Manage Notes

 

The Manage Notes allows IRB Administrators to add notes to the protocol application. The IRB Administrator is not allowed to update investigators’ added notes. However they can control the visibility of all protocol notes through the Restricted checkbox.

 

Figure 698 Protocol Document, Protocol Actions Page, Request an Action Section, Available Actions – Manage Notes Action Layout

 

 

Table 327 Protocol Document, Protocol Actions Page, Request an Action Section, Available Actions – Manage Notes Field Descriptions

Field

Description

Posted Timestamp

The timestamp of when the note was added is automatically populated by the system upon add action. This is a display only field.

Author

Display-only.  The Full Name of the person who entered the note is automatically displayed.

Note Topic

Required.  To briefly define the nature of the note, click within the text box (or press the tab  key from a previous field) to relocate the cursor to the field, and then type (or paste from virtual clipboard) to enter text in the box as necessary to provide the appropriate information.

Note Text

Required.  Click within the text box (or press the tab  key from a previous field) to relocate the cursor to the field, and then type (or paste from virtual clipboard) to enter text in the box as necessary to provide the appropriate information.  Click the add note  icon to view/edit/paste text in a new browser window, then click the continue button to return to the text entry field in the document.  After saved, click the green arrow  symbol to view full text in a separate browser window.

Restricted?

This is a flag that allows you to indicate if the note is generally viewable (unchecked) or restricted to users with the right to view restricted notes.  The note creator is always able to view the note even if not granted the right to view restricted notes.  By default this is unchecked.  Click within the checkbox to select the item.  A check mark appears within the checkbox to indicate the item is selected.  Click within the checkbox again to clear the mark and deselect the item.

tip.png  If you do not have authority to view restricted notes, you are not able to mark a note as restricted, so you will not be presented with the checkbox in the restricted column.

Actions

Required.  Click the add  button after you’ve made your selections to cause the attachment to be added as a numbered row in the table below. 

link.png  For more information about basic line item functionality, see “Common Line Item Operations” in Common E-Doc Operations.