Associating Sites with Accounts

An account is the institution from which you mange clinical trials. Typically, it is the facility where the investigators conduct the trials. You can track as accounts IRBs (institutional review boards), central laboratories, CROs (clinical research organizations), and other subcontractors. In the Accounts view of a site, you can associate the site with multiple accounts.

A record for the account that you select in the Account field of the site record is automatically created in the Accounts view of the site. This record is automatically populated with a value of Site Primary in the Type field. You cannot delete this record or change its field values unless you select a new primary account in the Account field of the site record.

You can associate accounts for clinical protocols and for clinical regions with sites. For more information, see "Associating Accounts with Sites".

This task is a step in "Process of Managing Clinical Trials".

To associate a site with an account

Navigate to the Site Management screen, then the Protocol Site List view.
In the Protocol Site list, drill down on the site number field of the site that you want to associate with an account.
Navigate to the Accounts view.

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

Some fields are described in the following table.

Field	Comments
Type	Select the type of account. The Site Primary value for this field is automatically populated for the primary account of the site. In the Accounts view, you cannot change this value, or assign this value to another account. To change the primary account for the site, you change the value in the Account field of the form for the site record.
End Date	Select the date that the account is inactive to inactivate the account. You can select a past date, but not a future date. You might want to inactivate accounts instead of deleting them so that you can view the accounts that are no longer associated with the site. If you select a new primary account in the Account field of the form for the site record, then this field is automatically populated with the current date for the prior primary account, but you can change this date to a date in the past.

Field

Comments

Type

Select the type of account. The Site Primary value for this field is automatically populated for the primary account of the site. In the Accounts view, you cannot change this value, or assign this value to another account. To change the primary account for the site, you change the value in the Account field of the form for the site record.

End Date

Select the date that the account is inactive to inactivate the account. You can select a past date, but not a future date. You might want to inactivate accounts instead of deleting them so that you can view the accounts that are no longer associated with the site.

If you select a new primary account in the Account field of the form for the site record, then this field is automatically populated with the current date for the prior primary account, but you can change this date to a date in the past.