How to Use the New Protocol Interface?

1. Main View Overview

The main view serves as the central workspace for creating and editing protocols. It has been designed to offer a clear and concise overview of all visits, procedures, and their relationships.

• Layout:

  • The view features a tabular structure where:
    • Columns represent the visits in the protocol.
    • Rows represent the procedures associated with the visits.
    • Each cell in the table shows whether a procedure is associated with a specific visit, indicated by checkmarks, dollar signs (if there is a cost implication), or other visual markers.
  • At the top of the screen, you’ll find important controls such as:
    • Validate: Checks for any logical or required inconsistencies in the protocol.
    • Publish: Finalizes the protocol for use.
    • Save Draft: Saves your current progress manually.
    • Autosave toggle: Allows you to enable or disable automatic saving of changes.
  • The side menu provides easy navigation between protocol sections, including:
    • Main (default view): The table structure showing visits and procedures.
    • Details: For more in-depth settings related to the protocol.

• Icons and Features:

  • Hovering over a visit or procedure opens quick-access menus for editing, cloning, or deleting items.
  • A clear color-coded system differentiates visits, making the protocol easy to interpret visually.
    
    
    

2. Editing and Adding Visit Details

One of the core tasks in protocol creation is managing visits. The updated interface simplifies how you add, edit, or delete visits.

• Editing a Visit:

  • Hover over a visit column header and click the menu icon (three dots).
  • Select Edit, which opens a side panel on the right.
  • In the Edit Visitpanel, you can:
    • Rename the visit: Specify a unique and descriptive name for the visit.
    • Select a visit type: Choose from predefined visit categories (e.g., screening, follow-up, randomization).
    • Set the visit interval and tolerance:
      • Define the interval relative to the previous visit, randomization, or a selected anchor visit.
      • Add a tolerance range (e.g., ± 7 days) to provide scheduling flexibility.
    • Use color-coded labels: Assign a specific color to the visit for easy differentiation within the protocol.
    • Save changes or cancel editing directly in the panel.

• Adding a New Visit:

  • To add a new visit, hover over a column and click the menu icon.
  • Select Add Visit Before or Add Visit After to place the new visit relative to the existing ones.
  • Specify details for the new visit, such as name, type, interval, and tolerance.

• Reordering Visits:

  • The new drag-and-drop functionality allows you to rearrange visits directly within the table.
    
    
    
    
    

3. Adding and Managing Arms

Arms represent different groups within the study (e.g., treatment vs. placebo). The new interface makes it easier to add and manage arms.

• Adding an Arm:

  • Navigate to the visit column where you want to assign a new arm.
  • Click the menu icon (three dots) and select Add Arm.
  • A new arm appears as an additional layer for the selected visit.
  • Each arm can have unique procedures, allowing you to tailor the protocol to the needs of specific groups.
  • Arms are displayed in a collapsible view, keeping the interface clean and organized.
    
    
    

4. Autosave Functionality

The new Autosave feature ensures that your work is saved continuously while you make changes, reducing the risk of data loss. However, the option to disable Autosave provides more control over when your changes are saved.

• Enabling/Disabling Autosave:
  • The Autosave toggle is located in the top-right corner of the main view.
  • By default, Autosave is enabled, and all changes are saved automatically as you work.
  • To disable Autosave:
    • Click the toggle to turn it off. This ensures that changes are saved only when you click Save Draft.
    • This is useful if you prefer to review changes before committing them, especially when working on complex protocols.
  • A clear indicator shows whether Autosave is active or disabled.