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Protocol Actions

 

The Protocol Actions page of the Protocol document has five tabbed sections:  Request an Action, Print, Summary and History, Copy to New Document and Data Validation.

Figure 875 Protocol Document – Protocol Actions Page Layout

 

Table 453 Protocol Document – Protocol Actions Page Section Descriptions

Page Section

Description

Request an Action

On a new Pending/In Progress protocol, subsections display Submit for Review; Delete Protocol, Amendment, or Renewal; and Close as available actions, each with selection options and/or text entry fields.

Data Validation

Provides a button for turning on or off validation that alerts you to errors and warnings with ‘fix’ links that allow you to navigate to the portion of the document containing the errors where you can view 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.

Copy to New Document

Copy the currently-accessed Protocol document contents to a new Protocol document with a unique Document ID.

Action Buttons

This area displays action buttons for the document, including save, reload and close.  Depending on the logged-in user permissions and status, the buttons available differ.

link.png  For more information, see “Action Buttons” in User Interface Orientation.

Subtopics:

Request an Action

Print

Summary & History

Copy to New Document

Data Validation