Associating Accounts with Sites

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

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

The Account field and the Type field uniquely identify an account record for a site. You can associate an account for a clinical protocol or for a clinical region with a site only if the values in these two fields do not already exist for an account record associated with the site. Consequently, note the following:

• If you change the value in either of these fields for an account record, and then reassociate that account record with the site, then a new account record is created for the site.

• If you change other field values for an account record, and then reassociate that account record with the site, then a new account record is not created for the site, and the field values for the existing account record for the site do not change.

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

Associating Accounts for Clinical Protocols with Sites

The Accounts view of the Protocols screen is automatically populated with the account records that administrators set up in the Accounts view in the Protocol List view of the Administration - Clinical screen. Also, you can manually add other account records to the Accounts view of the Protocols screen.You can associate the account records in this view with specific sites.

To associate the accounts 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 accounts with sites.

3. Navigate to the Accounts view.

4. Select the accounts 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 Accounts for Clinical Regions with Sites

The Accounts view of the Regions screen is automatically populated with the account records that administrators set up in the Accounts view in the Region List view of the Administration - Clinical screen. Also, you can manually add other account records to the Accounts view of the Regions screen.You can associate the account records in this view with specific sites.

To associate the accounts 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 accounts with sites.

3. Navigate to the Accounts view.

4. Select the accounts 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.