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Protocol

Protocol

Owned by Samita Pati
Aug 23, 2022

Step-by-step Instructions:

  1. Click on the Setup icon
  2. Click on the Module Setup menu item.
  3. Click on the Operational Profile Management menu item.




  4. Under Setup section, Click on Protocol. 
  5. Click on +New



    6.Complete all the details and click on Save & Next



    7.Click on New.


    8.Fill the details and Save.




22.2 Update

  • Has "Reload Protocol" column added in Protocol List screen
  • The column will display Reload option for those protocols where there is any change in the "Activities" tab of the protocol. Changes could be:
    1. Activity is added
    2. Activity is removed
  • On click of Reload an information alert will show up with <Cancel> and <Proceed> buttons
    • If user clicks on Proceed below events will take place:
    • The column text will change as "In Progress" and the Protocol will be not editable until the Activity regeneration completes
    • System will delete all future month instances of the Profile Activity
    • If there is any future instance of activity where some progress was made or closed in advance, all the data will be lost
    • Any past month instances of the Activity in Calendar will remain as is irrespective of the status
    • Current month activity
      • If status is open, it will be deleted
      • If status is closed, it will remain as is 
    • System will create new instances for Future months of the Profile as per due date
    • For current month if a closed instance of the activity exists, system will not create another instance
  • The column will display "Not Available" text where there is no update in the "Activities" tab
  • The column will display "Reloaded on <Date when reload button was clicked>" text where there was some update in the "Activities" tab and Reload option was used
  • To enhance screen usability, sorting is done based on Updated Date. If Updated Date is not available then Created Date will be used
  • This way System admin will see latest protocols on top and they need not search for those.

Field Information Table

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