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Roadmap: Adding and managing sites

Step #

Action

Menu to select

What happens?

1

Upload sites

Sites (Sites tab (main menu) )

Site Upload

After upload, the sites can be reviewed on the Manage Sites page. After sites are added to the study, you:

  • Activate a site so that site users can access the study.
  • Allow screening, randomization, and drug ordering to occur at a site.
  • Apply drug resupply settings to a site.

2

Activate and set up a site

Sites (Sites tab (main menu) )

Manage Sites

 

Activating a site allows authenticated site users to access the study.

Opening a site for screening allows potential subjects to be screened at a site. Opening a site for randomization allows subjects to be randomized at that site. Opening a site for drug ordering allows drug resupply shipments to be ordered for the site.

By setting limits for screening and randomization, you specify the maximum number of subjects who can be screened and randomized at the sites.

3

Manage sites

Sites (Sites tab (main menu) )

Manage Sites

After you edit site information, the updated information appears in the site records on the Manage Sites page.

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