Select a resupply strategy for a site

You must select a resupply strategy for a site so that automatic and manual shipments can be generated correctly. This procedure also applies to rollover studies.

Note:

If your supply settings are configured to send initial shipment upon site activation, you must make sure to assign a resupply strategy to the site before its activation. Otherwise, the initial shipment will not be sent automatically.

To complete this task, you must first Add the site and create a resupply strategy. You can create different types of resupply strategies, for more information, see Create a min/max resupply strategy and Create a predictive resupply strategy.

1. Open the study settings.
2. Click the Sites & Labs tab.
3. Along the top of the page, select a specific mode:
   • Production Sites
   • Testing Sites
   • Training Sites
4. Locate a site and, from the Resupply Strategy drop-down, select the resupply strategy that the site must use.

   Tip:

   Use the Resupply Strategy drop-down in the column header to apply a resupply strategy to all sites, or use the filters above to search for a specific site.
5. Assign resupply strategies to additional sites as required.
6. In the upper right corner, click Apply Changes.

Select a resupply strategy for sites in other modes when required.