Associate Program Document

A Study Owner is responsible for associating finalized program level documents with the appropriate study items across studies. Once associated, the study item is Fulfilled.

To associate a Program Level Document  to a Study Item:

  1. Navigate to the study item list for a study.
  2. Locate the program level study item. You can use the Level facet on the Narrow Choices panel to limit the study item list to those items that are solely program level.
  3. Select “Associate Program Document” from the study item’s Actions menu. NOTE: The “Associate Program Document” option will only appear if a program level study item has been selected.
  4. On the Associate Program Document screen, Final documents that match the document type of the study item are listed. Select the check box for the appropriate document and click Associate.

The study item will appear as final and fulfilled.

Note: If no documents are displayed in the Associate Program Document window, no documents match the document type of the selected study item.

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