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Under some circumstances you may be required to create a new person record. For example, you may receive a request to create a person record from someone who is abstracting a registered trial but is unable to find the primary investigator’s record in the database.

How to Create a Person Record

1. On the main menu, under Person, click Create.
   The Create Person(s) page appears. There are three main sections of information: basic identifying information, address, and contact information.
   
   Create Person Page – Sections Displayed Side-by-Side
   Select or enter the appropriate information in the text fields and drop-down lists. Fields are described in the following table. Items with an asterisk are required fields.

   Field Label	Description/Instructions
   Status*	Select the current curation status. For status descriptions, see Changing the Curation Status .
   Address Information* section	Provide as much information about the person as possible. All fields, except Address Line 2, are required. If the person is located in a country that does not use postal codes, type NULL in the Postal Code field.
   Contact Information section	Warning To avoid loss of data, after completing each field in the Contact Information section, click Add. Provide as much information about the person as possible. Include Page Email Address and Phone Number Rules - Include v4.3.14 Email Address and Phone Number Rules - Include v4.3.14   Anchor 6044 6044
   Comments	Enter any information that you want associated with the person record.

2. Click Save.

Each person in the P/O Curation Portal must be identified uniquely in the current role.

How to Manage Clinical Research Staffs

1. Navigate to the record of interest. See Navigating Records in Tables or Searching for Person Records.
2. In the Action column for a given person, click Curate.

3. In the Assign Organizational Roles section toward the bottom of the Person Details page, click the CRS (Clinical Research Staffs) tab. This is the default tab, so you may find that it has already been selected for you.
   The CRS page displays the research roles currently assigned to the organization (if applicable).

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   Manage Clinical Research Staff(s) page

4. Follow one of the options in the table below to continue assigning roles:
   Options for assigning roles to a person

   If there are...	And...	Do this
   No clinical research staff role records displayed	You want to add a role	Proceed to the next step.
   One or more clinical research staff role records displayed	The information for them is correct	Proceed with other aspects of the person curation.
   One or more clinical research staff role records displayed	The information for them is incorrect	In the Action column for the record you want to modify, click Edit, and proceed to Select Affiliated Organization.

5. To add a role, click Add Clinical Research Staff.
   The Create Clinical Research Staff page appears.
   
   Create Clinical Research Staff Page – Role Information 

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   afforg afforg

6. Click Select Affiliated Organization. The Find Organization(s) page appears.
7. Search for and select the affiliated organization. For instructions on finding organizations, see Searching for Organization Records  .
   The organization you selected is displayed in the Clinical Research Staff Role Information section.
8. From the Role Status drop-down list, select the curation status of the clinical research staff role. If you have supplied all the necessary information, select Active.
9. In the Address Information section, click Add Postal Address, and follow the instructions in Entering Address Information .
   The information appears in the Address Information section.
   
   Address Information Section
10. Do one of the following to continue:
    
    
    1. To change the information in the address section, click Edit.
       - or -
    2. To delete the address information, click Remove.
       - or -
    3. To add another address, click Add Postal Address.

11. Complete the remaining Contact Information fields.

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    Tip
    Remember to click Add after you complete each of the contact information fields.

12. Click Save, then click Return to Person Details.

Each person in the P/O Curation Portal must be identified uniquely in the current role.

How to Manage Health Care Providers

1. Navigate to the record of interest. See Navigating Records in Tables or Searching for Person Records .
2. In the Action column for a given person, click Curate.

3. In the Assign Organizational Roles section toward the bottom of the Person Details page, click the HCP (Health Care Provider) tab.
   The HCP page displays the research roles currently assigned to the organization (if applicable).

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   Manage Health Care Provider(s) Page-Assign Roles
   

4. Follow one of the options in the table below to continue assigning roles:
   Options for assigning roles to a person

   If there are...	And...	Do this
   No health care provider role records displayed	You want to add a role	Proceed to the next step.
   One or more health care provider role records displayed	The information for them is correct	Proceed with other aspects of the person curation.
   One or more health care provider role records displayed	The information for them is incorrect	In the Action column for the record you want to modify, click Edit, and proceed to Select Affiliated Organization .

5. To add a role, click Add Health Care Provider.
   The Create Health Care Provider page appears.
    
   Create Health Care Provider Page – Role Information 
   

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6. Click Select Affiliated Organization.
   The Find Organization(s) page appears.
7. Search for and select the affiliated organization. For instructions on finding organizations, see Searching For Organization Records .
   The organization you selected is displayed in the Health Care Provider Role Information section.
8. From the Role Status drop-down list, select the curation status of the organization role. If you have supplied all the necessary information, select Active.
9. Optionally, in the Certificate/License Information field, enter the appropriate number.
10. In the Address Information section, click Add Postal Address, and follow the instructions in Entering Address Information .
    The information appears in the Address Information section.
    
    Address Information Section
11. Do one of the following to continue:
    
    
    1. To change the information in the address section, click Edit.
       - or -
    2. To delete the address information, click Remove.
       - or -
    3. To add another address, click Add Postal Address.

12. Complete the remaining Contact Information fields.

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    Tip
    Remember to click Add after you complete each of the contact information fields.

13. Click Save, then click Return to Person Details.

You must identify each organization, including each organizational contact, uniquely.

How to Manage Organizational Contacts

1. Navigate to the record of interest. 
2. In the Action column for a given organization, click Curate.

3. In the Assign Organization Roles section toward the bottom of the Organization Details page, click the Org Contact (Organizational Contact) tab.

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   The Org Contact page displays the research roles currently assigned to the organization (if applicable).
   
   Assign Organizational Roles - Organizational Contacts Tab

4. Follow one of the options in the table below to continue assigning roles:
   Options for assigning roles to an organization

   If there are...	And...	Do this
   No organizational contact records displayed	You want to add a role	Proceed to the next step.
   One or more organizational contact records displayed	The information for them is correct	Proceed with other aspects of the organization curation.
   One or more organizational contact records displayed	The information for them is incorrect	In the Action column for the record you want to modify, click Edit, and proceed to the table below.

5. To add a role, click Add Organizational Contact.
   The Create Organizational Contact page appears.
   
   Create Organizational Contact Page – Upper Sections

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   table table

   Select or enter the appropriate information in the text fields and drop-down lists. Fields are described in the following table. Items with an asterisk are required fields.

   Field Label	Description/Instructions
   Title*	Type the title of the contact role.
   Role Status*	If the associated contact has not been curated (i.e., it is pending), select Pending. Otherwise, select Active.
   Contact Type*	Select the appropriate contact type. Valid values are as follows: IRB Responsible Party Site

7. In the Address Information section, click Add Postal Address, and follow the instructions in Entering Address Information .
8. Click Save.
   The information appears in the Address Information section on the Create Organizational Contact page.
   
   Create Organizational Contact – Address Information Section
9. Do one of the following to continue:
   
   1. To change the information in the address section, click Edit.
      - or -
   2. To delete the address information, click Remove.
      - or -
   3. To add another address, click Add Postal Address.

10. Complete the remaining Contact Information fields.

    Tip
    Remember to click Add after you complete each of the contact information fields.

11. Click Save, then click Return to Organization Details.

You must identify each person in the P/O Curation Portal uniquely in any given role.

How to Manage Identified Persons

1. Navigate to the record of interest. See Navigating Records in Tables or Searching for Person Records .
2. In the Action column for a given person, click Curate.

3. In the Assign Organizational Roles section toward the bottom of the Person Details page, click the OPI (Other Person Identifiers) tab.
   The OPI page displays the research roles currently assigned to the organization (if applicable).

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4. Follow one of the options in the table below to continue assigning roles:
   Options for assigning roles to a person

   If there are...	And...	Do this
   No person identifier role records displayed	You want to add a role	Proceed to the next step.
   One or more person identifier role records displayed	The information for them is correct	Proceed with other aspects of the person curation.
   One or more person identifier role records displayed	The information for them is incorrect	In the Action column for the record you want to modify, click Edit, and proceed to Select Affiliated Organization.

5. To add a role, click Add Other Person Identifier.
   The Create Other Person Identifier page appears.
   
   Create Other Person Identifier Page – Role Information
   

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6. Click Select Affiliated Organization.
   The Find Organization(s) page appears.
7. Search for and select the affiliated organization. For instructions on finding organizations, see Searching For Organization Records .
   The organization you selected is displayed in the Other Person Identifier Role Information section.
8. From the Role Status drop-down list, select the curation status of the organization role. If you have supplied all the necessary information, select Active.
   The organization you selected is displayed in the Identified Organization Role Information section.
9. If appropriate, change the Role Status to Active.

10. Complete the rest of the Assigned ISO II (International Organization for Standardization Instance Identifier) fields to create a unique identifier for the affiliated organization in its current role. Select or enter the appropriate information in the text fields and drop-down lists. Fields are described in the following table. Items with an asterisk are required fields.

    Field Label	Description/Instructions
    Displayable	Indicate whether the identifier is intended for human display and data entry. Select TRUE to indicate that it is displayable; and FALSE if it is not.
    Extension*	Type the identifier that, when joined with the root, identifies the organization/role as a unique object.
    Identifier Name	Type the human-readable, descriptive name for the namespace represented in the root.
    Reliability	Optionally, specify the reliability with which this identifier is known. The HL7 Identifier Scope code values are as follows: Include Page HL7 Identifier Codes - Include v4.3.14 HL7 Identifier Codes - Include v4.3.14
    Root*	Type the name of the parent organization that guarantees its global uniqueness.
    Scope	Optionally, specify the scope code. Valid HL7 Identifier Scope code values are as follows: Include Page HL7 Identifier Scope Codes - Include v4.3.14 HL7 Identifier Scope Codes - Include v4.3.14

11. Click Save, then click Return to Person Details.

The P/O Curation Portal displays person records in the Inbox that are available for curation. You can search for a particular person in the list by sorting records (see Navigating Records in Tables , or, to search for a particular person in the CTRP system, you can query the caBIG database using a number of predefined search criteria.

How to Search for a Person

1. On the main menu, under Person, click Search.
   The Find Person(s) page appears.
   
   Find Person(s) Page

2. Provide as much information as you can about the person. You are required to provide at least one search criterion.
   The following table describes the available search criteria other than name and email address.
   Organization search criteria

   Search Criteria	Description
   Organization Affiliation	Enter part of the organization’s name, or, to narrow your search, type the entire name.
   CTEP Person Identifier	Enter the Cancer Therapy Evaluation Program's identification number.
   PO ID	Enter the number that NCI assigned to the person.
   Status	Select the current curation status. For status descriptions, see Changing the Curation Status .
   Address Information	Enter or select information in the address fields.
   Has Pending CRS Role(s)	Select this check box to limit your search to person records that have Clinical Research Staff roles pending curation.
   Has Pending HCP Role(s)	Select this check box to limit your search to person records that have Health Care Provider roles pending curation.
   Has Pending OC Role(s)	Select this check box to limit your search to person records that have Organizational Contact roles pending curation.
   Has Pending OP Role(s)	Select this check box to limit your search to person records that have Other Person Identifier roles pending curation.

   Info
   If you select two or more pending role check boxes, search results include only those person records that contain all selected pending role criteria. For example, if you select the Has Pending CRS Role(s) and Has Pending HCP Role(s) check boxes, the results include only those person records that have both pending CSR roles and pending HCP roles.

3. Click Search.
   The results of your search are displayed in a table below the search criteria fields. 

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   Search Person – Search Results

   Tip
   title Search tip
   If the person you were looking for is not listed, you may have searched too narrowly (that is, you may have provided too much information about the person). If the list of results is very long and contains many persons that are similar to yours, you can narrow your search by providing more information. If you still don’t find your person in the CTRP system, you can register it as a new one. For instructions, see  Creating New Person Records.