1. Edit Protocol Staff

Only users assigned the Regulatory access role in OnCore can revise the Protocol Staff list.  If you do not have this access role, contact your team lead or the Regulatory Coordinator listed on the Protocol Staff list to make updates.
For a list of all Protocol Staff Roles, how each role is used, and which (if any) notifications are sent to staff listed in these roles, please see 6. Protocol Staff Roles.

1. Navigate to the Protocols > PC Console tab. 
2. In the Select Protocol field, enter your protocol number and select from the dropdown.
3. Navigate to the Staff tab (horizontal menu bar) and click Update (bottom right).
   1. To add Protocol Staff:
      
      1. Select the Role from the dropdown menu.
      2. In the Staff Name field, start typing the name and select from the dropdown.
      3. Enter a Start Date (date the staff member starting working on the protocol).
      4. Click Add (bottom right).
   2. To make revisions to Protocol Staff:

      1. Click the blue Edit hyperlink to the right of the staff member you want to edit.  This opens an update window.

      2. Modifications to the following fields can be made in this window:

         1. Roles
            1. Modify existing role
            2. Add another role by clicking the Add button at the top right.
         2. Organization access
            
            1. Add access to all organizations for the protocol by selecting Yes in the Can Access All Protocol Organizations field. 
            2. If the user shouldn't have access to all organizations, but should have supplemental access to other organizations on the protocol, add them through the find-as-you-type Select Organizations field. Only institutions and study sites that aren't already in the user's user-level organization access appear for selection. 
         3. Start/Stop Date and Stop Reason
   3. To delete Protocol Staff (use this only to correct mistakes, such as duplicates; use stop dates for staff who worked on the protocol, but no longer do)
      1. Click the checkmark to the right of the staff member(s) that you need to delete.
      2. Click Delete Protocol Staff button at bottom right.
      3. A pop-up will appear.  Click Delete Selected Staff to confirm your selection.

Note: The OnCore Support Team can NOT make changes to your Protocol Staff list.