Associating Activities with Sites

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

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

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

Associating Activities for Clinical Protocols with Sites

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

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

Also, these new activity records have no values in the First Name field and Last Name field, and not the values in these same fields in the originating activity records, because you must manually add the contacts who are associated with a site in the activity records for the site.

To associate the activities 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 activities with sites.

3. Navigate to the Activities view.

4. Select the activities 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 Activities for Clinical Regions with Sites

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

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

Also, these new activity records have no values in the First Name field and Last Name field, and not the values in these same fields in the originating activity records, because you must manually add the contacts who are associated with a site in the activity records for the site.

To associate the activities 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 activities with sites.

3. Navigate to the Activities view.

4. Select the activities 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.