Associating Activities for Clinical Protocols with Sites

You can associate activity records for a clinical protocol with specific sites.

Each time you click the Apply To Sites button in the procedure in this topic, new activity records for the selected sites appear in the Activities view in the Protocol Site List view of the Site Management screen. These new activity records contain any changed field values in the originating activity records in the Activities view in the Protocol List view of the Protocols screen.

Also, these new activity records have no values in the First Name field and Last Name field, and not the values in these same fields in the originating activity records, because you must manually add the contacts who are associated with a site in the activity records for the site.

To associate the activities for a clinical protocol with sites

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 associate activities with sites.

3. Navigate to the Activities view.

4. Select the activities that you want to associate with sites.

5. Click Apply To Sites.

6. In the dialog box of site records applicable to the protocol, select the appropriate sites, and click OK.