Adding Training Plans to Clinical Sites

When administrators publish training plans, the training topics in those plans are automatically associated with the clinical sites that meet the criteria in the plans. When a clinical site does not meet the criteria in a training plan, but the training plan applies to the site, you can manually add the training plan to the site. When you manually add a training plan to a site, its associated training topics are automatically added to the site. However, if the administrator populates the Obsolete Date field (in the Training Topics view of the Administration - Clinical screen) for some topics in that plan, then those topics are not automatically added to the site even though the topics exist in the training plan.

The contacts for a clinical site are automatically associated with the training topics in the training plans that you add to the site if a Role field value in the topics is the same as the Role field value in the contact records. If the Role field in a topic of an added plan has no value, then all of the contacts for the clinical site are automatically associated with that topic.

You can add to clinical sites only the versions of training plans for which:

• The Obsolete Date field of the training plan has no value.

• The Status field for the version of the training plan has a value of Approved.

To add training plans to a clinical 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 for which you want to add training plans.

3. Navigate to the Training view.

4. To add training plans, complete the following steps:

   1. Click Add Plans.

   2. In the Training Plans dialog box that appears, select the training plans to add.

      To select multiple plans, hold down the CTRL key and click each plan record. For information about setting up the training plans that appear in this dialog box, see "Creating Training Plans".

   3. Click OK.

      The training topics associated with the selected training plans appear in the Site Training Status list.