To edit the general information, update any of the following fields:

The required fields are noted with an asterisk (*).

Primary Project*: The primary project that the Study/Analysis is associated with. It is read-only.

Primary Contract*: The primary contract that the Study/Analysis is associated with. It is read-only.

DSY ID*: The ID of the Study/Analysis. It is auto-generated by the system and not editable.

DSY Title*: The subject of the Study/Analysis. It does not have to be unique.

Type: Select a type for the Study/Analysis. Authorized users can add or delete a type in Dropdown List Management.

Status: Select a status for the Study/Analysis. Authorized users can add or delete a customized status in Dropdown List Management.

Priority: Select an urgency level for the Study/Analysis from one of the following three options: High, Medium, Low. By default is Medium.

Date Reported*: The date when the Study/Analysis is reported.

Deadline: The deadline when the Study/Analysis should be resolved.

Description: The description of the Study/Analysis.

Date Resolved: The date when the Study/Analysis is resolved.

Resolution: The resolution of the Study/Analysis.

Click the Save & Continue button to save the changes and continue editing at the same page. The page will refresh and display the updated data.

Click the Delete button to delete the Study/Analysis. The Status will be triggered to Deleted and you cannot view this Study/Analysis on the Browse Studies/Analyses page.

Click the Cancel button to abort the current operation. The system will go to the Browse Studies/Analyses page.

Click the View Audit Trail button to view the change history of the current Study/Analysis. The system will open the Browse Audit Trail Details page in a new window.

Click the Print button to open the Generate Dynamic Document page where you can print the current Study/Analysis in Word or PDF format.

Click the Notify button to notify people about the Study/Analysis information. The system will then go to the Send Notification page.

Click the Submit button to trigger the workflow if a Study/Analysis workflow has been defined and set to Active.

You can add and edit related information of the current Study/Analysis. Each subsection is collapsible. You can collapse or expand the contents of the subsection by clicking or beside the section title. By default, all subsections are expanded.

Submitted By

Submitted By is the person(s) submitting the Study/Analysis. It ties to system Resources.

A brief summary of each Submitted By resource displays in the table. The summary includes Resource ID, Resource Name, Resource Type, Department, Associated User ID, Vendor Name, and Status (these data columns are configurable by Dynamic View). You may sort the records by clicking the linked column header.

You can view the detailed information of a resource by clicking . The system will open the Resource Management page of the resource in a new window.

You can associate resource(s) as Submitted By with the current Study/Analysis by clicking . The system will pop up a window for selecting resource(s), listing all Active, Labor type resources in the system except those that are already associated with the current Study/Analysis as Submitted By. Note: If the user who added the Study/Analysis is an existing resource, the system will default this resource as Submitted by.

You can disassociate resource(s) as Submitted By from the current Study/Analysis by selecting the resource(s) and clicking .

Assigned To

Assigned To is the person(s) designated to resolve the Study/Analysis. It ties to system Resources.

A brief summary of each Assigned To resource displays in the table. The summary includes Resource ID, Resource Name, Resource Type, Department, Associated User ID, Vendor Name, and Status (these data columns are configurable by Dynamic View). You may sort the records by clicking the linked column header.

You can view the detailed information of a resource by clicking . The system will open the Resource Management page of the resource in a new window.

You can associate resource(s) as Assigned To with the current Study/Analysis by clicking . The system will pop up a window for selecting resource(s), listing all Active, Labor type resources in the system except those that are already associated with the current Study/Analysis as Assigned To.

You can disassociate resource(s) as Assigned To from the current Study/Analysis by selecting the resource(s) and clicking .

Resolved By

Resolved By is the person(s) resolving the Study/Analysis. It ties to system Resources.

A brief summary of each Resolved By resource displays in the table. The summary includes Resource ID, Resource Name, Resource Type, Department, Associated User ID, Vendor Name, and Status (these data columns are configurable by Dynamic View). You may sort the records by clicking the linked column header.

You can view the detailed information of a resource by clicking . The system will open the Resource Management page of the resource in a new window.

You can associate resource(s) as Resolved By with the current Study/Analysis by clicking . The system will pop up a window for selecting resource(s), listing all Active, Labor type resources in the system except those that are already associated with the current Study/Analysis as Resolved By.

You can disassociate resource(s) as Resolved By from the current Study/Analysis by selecting the resource(s) and clicking .

Projects

The project(s) associated with the current Study/Analysis display in the table. A brief summary of each related project includes Project ID, Project Name, Department, and Program Name (these data columns are configurable by Dynamic View). You may sort the records by clicking the linked column header.

You can view the detailed information of a project by clicking . The system will open the Project Management page of the project in a new window.

You can associate project(s) with the current Study/Analysis by clicking . The system will pop up a window for selecting project(s), listing all non-closeout projects in the system except those that are already associated with the current Study/Analysis.

You can disassociate project(s) with the current Study/Analysis by selecting the project(s) and clicking . The Primary Project cannot be disassociated.

Contracts

The contract(s) associated with the current Study/Analysis display in the table. A brief summary of each related contract includes Contract No., Contract Name, Type of Service, Contract Status, Signed Date, and Prime Contractor (these data columns are configurable by Dynamic View). You may sort the records by clicking the linked column header.

You can view the detailed information of a contract by clicking . The system will open the Contract Management page of the contract in a new window.

You can associate contract(s) with the current Study/Analysis by clicking . The system will pop up a window for selecting contract(s), listing all non-closed contracts in the system except those that are already associated with the current Study/Analysis.

You can disassociate contract(s) with the current Study/Analysis by selecting the contract(s) and clicking . The Primary Contract cannot be disassociated.

Documents

A brief summary of each associated document displays in the table. The summary includes Document ID, Document Name, Created By, Last Modified Time, Is Checked Out, Is Linked Document, Mark Up and Download. You can sort the files by clicking the linked column headers.  If there are too many records to display on one page, you can use the navigation control to view another page, or you may increase the number of records per page.

You can add an external document to the current study/analysis by clicking icon. The system will go to the Add Document page. Note that all new added documents by this method are non-linked documents(physical documents).

You can delete multiple documents in batch by clicking the Batch Delete icon at the upper left corner of the table. Note: Deleting linked document will delete the document shortcut from current entity record while the document and its attachment will be kept intact. They are still visible in Browse Documents page. But deleting actual document will delete the document and its attachment from the system.
 

You can download documents in batch into the local path by clicking the Batch Download icon at the upper left corner of the table.
 

You can redline the document by clicking the Markup icon , the system will then direct you to the Online Document Markup page in a new page.
 

You can create document(s) to the current study/analysis via copying from existing document(s) by clicking the Batch Copy Documents In icon. Create Documents by Copying from Existing Documents page will pop up as below.

  You can find the documents you want by specifying the search conditions and pressing the Search button.

  Select the documents to be copied and click the Save button. New documents will be created for the current study/analysis.

You can batch copy documents of the current study/analysis to another business entity record (as new documents)  by selecting the specific documents and then clicking the Batch Copy Documents Out icon . The system will lead to the page below. Fill in the required information and click the OK button.

You can create linked documents from existing documents in CIPAce to the current study/analysis by clicking the Create Linked Documents In icon at the upper left corner of the table. When clicking the Create Linked Documents In iconPage as below will pop up. Select documents in the table and click the Create Linked Documents Out icon, the documents will be successfully associated to the current study/analysis.

You can create linked documents to another entity record by clicking the Create Linked Documents Out icon at the upper left corner of the table.The system will lead to the page below. Fill in the required information and click the OK button. System will go back to Edit study/analysis page and the linked documents will successfully created to the root folder of the target entity records.

Project.Tasks

The Project.Task(s) associated with the current Study/Analysis are displayed in the table. A brief summary of each related Project.Task includes: Project, Task Name, Start Date, Finish Date and Percent Completed (these data columns are configurable by Dynamic View). You may sort the records by clicking the linked column header.

You can view the detailed information of a Project.Task by clicking . The system will open the Manage Schedule page of the Project in a new window.

You can associate Project.Task(s) with the current Study/Analysis by clicking . The system will pop up a window for selecting Project.Task(s), listing all Project.Tasks in the system except those that are already associated with the current Study/Analysis.

You can disassociate Project.Task(s) with the current Study/Analysis by selecting the Project.Task(s) and clicking .

Contract.Tasks

The Contract.Task(s) associated with the current Study/Analysis are displayed in the table. A brief summary of each related Contract.Task includes: Contract, Task Name, Start Date, Finish Date and Percent Completed (these data columns are configurable by Dynamic View). You may sort the records by clicking the linked column header.

You can view the detailed information of a Contract.Task by clicking . The system will open the Manage Schedule page of the Contract in a new window.

You can associate Contract.Task(s) with the current Study/Analysis by clicking . The system will pop up a window for selecting Contract.Task(s), listing all Contract.Tasks in the system except those that are already associated with the current Study/Analysis.

You can disassociate Contract.Task(s) with the current Study/Analysis by selecting the Contract.Task(s) and clicking .