Calendar Signoff Process

In order to get to the page to complete sign offs, first ensure that you have selected your protocol in the PC Console. Then go to the menu, eCRFs/Calendars, specifications. This will take you to a new page that on the left will automatically show you in the "Calendar" tab. Go to the bottom of the page and you'll see the sign offs available to you as shown in the images below.

A calendar without any signoffs is in a status of "New".  The following signoffs have to occur until the calendar is released:

• Complete: Completed by the WU Coverage Analyst when they begin coverage analysis on a calendar.

• Initial MCA Signoff
  • Completed by the WU Coverage Analyst after performing coverage analysis and consulting the study team (if needed).
  • The staff completing coverage analysis will add their name to the protocol staff list in the role of WU Coverage Analyst.

• Budget Team Signoff
  • Completed by the Financial Coordinator or Billing Grid Approver after reviewing the Billing Grid and entering the Budget (if applicable)
  • An automatic email notification will send to the Financial Coordinator listed on the protocol staff list once the Initial MCA signoff has been completed.

• Release
  • Completed by the WU Coverage Analyst after reviewing the Billing Designations, Supporting Designations, Modifiers and Charge Master Events/Items.
  • An automatic email notification will send to the WU Coverage Analyst listed on the protocol staff list once the Budget Team signoff has been completed.