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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
- On the Protocol Events page, click Update.
- 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
- Protocol Related page, they appear here next to the event.
- You can search in this drop-down list by event or comment.
- Enter an occurred date Occurred Date that is on or before today’s date.
- 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), if the event has been marked as variable on the Protocol Related page.
- Add optional comments Comments for the event. You can view the comments , which will be viewable 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
- Click Add.
- The event
- will now appear in the Protocol Events table.
- It is no longer available in the Protocol Events drop-down list unless it is variable.
- 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.
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- The event creates an invoiceable item in the Financials Console > Invoiceable Items > Protocol Items section.
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- On both pages Manual appears in the Triggering Event column, and any comments are indicated with a comment bubble.
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Delete Protocol Events
- In the Protocol Events table, select the event's checkbox in the Delete column.
- Click Submit.
You can delete an event as long as it hasn’t been added to an invoice and the linked payable is in a New status. Note that you can’t update events directly on this page, but you can delete an event and then add it again in the Add Protocol Events section.
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