SureDrive Properties
This page documents the SureDrive Properties page — the central configuration hub for a SureDrive project. It covers the Angular route and controller, queue-enable flags, external repository integration, blinding rules, and workflow metrics.
Overview
The Properties page is accessed from the Project Dashboard overflow menu → SureDrive Properties. It is the administrative entry point for configuring all project-level settings: enabling document queues, linking external repositories (SharePoint, Google Drive), managing the Project Setup Checklist, editing workflow metrics, and managing organisation roles, organisations, and persons.
Key owning modules:
- UI:
suredms-web-client—network/study/properties/andnetwork/study/blinding/ - Domain model:
suredms-common— project/archive entity model
Angular Route
File: SC/suredms-web-client/src/main/webapp/app/js/state/app-states-management.js
State: app.network.management.browse.properties
Controller
File: SC/suredms-web-client/src/main/webapp/app/js/network/study/properties/study-properties.js
Controller: StudyPropertiesController
This controller owns all property panel tabs and sub-sections. It loads the project's current configuration on activation and saves changes back via the backend connection service.
Properties Sections
Study Properties
The core tab displays project metadata and toggles for optional document queue features:
| Setting | Description |
|---|---|
| Project size | Estimated volume of documents for the project |
| Planned sites | Number of clinical sites participating |
| Metadata terms | Project-level metadata term definitions |
| Project profile | Custom profile fields |
| Acquire Queue toggle | Enables the Acquire Queue for this SureDrive; documents uploaded by external users land here before moving to the main archive |
| Quality Queue toggle | Enables the Quality Queue; documents with open discrepancies are tracked here |
| QC OK toggle | Enables the QC OK workflow step within quality review |
The Acquire Queue and Quality Queue toggles are managed within StudyPropertiesController and stored as flags on the archive entity. Both queues are disabled by default and must be explicitly enabled per SureDrive.
Project Setup Checklist
A user-defined checklist of setup tasks. Items can be added, marked complete, and deleted. This is a lightweight tracking mechanism for administrators during SureDrive configuration.
Repositories
Files: studyProperties.externalSources.sharepoint and studyProperties.externalSources.googleDrive within study-properties.js
Links external document repositories to the SureDrive project. Supported sources:
| Repository | Integration |
|---|---|
| Microsoft SharePoint | Configured with SharePoint site URL, credentials, and library selection; documents can be imported directly from SharePoint into SureDrive (see Connectors) |
| Google Drive | Linked via OAuth; allows importing Google Drive files as SureDrive documents |
Workflow Metrics
Navigates to the workflow metrics sub-state via $state.go("app.network.study.browse.workflow-metrics", ...). Workflow metrics track planned duration and completion phases for each workflow type configured on the project. Fields per metric:
- Workflow type
- Phase
- Planned duration
Admins can add, edit, and delete metrics within this sub-view.
Organisation Roles, Organisations, and Persons Tabs
Three additional tabs provide team configuration access from within Properties. These tabs overlap with the Team menu (see Team Management) — they provide direct access to the same underlying data without leaving the Properties page.
Blinding Rules
File: SC/suredms-web-client/src/main/webapp/app/js/network/study/blinding/study-blinding-rules.js
Controller: StudyBlindingRulesController
Accessed via the Project Dashboard overflow menu → Blinding Rules. Blinding rules layer fine-grained access restrictions on top of system roles — a user's role may grant general read access, but a blinding rule can further restrict which content types or folders they see within a specific SureDrive.
Each blinding rule is modelled as an ExpandedArchiveAclRule (see Role-Based Access Control) and carries:
| Dimension | Description |
|---|---|
| Target archive | The specific SureDrive the rule applies to |
| Users | Set of user IDs covered by this rule |
| Content types | Which content type folders are visible (hidden) or editable (writable) |
| Organisations | Which organisations are visible or editable |
| Documents | Which individual documents are hidden |
The rules list view shows: entity (folder/document), affected users, modification date, and the last modifying user. Filter by entity or username; toggle inactive rules. Per-rule actions: Edit Rule, Delete Rule.
At the data layer, blinding rules are stored and evaluated via ContentVisibilityService (see Document Management).
Help Reference
| Topic | File |
|---|---|
| SureDrive Properties | Help/contents/Content_Repo/Viewing-the-SureDrive-Properties_73859091.html |
| Blinding Rules | Help/contents/Content_Repo/Viewing-and-Managing-Blinding-Rules-in-SureDrive_654966840.html |
Key Source Files Reference
| File | Purpose |
|---|---|
| SC/suredms-web-client/src/main/webapp/app/js/state/app-states-management.js | Route definition for app.network.management.browse.properties |
| SC/suredms-web-client/src/main/webapp/app/js/network/study/properties/study-properties.js | StudyPropertiesController — all property tab logic, queue toggles, repository config |
| SC/suredms-web-client/src/main/webapp/app/js/network/study/blinding/study-blinding-rules.js | StudyBlindingRulesController — blinding rule CRUD |
| SC/suredms-common/src/main/java/com/sureclinical/suredms/common/objects/ExpandedArchiveAclRule.java | ACL rule data model used by blinding rules |