Attachments

 

The Attachments section of a schedule allows you to add attachments to the schedule. The attachments can be of various types. This feature allows the administrators to store attachment pertaining to the IRB meeting within the schedule.

Figure 1270 Meeting Document – Attachments Section Example

 

Table 456 Meeting Document – Attachments Section Column Descriptions

Column

Description

Meeting Attachment Type

Required. Select one of the following options:  Notice of Schedule and Schedule.  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.

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 saved, 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.

link.png  For more information about adding attachments, see “Notes and Attachments” in Common E-Doc Tabbed Sections.

Actions

Click the add  button to add the attachment as a row in the table below, which will become a numbered line item. 

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

Once an attachment has been added to the schedule, you can perform view, replace and delete actions. The view will open the attachment in a new window. The replace will allow the user to select another file to replace the existing attachment. The delete action will remove the attachment from the schedule.

 

Figure 1271 Meeting Document – Attachments – View, Replace and Delete actions