Associating Accounts with Contracts

This topic describes how to associate accounts with a contract for clinical site. You can associate multiple accounts with a contract by adding them to the selected list in the Accounts MVG (multi value group). Set one account as the primary account. The first account that you add to the Accounts MVG is set as the primary account by default. You can change the primary account by selecting the Primary field in the Accounts MVG.

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

To associate an account with a contract 

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.

3. Navigate to the Contracts view.

4. Click the select button in the Account field to open the Accounts dialog box, and complete the following steps:

   1. Move the record for an available account to the list of selected accounts.

      The first account that you associate with the contract is the primary account by default.

   2. Configure the primary account for the contract by selecting the Primary field.

   3. Click OK.