Add Protocol Attachment
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Reference Guides
Figure 192 Protocol Document, Notes & Attachments Page – Add Protocol Attachment Section
Browse for and attach files to the protocol in the Add Protocol Attachment section. For each attachment, a specific type must be specified. Required fields that must be completed for each attachment are Attachment Type, Status, File Name, and Description. The system will automatically generate the Uploaded By and Posted Timestamp fields.
| Protocol Attachment Fields | Description |
|---|---|
| Attachment Type | Required Field. Select the appropriate document type from the list of attachment types by using the drop-down  menu and clicking on the appropriate list item to populate in the field. For the full list of Attachment Types and links to forms, see the Protocol Attachments section. |
| Comments | Enter textual information about the attachment by clicking in the text box and entering text or clicking on the add note  icon to view/edit/paste text in a new browser window and clicking continue  to add the text to the protocol. Entries can be modified after the add  action by typing within the text box and clicking the save  button at the bottom of the page. |
| Contact Name | To list the person to contact about each specific file, click within the text box and enter text into the field. |
| Description | Required Field. Provide a brief description of the document by clicking within the text box and entering text into the field or clicking on the add note icon to view/edit/paste text in a new browser window and clicking continue to add the text to the protocol. Entries can be modified after the add action by typing within the text box and clicking the save button at the bottom of the page. |
| To list the email address of the Contact Name, click within the text box and enter text into the field. Letters, numbers, and the @ character are accepted. | |
| File Name | Required Field. To add the file name of the document selected to attach to the protocol, click browse to locate and select the file to attach. |
| Phone | To enter the phone number of the Contact Name, click within the text box and enter text into the field. Only numbers will be accepted in this field. |
| Posted Timestamp | The time and date the attachment was posted is set automatically by the system after clicking the add button. |
| Status | Required Field. Use the drop-down menu to select Complete or Incomplete and indicate that the document being uploaded is in its final (complete) or draft (incomplete) status. All attached documents must be in Complete status in order for a protocol to be submitted. |
| Uploaded By | Displays the User ID of the logged-in user who uploaded the attachment. |
Table 73 Protocol Document, Notes & Attachments Page – Protocol Attachment Fields
Attached Items
Figure 193 Protocol Document, Notes & Attachments Page – Attached Items Section
button to see or edit the details for each attachment that has been uploaded.
Filter and Sort Attached Items
The Attached Items section can be filtered to show only one specific type of document. Click on the drop-down menu and select the type of document you would like to see in the attached items subsection and click filter 
. Only the documents that have been indicated as the specific type will be shown. By clicking on the drop-down menu, documents can also be sorted by Attachment Type, Description, Last Updated, and Last Updated By. Filtered documents can be also sorted. To show all attached documents, click the “select” option in the drop down menu, which will return all attachment types associated with the protocol.
View, Replace, & Delete
Once a protocol attachment has been expanded to display its details, shall allow the user to perform view, replace, and delete actions. The view will open the protocol attachment in a new window. The replace will allow the user to select another file to replace the existing protocol attachment. The delete action will trigger a warning message to the user asking to confirm the delete action and, once confirmed, it will remove the protocol attachment permanently from the protocol.
Protocol Versions
Figure 343 Protocol Document, Notes & Attachments Page – Protocol Attachments Section, Protocol Versions
Protocols are versioned by the system anytime they are returned to the researcher and resubmitted to the IRB office. If a protocol attachment is replace during resubmission, the system will create a version of the attachment. Within the Attached Items area, the system will display the name of the user who last updated the attachment, the date the attachment was created, the date on which it was last modified, and a description for the attachment.
- Only the current version of a protocol attachment can be opened through the Protocol Attachments section. To view older versions of a protocol attachment, navigate to the Summary & History section on the Protocol Actions page. Open the Summary subsection and navigate to the previous sequence of the protocol to view the older attachment by clicking the previous button.