You are here: Protocol

Protocol Actions

 

Watch Video

Protocol Actions
Figure 195 Protocol Document, Protocol Actions Page

The Protocol Actions page is comprised of seven (7) tabbed sections: Request an Action, Data Validation, Print, Summary & History, Copy to New Document, and Route Log. Click the show show button to expand any of the seven subsections in order to display the details of that subsection.

Protocol Actions Description
Request an Action Displays information for each available action. Available actions differ depending on factors such as previously-performed actions, pending action requests, the role of the logged-in user, and document status. For a new pending/in progress protocol, actions that are available are (1) Submit for Review or (2) Delete Protocol, Amendment, or Renewal.
Data Validation Provides a button for turning on or off validation that alerts users to errors and warnings with a “fix” link that allows users to navigate to the portion of the document containing the errors to view the messages and make corrections.
Print Select from various options for printing all or portions of the protocol document and its attachments.
Summary & History View identifying information, submission details, and history in expandable subsections containing drill-down tools for display of more detail.
  • Correspondence for actions taken on the protocol, such as approvals or Specific Minor Revisions, can be found in the History subsection.
Copy to New Document Copy the currently-accessed protocol document to a new protocol document with a unique Document ID.
  • Copy action will copy all questionnaire answers for protocols using the questionnaire version implemented after August 2014.
Route Log View actor, action, and related date information pertaining to Actions Taken, Pending Action Requests, and Future Action Requests with the ability to drill down for display of more detail.

Table 75 Protocol Document, Protocol Actions Page – Protocol Actions Section Descriptions

Subsections: