SIGN IN

Sign in securely with your email address and password.

HOME SCREEN

Click to start a new protocol, or open a recently saved protocol.

PROTOCOL SET UP

Set up your protocol quickly by entering basic information.

Roll over the “Information” icon to see relevant instructions and expert tips. These appear throughout the process.

Select the Protocol Type and the contents of your protocol will be set up automatically.

If you’re unsure of the Protocol Type, you can click to get help.

COVER PAGE

Enter information for the Cover Page, and it will be set up for you. Protocol Builder also automatically builds the Table of Contents.

When you enter a name, it will be pre-filled from your contact list so you don’t have to reenter information.

You can choose a User Role for each person. A “Writer” can write and edit a protocol, while a “Reviewer” can only read and comment on it.

PROTOCOL SECTIONS

Once your protocol is set up, you can start writing a section, like the Primary Objectives in the Synopsis.

As you’re writing, you can click the editing toolbar buttons to format text.

You can also add abbreviations, glossary terms, references and footnotes. They will be saved, formatted and used to create those pages at the end of the protocol.

If you’ve entered a reference in previously, you can select it from the drop-down list. This way, you don’t need to enter the same information again.

Click the Table button to insert tables, charts or images that you have previously uploaded. They will also be listed in the List of Tables section at the end of the protocol.

If you’re working on a section that’s repeated later, those sections will be linked so you don’t have to reenter information or make changes in two places.

You can enter and save notes at the bottom of each section for your reference.

In the desktop version of Protocol Builder, you can attach a file while you’re working on a section. It will automatically be listed in the Appendices section of the protocol.

When you’re done editing, click the Next button to save and continue with your protocol.

CONTENTS MENU

If you’d like to go to a specific section of a protocol, open the Contents Menu and click the name of that section.

NAVIGATIONAL ICONS

Use the icons in the top right of the screen to go to the Dashboard, Protocol List, Contact List, Resource Center or Help section.

DASHBOARD

The Dashboard gives you a quick snapshot of your protocol and how much has been completed. Click the Preview button under any section to see it in Preview mode.

PREVIEW MODE

When you’re in Preview mode, you’ll be able to read through your entire protocol more easily. You can also click Edit to jump to any section and begin writing or revising.

PROTOCOL LIST

The Protocol List screen allows you to access all of your saved protocols. Click on a header to sort the list. Click on a file name to open it.

CONTACT

The Contacts screen keeps all your contacts in one place where you can manage them easily. Click on a header to sort the list. Click Edit to update a contact.

RESOURCE CENTER

The Resource Center contains well-written samples for your reference, which can be copied and pasted to help you start writing your protocol.

It also includes, external links to educational and regulatory information as well as commonly required forms that can be downloaded and attached to your protocol.

GEAR ICON

Use the “gear” icon at the bottom right to go to Preview mode or invite others to review your protocol.

Reviewers can add comments directly into the protocol, so it’s easier to manage feedback.

You can also email a PDF version of your protocol or download it as a PDF or rich text file (RTF). An RTF can be opened and edited in word processing software.

FINAL CHECKLIST

When you’re done writing a protocol, you can use the Final Checklist to make sure you’ve completed important steps.

After you’ve checked off the steps, click the “Create Version” button to save a new version of your protocol.

THANK YOU FOR TAKING THE TOUR!

Learn more about Protocol Builder by visiting www.protocolbuilderpro.com.

If you’re a current Protocol Builder user who needs assistance, please call the Help Desk: 844-563-1042.