Protocol Type

 

 

The Protocol Type maintenance document is used to establish and maintain numeric codes and textual description values 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 Protocol Type maintenance table appear for selection within the Protocol Type field within the IRB protocol. The Kuali Coeus system makes it mandatory to select a protocol type prior to even creating the IRB protocol in the system. An indicator is provided for each protocol type to control whether it will be displayed only to IRB Administrators or both researchers and IRB Administrators.

 

Existing Value Modification:  Existing values may be edited as long as the description is synonymous with the original term.  New values can be added.  You should not delete existing values.

Document Layout

Figure 1941 Protocol Type Maintenance Document Example Layout

Edit Protocol Type Section

The Edit Protocol Type section of the Protocol 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 890 Protocol Type Maintenance Document - Edit Protocol Type Section Field Descriptions

Field	Description
Protocol Type Code	Required.  Enter a numeric value that uniquely identifies the protocol 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 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.
Global Flag	Check this indicator if you want the Protocol Type value to appear for selection for both the researcher and the IRB administrators. Uncheck the “Global Flag” if you want the Protocol Type value to appear for selection only for the IRB administrators.

Examples

Figure 1942 Protocol Type Maintenance Document Example Values

Common Features

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

Table 891 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.