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Associating a Clinical Protocol with an Account

An account is the institution from which clinical trials are managed. Typically, it is the facility where the investigators conduct the trials. IRBs (institutional review boards), central labs, CROs (clinical research organizations), and other subcontractors can also be tracked as accounts. A clinical protocol can be associated with multiple accounts.

To associate a clinical protocol with an account

1. Navigate to the Administration - Clinical screen, then the Protocol List view.
2. In the Protocols list, drill down on the Protocol # of the protocol that you want to associate with an account.
3. Select the Accounts tab.
4. In the Accounts applet, create a new record, and complete the necessary fields.

   Some fields are described in the following table.

   Field	Description	Mandatory
   Account	The name of the account.	Yes
   Central IRB	A Boolean flag to indicate if a central institutional review board is used across all study sites.	No
   Regional CRO	A Boolean flag to indicate if a clinical research organization is providing services to all sites in the clinical region.	No
   Type	The type of account, such as IRB, CRO, or vendor. The Type pick list is configurable.	Yes