Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

 

 

Note

For Protocol Related Events that do not have a trigger, the Protocol Events tab must be used to document when these events occur.

...

Add Protocol Events

  1. On the Protocol Events page, click Update.
  2. Select an event from the drop-down list in the Protocol Events field. Only events that haven’t been assigned a trigger will be available. (Note that after a protocol event is marked occurred and added on this page, you can't assign it a trigger.) If any comments have been entered for the event on the Financials Console > Protocol Related page, they appear here next to the event. You can search in this drop-down list by event or comment.
  3. Enter an occurred date that is on or before today’s date.
  4. You can add multiple instances of the event if it has been marked as variable on the Financials Console > Protocol Related page. Enter the number of instances in the Count field (up to a total of 99).
  5. Add optional comments for the event. You can view the comments on this page in the Comments column in the Protocol Events table, and in the Financials Console > Invoiceable Items page when you hover your cursor over the comment bubble 
  6. Click Add. The event appears in the Protocol Events table. It is no longer available in the Protocol Events drop-down list unless it is variable. Note that if the event had comments entered on the Financials Console > Protocol Related page, those comments appear in the Protocol Related Comments column in the Protocol Events table.

...