Assigning Employees to Site Teams

CRAs (clinical research associates) assign employees to the site team. You can roll up the team members and make them visible at the region and protocol levels.

Note: If the CRA is working from a mobile Web client, then the administrator must set up position rollup on the Web client. For more information, see "Setting Up Mobile Web Clients for Position Rollup".

Before you can add an employee to the site team, an administrator must set up the employee record. For more information, see Siebel Security Guide.

You can also automatically assign an employee to the site team using the Position Rollup button or Position Rolldown button. For more information, see "Automatically Assigning Team Members Using the Position Rollup and Rolldown Buttons". For more information about removing employees from the site team, see "About Removing Team Members From the Team of a Site".

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

To assign employees to the site team 

1. Navigate to the Site Management screen, then the Protocol Site List view.

2. In the Protocol Site list, select the site to which you want to add employees.

3. Edit the Team field of the site record.

   The employees are added to the site team. You also roll up the employees to the region and protocol levels.