Notes

 

The Notes section of the Notes & Attachments page allows you to enter one or more notes for a Protocol document.  For each, you are also able to enter a topic and restrict the ability to view it.  Notes are added using common line item functionality and may be added at any time regardless of status.

 Figure 874 Protocol Document, Notes & Attachments Page – Notes Section Example

 

Table 452 Protocol Document, Notes & Attachments Page – Notes Section Field Descriptions

Field

Description

Created By

The user name and the time and date the note was posted is set automatically by the system after clicking the add button.

Updated By

The user name and the time and date an existing note was last updated is automatically populated by the system upon save action. For the initial creation of the note, the system populates the same user name and date time stamp in both the Created By and Updated By fields.

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 saving, 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.

After modifying an existing note line, click the update view button to cause the display to reflect the changes you’ve made.

 

caution.png

After the Protocol document has been closed and reopened, any previously-entered notes are read-only and cannot be edited.