Associating Sites with Contacts

A record for the contact that you select in the PI Last Name field of the site record is automatically created in the Contacts view of the site. This record is automatically populated with a value of Principle Investigator in the Role field. You can associate the site with additional contacts.

To associate a site with a contact

1. Navigate to the Site Management screen, then the Protocol Site List view.

2. In the Protocol Site list, drill down on the site number field of the site that you want to associate with a contact.

3. Navigate to the Contacts view.

4. In the Current list, create a new record and complete the necessary fields as shown in the following table.

   Field	Comments
   Role	Select the role of the contact. The Principle Investigator value for this field is automatically populated for the principle investigator of the site. In the Contacts view, you cannot change this value, or assign this value to another contact. To change the principle investigator for the site, you change the value in the PI Last Name field of the form for the site record.
   Last Name	Select the last name of the contact. When you click the select button in this field, the Pick Contacts dialog box appears. Click the Affiliated Contacts button in this dialog box to view only those contacts who are affiliated with the account for the site. After you populate this field, you cannot change its value.
   Start Date	Select the date that the contact record is effective. You can select a past date, but not a future date.