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 Financials Console > 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 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).
- 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
- 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.
When added, the event creates an invoiceable item in the Financials Console > Invoiceable Items > Protocol Items section. If the event is tracked as payable, it also creates a payable item on the Vendor Payables > Protocol Related page.
On both pages Manual appears in the Triggering Event column, and any comments are indicated with a comment bubble.
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.