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  1. Open the protocol document for editing

  2. Click on the Protocol Actions page/tab.

  3. Click the Show button in the Copy to New Document section.

  4. Click the Copy Protocol button. A new protocol document with a unique document number will be created.

Note: Review

Info

Review the questionnaire thoroughly before submission to make sure everything accurately reflects the new protocol. Notes and Attachments are not copied. A new protocol number will be assigned.

Amend protocol

If you need to make changes to an approved protocol, you can begin an amendment from the Protocol Actions page of the existing protocol document.

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