Changing Training Topics for Clinical Sites

When administrators publish training plans, the training topics in those plans are automatically associated with the clinical sites that meet the criteria in the plans. When additional training topics apply to a site, you can manually add these topics to the automatically-added topics.

The contacts for a clinical site are automatically associated with the training topics that you add to the site if a Role field value in the topics is the same as the Role field value in the contact records. If the Role field in an added topic has no value, then all of the contacts for the clinical site are automatically associated with that topic.

You can add to clinical sites only the training topics for which the Obsolete Date field of the training topic has no value.

When training topics no longer apply to a site, you can delete the topics if the Mandatory field is not selected for the topics. You cannot change the field values in training topic records for clinical sites.

To change training topics for a clinical site 

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 for which you want to change training topics.

3. Navigate to the Training view.

4. To add training topics, complete the following steps:

   1. Click Add Topics.

   2. In the Training Topics dialog box that appears, select the training topics to add.

      To select multiple topics, hold down the CTRL key and click each topic record. For information about setting up the training topics that appear in this dialog box, see "Setting Up Training Topics for Clinical Training".

   3. Click OK.

      The selected topics appear in the Site Training Status list.

5. To delete a training topic, select the topic in the Site Training Status list, and delete it.