Create Study Group With Linked Entities¶

Tip

Study Groups group together multiple studies. This is useful as studies can "inherit" and use information from the group. Information inherited:

Timelines - all studies in the group can have and use the same timeline events
Linked Entities - a group of entities can be interested in a whole group of studies, so can be quickly linked to all

This tutorial details how to create a study group and assign its linked entities.

See this tutorial on Using Study Groups for study group uses.

Create Group¶

1. 👆 Navigate to Studies 👉 "Add New Study Group".¶

2. ✍ Fill in the name of the group and include a description.¶

Tip

More studies can be assigned to the group after it is created.

4. 👆 The tick boxes for "Link Entities" and "Link Shares Only" determines what entities are linked to the study group.¶

Entities can be automatically linked to the group upon study group creation (see the next tip for more details).
Entities can also be linked to the group after study creation, either automatically (steps 7-14) or manually (steps 15-20).

Tip

From the above screenshot; ticking "Link Entities" means that entities get automatically associated with this study group. Entities that get associated are:

Entities that are actively linked to any of the studies constituents and have a study related entity role ("Only Representative" or "Registrant")
(Optionally) Entity links that also have a relevant "Reason for Interest" - to use this option tick "Link Shares Only"

Having both options unticked means no entities will automatically link upon group creation. They can be linked automatically or linked manually after group creation if required.

5. 👆 Click "SAVE".¶

6. 🥳 The study group has been created.¶

Whether entities were automatically linked, depends on the checkbox options chosen in step 4.

Linking Entities After Study Creation¶

Automatically Link¶

7. 👆 Navigate to Costs 👉 Entities 👉 Click "EDIT".¶

8. 👆 Click "Add All Interested Entities".¶

Tip

Entities that get linked are:

Entities that are actively linked to any of the studies constituents and have a study related entity role (Only Representative or Registrant).

9. 👆 Untick the checkbox 👉 Click "Add".¶

10. 👆 Click "SAVE".¶

11. 🥳 Entities are linked.¶

Link Entities Based on their Reason for Interest¶

Tip

The entities that get linked are:

Entities that are actively linked with any of the studies constituents, have a study related entity role and have the relevant "Reason for Interest" assigned.

12. 👆 Ensure that the checkbox is ticked 👉 Click "Add".¶

13. 👆 Click "SAVE".¶

14. 🥳 Entities are automatically linked.¶

Tip

See that the entities linked in the above step are only those with the relevant "Reason for Interest" to "meet" any of the study purposes from studies in this group (purposes highlighted below).
To "meet" the purpose means the following:

For NON-EU REACH:

The entity link's "Reason for Interest" must match the study's "Purpose".

For EU REACH:

The entity link's "Reason for Interest" must match the study's "Purpose". Or the Annex Number in the "Reason for Interest" must be the same or higher than the Annex Number in the study's "Purpose".

Create Study Group With Linked Entities¶