Nominate sites
- Click nominate in the top navigation bar.
- Click the filter button to apply filters to the refine the site grid using filter criteria.
- Expand the Site, Institution, Principal investigator, Site progress, and/or Survey analysis sections and click the checkboxes or add other required values to the filter options you want to use.
- Click Done.
- Adjust column display in the site grid by clicking the column button.
- Use the type-ahead search to identify columns you would like to include, and click > to move the columns into the selected list. Use the up and down buttons to define the display order.
- Click Done.
- To view a site’s scorecard, click the icon in the Site profile column.
- To leave a note or reason that explains your actions regarding a site, click the icon in the Notes column, and enter a note on the Notes tab, click the Reasons tab and select one or more reasons.
- Click Done.
- Review the site attributes displayed in the site grid (values displayed depend on columns and filters chosen above).
- Adjust the "Add to..." action button to "Add to review," "Add to short list," or "Add to dropped"
- Check the box next to one or more sites and click the Step 8 action button.
After you complete the procedure above, your team members who are assigned to perform site screening receive an email notification to evaluate the nominated sites.
Parent topic: Step 1: Nominate