Attached Items

 

The attached items section shows details of the attachments added to the protocol upon 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 1134 Protocol Document, Notes & Attachments Page, Attached Items Section

 

Table 336 Protocol Document, Notes & Attachments Page, Attached Items

Page Region

Feature Description

1

Sort protocol attachments

2

Display protocol attachment details on attachment panel in collapsed state.

3

Allow view, replace and delete actions on attachments

4.

Display protocol attachment version information

The sort feature allows you to select the attachment type and sort by one of the following four fields - Attachment Type, Description, Last Updated By or the Last updated timestamp.  Upon selection of the sort by field, the system will automatically display the attachment as per the sorting criteria defined.

tip.png

If you select an attachment type from the  provided for the sort, the system will sort and display only the attachment type selected, using the value selected in the Sort By field.

Figure 1135 Protocol Document, Notes & Attachments Page, Sort Protocol Attachments

 

The protocol attachment show/hide panel will display the attachment type, the attachment description, the last updated by person, and timestamp.

Figure 1136 Protocol Document, Notes & Attachments Page, Attachment in collapsed state

 

Each protocol attachment panel once expanded to display all its details shall allow the user to perform view, replace and delete actions. The view will open the protocol attachment in a new window. The replace will allow the user to select another file 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. 

 

Protocols are versioned by the system anytime protocols are returned to the researcher and resubmitted to the IRB office. If a protocol attachment is replaced during resubmission of the protocol, the system will create a version of 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 for the attachment..

tip.png

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 the protocol attachment, go to Protocol Actions/Summary&History/Summary and navigate to the previous sequence of the protocol to view the older protocol attachment.

 

 

Figure 1137 Protocol Document, Notes & Attachments Page, File Versions