Applying Activity Templates to Sites

You can simultaneously apply one or multiple activity templates to one or multiple sites for a study. Activity records with a type of Document and Site-Initiation appear in the Document Tracking view of the Site Management screen. Activity records with a type of Correspondence appear in the Activities view of the Site Management screen.

The applied templates also appear in the Activity Plans view of the Site Management screen for each of the selected sites.

This task is a step in Process of Managing Sites and Contacts for Clinical Trials.