Generate protocol amendment activities

When a study has a protocol amendment, you can run a workflow to add the protocol and add the appropriate investigator and/or country activities.

1. From the study country detail page’s Action menu, select Add country documents/ submissions.
2. Select Add a new protocol (and track activities).
3. Enter the protocol version and click Next.
4. Indicate if you want to generate activities for one or more investigators, the country, or both.
5. In the For the protocol section, review the list of country-level document collections for which activities can be generated, select a collection, then click Next.
6. Select sites for which you want to generate document activities and click Next.
7. In the For the protocol section, review the list of site-level document collections for which activities can be generated, select a collection and click Next.
8. Review the list, then click Done.