Add a Participation Code before you assign a reviewer to questionnaires. A Participation Code is tied to a Participation Type, which allows you to categorize your questionnaires. Then you can grant reviewers access to the questionnaire categories using participation codes and participation types.
To add a Participation Code, complete the following steps:
| Field Name | Required? | Description |
|---|---|---|
| Participation Code | Required | Enter the name of the participation code that will be used to sort COI Requests. It is a good idea to use the prefix "COI" in the name as it will help you discern the codes created specifically for COI purposes as opposed to source codes created for other purposes in netFORUM, such as marketing. |
| Participation Type | Optional | Expand the Participation Type drop-down menu and select the participation type this code will be tied to. You must associate the new participation code to a participation type or it will not be available to be selected when adding a Request or a Reviewer. |
| Start Date | Optional | Enter the date this participation code will first be available. |
| End Date | Optional | Enter the date this participation code will no longer be available. |