---
title: Protocol Build Basics Series Outline
description: The Protocol Build Basics Overview Series Outline for electronic training of Vestigo.
---

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September 25, 2026

# Protocol Build Basics Series Outline

## The Protocol Build Basics Overview Series Outline for electronic training of Vestigo.

This Vestigo Learning Academy series is tailored for users involved in building protocols or seeking to understand protocol-building concepts. It covers adding new protocols to Vestigo, as well as navigating the Main, Local, Drugs, and Orders tabs within Edit Protocol. We also learn the best practices for building and creating drugs or orders for each protocol.

### **Intended Audience**

Users who will be building studies or want/need to know the concept of building protocols.

 

### **Goal**

Users will understand the process of adding and building the major components of a protocol.

### **Objectives**

At the end of training, the user will understand:

1. Overview of tabs and fields required to set up a new protocol
2. Explanation of protocol identifiers in the grid and protocol banner
3. Details of fields on the Drug Build that carry to the DARF header
4. Clarification on fields within the Drug Build and Protocol Order that carry to the dispense screen
5. Best practices for building protocols
6. Guidance on adding and managing contacts on a protocol
7. How to set up arms and their relation to enrollment and orders
8. Steps for adding and managing drugs on the protocol
9. Instructions for adding and managing orders on the protocols

 

### **Contents**

[**Module 1 - Add Protocol**](https://vestigohelp.mccreadiegroup.com/en/vestigo/protocol-build-basics-modules?hsLang=en)<https://vestigohelp.mccreadiegroup.com/en/vestigo/protocol-build-basics-module-1?hsLang=en>

[**Module 2 - Main Tab**](https://vestigohelp.mccreadiegroup.com/en/vestigo/protocol-build-basics-modules#Module2)

[**Module 3 - Local Tab**](https://vestigohelp.mccreadiegroup.com/en/vestigo/protocol-build-basics-modules#Module3)

[**Module 4 - Contacts Tab**](https://vestigohelp.mccreadiegroup.com/en/vestigo/protocol-build-basics-modules#Module4)

[**Module 5 - Arms Tab**](https://vestigohelp.mccreadiegroup.com/en/vestigo/protocol-build-basics-modules#Module5)

[**Module 6 - Drugs and Orders Tab**](https://vestigohelp.mccreadiegroup.com/en/vestigo/protocol-build-basics-modules#Module6)

[**Module 7 - Order Building**](https://vestigohelp.mccreadiegroup.com/en/vestigo/protocol-build-basics-modules#Module7)

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