Set up workflow documents

The Manage workflow documents page stores all document templates used in the study's document workflow tasks. For a workflow task to be available for site assignment, each document task must have an associated template. Use these instructions to upload and save the documents and optionally view the template upload history.

Access to documents on the Manage workflow documents page depends on your user role permissions. If you have CDA/Document Template Upload permission, you’ll see CDAs, Confidentiality statements, and Generic documents. If you have Study Setup Management permission, you’ll see protocol documents. If you have both, or the Read-only Study Setup permission, you’ll see everything.

1. Select the study from the study drop-down list in the page header.
2. Click menu in the page header. Then open the Setup menu and choose Workflow documents.
3. Locate the document row where you want to add the document. You can filter by Workflow or Document type using the options above the list.
4. To upload a document template, either click on or drag a file to the drag/drop space associated with that document row. NOTE: the recommended file type is DOCX. You can also use ZIP, but it will not support digital signature.
5. Optional - click history to access template history drawer. You can add or remove templates using controls in the drawer, but you must leave at least one active template.

   Note:

   Protocol documents are handled differently because the Workflow documents page supports both a default protocol template and workflow-specific protocol templates. If you remove a workflow-specific template, Oracle Site Select will automatically fall back to the default template. Changing a protocol template associated with a workflow that has invited sites will prompt you to specify whether the update should apply to new invitations only or restart workflows for already invited sites.

   As a best practice, Oracle recommends that you first upload a default protocol then upload any workflow-specific protocols.

6. Click Close to close the history drawer.
7. On the Manage workflow documents page, click Close.