Map dynamic code list values to a site

Specify which dynamic code list values are presented to sites.

Before you work with this feature

Before mapping specific code list values to sites, consider the following:

• You must be assigned the Manage Dynamic Study Code Lists permission to select any site in any mode while creating the code list.
• A site must be created in the required mode (Training, Testing, or Production) before code list values can be mapped to it.
• You can specify which values in a code list are visible based on site.

  Note:

  Site specifications apply only to dynamic code lists.
  • By default, all values are shown in the code list. If one or more sites are specified for a particular mode, the code list is filtered so that the option is available only for subjects at the specified site(s) for that mode.
  • Any changes you make to the code list row is applied to all associated sites.
  • A selected site that is later retired still displays in the code list, but cannot be selected once retired.

    Note:

    The system generates the following warning when a retired site is selected and additional code list values are changed, as well:

    Site [ID] is retired and will be removed where it was previously selected. If no other sites have been selected for the code list option, it will be set to "All Sites."

To learn more about code lists, see About managing code lists.

1. Open your study's settings and select the Code Lists tab.
2. Locate and open the dynamic code list you would like to map.
3. Click the Actions drop-down, and select Edit.
4. Determine what values in which modes (Testing, Training, or Production) should be presented to sites.
5. In the Sites drop-downs for each value, choose All. or specify exact sites the value should be visible to.
6. Click Save.