Calyx RIM for Registrations

Use the Create Application Wizard

You can use the Create Application wizard to create new applications including events, sequences, and PDS. You can view all the associations and entities created in the summary page.

To create a new application:
  1. Click Wizards > Create Application.
  2. On the Create Application page, select or enter values for the application attributes.
  3. Click Next.
    A confirmation page states that an application will be created.
  4. Select a reason and enter comments for the reason.
  5. Click Next
  6. 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.
  7. Click Next.
    The Create Event page appears.
  8. Enter values for the event attributes.
  9. Click Next.
    A confirmation page states that an event will be created.
  10. 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.
  11. Click Next.
    The Create additional entities page appears.
  12. You can select any of the following options to complete the application creation process:
    Scenario Steps
    If you created an event based on a timeline/event plan and need to calculate projected dates, select Calculate Projected Dates.
    1. Click Next. The Update Event Country Status Projected Dates page appears.
    2. Make selections for the event country status options presented.
    3. Click Next. A confirmation page states that the actions selected will be taken.
    4. Select a reason and enter comments for the reason.
    5. Click Next
    To create a sequence, select Create Sequence. Click Next. A confirmation page states that the sequence will be created.
    To create a PDS, select Create a PDS using a PDS Template.
    1. Click Next. The Select PDS Templates page appears.
    2. Select the product and one or more templates.
    3. Click Next. One of the following occurs:
    • If more than one product is associated with the event, you will have the option to select another product to create a PDS for that product. Repeat the steps for creating a PDS using a PDS template.
    • When no additional products are selected, a confirmation page states that the PDS will be created.
    • Select a reason and enter comments for the reason.
    • Click Next
    Make no selection on this page and simply view the entities and the associations created:
    1. Click Next.  All the entities and associations created are listed in the summary page.
    2. Do one of the following:
    • Click one of the available links to view the entity created.
    • Click Finish to return to the view from where you invoked the wizard.
  13. To view the application or event after closing the wizard, click Home > Applications tab or Home > Events tab.
  14. Click the link for the application or event that you want to view listed on the respective tabbed pages.