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  1. From Update Protocol, fill in the following information as needed.

    Include Page
    Other options
    Other options

    Update SampleDescription

    Anchor
    Protocol Update Page
    Protocol Update Page
    Protocol Type*

    Include Page
    Protocol type
    Protocol type
    Include Page
    Other optionsOther options

    Protocol Name*

    Enter or select from the drop-down list the protocol name (required).

    Protocol Abbreviation

    Enter a shortened phrase used in place of the protocol name.

    Protocol Version

    Enter or select from the drop-down list the protocol version number.

    Upload
    OR
    Enter File URL

    Click Browse to navigate to the protocol to be associated with the protocol, or enter the URL where the protocol is located.

    File TitleThe title of the protocol file.
    Description

    Enter any additional description information that the form does not include.

    Access to the Protocol

    For more information, see Sharing a Protocol with a User or Group or Making the Protocol Public.

    Include Page
    Adding access include
    Adding access include

  2. Click Update when you are done editing the Protocol.

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  1. Click the Protocols menu.
    Manage Protocols displays.

  2. Click Search Existing Protocols.

    Include Page
    Search Criteria Blank include
    Search Criteria Blank include

  3. From Protocol Search, fill in the following search criteria as needed.

    NameDescription

    Protocol Type

    Include Page
    Protocol type
    Protocol type
    Include Page
    Other optionsOther options

    Protocol Name

    Enter a partial or complete name of the protocol. Select Contains (for partial text) or Equals (for an exact search) from the dropdown list.

    Protocol Abbreviation

    Enter a partial or complete name of an abbreviation assigned to the protocol.

    Protocol File Title

    Enter the name of the protocol file title.

  4. Click Search.
    Protocol Search Results opens.

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Sample Search Results ColumnsDescription
Action

Click View in the first column to display the protocol in a PDF file.

Info
titleNote:

Edit is only available for people that have an account and are logged into the system and are associated with the protocol.

Click + Add to Favorites to add a bookmark for the protocol on your My Favorites tab. Added to Favorites appears in the column when the protocol is successfully added.

Protocol Type

Include Page
Protocol type
Protocol type
Include Page
Other optionsOther options

Protocol Name

Enter or select from the drop-down list the protocol name.

Protocol Version

Enter or select from the drop-down list the protocol version number.

Protocol Abbreviation

Enter a shortened phrase used in place of the protocol name.

Protocol File

The Title and Description of the protocol are listed. Click View to download the protocol file.

The column is empty when there is no protocol file associated with the Protocol.

Created DateIndicates the date on which the protocol was added.

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