What are Reference Documents:
Reference documents are intended to provide the research team with access to the current approved documents (I.e. Informed Consent, stamped advertisement, etc). A study can have many protocol document versions, but only ONE approved protocol document at a time. It does not work well with consent documents since there can be many currently approved versions for each study. It is possible to setup multiple types of consent reference documents; however, each study provides unique consent circumstances and it is likely that you will come across a study that does not fit your scheme (I.e. children’s consent vs child age 5-7, etc.).
Where to find current Reference Documents:
A list of the reference documents is shown in a section titled “Reference Documents” on the main study screen. Use the Attachment Properties icon () next to the reference document title to edit the document. Use the View History icon () to see all historically approved documents.
How to publish approved study documents as Reference Documents:
The Publish Reference Documents link along the left side of event page creates the most recently approved reference documents. Only click this link after all documents have been APPROVED. You can also use the “Publish Owner Reference Documents” action on an xForm to publish Reference Documents on the event.
How to create a Reference Document type:
- Click the <Administration> tab within the top navigation bar.
- Click Attachment Types.
- You can either edit a pre-existing type using the edit icon () and selecting the “Supports Reference Version” checkbox or
- You can create a new attachment type by clicking the Add New Type link on the left. Type a name for the attachment type and select the “Supports Reference Version” checkbox.
NOTE: It is best to contact support at firstname.lastname@example.org before using Reference Documents.