Yale University IRB. Coeus Correspondence Generation Coeus Users Group 2008 Michael Paquette

Transcription

1 Yale University IRB Coeus Correspondence Generation Coeus Users Group 2008 Michael Paquette

2 Agenda Overview Correspondence Maintenance Batch Correspondence Lessons Learned

3 Overview IRBs need to print: Agendas Meeting minutes Correspondences Reality Check (or maybe Myths or Misconceptions ) Does not correspondences Only generates PDFs Tools and versions Coeus IRB Oracle XML (Stylus Studio and XML Marker) XSL (Altova Stylevision) Getting started

4 Overview Getting Started XML versus XSL Data generated from Coeus (XML) Correspondence templates (XSL) Generating XML to apply to templates Changes to coeus.properties Templates Actions/committee oriented

5 Overview Getting Started XML Sample XML generated from Coeus using XML Marker to display

6 Overview Getting Started (cont d) Modifiy coeus.properties Set GENERATE_XML_FOR_DEBUGGING=Yes Stores generated XML in coeus/reports directory Useful in testing XSL development

7 Overview Getting Started (cont d) Designing XSL Templates Need XSL tool Many use StyleVision MIT, Yale, Wayne State, Princeton Others One template per action, and per committee Sample StyleVision tool

8 Correspondence Maintenance Template Association Correspondence types Committees Correspondence Type Committees to get correspondence

9 Correspondence Maintenance (cont d) Template Assignment Assign Templates To actions For Committees Can set default as catch-all Click on find to view defined committees

10 Correspondence Maintenance (cont d) Correspondence Types Defined in Code Table Maintenance To access correspondence definitions

11 Correspondence Maintenance (cont d) Correspondence Types Need to be associated with an action to produce a correspondence

12 Correspondence Maintenance (cont d) Choosing a Correspondence Type Picking an action and assigning it a correspondence Protocol Actions List of correspondences

13 Batch Correspondence Defining a batch process Setting days setting correspondence sequence

14 Batch Correspondence (cont d) Selecting correspondences and actions Choose a correspondence Choose a final action List of correspondences

15 Batch Correspondence (cont d) Actions Tab Shows correspondences Can regenerate a correspondence Adobe icon indicates a generated correspondence

16 Batch correspondence type Number of days after expiration date to print first letter Correspondence chosen from pull down list of all available correspondences Action performed after last correspondence. Chosen from pull down list of all available actions Correspondence chosen from pull down list of all available correspondences Batch correspondence type code 1- Renewal Reminders 2- IRB Notification Reminder System generated number of order of batch letter generated Number of days after first letter printed to pass before second letter print Number of days after second letter printed before launching third letter print

17 Batch Correspondence (cont d) Running a batch Start with selecting a committee

18 Batch Correspondence (cont d) Pick the batch type Reminder or IRB Notification Launch window End Date determined by default days

19 Batch Correspondence (cont d) Double click on batch line to see details

20 Batch Correspondence (cont d)

21 Batch Correspondence (cont d) Saving batch report Able save results as a separate file

22 Batch Correspondence (cont d) Protocol actions tab Can see batch reminders generated

23 Lessons Learned Planning a correspondence template design Consider scenarios for a correspondence to serve Consider submission elements like submission type, submission qualifiers, review types, etc. Consider previous submissions flag Lots of data elements provided in the XML Use MIT supplied Stylevision Power Stylesheet (SPS s) as a reference guide, not as your own correspondence. Adobe issues Reader versus Edit First time batch run purge run FOP version issue Problem with Stylevision 2008

24 Yale University IRB Questions