Correspondent Type

You are here:Maintenance Documents > Compliance – IRB

Correspondent Type

The Correspondent 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.

This Correspondents Type maintenance table provides a way of designating certain types of persons who may not be part of the protocol personnel but need to be notified or receive correspondences about the protocol.

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 1898 Correspondent Type Maintenance Document Example Layout

Edit Correspondent Type Section

The Edit Correspondent Type section of the Correspondent 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 851 Correspondent Type Maintenance Document - Edit Correspondent Type Section Field Descriptions

Field	Description
Correspondent Type Code	Required. Enter a numeric value that represents and uniquely identifies the correspondent type 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 a textual name for the type of correspondent 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. 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.
Qualifier	Select one of the following options from the list: Protocol, Unit, or Organization. Use the drop-down menu by clicking the down arrow to display the list, and then click on an item in the list to highlight and select it to populate the box with your selection.

Examples

Figure 1899 Correspondent Type Maintenance Document Example Values

Common Features

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

Table 852 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.