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.