Before you create individual project fields, you define the basic parameters for your project in this step – such as name, context, visibility, user rights and technical options. These settings determine where and how your project is displayed and used in the MEDEORA software. They form the basis for the subsequent structure and functionality of your input screen.

Center:
Select the organization for which the project should be visible. If you do not specify an organization, the input mask is displayed by default to all organizations stored in the software.

Context:
Define where in the software the project is integrated – for example in the master data, under projects/studies, for samples or in the electronic lab notebook (ELN).

Project code:
Assign a unique identifier for the project.
Important: Do not change any existing codes, as these may be used by the application’s internal logic. Do not use hyphens – use **underscores (_) ** instead.

Project name:
Give the project a descriptive name, which is displayed on the left-hand side in the “Project” tab.

Description:
Enter a short description or helpful hints. These are displayed to users when they click on the “?” symbol in the input mask.

Sort value:
Enter a number to define the display order.
Recommendation: Use larger number intervals (e.g. 10, 20, 30 instead of 1, 2, 3) to make it easier to adjust the order later.

Multiple entries per case / sample:
If activated, multiple entries can be entered per case or sample.
Note: With this option, the setting “Part of the case key” also appears in the field definition (see below).

Activate signing function:
Activates the 4-eyes check: entries must be confirmed by two independent persons.
You can obtain a detailed description by clicking on the “?” symbol next to this option.

Inactive:
The project is not displayed.

Locked for changes:
The project is still visible, but can no longer be edited.

Case type:
Controls the visibility of the project depending on the selected case type. This allows you to control which projects are displayed for which case type.

Project/study:
Specifies for which study the input form should be visible.

Minimum user role:
Determines the user role from which the project is visible.
Example: If “Guest” is selected, all users with the role “Guest” and all higher roles also see the project.

Once you have made all the settings, please click on “Save”. A new input screen for defining the project fields will then appear in the lower area. You can find out how to create and configure these fields in the next article.