Add Personnel Attachment

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Add Personnel Attachment

The Add Personnel Attachment subsection of the Personnel Attachments section provides a way for you to select a person and attachment type, enter a textual description of the attachment, then attach a selected file and add it as a numbered line item in a table format below.

Figure 1117 Protocol Document, Notes & Attachments Page – Personnel Attachments Example

Table 331 Protocol Document, Notes & Attachments Page – Personnel Attachments Column Descriptions

Column	Description
Posted Timestamp	The time and date the attachment was posted is set automatically by the system after clicking the add button.
Uploaded By	Displays the User ID of the logged-in user who uploaded the attachment.
Attachment Type	Required. Select either Biography or Other. Use the drop-down menu by clicking the down arrow to display the list, and then click on an item in the list to highlight and select it to populate the box with your selection. Only one attachment of each type may be added for each person. Additional types may be added via a separate maintenance document by your institution.
Description	To enter textual information that describes the attachment, 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. Your entry can be modified after the Add action.
File Name	Required. Click browse to locate and select the file you want to attach, then click the add button. The system tracks current and previous versions of attachments, which you can view or print after adding. For more information about adding attachments, see “Notes and Attachments” in Common E-Doc Tabbed Sections.
Actions	Required. Click the add button after you’ve made your selections to add the attachment as a numbered row in the table below. For previously-added attachment lines, click view to view the attachment, or delete to remove the line, as desired. For more information about basic line item functionality, see “Common Line Item Operations” in Common E-Doc Operations.

Unit Details

The Unit Details subsection of the tabbed “Person/Protocol Role Details” section displays the primary Unit Name automatically based on your previous person selection, and by default specifies it as the Lead unit if the Person role is Principal Investigator. It also allows you to delete that numbered line item and search for /select a different Unit Name and corresponding Unit Number and add it. Only one unit can be designated as the lead.

Figure 1118 Protocol Document, Personnel Page, Person/Protocol Role Details Section – Unit Details Subsection Example

Table 332 Protocol Document, Personnel Page, Person/Protocol Role Details Section – Unit Details Subsection Column Descriptions

Column	Description
Add/#	Displays sequential numbers in ascending, top-to-bottom order for each line item added in table row format.
Unit Name	Click the lookup icon to search for and return the value to populate the box automatically.
Unit Number	This is populated automatically based on your Unit Name field selection. If known, type the value in the text box field.
Lead	By default, this is the Lead Unit for the Principal Investigator you previously selected. Select the radio button by clicking within a circle to place a dot within it to indicate your selection of the desired option. Only one line item row can be selected as the Lead Unit.
Actions	Click the add button to add your selection to as a row in the table below, which will become a numbered line item. Click the delete button to remove a previously-added line item row from the table. For more information about basic line item functionality, see “Common Line Item Operations” in Common E-Doc Operations.

To delete a “Person/Protocol Role Details Section”:
	1.	Click within the checkbox that appears at the left of the section’s folder tab label to select the item (s). A check mark appears within the checkbox to indicate the item is selected. Click within the checkbox again to clear the mark if you want to deselect the item.
	2.	Click the delete selected action button at the bottom of the page.
		The section is removed.