Add a site to a study

A site is created at a global level as an institution, making it available for use by multiple studies at your organization. Furthermore, as a site manager, you can add sites to your study and configure more details for the institution and the site staff.

Consider the following before you proceed with this task:

• We recommend creating mock sites to use in Testing mode and creating real sites to use in Production and Training modes. If you create sites with the same names in all modes, notifications could be confusing. For instance, an action taken by a user who works in Testing mode might result in a notification, and the receiving user might be confused if the same sites were used for both testing and production.
• You can but we don't recommend to activate sites before a study version is assigned to them. This way you avoid shipments to be created before the study is in production.
• In a rollover study, sites must have the same name as in the original study.

1. Open the study settings.
2. Click the Sites & Labs tab.
3. Along the top, select a specific mode:
   • Production Sites
   • Testing Sites
   • Training Sites

   Tip:

   You can select your site to be available in additional modes later in the Create Site wizard.
4. Click Create Site.
5. In the Create Site dialog, in the Info section, fill-in the fields below and click Next.
6. In the Info section, fill-in the fields below and click Next. To view tips for completing a field, click into the field or choose an option.

   Field	Description
   Search for Site	From the drop-down, select a site. The Search for Site drop-down includes all sites (institutions) that were created at a global level and they're available to add to studies at your organization.
   Site ID	Enter a short identifier for the site, such as a number. This value is included in the subject numbers of all subjects at the site.
   Status	Choose New for a site that hasn't started the study conduct period, and change to Active only when the site is ready to start the study conduct period. Only Active sites can enter data. Choose Retired for sites that are no longer collecting data.
   Mode	The mode in which the site was created at the global level is selected by default.
   Drug Destruction Capable	Choose Yes if kit destruction occurs at the site. Choose No if kit destruction should not be done at the site.
   Return Depot	From the drop-down, select the depot where kits should be returned from the site.
   Time Zone	The timezone that was selected for the site at the global level is displayed here. This field is read-only and cannot be modified at the study level.
   Site Permissions	Select the permissions you would like to assign to the site

7. In the Address section, click Add Address and select a Primary Address.
8. From the Site Address drop-down, select an existing primary address that is configured at the global level for this site, verify the fields and fill-in anything that is helpful to your site staff.
   You can also choose to add a Shipping Address, a Billing Address, a Shipping Address, or an Alternate Address.

   For more information, see Specify a reusable address for your organization and contacts.

9. Click Next and begin configuring the kits assigned to your site.
10. In the Kits section, select the types of kits you want to associate with your site. In the Send column, select a shipping address for each kit type.

    Note:

    If your study settings have been configured to include locally sourced kits, the Locally Sourced option is available in the Select Shipping Address drop-down for each kit. For step-by-step instructions on defining locally sourced kits, see Add a locally sourced kit.

    If no kits have been defined in your study, you must select the Send All Kits To option and specify a shipping address.

11. Click Save.

To complete the process of site configuration:

• Create a source data verification strategy and assign it to a site
• Assign a study version to a site
• Select a resupply strategy for a site
• Once the study set up is complete for the given mode, Activate a site.