Associating Contracts with Sites

You can associate the contracts defining the total site payments with each site. Some sites might need only one contract that governs the entire payment for the site. However, you might have to associate multiple contracts with a site. Each contract can have multiple payees. You can associate multiple contracts and multiple payees with a site.

This task is a step in "Process of Managing Sites and Contacts for Clinical Trials".

To associate a contract with a site 

1. Navigate to the Site Management screen, then the Protocol Site List view.

2. In the Protocol Site list, drill down on the site number field of the site with which you want to associate a contract.

3. Navigate to the Contracts view.

4. In the Contracts list, create a new record and complete the necessary fields.

   Some fields are described in the following table.

   Field	Comments
   Contract #	Displays the number assigned to this contract. This field is automatically populated.
   Type	Select the type of contract to associate with the site.
   Contract Amount	Type the amount of money that the contract is worth. If you enter multiple contracts, then the total value of all contract amounts equals the total contract amount for the site. This total appears in the Contract Amount field on the site form.
   Payee Last Name	Select the name of the person who receives payments for the contract. You can enter multiple payees for the contract by using the multi-value picklist.
   Address	Select the address associated with the payee.