Associating Documents for Clinical Protocols with Sites

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

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

To associate the documents 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 documents with sites.

3. Navigate to the Document Tracking view.

4. Select the documents 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.