Participant Type

 

The Participant 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 within the Participant Type maintenance table become available in the “Type” dropdown within the Participants Type panel within the IRB protocol’s Protocol tab.

Document Layout

Figure 1906 Participant Type Maintenance Document Example Layout

Edit Participant Type Section

The Edit Participant Type section of the Participant 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 859 Participant Type Maintenance Document - Edit Participant Type Section Field Descriptions

Field	Description
Participant Type Code	Required.  Enter a numeric value that uniquely identifies the participant 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 participant type as it is commonly referred to.  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.

Examples

Figure 1907 Participant Type Maintenance Document Example Values

Common Features

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

Table 860 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.