Calyx RIM Publisher

Create Submission Plan Wizard

The Create Submission Plan wizard guides you through the process to create a submission plan and associate entities such as applications, events, and sequences to the submission plan. To use the Create Submission Plan wizard, you must have appropriate privileges from your application security administrator.

Using the Create Submission Plan wizard, you can:
  • Create submission plan
  • Associate existing applications to the submission plan
  • Create new events and associate them with the submission plans, or associate existing events to the submission plan
  • Create new sequences and associate them with the submission plans, or associate existing sequences to the submission plan

To create submission plan using the wizard:
  1. On the home page, click Wizard > Create Submission Plan.
  2. On the Submission Plan Creation page, enter the attribute values for the submission plan and click Next.
    The application page appears.
    • For description of the submission plan attributes, see the topic Submission Plan Attributes.
  3. Do one of the following:
    • To search for the application to associate, enter the relevant details in the respective fields (for description of the attributes in the Search for Applications to Associate page, see the topic Associating Applications to Submission Plans. Click Next.
    • Click Next to view the list of existing US applications that have the application type selected for the submission plan.
  4. Select the application and click Next.
  5. On the confirmation page, click Next.
    The Confirmation pages appear during the execution of the wizard that indicate entities are being created, even though the wizard is still in progress. If the wizard prematurely terminates after a confirmation screen is displayed, the entities created continue to exist in Calyx RIM.
  6. On the Summary page, to create or associate events and sequences, click Next and move to next step. Otherwise, click Finish to create the submission plan.
  7. Choose the applicable procedure in the table below to enter an electronic signature in wizards:
    Scenario Steps
    When electronic signature and SSO are enabled
    1. In the confirmation page, select a reason and enter comments for the reason.
    2. Click Next.
    3. Validate your identity by entering your user credentials in the dialog box.
    When electronic signature is enabled and SSO is disabled
    1. Select a reason and enter comments for the reason.
    2. Enter user ID and password and click Next.
  8. On the Create/Associate Events page, select an appropriate option and follow the wizard to associate new or existing events to the submission plan.
    For the description of the event attributes, see the topic Event Attributes.
  9. Choose the applicable procedure in the table below to enter an electronic signature in wizards:
    Scenario Steps
    When electronic signature and SSO are enabled
    1. In the confirmation page, select a reason and enter comments for the reason.
    2. Click Next.
    3. Validate your identity by entering your user credentials in the dialog box.
    When electronic signature is enabled and SSO is disabled
    1. Select a reason and enter comments for the reason.
    2. Enter user ID and password and click Next.
  10. On the Create/Associate Sequences page, select an appropriate option and follow the wizard to associate new or existing sequences to the submission plan.
    For the description of the sequence attributes, see the topic Sequence Attributes.
  11. Choose the applicable procedure in the table below to enter an electronic signature in wizards:
    Scenario Steps
    When electronic signature and SSO are enabled
    1. In the confirmation page, select a reason and enter comments for the reason.
    2. Click Next.
    3. Validate your identity by entering your user credentials in the dialog box.
    When electronic signature is enabled and SSO is disabled
    1. Select a reason and enter comments for the reason.
    2. Enter user ID and password and click Next.
  12. Click Finish.
    The submission plan is created.