Copying Protocols and Versions

This topic provides overviews of how to copy a protocol and how to renew an approved protocol, and discusses how to copy a protocol.

Pages Used to Copy Protocols and Versions

Page Name	Definition Name	Usage
Copy Protocol Page	GM_PCL_CPY	Copy a protocol.
Copy Protocol Version Page	GM_PCL_VRSN_CPY	Copy a protocol version.

Understanding How to Copy a Protocol

Copy functionality enables you to have information automatically transferred to a new protocol or version, thereby avoiding duplicate manual entry. Choose from two options: 1) copy one protocol with its current version to a new protocol and version or 2) copy one version within a protocol to another version within that same protocol. The following table explains the rules by which you can copy values for protocol and version copying functionality:

Fields	Copy Protocol From	Copy Protocol To	Copy Version From	Copy Version To
Version	All versions can be copied. Select the version from the search page.	Next system-generated version ID.	The most current version (highest ID number) is automatically supplied as the copy from version.	Next system-generated version ID.
Status	All can be copied.	Draft only.	Only Approved statuses can be copied.	Draft only.
Phase Type	All can be copied.	New only.	All can be copied.	Any phase type.
Start/End Dates		Copied as is.		Copied as is.
Next CR Date		Copied as is.		If the phase type is CR, the system will not copy the FROM version's CR date, but it will automatically increment to the next CR date.
Submitted on Date		Will not be copied. Blank value initially.		Will not be copied. Blank value initially.
Comments		Will be copied as is.		Will be copied as is.
Attachments		Will not be copied.		Will not be copied.

Understanding How to Renew an Approved Protocol

When a project is extended or you are approved for more funding you may need to renew an approved protocol. You do this by copying the approved protocol to a Renewal type version, making the necessary updates and resubmitting. The protocol undergoes the regular protocol creation and submission process, however it is treated as a renewal.

Copy Protocol Page

Use the Copy Protocol page (GM_PCL_CPY) to copy a protocol.

Navigation:

Grants, and then Protocols, and then Copy Protocol

This example illustrates the fields and controls on the Copy Protocol page. You can find definitions for the fields and controls later on this page.

From

Field or Control	Description
Protocol ID	Displays the protocol ID that is selected on the search page.
Version	Displays the version that is selected on the search page.
Protocol Type	Displays the protocol type of the current open protocol.

To

Field or Control	Description
Protocol ID	Displays NEXT to indicate the system-generated new ID number.
Version	Displays NEXT to indicate the system-generated new version number.
Protocol Type	Displays the protocol type. Note: Restrictions apply to copying a protocol version. A protocol is copied to a brand new protocol within the same protocol type. For example, animal to animal and human to human.

Copy Protocol Version Page

Use the Copy Protocol Version page (GM_PCL_VRSN_CPY) to copy a protocol version.

Navigation:

• Grants, and then Protocols, and then Copy Protocol Version

• Click the Copy Version button on the Maintain Protocol page.

This example illustrates the fields and controls on the Copy Protocol Version page. You can find definitions for the fields and controls later on this page.

From

Field or Control	Description
Protocol ID	Displays the protocol ID that is selected on the search page.
Version	Displays the version that is selected on the search page.
Protocol Type	Displays the protocol type.

To

Field or Control	Description
Protocol ID	Displays the same protocol ID as the one that is selected on the Search page.
Version	Displays NEXT to indicate the system-generated new version number.
Protocol Type	Displays the protocol type.
Phase Type	Select Modified, Renewal, or Continuing Review.