: if dependency constraints would be broken, displays error message on current screen; otherwise: sets Status of Field to ‘Disabled’; deletes the selected PubMed-filled Field from the grid; and saves the data entered on the current page, as well as any other changes, to the database and redisplays this screen; otherwise: does not change Field’s status; deletes the selected PubMed-filled Field from the grid; and saves the data entered on the current page, as well as any other changes, to the database and redisplays this screen.
Disable	Only displayed and Enabled if Status of Field is ‘Enabled’. Validates to confirm that disabling this field does not break any dependency constraints: If there are no dependencies on this field: Saves the data entered on the current page to the database; Changes Status of Field to ‘Disabled’ and saves change to database; Redisplays this screen.
Enable	Only displayed and Enabled if Status of Field 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 displayed at top of screen ‘Cannot enable due to validation errors’; Otherwise, If validation rules are successful: · Changes Status of Field to ‘Enabled’ and saves to database; · Redisplays this screen.
Done	Saves the data entered on the current page to the database. If the Field’s Status = ‘Enabled’: Performs the validation rules and if at least one validation fails: · Sets the Field’s Status to ‘Disabled’; Returns to and displays the CCV Admin – Tables - Dataset – 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.
?	Displays the help for the selected entry.

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

3.8.10.1 CCV Admin - Tables – Dataset – Add LOV Value Dependency - Select Field Overview

This screen is displayed when a user is adding a LOV Value dependency. It allows the user to select which LOV field the current field will be dependent on.

3.8.10.2 CCV Admin - Tables – Dataset – Add LOV Value Dependency - Select Field Window

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

3.8.10.3 CCV Admin - Tables – Dataset – Add LOV Value Dependency - Select Field Validation

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

Field	Validation Rules
Navigation path	Provides navigation path of Section Names to get to this screen (e.g. if adding a field DDDDD to section CC which is a subsection of subsection BBB of section AAAA, would display AAAA/BBB/CC). Displays English Section Name(s) in path if display of screen is currently English, and displays French Section Name(s), otherwise.
Field Name	Displays English Field Name(s) of field being modified/added if display of screen is currently English, and displays French Field Name(s), otherwise.
Select Field to set dependency	Mandatory Displays list of all LOV-type fields within the lowest Section (e.g. in example above – it would be within section CC) with the exception of the current field; There must be entries in the drop-down list (i.e. other LOV type fields for the parent section).

3.8.10.4 CCV Admin - Tables – Dataset – Add LOV Value Dependency - Select Field Buttons

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

Button	Functionality
Next	Displays the CCV Admin – Tables - Dataset – LOV Value Dependency – Set Dependency page retaining the selected LOV-type Field and its associated LOV Table Name to be used to set a dependency for the current field.
Cancel	Returns to the CCV Admin – Tables - Dataset – Field Details Page without saving any data entered on the current page.
?	Displays the help for the selected entry.

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

3.8.11.1 CCV Admin - Tables – Dataset – LOV Value Dependency - Set Dependency Overview

This screen is displayed when a user is defining a LOV Value dependency and has selected the LOV field the current field will be depending on. This screen allows the user to set up a list of values for the LOV field upon which the current field will have a dependency and define the constraints of the dependency.

3.8.11.2 CCV Admin - Tables – Dataset – LOV Value Dependency - Set Dependency Window

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

3.8.11.3 CCV Admin - Tables – Dataset – LOV Value Dependency - Set Dependency Validation

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

Field	Validation Rules
Navigation path	Provides navigation path of Section Names to get to this screen (e.g. if adding a field DDDDD to section CC which is a subsection of subsection BBB of section AAAA, would display AAAA/BBB/CC). Displays English Section Name(s) in path if display of screen is currently English, and displays French Section Name(s), otherwise.
Field	Displays English Field Name(s) of field being modified / added if display of screen is currently English, and displays French Field Name(s), otherwise.
Dependency Field	Displays English Field Name(s) of Dependency Field selected on the Add LOV Value Dependency – Select Field page if display of screen is currently English, and displays French Field Name(s), otherwise. A Field entry must be unique within the LOV Value dependency grid for the Field being defined
Dependency LOV	Displays LOV Table Name associated with dependency Field selected on the Add LOV Value Dependency – Select Field page.
Mandatory	Allows user to set the condition for whether the field will be mandatory (if Mandatory = ‘Yes’) or optional (if Mandatory = ‘No’) if the LOV dependency condition is met. e.g. if user wants field A to be mandatory when LOV-type field B (associated to LOV Table ABC) is = (x or y): Mandatory would be set to ‘Yes’; Equals would be set to ‘Yes’; and there would be 2 entries in the Values grid: x y
Equals	Allows user to set the condition for the values in the Values grid. e.g. if user wants field A to only be entered when LOV-type field B (associated to LOV Table ABC) is not = (x or y): Equals would be set to ‘No’; and there would be 2 entries in the Values grid: x y
Values	Lists all values for the dependency field that the current field is dependent on.
Value	If display of screen is currently English, displays the English Element Name for the LOV-type Field this field is dependent on; Otherwise, displays French Element Name for the LOV-type Field this field is dependent on. A Value entry must be unique within the Values grid for the LOV Dependency being defined.
Errors	Display only of icon in the event of a validation error for the associated grid entry.

3.8.11.4 CCV Admin - Tables – Dataset – LOV Value Dependency - Set Dependency Buttons

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

Button	Functionality
Add	If the Field’s Status = ‘Enabled’, performs the validation rules, and if at least one validation fails, changes Status of Field to ‘Disabled’. Saves the data entered on the current page to the database. Displays CCV Admin – Tables - Dataset – Add LOV Value to Dependency List page (to be used to add an entry to the Values grid).
Delete	Displays confirmation screen with ‘Yes’ and ‘No’ options. If No is selected, redisplays the current screen. If Yes is selected: If the Field’s Status = ‘Enabled’, performs the validation rules, and if at least one validation fails, sets Status of Field to ‘Disabled’, otherwise does not change Field’s status; Deletes the selected Value from the LOV Value Dependency on the database for this field; and Redisplays this screen.
Done	Saves the data entered on the current page to the database. If the Field’s Status = ‘Enabled’: Performs the validation rules and if at least one validation fails: · Sets the Field’s Status to ‘Disabled’; Saves change to database; Returns to and displays the CCV Admin – Tables - Dataset – Field 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 the help for the selected entry.

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

3.8.12.1 CCV Admin - Tables – Dataset – Add LOV Value to Dependency List Overview

This screen will allow the user to select a value to add to the Values grid on the LOV Value Dependency - Set Dependency Window.

3.8.12.2 CCV Admin - Tables – Dataset – Add LOV Value to Dependency List Window

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

3.8.12.3 CCV Admin - Tables – Dataset – Add LOV Value to Dependency List Validation

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

Field	Validation Rules
Navigation path	Provides navigation path of Section Names to get to this screen (e.g. if adding a field DDDDD to section CC which is a subsection of subsection BBB of section AAAA, would display AAAA/BBB/CC). Displays English Section Name(s) in path if display of screen is currently English, and displays French Section Name(s), otherwise.
Field	Displays English Field Name(s) of field being modified/added if display of screen is currently English, and displays French Field Name(s), otherwise. (e.g. in example above, would display DDDDD).
Dependency Field	Displays English Field Name(s) of Dependency Field selected on the Add LOV Value Dependency – Select Field page if screen is currently English, and displays French Field Name(s), otherwise. (Refer to Section 3.9 of this document).
Dependency LOV	Displays LOV Table Name associated with Dependency Field selected on the Add LOV Value Dependency – Select Field page. (Refer to Section 3.10 of this document).
Select LOV Value to set dependency	Displays all active Element Names (i.e. values) for the LOV that are not already in the Dependency List of Values grid for this field A Value entry must be unique within the Values grid for the LOV Dependency being defined

3.8.12.4 CCV Admin - Tables – Dataset – Add LOV Value to Dependency List Buttons

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

Button	Functionality
Done	Saves the data entered on the current page to the database. If the Field’s Status = ‘Enabled’: Performs the validation rules and if at least one validation fails: · Sets the Field’s Status to ‘Disabled’; Saves change to database; Returns to and displays the CCV Admin – Tables - Dataset – LOV Value Dependency – Set Dependency Page with the data refreshed.
Cancel	Returns to the CCV Admin – Tables - Dataset – LOV Value Dependency – Set Dependency page without saving any data entered on the current page.
?	Displays the help for the selected entry.

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

3.8.13.1 CCV Admin - Tables – Dataset – PubMed-filled Fields - add fields Overview

This screen is displayed when a user adds entries to the PubMed-filled Fields grid on the Field Details screen. The user will use it to define which fields in the Dataset will be populated with the selected PubMed data that is associated to the current field when the Retrieve button is pressed on the CV screens.

3.8.13.2 CCV Admin - Tables – Dataset – PubMed-filled Fields - add fields Window

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

3.8.13.3 CCV Admin - Tables – Dataset – PubMed-filled Fields - add fields Validation

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

Field	Validation Rules
Navigation path	Provides navigation path of Section Names to get to this screen (e.g. if adding a field DDDDD to section CC which is a subsection of subsection BBB of section AAAA, would display AAAA/BBB/CC). Displays English Section Name(s) in path if display of screen is currently English, and displays French Section Name(s), otherwise.
Field	Displays English Field Name(s) of field being modified/added if display of screen is currently English, and displays French Field Name(s), otherwise. (e.g. in example above, would display DDDDD). A Field entry must be unique within the PubMed-filled Fields grid being defined
Select target CCV Field	Mandatory; if null return message 70. Displays all other Field Names for the current field’s parent Section that are not already in the PubMed-filled Fields grid for the current field and that are string-type fields.
Select source PubMed Field	Mandatory; if null return message 70. Displays all PubMed Field Names accessible for retrieval.

3.8.13.4 CCV Admin - Tables – Dataset – PubMed-filled Fields - add fields Buttons

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

Button	Functionality
Done	Saves the data entered on the current page to the database. If the Field’s Status = ‘Enabled’: Performs the validation rules and if at least one validation fails: · Sets the Field’s Status to ‘Disabled’; Saves change to database; Returns to and displays the CCV Admin – Tables - Dataset – Field Details page with the data refreshed.
Cancel	Returns to the CCV Admin – Tables - Dataset – Field Details page without saving any data entered on the current page.
?	Displays the help for the selected entry.

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

3.8.14.1 CCV Admin - Tables – Dataset – Add Mutually Exclusive Dependency Overview

This screen is displayed when a user is adding an entry to the Mutually Exclusive dependency grid on the Field Details screen. On this screen, the user must select another field within the lowest parent section and define whether it is mandatory to have one or the other or if both could be empty (i.e. dependency is optional).

3.8.14.2 CCV Admin - Tables – Dataset – Add Mutually Exclusive Dependency Window

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

3.8.14.3 CCV Admin - Tables – Dataset – Add Mutually Exclusive Dependency Validation

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

Field	Validation Rules
Navigation path	Provides navigation path of Section Names to get to this screen (e.g. if adding a field DDDDD to section CC which is a subsection of subsection BBB of section AAAA, would display AAAA/BBB/CC). Displays English Section Name(s) in path if display of screen is currently English, and displays French Section Name(s), otherwise.
Field	Displays English Field Name(s) of field being modified/added if display of screen is currently English, and displays French Field Name(s), otherwise. (e.g. in example above, would display DDDDD).
Select Field to set dependency	Mandatory Displays list of all fields within the lowest parent Section (e.g. in example above – it would be within section CC) with the exception of the current field; There must be entries in the drop-down list (i.e. other fields for the parent section).
Mandatory	Allows user to set the condition for whether the field will be mandatory (if Mandatory = ‘Yes’) or optional (if Mandatory = ‘No’) if the mutually exclusive dependency condition is met. e.g. if user wants field A to be mandatory when field B is = null: · Field B would be selected from the drop-down; and · Mandatory would be set to ‘Yes’.

3.8.14.4 CCV Admin - Tables – Dataset – Add Mutually Exclusive Dependency Buttons

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

Button	Functionality
Done	Saves the data entered on the current page to the database. If the Field’s Status = ‘Enabled’: Performs the validation rules, and if at least one validation fails: · Sets the Field’s Status to ‘Disabled’; Saves change to database; Returns to and displays the CCV Admin – Tables - Dataset – Field Details Page with the data refreshed.
Cancel	Returns to the CCV Admin – Tables - Dataset – Field Details page without saving any data entered on the current page.
?	Displays the help for the selected entry.

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

3.8.15.1 CCV Admin - Tables – Reference – Reference Table Names Overview

The SuperAdmin user has logged in successfully and accessed the CCV Admin application / Table menu item / Reference sub-menu item for the purposes of:

· Viewing a listing of all Reference Tables;

· Adding or modifying a Reference Table;

· Viewing, adding or modifying a value in a Reference Table.

3.8.15.2 CCV Admin - Tables – Reference – Reference Table Names Window

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

3.8.15.3 CCV Admin - Tables – Reference – Reference Table Names Validation

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

Field	Validation Rules
Reference Tables	Lists all Reference tables from the database, in alphabetical order by Reference Table Name (English or French reference table name depending on language of UI).
Table Name	Displays Reference Table Name (English or French depending on UI language)
Status	Display only of Reference Table Status
Errors	Errors: Display only of icon in the event of a validation error for the associated grid entry.

3.8.15.4 CCV Admin - Tables – Reference – Reference Table Names Buttons

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

Button	Functionality
Add button	Displays the CCV Admin - Tables – Reference – Reference Details page in Add mode to add a new Reference table.
Edit icon	Displays the CCV Admin - Tables – Reference – Reference Details page in Edit mode for the selected Reference table.

3.8.16 CCV Admin – Tables – Reference – Reference Details Page

3.8.16.1 CCV Admin – Tables – Reference – Reference Details Overview

This screen allows the SuperAdmin user to view, add or change a Reference table name in the top portion of the screen. The bottom portion of the screen allows the SuperAdmin to view, add or change the elements (i.e. values) within the Reference table. Note: only enabled tables and values will be displayed in the Reference Tables drop-down list on the CCV Admin - Tables – Reference - Select Table screen and on the Dataset screens. Pressing the Display Values button will open the CCV Admin – Tables - Reference – Select Values to Manage Page.

Note: Once a table has values, its structure is locked and the Add and Delete buttons for the Reference and LOV tables grid are unavailable.

3.8.16.2 CCV Admin – Tables – Reference – Reference Details Window

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

3.8.16.3 CCV Admin – Tables – Reference – Reference Details Buttons

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

Field	Validation Rules
Status	Display only. If the Status of the Reference Table is ‘Enabled’, then it will be displayed in the drop-down list when the Reference Tables are displayed on the Dataset screens. An enabled table must have at least 1 enabled entry in the Reference and LOV tables list in order to be valid
English Table Name	Mandatory English Reference Table Names must be unique within database
French Table Name	Mandatory French Reference Table Names must be unique within database
English Name of Lowest Level	Mandatory
French Name of Lowest Level	Mandatory
Elements	Lists all elements (LOV and Reference tables) for the selected Reference Table
Name	Display only of element’s English or French Name depending on language of UI.
Errors	Display only of icon in the event of a validation error for the associated grid entry.

3.8.16.4 CCV Admin – Tables – Reference – Reference Details Buttons

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

Button	Functionality
Add	Only displayed if Reference table does not contain any values. If the Reference table’s Status = ‘Enabled’, performs the validation rules, and if at least one validation fails, · Changes Status of Reference Table to ‘Disabled’; Saves the data entered on the current page to the database; Displays the Reference - Select Type of Table page.
Delete button for each entry in the Reference and LOV tables grid	Only displayed if Reference table does not contain any values. Displays confirmation screen with ‘Yes’ and ‘No’ options. If No is selected: Redisplays the current screen. If Yes is selected: · Deletes entry from the grid; · If the Reference table’s Status = ‘Enabled’, performs the validation rules, and if at least one validation fails, sets Reference table’s Status to ‘Disabled’; otherwise does not change Reference table’s Status; · Saves the data to the database; and · Redisplays this screen.
Disable	Only displayed and enabled if Status of Reference table is ‘Enabled’. Changes Status of Reference table to ‘Disabled’ and saves the data entered on the current page to the database. Redisplays this screen.
Enable	Only displayed if Status of Reference table 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 displayed at top of screen ‘Cannot enable due to validation errors’; Otherwise, If validation is successful: · Changes Status of Reference table to ‘Enabled’ and saves change to database; · Redisplays this screen.
Display Values button	Only displayed if there are entries in the Reference and LOV tables grid. Saves the data entered on the current page to the database. If the Reference table’s Status = ‘Enabled’: Performs the validation rules and if at least one validation fails: · Sets the Reference Table’s Status to ‘Disabled’; Displays the CCV Admin – Tables - Reference – Select Values to Manage Page.
Done	Saves the data entered on the current page to the database. If the Reference table’s Status = ‘Enabled’: Performs the validation rules and if at least one validation fails: · Sets the Reference Table’s Status to ‘Disabled’; Returns to and displays the CCV Admin – Tables - Reference – Names Page.
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 the help for the selected entry.

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

3.8.17.1 CCV Admin - Tables – Reference - Select Type of Table Overview

A Reference table can be composed of a combination of LOV or Reference tables and a value for each combined entry. This screen is displayed when adding a reference table to allow the user to define whether it will be a LOV or Reference table being added to the Reference and LOV tables grid on the Reference Details screen.

3.8.17.2 CCV Admin - Tables – Reference - Select Type of Table Window

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

3.8.17.3 CCV Admin - Tables – Reference - Select Type of Table Validation

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

Field	Validation Rules
Type of Table	Must choose whether the table being included is a LOV or Reference type of table.

3.8.17.4 CCV Admin - Tables – Reference - Select Type of Table Buttons

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

Button	Functionality
Next	Displays the CCV Admin – Tables - Reference –Reference - Select Table page retaining the table type selected.
Cancel	Returns to the CCV Admin – Tables - Reference – Reference Details Page.
?	Displays the help for the selected entry.

3.8.18 CCV Admin – Tables - Reference - Select Table Page

3.8.18.1 CCV Admin - Tables – Reference - Select Table Overview

This screen is displayed to allow the user to select which LOV or Reference table to add to the Reference and LOV tables grid on the Reference Details screen.

3.8.18.2 CCV Admin - Tables – Reference - Select Table Window

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

3.8.18.3 CCV Admin - Tables – Reference - Select Table Validation

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

Field

Validation Rules

<Type>

Display only of Type of Table selected on the Reference – Select Type of Table page.

Table

If Table Type selected on Reference – Select Type of Table page = List of Values:

Displays list of all List Of Values (LOV) Table Names with Status = ‘Enabled’ (in language that had been selected by user) to allow user to select the LOV table this field should be linked to;

Otherwise, Table Type selected on Reference – Select Type of Table page = Reference, so:

Displays list of all Reference Table Names with Status = ‘Enabled’ (in language that had been selected by user) to allow user to select the Reference table this field should be linked to.

3.8.18.4 CCV Admin - Tables – Reference - Select Table Buttons

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

Button	Functionality
Done	Saves the selections entered to the database. If the Reference table’s Status = ‘Enabled’: Performs the validation rules and if at least one validation fails: · Sets the Reference table’s Status to ‘Disabled’; Saves change to database; Returns to and displays the CCV Admin – Tables - Reference – Reference Details Page with the data refreshed.
Cancel	Returns to the CCV Admin – Tables - Reference – Reference Details Page.
?	Displays the help for the selected entry.

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

3.8.19.1 CCV Admin - Tables – Reference - Select Values to Manage Window Overview

This screen is displayed when the user selects the Display Values button on the Reference Details screen. It requires the user to select values for the top level LOV or Reference type field(s) before pressing the Manage Values button to display the CCV Admin – Tables - Reference – Manage Values Page.

3.8.19.2 CCV Admin - Tables – Reference - Select Values to Manage Window

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)

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)

3.8.19.3 CCV Admin - Tables – Reference - Select Values to Manage Window Validation

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

Field

Validation Rules

Mandatory to allow user to Manage Values of table.

Listing of high level field(s) for the reference table being defined:

A Reference type field will be disabled with an enabled Find button which, when pressed, will open the Search and Select screen for selection of the field’s value; and

A LOV type of field will be enabled to allow the value to be selected from a drop-down list on the current screen.

3.8.19.4 CCV Admin - Tables – Reference - Select Values to Manage Window Buttons

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

Button	Functionality
Find	Opens the Search and Select Page for the associated reference type of high-level field to allow the user to select the value they wish to manage.
Manage Values	Performs the validation rules and if at least one validation fails: · Displays applicable error message(s); Otherwise, if there are no validation errors: · Displays the CCV Admin – Tables - Reference – Manage Values Page retaining the selected high-level field values.
Done	Returns to the CCV Admin – Tables - Reference – Reference Details Page.
?	Displays the help for the selected entry.

3.8.20 CCV Admin – Tables - Reference – Manage Values Page

3.8.20.1 CCV Admin - Tables – Reference – Manage Values Overview

This screen will be displayed when a user wishes to display or manage the values for a Reference table and has selected the values for the high-level fields. The user may then add or edit the lowest level of values pertaining to the displayed high-level values for the Reference table.

3.8.20.2 CCV Admin - Tables – Reference – Manage Values Window

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

3.8.20.3 CCV Admin - Tables – Reference – Manage Values Validation

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

Field	Validation Rules
<High level field(s)>	Display only list of high level field(s) for the reference table being defined.
Lowest Level Field Values grid	Lists all values for the Reference table for those data instances where the high level field values are those displayed in <High level field(s)>. The combination of values for all elements of a Reference value entry must be unique (i.e. for the Sector-Field-Discipline reference table, it is valid to have ‘Actuarial Science’ in both ‘Natural Sciences and Engineering - Mathematical Sciences - Actuarial Science’ as well as in ‘Social Sciences Humanities - Management - Actuarial Science’, but it is not valid to have 2 entries with ‘Humanities - Management - Actuarial Science’).
System ID	Display only of Reference Value’s UUID code
Code	Display only of business code for Reference Value.
<Name>	Displays Value (English Element Name or French Element Name depending on UI language) for lowest level field. An enabled table must have at least 1 enabled value in order to be valid. English Element Names must be unique within a Reference Table for a data instance of higher level fields. French Element Names must be unique within a Reference Table for a data instance of higher level fields.
Status	Display only of <Name>’s Status
Errors	Errors: Display only of icon in the event of a validation error for the associated grid entry.

3.8.20.4 CCV Admin - Tables – Reference – Manage Values Buttons

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

Button	Functionality
Add	Enabled Displays the Reference - Values page in Add mode.
Edit	Enabled Displays the Reference - Values page in Edit mode for the selected entry.
Done	If the Reference table’s Status = ‘Enabled’: Performs the validation rules and if at least one validation fails: · Sets the Reference table’s Status to ‘Disabled’; Saves change to database; Returns to and displays the CCV Admin – Tables - Reference – Select Values to Manage Page.
?	Displays the help for the selected entry.

3.8.21 CCV Admin – Tables - Reference - Values Page

3.8.21.1 CCV Admin - Tables – Reference – Values Overview

This screen is displayed when adding or editing an entry in the Lowest Level Field Values grid on the CCV Admin - Tables – Reference – Manage Values Window.

Note: The combination of values for all elements of a Reference value entry must be unique (i.e. for the Sector-Field-Discipline reference table, it is valid to have ‘Actuarial Science’ in both ‘Natural Sciences and Engineering - Mathematical Sciences - Actuarial Science’ as well as in ‘Social Sciences Humanities - Management - Actuarial Science’, but it is not valid to have 2 entries with ‘Humanities - Management - Actuarial Science’)

3.8.21.2 CCV Admin - Tables – Reference - Values Window

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

3.8.21.3 CCV Admin - Tables – Reference – Values Validation

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

Field	Validation Rules
Status	Display only of Status of Reference table Element
Table Name	Display only.
<High level field(s)>	Display only of values for data instance of high level field(s) for the values being defined.
Business Code	Optional Business Code for Value
<Lowest Level Field > English Value	Mandatory English Value of Lowest Level Field English Element Names must be unique within a Reference Table for a data instance of higher level fields
<Lowest Level Field > French Value	Mandatory French Value of Lowest Level Field French Element Names must be unique within a Reference Table for a data instance of higher level fields

3.8.21.4 CCV Admin - Tables – Reference – Values Buttons

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

Button	Functionality
Disable	Only displayed and enabled if Status of Reference Table Value is ‘Enabled’. Saves the data entered on the current page to the database and changes Status of Reference Table Value to ‘Disabled’. Redisplays this screen.
Enable	Only displayed and enabled if Status of Reference Table Value 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 displayed at top of screen ‘Cannot enable due to validation errors’; Otherwise, If validation rules are successful: · Changes Status of Reference Table Value to ‘Enabled’ and saves change to database; · Redisplays this screen.
Done	Saves the data entered on the current page to the database. If the Status of the Reference Table Value = ‘Enabled’: Performs the validation rules and if at least one validation fails: · Sets the Status of the Reference Table Value to ‘Disabled’; · Saves change to database; Returns to and displays the CCV Admin – Tables - Reference – Manage Values Page.
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 the help for the selected entry.

3.8.22 Search and Select Page

3.8.22.1 Search and Select Overview

The window will display one or more drop-downs, which come from the LOV(s) and reference table(s) that make up the reference table being searched; there will always be a text box at the lowest level;

Only the top-level drop-down will be enabled initially until a value is selected, as the user must search the drop-downs in a hierarchy to get the cascading effect; lower-level drop-downs are enabled, once a parent value is selected.;

The ‘lowest-level’ text box is always enabled.

Note: that if a user then decides to select another value in the first-level drop-down, the window will refresh and the 2nd drop-down will be cleared, however, any value in the lowest-level text box will remain.

3.8.22.2 Search and Select Window

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

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

3.8.22.3 Search and Select Validation

Table 3-86 Fields for Search and Select screen

Field	Validation Rules
<High level field(s)>	Optional Listing of one or more drop-downs (one drop-down for each high level field for the reference table being searched). If an entry is selected for a drop-down, a search will look for all field Values (i.e. English Element Name or French Element Name depending on UI language) matching the selected value for the high level field(s).
<Lowest Level Field Name>	Optional If entered, a search will retrieve all field Values (i.e. English Element Name or French Element Name depending on UI language) containing the entered text for the lowest level field.
Search Results	Lists all Values (Element English Name or French Name depending on the language of the UI) for the selected Reference Table that satisfy any entered search criteria.
<Columns>	Display only of Value (Element English Name or French Name depending on the language of the UI) for applicable field.

3.8.22.4 Search and Select Buttons

Table 3-87 Buttons for Search and Select screen

Button	Functionality
Search	If selected, populates the Search Results grid with the reference table values that satisfy the search criteria. When the user presses Search, if the search returns over 200 results, only the first 200 will be returned, along with a message requesting them to re-enter their criteria to refine the search.
Select icon	If selected: Performs the validation rules and if at least one validation fails, redisplays the current page to display the appropriate error message(s). If validation rules are successful: · Returns to and re-displays the calling screen with the selected entry.
Cancel	Returns to the calling screen without retaining any data entered on this screen.
?	Displays Help for associated field

3.9 CCV Admin – Users Menu Item

This menu item is only accessible by a SuperAdmin or a Program or Agency Admin. It allows the user to view, add, modify or delete an admin user for a funding source.

The figure below illustrates the window navigation flow through the CCV Admin – Users menu.

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

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

3.9.1.1 CCV Admin – Users – SuperAdmin – Select Funding Source Overview

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

3.9.1.2 CCV Admin – Users – SuperAdmin – Select Funding Source Window

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

3.9.1.3 CCV Admin – Users – SuperAdmin – Select Funding Source Validation

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

Field

Validation Rules

Funding Source

List of acronyms of all funding sources + the ‘CCV’ generic entity.

Mandatory

3.9.1.4 CCV Admin – Users – SuperAdmin – Select Funding Source Buttons

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

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

3.9.2 CCV Admin – List of Admin Users Page

3.9.2.1 CCV Admin – List of Admin Users Overview

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

3.9.2.2 CCV Admin – List of Admin Users Window

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

3.9.2.3 CCV Admin – List of Admin Users Validation

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

Field	Validation Rules
Funding Source	Display only
User List	Lists all users (for the selected Funding Source) who have access to the Administrative Tool.
Username	Display only
First Name	Display only
Family Name	Display only
Roles	Display only If more than one role is associated to the user, the roles are listed, one per line.
Email	Display only
Phone	Display only
Errors	Display only of icon in the event of a validation error for the associated grid entry.

3.9.2.4 CCV Admin – List of Admin Users Buttons

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

Button	Functionality
Add	Displays the Admin User Details page in Add mode.
Edit	Displays the Admin User Details page in Edit mode.
Delete	Displays a confirmation screen with ‘Yes’ and ‘No’ options: If ‘Yes’ is selected: Deletes the user and his/her associated data from the CCV Admin database, writes a record to the Audit table and redisplays this window; Otherwise, if ‘No’ is selected: Redisplays this screen without making any changes.

3.9.3 CCV Admin - Admin User Details Page

3.9.3.1 CCV Admin - Admin User Details Overview

This screen allows the Admin user to add and edit details and assign role(s) for an Admin user.

Note:

· At least one role must be assigned to an Admin User;

· There can only be entries in the Templates grid for a CV Reviewer role;

· The CV Reviewer role and the SuperAdmin role cannot be combined with any other role(s);

· The SuperAdmin role can only be assigned by a SuperAdmin and only for Funding Source ‘CCV’.

3.9.3.2 CCV Admin - Admin User Details Window

Figure 3-58 CCV Admin – Admin User Details Window

3.9.3.3 CCV Admin - Admin User Details Validation

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

Field	Validation Rules
Funding Source	Display only
Username	Display only
First Name	Mandatory
Middle Name	Optional
Family Name	Mandatory
Email	Mandatory Must be valid email format
Phone	Mandatory Must be numeric
Roles	At least one Role must be assigned.
SuperAdmin	The SuperAdmin role label and drop-down list is only visible to a user with the SuperAdmin role who the generic ‘CCV’ funding source. It cannot be combined with any other role.
Agency or Program Administrator	N/A
Helpdesk Administrator	N/A
Template Administrator	N/A
CV Reviewer	The CV Reviewer role cannot be combined with any other role.
Templates	This grid is only used for a user with a CV Reviewer role. Its purpose is to limit the submissions that the user can view on the Submissions screen to those CV’s that were submitted to templates listed in their Templates grid.
Template	Display only of Name of Template associated to the User being added / modified. The Templates grid should only have entries if the user has a CV Reviewer role.
Errors	Display only of icon in the event of a validation error for the associated grid entry.

3.9.3.4 CCV Admin - Admin User Details Buttons

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

Button	Functionality
Generate Username button or Reset Password button	Displayed and enabled with label ‘Generate Username’ only if the user does not have a username; If the user already has a username, this button is displayed and enabled with label ‘Reset Password’. When Generate Username button is pressed: Validates the data entered: If at least one validation fails, refreshes display of the current page to display the appropriate message(s); Otherwise, If validation rules are successful: · Saves the user details data entered, generates a username and password and sends 2 separate emails to the user: 1 with title ‘ Welcome to CCV Administration’ containing the username, and the 2nd with title ‘Details of CCV Administration’ containing the password, and re-displays the current screen; When Reset Password button is pressed: Validates the data entered: If at least one validation fails, refreshes display of the current page to display the appropriate message(s); Otherwise, If validation rules are successful: · Saves the user details data entered, generates a new password and sends an email to the user with title ‘Details of CCV Administration’ containing the new password, and redisplays the current screen.
Save	Displayed and Enabled if the user has a username; Otherwise hidden. When pressed: Validates the data entered: If at least one validation fails, refreshes the display of the current page to display the appropriate message(s); Otherwise, If validation rules are successful: · Saves the changes entered on the current page to the database and redisplays the current screen, hiding the Generate Username button.
Prev	Returns to the List of Admin Users Page.
Add button for Templates grid	Performs the validation rules and if at least one validation fails, refreshes the display of the current page to display the appropriate message(s). If validation rules are successful: Checks to make sure that CV Reviewer role was selected and that there are remaining enabled templates associated to funding source and if so: 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 Users grid that had been displayed on the CCV Admin – Users – List of Admin Users Page; otherwise, it was opened in Edit mode and the changes will be applied to the selected User and saved to the database. Displays the CCV Admin – Select Template to Include in Grid page in Add mode.
Delete button for an entry in the Templates grid	Displays confirmation screen with ‘Yes’ and ‘No’ options: · If yes is pressed: Performs the validation rules and if at least one validation fails, refreshes the display of the current page to display the appropriate message(s). If validation rules are successful: Checks to make sure that CV Reviewer role was selected before it deletes the selected Template from the User’s Templates grid, saves the changes and refreshes the display of this screen; · If no is pressed: Redisplays the current page.
?	Displays the help for the selected entry.

3.9.4 CCV Admin – Select Template to Include in Grid Page

3.9.4.1 CCV Admin – Select Template to Include in Grid Overview

This screen is opened when a user is setting up a CV Reviewer type of user and presses the Add or Edit button on the Templates grid of the CCV Admin - Admin User Details Window to select a template to include in the Templates grid. The purpose for the list of templates for a CV Reviewer is to limit the submissions that the user can view on the Submissions screen to those CV’s that were submitted to templates listed in their Templates grid. Note: This window will only ever be displayed for a Funding Source with associated templates.

3.9.4.2 CCV Admin – Select Template to Include in Grid Window

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

3.9.4.3 CCV Admin – Select Template to Include in Grid Validation

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

Field

Validation Rules

Funding Source

Display only of Acronym of funding source of user currently logged in or selected by SuperAdmin on Users – SuperAdmin – Select Funding Source screen.

This window would only ever be displayed for a Funding Source with associated Templates.

Select Template to include

Mandatory

Lists those ‘active’ templates that are associated to the displayed Funding Source and not already in the Templates grid for this user.

3.9.4.4 CCV Admin – Select Template to Include in Grid Buttons

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

Button	Functionality
Done	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 Templates grid that had been displayed on the CCV Admin – Admin User Details Page; otherwise, it was opened in Edit mode and the changes will be applied to the selected Template entry and saved to the database. Returns to the CCV Admin – Admin User Details Page refreshing the display of the screen.
Cancel	Returns to the CCV Admin – Admin User Details Page without saving any data entered on the current page.
?	Displays the help for the selected entry.

3.10 CCV Admin – PIN Menu Item

This screen is opened when the Admin user (Agency or Program Admin or a SuperAdmin) selects the PIN menu item.

The figure below illustrates the window navigation flow through the CCV Admin – PIN menu.

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

3.10.1 CCV Admin - PIN Validation - Search and Validate Page

3.10.1.1 CCV Admin - PIN Validation - Search and Validate Overview

The top portion of this screen contains the search criteria fields, which, if filled, will be used to populate the search results (Users) grid in the lower portion of the screen with all users that match the search criteria and who do not have PIN Status = ‘Valid’. If the user presses the Validate button beside a user, it will force the user’s PIN status for that agency to be ‘valid’.

Note: If the search returns over 200 results, only the first 200 will be returned, along with an error message requesting them to re-enter their criteria to refine the search.

3.10.1.2 CCV Admin - PIN Validation - Search and Validate Window

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

3.10.1.3 CCV Admin - PIN Validation - Search and Validate Validation

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

Field	Validation Rules
Agency	For a SuperAdmin, will be enabled and display list of acronyms for all ‘Active’ agencies that require PIN validation (i.e. that have PIN Validation Required = ‘Yes’). For a non-SuperAdmin, will be disabled and defaulted to the agency this Admin user is associated to. Optional for a SuperAdmin
First Name	Optional
Family Name	Optional
PIN	Optional
Users	Hidden upon first entry to the screen or after Reset button is pressed. Displayed only after Search button has been pressed. Displays all PINs entered by users that have not yet been validated (i.e. do not have PIN Status = ‘Valid’). Sorted alphabetically by Family Name.
First Name	Display only of First Name of User.
Last Name	Display only of Last Name of User.
Agency	Display only of English Agency Acronym if on English screen, and French Agency Acronym if on French screen.
PIN	Display only of PIN for the User for the agency.
Errors	Display only of icon in the event of a validation error for the associated grid entry.

3.10.1.4 CCV Admin - PIN Validation - Search and Validate Buttons

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

Button	Functionality
Search button	Performs the search to populate the search results (Users) grid with all users that match the search criteria and who do not have PIN Status = ‘Valid’. 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, along with error message requesting them to re-enter their criteria to refine the search.
Reset button	Resets the search criteria fields to their default values and empties and hides the search results (Users) grid.
Validate icon for each entry in Users grid	Displays a confirmation screen with ‘Yes’ and ‘No’ options: If ‘No’ is selected: · Redisplays this screen; Otherwise, if ‘Yes’ is selected: · Sets the PIN’s Status to ‘Valid’ for the selected user and saves update to database; · Writes record to audit file; · Redisplays this screen.
?	Displays help for the selected entry.

3.11 CCV Admin – Statistics Menu Item

This Menu item is accessible to Agency or Program Administrators or to SuperAdmins. It contains 2 sub-menu items: System and Usage. The System sub-menu item will only be displayed and enabled for a SuperAdmin; it will be hidden for a non-SuperAdmin; whereas the Usage sub-menu item will be displayed and enabled for a SuperAdmin, Program Admin or Agency Admin.

3.11.1 CCV Admin – Statistics – System Page

3.11.1.1 CCV Admin – Statistics – System Overview

This screen is used to display system statistic information such as the number of PDFs generated or number of Registrations within a date range or a listing of those users who have not accessed the application since a certain date. The user may enter the Date Range - From and To Date/Times or the User non-access since date before pressing the Search button, depending upon which information is desired.

Note: When the user presses Search and the Since Date search parameter is used, if the search returns over 200 results to the Application non-access Users grid, only the first 200 will be returned, along with a message requesting them to re-enter their criteria to refine the search.

3.11.1.2 CCV Admin – Statistics - System Window

Figure 3-62 CCV Admin – Statistics - System Window

3.11.1.3 CCV Admin – Statistics – System Validation

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

Field	Validation Rules
Number of Registered users	Display only of calculated number of registered CCV users (i.e. researchers) in the application
Date Range - From	N/A
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. Must be a valid date that is <= current date. If Date Range – To Date/Time has been entered, Date Range - From Date/Time must be entered and it must be <= Date Range – To Date/Time.
From Time	If From Date was entered, but no time entered, sets time to 00:00 AM
Date Range - To	N/A
To 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. Date must be a valid date. If Date Range – From Date has been entered, the Date Range - To Date must be entered and it must be >= Date Range – From Date.
To Time	If To Date was entered, but no time entered, sets time to 11:59 PM.
User non-access since	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. Date must be a valid date <= current date.
# PDF’s generated within date range	Empty until search is performed. Display only calculated number of PDF’s that were generated with generated date > or = Date Range – From Date and < or = Date Range – To Date.
# Registrations within date range	Empty until search is performed. Display only calculated number of registrations (i.e. newly registered Application users) with created date > or = Date Range – From Date and < or = Date Range – To Date.
Application non-access Users	Empty until search is performed. Lists all Application users (i.e. researchers) satisfying the search criteria (i.e. where last login date < User non-access since date entered).
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 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.

3.11.1.4 CCV Admin – Statistics – System Buttons

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

Button	Functionality
Search button	Validates the data entered: If at least one validation fails, · Displays the appropriate message(s). Otherwise: · If date/times have been entered in the Date Range – From Date/Time and Date Range – To Date/Time fields: Calculates and displays the number of PDF’s that were generated with generated date > or = Date Range – From Date/Time and < or = Date Range – To Date/Time; Calculates and displays the number of Users registered with created date > or = Date Range – From Date/Time and < or = Date Range – To Date/Time; · If there is a date in the User non-access since field: Performs the search to populate the search results (Application non-access Users) grid with all users whose last login date < or = the User non-access since date; 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, along with a message requesting them to re-enter their criteria to refine the search.
Reset button	Resets the search criteria fields to their default values and empties and empties the search results (Application non-access Users) grid.
?	Displays the help for the selected entry.

3.11.2 CCV Admin – Statistics – Usage Page

3.11.2.1 CCV Admin – Statistics – Usage Overview

This screen is used to display the usage statistics such as the Number of CVs submitted, automatically transferred or manually downloaded within a date range. The user may enter the From and To Dates before pressing the Search button.

3.11.2.2 CCV Admin – Statistics - Usage Window

Figure 3-63 CCV Admin – Statistics - Usage Window

3.11.2.3 CCV Admin – Statistics – Usage Validation

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

Field	Validation Rules
Funding Source	For a SuperAdmin: Enabled list of English or French acronyms of all funding sources, depending on the language of the UI, as well as a null option. For an Agency or Program Admin: Disabled and defaulted to English or French Acronym (depending on language of UI) for funding source associated to non-SuperAdmin user. Optional for a SuperAdmin. If the Funding Source is null, the calculations will be based on count of total number of submissions (i.e. with no double count. The count for Number of CV’s automatically transferred, as well as the count for Number of CV’s manually downloaded, have a double-count for those submitted through a Program – i.e. they are included in the count for the program as well as the count for the agency).
CV Type	Optional For a SuperAdmin: List of CV Types (templates) for all funding sources. For a non-SuperAdmin: List of all CV Types for the connected user’s funding source.
From Date	Optional but if To Date was entered, From Date must be entered and From Date/Time must be <= To Date/Time. 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. Must be a valid date.
From Time	Optional. Must be a valid time. If From Date was entered, but no time entered, sets time to 00:00 AM.
To Date	Optional but if From Date was entered, To Date must be entered and From Date/Time must be <= To Date/Time. 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. Must be a valid date.
To Time	Optional Must be a valid time. If To Date was entered, but no time entered, sets time to 11:59 PM.
Statistics	Empty until Search is performed. Lists calculated system statistics (Number of CV’s submitted, Number of CV’s automatically transferred, Number of CV’s manually downloaded).
Number of CV’s submitted	Display only of calculated number of Submission Requests satisfying the search criteria (Funding Source, CV Type, From Date/Time, To Date/Time). Note: For a Program, this is the number of CV’s submitted to the program (i.e. one submission, even if there are multiple agencies for the program); For an Agency, this is the number of CV’s submitted directly to that agency (i.e. excluding any CV’s submitted to the agency through a program).
Number of CV’s automatically transferred	Display only of calculated number of Submissions that were automatically transferred successfully (i.e. Submission status = ‘Transferred’, satisfying the search criteria (Funding Source, CV Type, From Date/Time, To Date/Time). Note: For a Program, this is the total of all CV’s automatically transferred for all agencies within the program, but only those submitted to those agencies through the program (i.e. funding CV’s submitted directly to the agencies are excluded) – successful automated transfers only. For an Agency, this is the total of all CV’s automatically transferred that were submitted directly to that agency as well as those submitted to that agency through a program – successful transfers only.
Number of CV’s manually downloaded	Display only of calculated number of Submissions that were manually downloaded (i.e. Submission status = ‘Downloaded by Agency’, satisfying the search criteria (Funding Source, CV Type, From Date/Time, To Date/Time). Note: For a Program, this is the total of all downloads to all agencies within that program, but only those submitted to those agencies through the program (i.e. funding CV’s submitted directly to the agencies are excluded). For an Agency, this is the total of all CV’s downloaded that were submitted directly to that agency, as well as those submitted through a program to that agency.

3.11.2.4 CCV Admin – Statistics – Usage Buttons

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

Button	Functionality
Search button	Validates the entered data: If at least one validation fails: · Displays the appropriate message(s); Otherwise, if no validation failures: · Performs the search to calculate and display the entries in the Statistics grid. · 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, along with message requesting them to re-enter their criteria to refine the search.
Reset button	Resets the search criteria fields to their default values.
?	Displays the help for the selected entry.

3.12 CCV Admin – Message Menu Item

This menu item is only accessible by a SuperAdmin to allow them to manage the system messages that are displayed on the CCV Reviewer’s Welcome screen.

3.12.1 CCV Admin – Message List Page

3.12.1.1 CCV Admin – Message List Overview

This screen is displayed when a SuperAdmin selects the Messages menu item. It allows the SuperAdmin to view, add, modify and delete messages that could appear on the System Message region of the Common CV Welcome Page.

3.12.1.2 CCV Admin – Message List Window

Figure 3-64 CCV Admin – Message List Window

3.12.1.3 CCV Admin – Message List Validation

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

Field	Validation Rules
Message List	Lists all system messages that could appear in the System Messages area of the CCV application Welcome Page. Ordered in descending order of Valid From dates.
Priority	Display only
Status	Display only
Valid From	Display only
Valid To	Display only
English Title	Display only
French Title	Display only
Errors	Display only of icon in the event of a validation error for the associated grid entry.

3.12.1.4 CCV Admin – Message List Buttons

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

Button	Functionality
Add	Displays the Message Detail page in Add mode.
Edit	Displays the Message Detail page in Edit mode.
Delete	Displays a confirmation screen with ‘Yes’ and ‘No’ options: If ‘Yes’ is selected: · Deletes the selected message from the database; and redisplays this screen; Otherwise: · Redisplays this screen.

3.12.2 CCV Admin – Message Details Page

3.12.2.1 CCV Admin – Message Details Overview

This screen is displayed when a user selects the Add or Edit button for the Message List grid on the CCV Admin – Message List window.

Note: A message will only be displayed on the System Message region of the Common CV Welcome Page if it is ‘Active’ (i.e. it is enabled and the current date is between or equal to the Start and End Dates. A blank start date is invalid, but a blank end date means there is no end date set, so a message is also active if the end date is empty and the message is enabled and the current date is greater than or equal to the start date).

3.12.2.2 CCV Admin – Message Details Window

Figure 3-65 CCV Admin – Message Details Window

3.12.2.3 CCV Admin – Message Details Validation

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

Field	Validation Rules
Status	Display only If the Status of the Message is ‘Enabled’, and the current date is within the Valid From and Valid To dates, then it will be displayed in the Messages area of the CCV application Welcome screen.
Priority	Mandatory
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, but if no date selected, sets Valid From Date to current date. Must be a valid date. Time: If entered, must be a valid time. If no time entered, sets Valid From Time to 00:00 am.
Valid To	Optional. 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. If entered, must be a valid date. Time: If entered, must be a valid time. If Valid To Date is entered, but Valid To time is empty, sets Valid To Time to 11:59 pm Note: If entered, Valid To Date/Time must be >= Valid From Date/Time.
English Title	Mandatory.
French Title	Mandatory.
English Text	Mandatory.
French Text	Mandatory.
Errors	Display only of icon in the event of a validation error for the associated grid entry.

3.12.2.4 CCV Admin – Message Details Buttons

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

Button	Functionality
Done	If the screen is in Add mode and no changes have yet been made and/or saved to the database: · Cancels out of this screen without saving anything to the database; and returns to and displays the CCV Admin – Message List page with the data refreshed. Otherwise, if the screen is either in Edit mode, or if it is in Add mode but changes have been made on the screen or saved to the database: · Saves the data entered on the current page to the database. If the screen was opened in Add mode, the new instance will be saved to the database; otherwise the changes entered will be saved to the database; · If the Message’s Status = ‘Enabled’, performs the validation and if at least one validation fails, sets the Message’s Status to ‘Disabled’ and saves change to database; otherwise status remains as it was; · Returns to the CCV Admin – Message List page, refreshing the display.
Disable	Only displayed and enabled if Status of Message is ‘Enabled’. 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 Messages grid that had been displayed on the Message List page; otherwise, it was opened in Edit mode and the changes will be applied to the selected Message and saved to the database. Changes Status of Message to ‘Disabled’ and redisplays this screen.
Enable	Only displayed and enabled if Status of Message is ‘Disabled’. 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 Messages grid that had been displayed on the Message List page; otherwise, it was opened in Edit mode and the changes will be applied to the selected Message and saved to the database. Validates the entered data: If at least one validation fails, · Redisplays this screen with message displayed at top of screen ‘Cannot enable due to validation errors’; Otherwise, If validation rules are successful: · Changes Status of Message to ‘Enabled’ and 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 the help for the selected entry.

3.13 CCV Admin – Home Menu Item

This menu item is accessible by any Admin to allow them to access the Login screen.

3.13.1 CCV Admin – Select Language Page

3.13.1.1 CCV Admin – Select Language Overview

This screen is displayed when a SuperAdmin accesses the CCV application. It allows them to select the language of the User Interface (UI) before proceeding to the CCV Splash page.

3.13.1.2 CCV Admin – Select Language Window

Figure 3-66 CCV Admin – Select Language Window

3.13.1.3 CCV Admin – Select Language Validation

Table 3-106 Fields for CCV Admin – Select Language screen

Field	Validation Rules
Canadian Common CV Admin	Display only of picture for Canadian Common CV Admin application

3.13.1.4 CCV Admin – Select Language Buttons

Table 3-107 Buttons for CCV Admin – Select Language screen

Button	Functionality
English	Sets language of UI to English and performs displays CCV Admin Splash screen in English
Francais	Sets language of UI to French and performs displays CCV Admin Splash screen in French
Important Notices	Displays an English screen listing all important notices.
Avis Importants	Displays a French screen listing all important notices.

3.13.2 CCV Admin – Splash Page

3.13.2.1 CCV Admin – Splash Overview

This screen is displayed when a user selects either the English or the Francais button on the CCV Admin – Select Language window, or if the user selects the Home menu item.

3.13.2.2 CCV Admin – Splash Window

Figure 3-67 CCV Admin – Splash Window

3.13.2.3 CCV Admin – Splash Validation

Table 3-108 Fields for CCV Admin – Splash screen

Field	Validation Rules
Canadian Common CV Admin splash text	Display only of splash text in French or English (depending on language of UI) for Canadian Common CV Admin application

3.13.2.4 CCV Admin – Splash Buttons

Table 3-109 Buttons for CCV Admin – Splash screen

Button	Functionality
Important Notices	Displays an English screen listing all important notices.
Avis Importants	Displays a French screen listing all important notices.

2.0 Functionality Description - CCV Admin

2.2 Navigation Flow for CCV Admin tool

3.0 User Interface Details

3.1.1 CCV Admin – Contact Us Page

3.1.1.1 CCV Admin – Contact Us Overview

3.1.1.2 CCV Admin – Contact Us Window

3.1.1.3 CCV Admin – Contact Us Validation

3.1.1.4 CCV Admin – Contact Us Buttons

3.2 CCV Admin - Login Menu Item

3.2.1.1 CCV Administration Login Overview

3.2.1.2 CCV Administration Login Window

3.2.1.3 CCV Administration Login Validation

3.2.1.4 CCV Administration Login Buttons

3.3 CCV Admin - Welcome Menu Item

3.3.1 CCV Admin - Welcome Page

3.3.1.1 CCV Admin Welcome Overview

3.3.1.2 CCV Admin Welcome Window

3.3.1.3 CCV Admin Welcome Validation

3.3.1.4 CCV Admin Welcome Buttons

3.3.2.1 CCV Admin – Change Admin Password Overview

3.3.2.2 CCV Admin – Change Admin Password Window

3.3.2.3 CCV Admin – Change Admin Password Validation

3.3.2.4 CCV Admin – Change Admin Password Buttons

3.4.1.1 CCV Admin – Helpdesk Search / List Overview

3.4.1.2 CCV Admin – Helpdesk Search / List Window

3.4.1.3 CCV Admin – Helpdesk Search / List Validation

3.4.1.4 CCV Admin – Helpdesk Search / List Buttons

3.4.2.1 CCV Admin – Helpdesk Details Overview

3.4.2.2 CCV Admin – Helpdesk Details Window

3.4.2.3 CCV Admin – Helpdesk Details Validation

3.4.2.4 CCV Admin – Helpdesk Details Buttons

3.5.1.1 CCV Admin - Funding Source / Agencies Overview

3.5.1.2 CCV Admin - Funding Source / Agencies Window

3.5.1.3 CCV Admin - Funding Source / Agencies Validation

3.5.1.4 CCV Admin - Funding Source / Agencies Buttons

3.5.2.1 CCV Admin - Funding Source / Agency Details Overview

3.5.2.2 CCV Admin - Funding Source / Agency Details Window

3.5.2.3 CCV Admin - Funding Source / Agency Details Validation

3.5.2.4 CCV Admin - Funding Source / Agency Details Buttons

3.5.3.1 CCV Admin - Funding Source / Programs Overview

3.5.3.2 CCV admin - Funding Source / Programs Window

3.5.3.3 CCV Admin - Funding Source / Programs Validation

3.5.3.4 CCV Admin - Funding Source / Programs Buttons

3.5.4.1 3.5.4.2 CCV Admin - Funding Source / Program Details Validation

3.5.4.2 CCV Admin - Funding Source / Program Details Window

3.5.4.3 CCV Admin - Funding Source / Program Details Validation

3.5.4.4 CCV Admin - Funding Source / Program Details Buttons

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

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

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

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

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

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

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

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

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

3.6.2.2 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

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

3.6.3.1 CCV Admin – Templates - Add or Copy Template Overview

3.6.3.2 CCV Admin – Templates - Add or Copy Template Window

3.6.3.3 CCV Admin – Templates - Add or Copy Template Validation

3.6.3.4 CCV Admin – Templates - Add or Copy Template Buttons

3.6.4.1 CCV Admin – Templates - Select Template to Copy Overview

3.6.4.2 CCV Admin – Templates - Select Template to Copy Window

3.6.4.3 CCV Admin – Templates - Select Template to Copy Validation

3.6.4.4 CCV Admin – Templates - Select Template to Copy Buttons

3.6.5.1 CCV Admin – Template Details Overview

3.6.5.2 CCV Admin – Template Details Window

3.6.5.3 CCV Admin – Template Details Validation

3.6.5.4 CCV Admin – Template Details Buttons

3.6.6.1 CCV Admin – Template - Select Sections Overview

3.6.6.2 CCV Admin – Template - Select Sections Window

3.6.6.3 CCV Admin – Template - Select Sections Validation

3.6.6.4 CCV Admin – Template - Select Sections Buttons

3.6.7.1 CCV Admin – Template Section Details Overview

3.6.7.2 CCV Admin – Template Section Details Window

3.6.7.3 CCV Admin – Template Section Details Validation

3.6.7.4 CCV Admin – Template Section Details Buttons

3.6.8.1 CCV Admin – Template - Select Fields Overview