Attached Items
The Attached Items section shows details of the attachments added to the protocol by clicking the 
button. In addition, it has the following 3 main features that allow for sorting attachments, displaying attachment meta data, and performing view and update actions.
Figure 663 Protocol Document, Notes & Attachments Page, Attached Items Section
Table 286 Protocol Document, Notes & Attachments Page, Attached Items
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Page Region |
Feature Description |
|
1 |
Sort protocol attachments |
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2 |
Display protocol attachment details on attachment panel in collapsed state. |
|
3 |
Allow view, replace and delete actions on attachments |
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4. |
Display protocol attachment version information |
Sort Protocol Attachments
The sort feature allows you to select the attachment type and sort by one of the following four fields - Attachment Type, Description, the Last Updated timestamp, or Last Updated By. Upon selection of the Sort By field, the system will automatically display the attachments per the sorting criteria.
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If you select Attachment Type from the menu, the system will sort and display only the Attachment Type selected. |
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If you find that an incorrect Attachment Type was previously selected for an uploaded attachment(s), you can use the Attachment Type menu to select the correct type (e.g., to change “Other” to “Recruitment Materials”). |
Figure 664 Protocol Document, Notes & Attachments Page, Sort Protocol Attachments
Display attachment details on attachment panel in collapsed state
The protocol attachment entry heading will display the attachment type, the attachment description, the last updated by person, and timestamp.
Figure 664 Protocol Document, Notes & Attachments Page, Attachment in collapsed state
View, Replace and Delete actions
Each protocol attachment panel, once expanded to display all its details, allows the user to perform view, replace, and delete actions. The view function will open the protocol attachment in a new window. The replace function will allow the user to select another file for uploading 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. Previous versions are maintained in the Summary folder on the Protocol Actions Tab.
Display protocol attachment version information
Protocols are versioned by the system anytime protocols are returned to the researcher and resubmitted to the IRB. If a protocol attachment is replaced during resubmission of the protocol, the system will create a previous version entry for the protocol attachment. Within the Attached Items, the system will display for each version of the protocol attachment the name of the user who last updated the attachment, the date the attachment was created, the date it was last modified on, and a description of the attachment.
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The system will allow only the current version of the protocol attachment to be opened through the Protocol Attachments section. To view older versions of a protocol attachment, go to Protocol Actions/Summary & History/Summary and navigate to the previous sequence of the protocol to view the older protocol attachment(s). |
Figure 666 Protocol Document, Notes & Attachments Page, File Versions