This chapter covers the following topics:

• About Managing Sites and Clinical Contacts
• Scenario for Managing Sites and Clinical Contacts
• Process of Managing Site and Contact Information
• Creating a Clinical Protocol Site Template
• Creating Contact and Account Assessment Templates
• Maintaining Contact and Account Information
• Associating Contracts with a Site
• Creating and Managing Site Visits
• Creating and Updating Site, Contact, and Account Records (End User)
• Capturing Different Types of Addresses for Each Site (End User)
• Assigning Employees to the Site Team (End User)
• Creating Site Activity Plans (End User)
• Applying Protocol Site Activity Templates
• Tracking and Adding Documents at Sites (End User)
• Creating Documentation Tracking Activities
• Creating CRF Tracking Activities
• Creating Site Correspondence Activities
• Adding Notes to a Site
• Assessing Investigators and Hospitals or Other Contacts and Accounts (End User)