Add Requirements

The “Add Requirements” button at the top of the grid allows the user to select requirements to be added. Additionally, the user can select the TMF container (Trial, Country, Site, Personnel) along with the one or more milestone container (Startup, Conduct, Close/Close-out) where they will be added. If the user selects Country Documents Container, the system will prompt for the country or countries.

While the user can still add requirements as defined in “Add Requirements to Container”, The “Add Requirement(s)” button at the top of the grid allows the user to add the requirement to multiple containers.

To add requirements at the grid level, the user would:

  1. Click on the “Add Requirement(s)” button.
  2. Expand the TMF tree to locate and select the requirement(s).
  3. Click on the check box for the selected requirement(s).
  4. Click on the “Next Step” button.


  5. Click on the check box to select a Milestone in one of the TMF containers.
  6. Click on the “Next Step” button.


  7. If the TMF container selected was Country, select the Country or Countries.

    The system enables the “Submit” button.

  8. Click on the “Submit” button.
Tip: If the TMF container selected is Sites, the user will be prompted to confirm if the document is to be used for IP Greenlight and to select the country or countries.