Associating Accounts for Clinical Regions with Sites

The Accounts view of the Regions screen is automatically populated with the account records that administrators set up in the Accounts view in the Region List view of the Administration - Clinical screen. Also, you can manually add other account records to the Accounts view of the Regions screen.You can associate the account records in this view with specific sites.

To associate the accounts 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 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 region, select the appropriate sites, and click OK.