Enter Amendment Record
  1. Open the Permit to which the Protocol will be added
    1. Click PI and Permit Information
    2. Under "Licensing Information", select PI & Permit Information.
    3. Find the PI and click the arrow to the left of their name in order to see their Permits.
    4. Select the correct Permit, and click Edit (or double click the correct Permit).
  2. Click the Amendments Tab
  3. If an Amendment was already entered for Interim Approval (Hint: look for an amendment with no approval date, or look for the Application's Title in the Amendment Description column), then double click it.
    1. Enter the Approved Date
    2. Under Approved By, select the RSO.
  4. If no Amendment was created yet, click Add
    1. Under Amendment Type select "Amendment"
    2. Under Amendment Description, enter the following:  "Add New Protocol, [Approved Application Title]"
    3. Under Important Dates, enter:
      1. Requested - date the application was signed by the AU
      2. Received - date the final revised application was received by ORS
      3. Approved - date the RSO & RSC Chair signed
      4. Approved By - select the RSO
    4. Click Save
    5. Follow the next steps to scan the application into EHSA.
Scanning the Protocol Into EHSA:
  1. Scan the Approved application with RSO and RSC Chair signatures to their Form A file. Be sure file name says "...Approved".
  2. In the Edit Permit screen (see steps above), select the Amendment tab at the bottom of the page.and note the Amendment # for that corresponds to the protocol.
  3. Now, select the Protocol tab 
  4. Enter information into the following fields:
    1. Corresponding Amendment Number
    2. Protocol –30 words or less, so abbreviate or condense the protocol title as needed
    3. Protocol Description (Full Application Title)
    4. Protocol Type (X-Ray or RAM Permit)
    5. Approval Date
  5. Under Attach Documents to Permit, click Add
    1. For Documentation Date enter the permit approval date
    2. For Type, select Approved X-ray or Ram Permit
    3. For Document Description, enter “[protocol name (see field above)] approved application”
    4. Click Select File under Document Name
    5. Select the file from Step 1, and click Open
    6. Save