Roadmap: Managing sites

1

Add a site.

1. Select Administration ().
2. The Administration page appears.
3. Click Manage Sites.

   The Manage Sites page appears.

   Click Add Site.

4. Fill in the fields as necessary.
5. Click Submit.

2

Display the site list.

1. On the Manage Sites page, do one or more of the following:
   • View the site list page by page: Use the next page (>), previous page (<), last page (>|), and first page (|<) buttons.
   • View a specific page: From the Page drop-down list, select a page number.
   • Change the number of displayed records: From the Records per Page drop-down list, select the number of records (rows) to include.

3

Search for a site.

1. Display the site list.
2. Enter search criteria:
   • To search by site name: In the Search field, type a full or partial site name, and select By Name from the drop-down list.
   • To search by number of patients: In the Search field, type the number of patients at the site and select Number of Patients from the drop-down list.
3. To the right of the search drop-down lists, click Submit.

4

Assign a user to a site.

1. On the Administration page, click Manage Users.
2. Click the Profile link for the user.
3. Scroll down to the Available Sites list.
4. Do one of the following:
   • From the Available Sites list, select one or multiple sites and click the add (>) button to move the sites to the Selected Sites list.
   • To assign a user to all sites, click the add all (>>) button.
   • To assign a user to all sites created in the future, in the All Sites field, select Yes.
5. Click Submit.

5

View the users assigned to a site.

1. Display the site list.
2. Click the Change link for the site.

6

Edit a site.

1. Display the site list.
2. Click the Edit link for the site.
3. Edit the fields as necessary.
4. Click Submit.

Note: Any changes made on the study or site level take effect the next time you sign in.

7

Change the user assignments for a site.

1. Display the site list.
2. Click the Change link for the site.
3. Do one of the following:
   • To add users to the site, in the Available users list, select one or multiple users and click the add (>) button to move the users to the Users at site list.
   • To remove users from the site, in the Users at site list, select one or multiple users and click the remove (<) button to move the users back to the Available users list.
   • To assign all users to or remove all users from the site, click the add all (>>) or the remove all (<<) button.
4. Click Submit.