Associating Documents with Sites

You can associate documents for a clinical protocol and for a clinical region with sites.

After you complete this task, the document records appear in the Document Tracking view in the Protocol Site List view of the Site Management screen. The document records originate in the Document Tracking view in the Protocol List view of the Protocols screen or in the Document Tracking view in the Region List view of the Regions screen. In these Document Tracking views, you can change the field values in the document records.

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

Associating Documents for Clinical Protocols with Sites

You can associate document records for a clinical protocol with specific sites.

Each time you click the Apply To Sites button in the procedure in this topic, new document records for the selected sites appear in the Document Tracking view in the Protocol Site List view of the Site Management screen. These new document records contain any changed field values in the originating document records in the Document Tracking view in the Protocol List view of the Protocols screen.

To associate the documents for a clinical protocol with sites 

1. Navigate to the Protocols screen, then the Protocol List view.

2. In the Protocol list, drill down on the protocol number field of the protocol for which you want to associate documents with sites.

3. Navigate to the Document Tracking view.

4. Select the documents that you want to associate with sites.

5. Click Apply To Sites.

6. In the dialog box of site records applicable to the protocol, select the appropriate sites, and click OK.

Associating Documents for Clinical Regions with Sites

You can associate document records for a clinical region with specific sites.

Each time you click the Apply To Sites button in the procedure in this topic, new document records for the selected sites appear in the Document Tracking view in the Protocol Site List view of the Site Management screen. These new document records contain any changed field values in the originating document records in the Document Tracking view in the Region List view of the Regions screen.

To associate the documents for a clinical region with sites 

1. Navigate to the Regions screen, then the Region List view.

2. In the Region list, drill down on the Region field of the region for which you want to associate documents with sites.

3. Navigate to the Document Tracking view.

4. Select the documents that you want to associate with sites.

5. Click Apply To Sites.

6. In the dialog box of site records applicable to the region, select the appropriate sites, and click OK.