1. Clinical Trial Management System Guide
  2. Creating New Role Correspondence for Sites

Creating New Role Correspondence for Sites

Complete the procedure in this topic to create a new role correspondence for a site.

To create a new role correspondence for a site

  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 create a new role.

  3. Navigate to the Sites view

  4. In the Sites list, select one or multiple sites to which you want to apply a new role for the correspondence.

  5. Click New Correspondence.

  6. From the Roles of Contacts dialog box, select the role or multi-select the roles that best describe the individual’s role, and click OK.