Content Comparison

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1. 1. Select the Trigger Type from the drop down menu
      1. IRB Review Trigger: When IRB Review is selected, all IRB Review Reasons (ex: Change Review, Consent form) and IRB Review Types (ex: Expedited, Full) are listed. Select one or more of the applicable reasons and types. An IRB review with the specified reason and type will cause the associated protocol-related event to be invoiceable. 
         1. The Review Date on the IRB review must be populated in order to trigger the invoiceable item.
         2. When an IRB review with a reason matching a triggering event is created with a review date set, the Invoiceable Items tab is populated with the associated events. 
         3. Once a review has been invoiced, it can no longer be deleted from the PC Console > Reviews > IRB tab.
            
      2. IRB Study Closure Trigger:  An IRB review with the Review Reason of Closure will cause the associated protocol-related event to be invoiceable. 
         1. If an event associated with the IRB Study Closure status has been invoiced, the status can't be undone. 
         2. Changes can be made to the protocol event trigger until the event is invoiced. Once invoiced, the trigger can only be made inactive, which will prevent the event from resulting in any further invoiceable items.
      3. CRA Console Trigger: Events with the CRA Console trigger type set to active are available for selection in the CRA Console on the Financial Events tab, allowing subject staff to submit the event for invoicing. See our CRA Console Event Trigger Tip Sheet for more details.
         1. After an event is submitted on the CRA Console > Financial Events tab, it appears on the Financials Console > Invoiceable Items tab in the Protocol Items section with a triggering event of CRA Console. 
         2. If the trigger is set to inactive for an event, that event is no longer available for selection in CRA Console > Financial Events. However, any previously triggered events still appear in Financials Console > Invoiceable Items.
      4. Date Based Trigger: If you select the Date Based trigger, protocol-related events will be created on a recurring basis, starting with an initial start date and lasting indefinitely (or until a specified ending date or event). Each occurrence will create an invoiceable item in Financials Console > Invoiceable Items. Invoiceable items are created daily (1AM) by the Financial Date Based Trigger Job according to the schedule set in the Trigger window.  To set a date-based trigger:
         1. Enter the trigger start date. If the Starts On date is set in the past, up to 30 past occurrences will be created when you click Save. If there are more than 30 past occurrences, no occurrences are created until the Financial Date Based Trigger Job mentioned above next runs.
         2. Select the type of occurrence and how often it will happen. Occurrences will include the initial Starts On date. If the number of occurrences is set to 1, then the entry in the Starts On date will be the only triggering event.
         3. If the trigger has an ending, select the type and whether the ending should take place after a number of occurrences or on a specific date. The Ends After Occurrences field will accept up to 999 occurrences (including the entered date).
         4. If the Active setting is set to No, no events will be created. Even if the Active setting is later set to Yes, events will be created only from that point forward. Past events won’t be created
   2. Make sure the Active field is set to Yes
   3. If you have already set up a trigger and no longer want to use it, click the Edit button and set the Active field to No that corresponds with the trigger you would like to deactivate. Do NOT delete the trigger!

   4. Click Close once you have entered all the protocol event details and you will be brought back to the Protocol Related tab

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