Complete tasks on behalf of sites

You may be able to complete tasks (such as the feasibility survey or interacting with a CDA) for a site that does not participate using the Site portal, or when a site completed a task externally and you need to mark it complete in Oracle Site Select. To do so, you must have the appropriate permissions for that task. If you do, you'll access the tasks in the Site details drawer Workflow tab.

1. Access the Select or Finalize bucket state, and click the site's row in the site grid.
2. Click the Workflow tab and scroll to the task you want to complete.
3. For view protocol tasks only, complete the fields in the Mark task as completed externally modal and click Save to close the modal.
4. For other tasks, choose the option or click the link to perform the action specified in the Action drop-down for that task. For instance, click Complete, Final Approval, or Completed - External, Completed - Not required, etc. as applicable.
5. Repeat step 4 as necessary for all outstanding tasks that need to be marked completed on the site's behalf.
6. Scroll to the top of the Site details drawer and click Close.