Adding Notes to Sites

When you work with site records, you often find that you want to make notes. In the Notes view, you can enter public notes or private notes. Use the link bar in the Notes view to switch between public and private notes. Anyone who can access the record can see a public note. Only the person who creates the note can see a private note.

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

To add a note to a site

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 for which you want to add a note.

3. Navigate to the Notes view, then the Private Notes view or Public Notes view.

4. Create a new record and complete the necessary fields as shown in the following table.

   Field	Comments
   Created By Name	Displays your user ID.
   Created Date	Displays the system date.
   Note Type	Select the type of note. Examples include Exclusion, Pre-existing Condition, Permanent, System, Temporary, Business Description, Regional Plans, and Contracts Process.
   Note	Type the note text.

5. Click Check Spelling to make sure your note has no spelling errors.