Create a collaboration note

Note:

You must save a study object before you can attach a collaboration note or task.
  1. In the Project Explorer, select a study object (study design, study element, study event, form, section, item, codelist, codelist item, mapping, data set, or data series).
  2. Right-click the study object, and select Add Collaboration Note.
  3. From the Note Type drop-down list, select a collaboration note type.

    Note:

    Collaboration note types are defined in the Oracle Central Designer Administrator application.
  4. On the Instructions tab, type the instructions for the task. To edit the appearance of the text, use the buttons on the toolbar.
  5. Click OK.

Collaboration Note Editor dialog box - Option descriptions

Option Description
Fields -
Study (READ-ONLY.) Study with the study object to which the collaboration note is attached.
Object Name (READ-ONLY.) Study object to which the collaboration note is attached.
Object Type (READ-ONLY.) Type of study object to which you are attaching the collaboration note, such as a form or study event.
Note Type (REQUIRED.) Type of the collaboration note. An administrator defines collaboration note types in the Oracle Central Designer Administrator application.
Author (READ-ONLY.) User who created the collaboration note.
Instructions text field Text for the collaboration note.

Note:

Use the buttons on the toolbar to format the text.