Protocol Action Type

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Protocol Action Type

The Protocol Action Type maintenance document is used to maintain existing protocol action codes and names. Each name for an action has a numeric value associated with it, and the out-of-box product contains approximately 40 of them.

These records are 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 Protocol Action Type maintenance table provides multiple controls associated to protocol actions. Flags associated to each protocol action determines whether the protocol action will trigger a correspondence letter, will be used as a final action for batch correspondence and if it will trigger a submission action.

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 1910 Protocol Action Type Maintenance Document Example Layout

Edit Protocol Action Type Section

The Edit Protocol Action Type section of the Protocol Action 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 861 Protocol Action Type Maintenance Document - Edit Protocol Action Type Section Field Descriptions

Field	Description
Protocol Action Type Code	Type a numeric value to uniquely represent the protocol action type in the system table record. You may want to group related or similar protocol action types by choosing a 3-digit value so that each is represented at 100-level increments for ease of reference.
Description	Type the textual name of the type of protocol action to which it is commonly referred as (for example, Protocol Created, Submitted to IRB, Renewal Created, Amendment Created, Request For Termination, Request To Close, Request For Suspension, Request for Withdrawal, Request to Close Enrollment, Notified Committee, Correspondence Generated, Renewal Reminder Generated, Reminder to IRB Notification Generated, Administrative Correction, Request for Data Analysis Only, Request to Re-open Enrollment, Notify IRB, Assigned to Agenda, Deferred, Substantive Revisions Required, Specific Minor Revisions Required, Approved, Expedited Approval, Exemption Granted, Closed for Enrollment, Response Approval, IRB Acknowledgement, IRB review not required, Data Analysis Only, Re-open Enrollment, Closed (Administratively closed), Terminated, Suspended, Withdrawn, Disapproved, Expired, Suspended by DSMB, and Record Committee Decision.)
Trigger Submission	Select if you want this action, when taken, to also cause a submission action to occur.
Trigger Correspondence	Select if you want this action, when taken, to also cause a correspondence letter to be generated.
Final Action for Batch Correspondence	Select if you want this action, when taken, to also cause a final disposition action for batch correspondence. You can check this Box to make an action appear within the “Take this Action” column for Protocol Renewal Reminders and Reminder to IRB Notifications. However the Kuali Coeus system currently can execute only Close, Abandon, Expire and Suspend actions as a final action for Batch Correspondence. For any other action that needs to be final action for Batch Correspondence, code customization will be needed.

Examples

Figure 1911 Protocol Action Type Description Value Examples

Figure 1912 Protocol Action Type and Trigger Submission, Trigger Correspondence and Final Action for Batch Correspondence flags.

Common Features

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

Table 862 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.