Knowledge base » Protocol Authoring » 1.d Create steps
1.d Create steps
Create Steps (summary page)
Next create your steps of various kinds e.g. Appointments, Medications, Procedures, Diagnostic Tests etc. You can click Add, Add, Add, to get your step list on the page before entering the data.
Always link other steps to an appointment when applicable so that (e.g.) if drugs are administered at an appointment, the medication step always moves with the appointment and can’t be changed separately. If users forget to select ‘recalculate future dates’ when moving protocols, the medications etc that should be associated with an appointment may get left behind.
The linkage dropdown does not appear for appointment steps.
‘Plus Time’ is the time between steps and refers to the number of days from the most recent step preceeding it. i.e. if the last step was Day 2 Medication and the next step is Day 8 Appointment the plus time will be 6 days.
Make sure you carefully check the link to step (previously "associate step") and plus time entries on the step page prior to publication. Don't forget if drug administration occurs on the same day as an appointment, the plus time must be left as zero days.
Once you have saved the steps you will see in the tree menu far left that your step names are all there with relevant icons. You can move them up and down at the Steps summary page easily if they are in the wrong order.
NOTE the blue tick appears over the top of the icon once you have saved the step detail for the first time. It may not mean you have finished creating that step.
To ensure your protocol steps are in the right order, the Up and Down 'v' allows you to move the Step to the place it belongs one step at a time
Next create your steps of various kinds e.g. Appointments, Medications, Procedures, Diagnostic Tests etc. You can click Add, Add, Add, to get your step list on the page before entering the data.
Always link other steps to an appointment when applicable so that (e.g.) if drugs are administered at an appointment, the medication step always moves with the appointment and can’t be changed separately. If users forget to select ‘recalculate future dates’ when moving protocols, the medications etc that should be associated with an appointment may get left behind.
The linkage dropdown does not appear for appointment steps.
‘Plus Time’ is the time between steps and refers to the number of days from the most recent step preceeding it. i.e. if the last step was Day 2 Medication and the next step is Day 8 Appointment the plus time will be 6 days.
Make sure you carefully check the link to step (previously "associate step") and plus time entries on the step page prior to publication. Don't forget if drug administration occurs on the same day as an appointment, the plus time must be left as zero days.
Once you have saved the steps you will see in the tree menu far left that your step names are all there with relevant icons. You can move them up and down at the Steps summary page easily if they are in the wrong order.
NOTE the blue tick appears over the top of the icon once you have saved the step detail for the first time. It may not mean you have finished creating that step.
To ensure your protocol steps are in the right order, the Up and Down 'v' allows you to move the Step to the place it belongs one step at a time
