Create and manage institutions, vendors, and contacts

• Understand site, depot, and lab management
  Learn more about the terminology and workflows in managing your sites, depots, and labs at both the study and global levels.
• Create an organization (institution)
  Sponsor users can add and manage institutions for all studies at their organization.
• Create a vendor (depot)
  Sponsor users can add and manage a depot as a vendor in their study at the global level.
• Create a vendor (lab)
  Sponsor users can create a lab as a vendor at the global level.
• Create a contact at your organization
  At a global level, you can create and manage contacts for institutions associated with your organization's studies.
• Specify a reusable address for your organization and contacts
  At the global level, when you create an institution (site) or a vendor (depot or lab), you must define a primary address for these organizations.
• Set up a site at the global level
  For you to set up a site at the global level, you must associate an existing contact with an institution and assign those .
• Edit a contact's details
  You can edit a contact's details at anytime throughout a study's lifecycle. Any changes you make to a contact's details appear in the studies that the contact is associated with, as well.
• Edit an organization's details
  Sponsor and CRO users can update and manage an organization's information, whether an institution (site) or a vendor (depot, lab).
• Manage associations for a contact
  You can manage a contact's associated institutions. Any changes you make to a contact's associated institutions will be reflected in the studies where these sites are assigned.
• Update the status of a contact
  You can only change a contact's status at the global level. Every contact status update has impact on the associations that exist between that contact and existing institutions.
• Deactivate a contact and transfer studies
  If you want to associate a contact with a different institution and site, you must first deactivate that contact.
• Delete a contact
  You can only delete a contact if it's never been used in a study. If a contact is used in a study, you can only retire it.
• Delete an organization
  If necessary, an organization can be deleted by a sponsor or CRO user.
• Retire a site at a global level
  When you retire an organization (a site) at the global level, you need to first make sure the organization is not used in an active study. If the organization is used in an active study, the system guides you to transfer the associated vendors (depots, labs) to other contacts and institutions.
• Retire a depot at a global level
  When you retire a vendor at the global level, you need to first make sure the organization is not used in an active study. If the organization is used in an active study, the system guides you to transfer the associated vendors (depots, labs) to other contacts and institutions.
• Retire a lab at a global level
  When retiring a vendor at the global level, you need to first make sure the organization is not being used in an active study. If the organization is being used in an active study, the system guides you to transfer the associated vendors (depots, labs) to other contacts and institutions.
• Transfer active organizations
  Global users with the Manage Contacts and Organizations role can transfer organizations which are associated with active studies.
• Transfer active contacts
  Global users with the Manage Contacts and Organizations role can transfer contacts which are associated with active studies.