Nominate sites

1. Click nominate in the top navigation bar.
2. Click the filter button to apply filters to the refine the site grid using filter criteria.
3. 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.
4. Click Done.
5. Adjust column display in the site grid by clicking the column button.
6. 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.
7. Click Done.
8. To view a site’s scorecard, click the icon in the Site profile column.
9. 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.
10. Click Done.
11. Review the site attributes displayed in the site grid (values displayed depend on columns and filters chosen above).
12. Adjust the "Add to..." action button to "Add to review," "Add to short list," or "Add to dropped"
13. 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.