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Comment: For CTRPMICRO-506 & 584: Replaced screenshot with hidden TBD.
  1. On the Manage Program Codes Master List page, in the row for the program code of interest, click the View icon (View icon, as it appears in the Manage Program Codes Master List page (arrows pointing left and right)Image Modified). The 

    Include Page
    Page Name - Manage for Your Center - Include 20171116
    Page Name - Manage for Your Center - Include 20171116
    page appears.

    The Manage Program Code Assignment and Targeted Accrual for Your Center pageImage Removed

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    Screenshot TBD.

  2. Notice that this page displays information specific to a date range:
    • The default end date is 12/31/2015. In the Reporting Period End Date field, consider specifying a different date.
    • The default reporting period length is 12 months. In the Reporting Period Length field, consider specifying a different number.
  3. Notice that this page displays a list of trials that meet all the following criteria:
    • Trials in which any member of your organization family is a participant.
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      Program Code Administrator - Include v4.4
      Program Code Administrator - Include v4.4
    • Trials assigned the program code that you selected on the Manage Program Codes Master List page.
    • Trials with any of the following statuses at any time within the reporting period, as specified on this page:
      • In Review

      • Approved

      • Active

      • Enrolling by Invitation

      • Temporarily Closed to Accrual

      • Temporarily Closed to Accrual and Interventions

  4. If you want to adjust the list filter, instructions depend on whether the list is already filtered:
    1. If the list has been filtered, in the Program Code(s) column header, click the button that indicates the number of program codes selected. The list includes all program codes for the organization family and other options.
    2. If the list has not been filtered yet, in the Program Code(s) column header, click the filter icon (Filter icon, as it appears in the Manage Program Codes Master List page (funnel shape)). The Select Program Code(s) button appears. Click Select Program Code(s). The list includes all program codes for the organization family and other options.
  5. Select one or more program codes from the list. (To select all program codes or deselect all program codes, toggle the Select/Deselect All option. To display trials that have not been assigned to program codes, select None.) The system updates the list of trials to reflect your selections.

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