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Review and approve protocol deviation template

The review and approval of a protocol deviation template is an additional measure to make sure that dedicated personnel reviews and verifies that the template is compliant with protocol requirements and satisfies your study needs. In CTMS, you can specify if the template requires approval when first creating or editing your template.

After you have submitted the protocol deviation template that requires approval, its status remains Auditing until the assignee approves it.

To review and approve a protocol deviation template
  1. In the CTMS application header, select the LIBRARY tab.

  2. On the page that opens, from the left pane, select the Protocol Deviation Template subtab.

    Accessing protocol deviation templates
    Figure 1. Accessing protocol deviation templates

  3. From the PD Template List table that opens, locate the template that you want to review and select its name.

    Accessing protocol deviation template to review
    Figure 2. Accessing protocol deviation template to review

  4. On the page that opens, review the protocol deviation template form's details. Once reviewed, from the top left corner, select Back to Last Page back_arrow_icon.png.

    Reviewing and returning to protocol deviation templates
    Figure 3. Reviewing and returning to protocol deviation templates

  5. From the PD Template List table that opens again, locate the template that you want to approve. Then next to it, in the Action(s) column, select Approve approve_icon.png.

    Approving protocol deviation template
    Figure 4. Approving protocol deviation template

    Important

    This option is only visible if you have already submitted the template and you are the assigned personnel to review and approve the submitted template.

  6. In the Approve dialog that appears, enter the comment to follow the approval operation and select save_button.png.

    Entering comment to confirm approval
    Figure 5. Entering comment to confirm approval

Once saved, the protocol deviation template is approved. You can now activate the template to use in the STUDY MANAGEMENT tab for assigning the template to a study.