New Protocol Process

A new protocol process application is started from the Protocol Details page.  To start a new process, select the process type from the dropdown box located to the left of the ‘Create New Process’ button, the ‘Create New Process’ button will launch the correct process questionnaire. 

 

The new process questionnaire is a series of questions that will be used to determine what forms or pages should be presented to the user for completion or modification.  For example, if the user indicates that the purpose of the amendment is to add staff, then the Staff & Access tab will be presented to the user.  If the amendment is to modify any study related documents, then the Attachments tab will be visible to the user.

 

Any user with edit or manage access to the protocol in Insight will have the ability to start a new process on a protocol.  If a user only has View access, the user will not see the ‘Create New Process button’ on the Protocol Details page.

 

Amendment Application

Continuing Review Application

Adverse Event Application

Other Event Application