Get Started with Calyx RIM

Icons Reference

Calyx RIM icons enable you to quickly identify functions and actions that you can perform in the system.

The following command and status icons are used on the Calyx RIM interface.

Icon Name Purpose
Add Approved Add an entity to the Approved Status view.
Add Folder Add a folder in an assembly.
Add Group Create virtual groups to use within workflows.
Add Leaf Add a Leaf in an assembly.
Add Placeholder Add a document placeholder in an assembly.
Advanced Assembly Tree Search Settings Opens the Search window for advanced filtering of an assembly tree.
Apply Binding to All Children Apply binding rules to all children of the selected assembly node.
Assign Document Assign a document within an assembly when an element is selected.
Assign Related Documents Assign related documents to the selected Document.
Associate/Disassociate Associate/Disassociate an entity with another entity or add a PDS detail. Associate or disassociate Products on the Events entity. Also used to assign a document within an assembly (using the right-click options).
Associate Workflow Associate workflows to entities.
Associate Workflow to Events or Sequences Associate workflows to events or sequences.
Bulk Update Events

Bulk Update Sequences

Modify the attributes of multiple events, or sequences, associated with a project. Use the icon tooltip on the Project Attributes page.
Calculate Projected Dates Open a page for recalculating projected dates based on a selected pivot status.
Calendar Open a calendar tool for setting a date.
Cannot Delete Due to Data Dependencies (Status icon) Indicates that the entity cannot be deleted because of the related data.
Change Type Open a dialog box for changing an element type.
Claim Claim activities.
Clear Filter Deletes the search criteria entered in the search field.
Close/Cancel Cancel or close an operation, generally without saving changes.

Collapse Collapse a tree node to hide child nodes.

On the Home page, collapse the I Want To Go To or the I Am Looking To pane.

Convert to Reference Leaf Converts the selected leaf to a reference leaf.
Copy Create a copy of a selected entity.
Copy URL Copy a URL to an operating system clipboard.
Cover Page Indicates where a cover page has been inserted for an element in the assembly tree.
Create Open a page for creating a new entity.
Create Missing Renditions and Extractions Starts the process of creating missing renditions and extractions.
Create New (Home Page) Provides access to wizards developed for ease of use in performing create actions.
Create Product Registration Open the Create Product Registrations wizard.
Create Publishing Settings Library Template; Insert Volume Open a page for creating a new Publishing Settings Library Template (PLT). Insert new volume to the assembly.
Create Reference Open the Create Reference page for adding a reference to an entity, such as a document file or a URL to a Web site.
Create Sequence Open the Create Sequence page for associating a new sequence with an entity such as a project or event.
Create Role Open the Create Role wizard for creating a new user role for system security.
Create Version Create a version of a template or assembly.
Delete; Delete All Volumes Delete or remove an entity.
Delete (Withdraw) Mark the selected leaf in the assembly as deleted.
Delete Delete a workflow.
Demote Demote the selected item in the list hierarchy.
Duplicate Leaf

Append Leaf

Make a duplicate copy of the selected leaf.

Make an appended leaf as a child node of a selected leaf.

Duplicate Folder Make a duplicate copy of the selected folder.
Edit/Modify Open a window for editing/modifying an entity.
Edit Document Bookmarks Edit the extracted bookmarks of the selected document.
Edit Document Links Edit the hyperlinks of the selected document.
Edit icon not available (Status icon) Indicates read-only status.
Publishing Setting Library View or modify Publishing Settings.
Entity History Query Opens the search window to track the entities modifications.

Expand Expand a tree node to show child nodes.

On the Home page, expand the I Want To Go To or the I Am Looking To pane.

Expand Range Expand a TOC or navigation tree to view all elements.
Export Assembly Opens a dialog box for exporting an assembly outside of the system in another format, such as a spreadsheet or XML file.
Export to Microsoft Excel Export data in spreadsheet format.
Export Published Output Distribute published output as a rendition of a virtual document or a file system document.
Favorite Reports (Home Page) The Favorite Reports lists the reports that you saved as favorites, from within the  Calyx RIM for Analytics portal.
Favorites (Home Page)

Add to/Remove from Favorites

Opens the list view of entities that you frequently use.

Add or remove the entity to or from Favorites.

Filter for Link Inspector Apply filter criteria to Link Inspector query results.
Find and Replace Find and replace specific text within an assembly structure (SPT license required).
Find Reference Leaf Elements Lists all reference leafs referencing the selected leaf.
Find Reference Leaf Targets Opens the search results page for the reference leaf targets.
Folder closed (Status icon) Indicates that the contents of a folder are not shown or the folder is closed.
Folder open (Status icon) Indicates that the contents of a folder can be shown and the folder is open.
Force New Renditions and Extractions Create renditions and extractions, overwrite all existing renditions and extractions.
Generate Generate a file or a TOC.
Generate Tab Review File Generates the assembly tabs in a PDF file.
Help Open the online help documentation.
Hide Close an expanded area to hide details.
Import Assembly Wizard Start the wizard to import an assembly.
Import from eCTD Open the Import to eCTD Application window.
Inline Edit or Modify Change attributes or settings.
Inline Hide Close an expanded area to hide the attributes.
Inline Required (Status icon) Indicates that there are fields that need to be filled.
Inline Show Expand the collapsed area to show the attributes.
Inline Warning (Status icon) Indicates that errors occurred during the work.
Insert Page Marker An assembly element used to mark a specific page in a document. Most often used to indicate where a volume break may occur. You can also use page markers to insert TOCs, tab sheets, and other publishing effects in a document.
Insert Volume Insert a volume in an assembly.
Leaf Leaf node in an assembly.
Leaf Update Update the list of document assemblies for projects.
Lifecycle Add an assembly to the lifecycle.
Link Applicability Change where a link is applicable (for example, globally to each occurrence of the link pair in any assembly or for this application only.
Link Output Channel Change link properties to activate or deactivate output channels.
Link Profile Change link properties to change settings for each link.
Lock Lock an entity, saving the existing settings and preventing further changes unless the entity is subsequently unlocked.
Locked (Status icon) Appears next to Calyx RIM attributes that are mapped to their DMS repository or file system attributes.
Mark Activity as Complete Mark an activity assigned to you as complete.
Mass Update Properties Update the properties of multiple folders, leafs, reference leafs, documents, and/or placeholders within an assembly (SPT license required).
Mass Insert/Update Publishing Elements Insert, modify, or delete multiple publishing elements (TOCs, tab sheets, cover pages, or slip sheets) for a specific range within an assembly.
Maximize On the Home page, maximize the size of the I Want To Go To or the I Am Looking To pane.
Metadata Library Opens the View Metadata Library page.
Minimize On the Home page, return the size of the I Want To Go To or the I Am Looking To pane to the default view after it has been maximized.
Modify TOC Tree Display entries in the selected TOC for modification.
Move Down Move the selected item down in the list.
Move Task Open the Move Task wizard to move a task from any entity to an event.
Move Up Move the selected item up in the list.
My Activities Displays all active activities currently assigned to a current user.
My Reports (Home Page) The My Reports list allows users to see the Reports from the My Content folder, found within the Calyx RIM for Analytics Portal.
Create Notification Use the Create Notification wizard for to create e-mail notifications for specific triggering events.
Page Marker An assembly element used to mark a specific page in a document; can indicate where a volume break may occur, or to insert other publishing elements such as TOCs, tab sheets, and other publishing effects in a document.
Pane Expand Cursor indicator used to expand a pane in the user interface.
Pause Until Stop workflows until a specified date.
Pause Temporarily stop workflows that are started.
Placeholder; Unassigned Document Indicates a document placeholder in an assembly. This icon also replaces the usual document icon when you unassign a document.
Prepare Documents for Linking Prepares documents for use in linking tools.
Publish Request Choose a submission output location and document type, specify whether to create renditions automatically, and what to publish.
Promote Promote the selected item in the list hierarchy.
Publishing Readiness Query; Publishing Summary Query; Prepare for Publishing The Publishing Readiness Query enables you to view your assembly metadata at a glance and find predicted errors and warnings that may occur at publishing time if an issue is not remedied.

The Publishing Summary Query displays each component in the assembly, its types and sub-types, and indicates whether a leaf has at least one child document and whether the leaf has any overridden attributes with renditions.

Prepare to Publishing opens the webpage dialog box to prepare the assembly element for publishing.

QC Failed Assign the QC Failed status to a PDS detail to indicate that it failed a check to verify that it is correct.
QC Passed Assign the QC Passed status to a PDS detail to indicate that it passed a check to verify that it is correct.
Recently Viewed Opens the list view of the entities that you have viewed when logged on.
Reference Leaf Appears before a reference leaf in an assembly tree.
Reference Location Specify a different location for the assembly reference location.
Refresh; Refresh Tree Update a navigation tree to show recent changes.
DMS Synchronization Synchronizes all child documents of the selected node to the associated DMS.
Recalculate Checksums Recalculate checksums for content that has been changed post publishing.
Reset Sort Clears the previously set sorting.
Reorder; Reorder Child Leafs Specify the order of nodes in a hierarchy (such as the relationship and order of child nodes to parent nodes).
Remove Approved Removes an event from the Approved status view.
Remove from Alert Center Removes a Task Alert or a System Alert from the Alert Center.
Replace Leaf In the working assembly replace the selected leaf, already existed in the assembly.
Report Generate an Entity History Query for an event.
Reset TOC Content Remove unsaved TOC changes.
Resume Resume workflows that are paused.
Revert Revert the selected leaf to the previous lifecycle operation.
Run Link Inspector The Link Inspector query enables you to view the status of all hyperlinks and cross references, and make any necessary changes prior to publishing.
Save Baseline Create a baseline of the Assembly at a specific point in time, allowing users to track changes to its structure and content from that point onwards.
Search Starts the search according to the entered search criteria.
Search Person Search for a user within the system.
Select Select a row in a table.
Select Analytics Tree On the Home page, displays the reporting trees.
Select Entity List On the Home page, display the list of entities that you have permission to view.
Select Trees On the Home page, Select Trees provides the option to select the Product Family, Countries, or Regulatory Intelligence trees.
Set Binding Change the binding rule for documents that are currently assigned to the assembly.
Set Filter Open a dialog box for creating or changing filters that are used to focus the results listed on tabbed pages or further focus results from certain queries.
Set Target Change the location of the target document to a leaf or bookmark.
Show Expand a closed area to reveal additional details.
Slip Sheet Indicates where a slip sheet has been inserted for an element in the assembly tree.
Submission Readiness Report For each module in an assembly, the Submission Readiness report shows the number and percentage of documents that fall into each of ten categories. Each category is related to a document assignment status, approval status if assigned, due date of the parent leaf, and whether a document is in Documentum.
Start Start the time tracking for an activity.
Stop Stop the time tracking for an activity.
Start Workflow Start client-specific workflows that are not associated to any entities.
Tab Indicates where a tab sheet has been inserted for an element in the assembly tree.
Text Area (Expand) Expand a hidden area on the screen.
Text Area (Shrink) Hide an area shown on the screen.
TOC Indicate where a table of contents (TOC) has been inserted in an assembly tree.
Transfer Assign an activity to a specific user, or set claim rules to users or user groups for claiming activities.
Unassign; Unassign Document Remove a placeholder assignment. Remove the link to a document from the assembly tree.
Unclaim Release an activity from a claimed state to make it available to other users to claim.
Unlock Release an entity from a locked state.
Update (Home Page) Provides access to wizards developed for ease of use in performing update actions.
Update Overlay Settings Update the overlays used for documents, TOCs, and/or cover pages for a specific range within an assembly.
Update Status Change the status.
User Group Open the Add User/Group wizard for creating a new user group for system security.
View Baseline Differences Enables changes to its structure and content to be viewed from the time of the baseline creation (Save Baseline must be run first).
View Activities List Displays all activities associated to a selected section and all its sub-sections.
View Document List The Document List query provides a view of the placeholders and assigned documents associated with an assembly structure.
View Lifecycle History Lifecycle History provides a view of the lifecycle history of the selected leaf.
View File Preview an assigned file or document.
View Tab View an example of the selected tab sheet attributes.
View Tab Review File Opens the PDF file with the generated tab review.
View Where Used Query Determine where a document is used across applications, countries, products, versions, and assemblies.
Volumize Generate volumes within an assembly structure based on the volume settings within the associated Publishing Settings Library.
Withdraw Remove or delete a pending detail.
Workflow Admin Open the Workflow Admin page for managing the workflow users and groups.
Workflow Diagram From Workflow view, highlights all currently active activities in the diagram. From Activity view, highlights only the current selected activity in the diagram.