Navigation on the Mentor EDC Home Page

Many Features and Functions Are Accessed Via the EDC Home Page

To review a video that shows navigation details, click this link Navigation in Mentor EDC.

Click the Change Context link and information for the selected Sponsor, Study, and Environment displays in
the fields.
Click the arrow (right side) to open a menu for any field and click on an option to make a selection.
When you select a different Sponsor or Study, you must make selections for the field(s) below that level.
Click the Load Study button to navigate to the selected location.
After navigating to the location, the breadcrumb trails (left side) updates to show your current location.

The Log Out link displays at the far-right side, next to the Change Context link.
A functional Breadcrumb Trail displays in the page header above the search bar.

The Breadcrumb Trail shows your location in the system (Sponsor, Study, Environment – not a link) by default then updates as you make selections (Site, Subject, Form, Tree Node – clickable link).
Click a link in the breadcrumb trail to navigate back one or more steps as needed.
Use the Breadcrumb Trail search feature to locate and select a Site or Subject record.
Refer to Search from EDC Breadcrumb Trail for additional information and visual examples.

The Search for Subject Identifiers function displays above the study tree (left side navigation panel).
The study tree (left side navigation panel) is located below the search bar.
Refer to EDC Navigation Tree Details AND EDC Buttons and Menus for additional information.

The main screen displays on the right side of the tree and includes distinct sections allowing you to perform actions (e.g., set folder status, review details in Status Summary tile).
The Action Bar displays a row of buttons for performing system actions. Buttons display based on your selections (e.g. form, folder) AND your permissions in the system.
Refer to EDC Buttons and Menus for details and visual examples.