Administrator Procedures

The following list shows the tasks administrators typically perform to manage site and contact information:

• Creating Clinical Protocol Site Templates. An administrator creates templates that detail the activities that users must perform at all sites that carry out the same protocol.

• Creating Contact and Account Assessment Templates. An administrator or the study manager creates assessment templates that define weighted attributes for assessing a contact or account.

• Maintaining Contacts and Accounts. An administrator maintains records of contact license numbers, and deletes erroneous or obsolete account and contact data.

• Associating Contracts with Sites. An administrator or a study manager enters details about the contracts for a site and the payment details for each contract.

• Associating Accounts with Contracts. An administrator or a study manager enters details about the accounts for a site.

• Associating Accounts with Sites. An administrator applies the accounts for protocols and regions to site records.

• Associating Activities with Sites. An administrator applies the activities for protocols and regions to site records.

• Associating Documents with Sites. An administrator applies the documents for protocols and regions to site records.