Finalize and Publish to EDC

Finalize

Once a protocol is marked Ready for review, the protocol can be reviewed and then the protocol version can be finalized. To finalize the protocol:

1. Go to your protocol library.

2. Click on a protocol card/row to open the Protocol Insights page.

3. At the top right of the Insights page, click Finalize.

Publish to EDC

Once the protocol has been finalized, EDC can be configured. Once EDC is configured, the protocol can then be published to EDC.

1. At the top right of the Insights page, click Publish to EDC.

   

2. A success message will appear on the button.
   

   

   
   

3. Click View EDC to open the link.
   

   

   
   

To learn more about Protocol Insights, visit the Protocol Insights help guide.