Calyx RIM for Registrations

Create a Reference

You can create references for the entities in Calyx RIM. The references are specific to the Registration Planning and Tracking (RPT) and Submission Planning and Tracking (SPT) modules.

Note: You must have the appropriate security privileges to create a reference.
To create a reference:
  1. Navigate to the entity for which you want to create a reference.
    The attributes page for the entity appears.
  2. Click References.
  3. Click Create.
  4. On the Create Reference page, enter or select the reference attributes.
    When selecting an assembly reference type and using the Show option, be sure to click the root of the assembly before clicking OK.
  5. Save.
  6. Choose the applicable procedure to enter an electronic signature for entities:
    Scenario Steps
    When electronic signature and SSO are enabled
    1. Select a reason and enter comments for the reason.
    2. Select Save.
    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 Save.