5 Reference Files
Dan Funk edited this page 2020-05-12 17:10:08 -04:00

Some behavior of the overall system is guided by Excel Spreadsheets which we call Reference Files. The following outlines which reference files exist, and how they can be used:

Investigators.xslx

This controls the order of the investigators that could be linked to a study. It further describes the exact label that should be used, if it should be displayed in the main study details page, and if it is possible for there to be more than one investigator with this type.

code label display unique
PI Primary Investigator Always Yes
SC_I Study Coordinator I Always Yes
DEPT_CH Department Chair Always Yes
SC_II Study Coordinator II Optional Yes
AS_C Additional Study Coordinators Optional No
SI Sub Investigator Optional No
DC Department Contact Optional Yes
IRBC IRB Coordinator Optional Yes
SCI Scientific Contact Optional Yes

Documents.xslx

The Documents spreadsheet (here is an example of just the first few rows) is the canonical list of possible documents associated with a study. Only documents in this list can be uploaded during the course of a workflow. These documents, when passed on to the IRB for review, will be named according to their category. The id column must match the id provided by the Protocol Builder API. This will allow us to correctly identify documents that were requested by the Protocol Builder.

code category1 category2 category3 Who Uploads? id description
AD_CoCApp Ancillary Document CoC Application NULL CRC 12 Certificate of Confidentiality Application
AD_CoCAppr Ancillary Document CoC Approval NULL CRC
AD_Consent_Model Ancillary Document Consent Model CRC