Uploading multiple sites to the study
Multiple sites are typically added to a study at the same time.
Before uploading sites, set up drug ordering and resupply in IRT.
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- When uploading a batch of new sites, always start with a new, blank spreadsheet. If you add sites to a spreadsheet that you used for a previous upload, duplicated records of the currently existing sites appear on the Manage Sites page.
- Verify the Ship Address with clients. The Ship Address should be the address of the location from which sites receive drug supplies.
- Provide a complete address, including the zip code, for each site. The zip code is required for shipping.
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- Click Sites (
). - On the left, click Site Upload.
For descriptions of the fields on this page, see Site Upload page.
- In the Instructions for Site Data Upload section, click Download Site Data.
- Open the spreadsheet.
- Type the information for the sites you want to add into the spreadsheet.
Field descriptions for the Upload Sites spreadsheet
This table describes the default columns for a spreadsheet. Your study might require a different set of information.
Column
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Description
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Notes
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Site
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The site ID number.
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REQUIRED.
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Country
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The country where the site is located.
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REQUIRED.
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Investigator ID
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The Investigator ID number.
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REQUIRED.
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Last Name
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The last name of the person adding a site.
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REQUIRED.
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First Name
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The first name of the person adding a site.
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REQUIRED.
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External ID
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The ID of a user in an external system. This field is visible only if the study is configured to require an External ID.
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OPTIONAL.
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Time Zone
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The time zone in which the site is located.
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REQUIRED.
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Ship Name
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The name of the location where drugs should be shipped.
This location is usually a central pharmacy or a depot.
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REQUIRED.
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Ship Phone
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The phone number of the ship location.
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Ship Fax
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The fax number of the ship location.
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Leave blank.
Note: Fax service is retired.
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Ship Email
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The email address of contact at ship location.
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REQUIRED.
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Ship Address 1
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The address of the ship location: Street address.
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REQUIRED.
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Ship Address 2
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The address of the ship location: Suite or office number.
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Ship City
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The address of the ship location: City.
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REQUIRED.
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Ship State
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The address of the ship location: State.
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Ship Zip
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The address of the ship location: Zip code.
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REQUIRED.
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Ship Note
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A special note for the ship location.
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To display format requirements, in the Instructions for Site Data Upload section, click Click here to view instructions for this module.
Note: Although all site data is required to ensure efficient processing of trial supply orders, you can add and edit the remaining shipment information using the Manage Sites page.
- Save the spreadsheet to your desktop in CSV or Excel format.
- In the Upload Site Data section, click Choose File.
- Select the file you saved to your desktop, and click Open.
- Navigate to IRT.
- From the Encoding drop-down list, select the encoding type.
- In the Web Password field, type your password.
- Click Upload Site Data.
The uploaded sites appear on the site list in the Manage Sites page.
After you add sites, you must set a supply type for the sites so that they can receive drug orders. If you do not first set up drug ordering and resupply, there are no available supplies to associate with the site.
Note: For instructions on adding a single site, see Adding a single site to a study.
