Process of Managing Sites and Contacts for Clinical Trials

This topic details sample tasks that administrators and end users often perform when managing site (including satellite site) and contact information. Your company might follow a different process according to its business requirements.

Perform the administrative tasks described in this topic before performing the related end-user tasks. For example, a clinical protocol site template must exist before you can create the corresponding activity plan for the site.

For information about creating a site for a clinical trail, see Creating Sites for Clinical Trials. For information about creating a satellite site for a clinical trial, see Creating Satellite Sites for Clinical Trials.