Applying Activity Templates to Sites

You can simultaneously apply one or multiple activity templates to one or multiple sites for a study. Activity records with a type of Document and Site-Initiation appear in the Document Tracking view of the Site Management screen. Activity records with a type of Correspondence appear in the Activities view of the Site Management screen.

The applied templates also appear in the Activity Plans view of the Site Management screen for each of the selected sites.

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

Applying Activity Templates to Sites in a Region

Complete the procedure in this topic to simultaneously apply one or multiple activity templates to multiple sites in a region.

To simultaneously apply one or multiple activity templates to multiple sites in a region 

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 to which you want to apply an activity template.

3. In the Sites view, select the sites to which you want to apply an activity template.

4. Click Apply Template.

5. From the Templates dialog, select one or multiple activity templates that you want to apply to the selected site, and click OK.

Applying Activity Templates to Sites in a Protocol

Complete the procedure in this topic to simultaneously apply one or multiple activity templates to multiple sites in a protocol.

To simultaneously apply one or multiple activity templates to multiple sites in a protocol 

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 to which you want to apply an activity template.

3. Navigate to the Sites view.

4. In the Sites list, select the sites to which you want to apply an activity template.

5. Click Apply Template.

6. From the Templates dialog, select one or multiple activity templates that you want to apply to the selected site, and click OK.