Reference Type

 

 

The Reference Type link in the Compliance group of the Maintenance menu takes you to a lookup screen for the Protocol Reference Type maintenance document (note the different name).  This maintenance document is used to establish and maintain numeric codes and textual description values for Protocol References (Other Identifier) Types which are stored in database tables.  This data serves as reference information that is made available for display and selection in various areas of the system, including other e-docs.

The values in the Reference Type maintenance table are available for selection within the “Type” dropdown in the Protocol/Additional Information/Other Identifiers section.

Document Layout

Figure 1943 Protocol Reference Type Maintenance Document Example Layout

Edit Protocol Reference Type Section

The Edit Protocol Reference Type section of the Protocol Reference Type maintenance document is a unique section that allows you to specify and maintain the details associated with the reference table record in fields.

Table 892 Protocol Reference Type Maintenance Document - Edit Protocol Reference Type Section Field Descriptions

Field	Description
Protocol Reference Type Code	Required.  Enter a numeric value that uniquely identifies the protocol reference type table record in the system.  Click within the text box to relocate the cursor to the field, and then type (or paste from virtual clipboard) to enter the desired value in the box as necessary.
Description	Required.  Enter the full textual name of the protocol reference type as it is commonly referred to (see examples below).  Click within the text box (or press the tab  key from a previous field) to relocate the cursor to the field, and then type (or paste from virtual clipboard) to enter text in the box as necessary to provide the appropriate information.  To work with larger screen real estate, click the add note  icon to view/edit/paste text in a new browser window, then click the continue button to return to the text entry field in the document.
Is Active	Indicates the record is active in the system and available for use.  Click within the checkbox to select the item.  A check mark appears within the checkbox to indicate the item is selected.  Click within the checkbox again to clear the mark and deselect the item.   Reference:  For more information, see “Active Indicator” in Common Maintenance E-Doc Operations.

Examples

Figure 1944 Protocol Reference Type Maintenance Document Example Values

Reference:  For more information on acronym definitions, see the “Glossary” at the end of this documentation.

Common Features

This maintenance document includes the following features that are common to most KC maintenance documents:

Table 893 Links to Common Maintenance Document Component Instructions

Common Maintenance E-Doc Component	Cross-Reference Links To Usage Instructions
Document Header	For more information, see “Header Area” in E-Doc Fundamentals.
Document Overview Section	For more information, see “Document Overview”  in Common E-Doc Tabbed Sections.
Notes and Attachments Section	For more information, see “Notes and Attachments”  in Common E-Doc Tabbed Sections.
Ad Hoc Recipients Section	For more information, see “Ad Hoc Recipients”  in Common E-Doc Tabbed Sections.
Route Log Section	For more information, see “Route Log” in Common E-Doc Tabbed Sections.
Action Buttons	For more information, see  “Action Buttons”  in Selection, Entry and Action Tools.

Process

For information about searching for, initiating, editing, copying, submitting, saving, closing, canceling, and/or routing a maintenance document, see “Common Maintenance E-Doc Operations”  in the Overview section.