This guide will show a new administrator how to set up Exprodo SDM quickly, getting it running with basic functionality.

Subject Data Types

Go to Admin->Biskit Bakery

 

Create the Biskit Types required for the subject data (see example Creating A New Basic Biskit Def).

Using the Bakery, inherit each required subject type from the Subject BiskitDef (see example Creating An Inheriting Biskit Def) and add in all the properties required to store the data (see example Adding Properties) . This may require making some Slave Biskit Defs (see example Creating a Master-Slave Biskit Relationship) if there is a lot of data to be stored for each subject as this will help organise the data.

 

Go to Admin->Layout Editor and use the Layout Editor to describe how the data will be displayed to the users.

•Press the Create button, select the BiskitDef  to create a layout for.

•Using the Add New and Add New Child create the organisation required for the Property Groups.

•Move properties from the BiskitDef Properties branch to the new Property Groups.

•Decide for each Property Group how their children Property Groups will be laid out and how the properties within the Property Group will be laid out.

See the Bakery and Layout Editor chapters.

Tasks and Sequences

Go to Admin->Sequence Editor

 

Using the Sequence Editor create the tasks that are required for each subject and from those tasks create the sequence of tasks that subjects will go through. When creating the sequences, define how the tasks relate to each other, i.e. is there a specific time period between two tasks or will the status of tasks change depending on each other.

•Click on Task and then press the Create button.

•Fill in the task information, add any sub tasks and then Save.

•Do this for a number of tasks.

•Once completed click on Sequence and then press the Create button.

•Fill in the sequence information.

•Add tasks to the Sequence.

•Once you have all the tasks required for the sequence go back and set up the follower relationships between the tasks.

•When finished Save the sequence.

See the Sequence Editor chapter.

Subjects

Go to Subject Editor

 

Using the Subject Editor create the subjects for the trial filling in any initial information that is required. For each subject:

1.Click on a subject and then press the Create button.

2.Fill in the subjects data including the sequence of tasks to be applied to the subject.

3.Once the sequence is named a list of events will appear.

4.Set up the dates and times for the events.

5.Once completed Save the subject.

See the Subject Editor chapter.

Users

Any new users should be told how to access Exprodo SDM, and told to use the Register New User button to make a user request.

 

If email is set up correctly, the administrator should get an email telling about each new user request. To approve a user, go to Admin->User Request. For each user to be approved:

 

1.Click on the Login Name.

2.Press the Edit button (in the lower menu) to go into edit mode.

3.Set Status to Normal.

See the The User Approval Process and The User Requests Page chapters.

 

To create users, go to User->Search, click on any current user and then use the Create button to create a new user.  At least one user should be set up with the Admin role. It is advisable to leave the initial Admin and Root users alone as this allows Exprodo Software access to Exprodo SDM in the event of any problems. For more help read the Modifying Users chapter.

Email Set Up

If Exprodo SDM is hosted by Exprodo Software, then email will already be configured. Otherwise, go to Admin->Global Preferences and configure the email tab as described in Global Preferences Email chapter.

Next Steps

Now start adding events to the Events Calendar, and set up other functionality such as Permissions, user Types and Groups, and Workflows.

If there are any questions, please email support@exprodo.com