Perform a targeted trial search

Search for investigators in trials that aren't included in your study's datasources and add one or more investigator(s) from the results list directly to the site grid's Nominate bucket state.

You must have Perform a targeted data source search permission to complete this procedure.

1. Select the study from the study drop-down list in the page header.
2. Click menu in the page header. Then open Study and click Data source query.
3. On the Data source query page, click the Trials tab, then complete at least the Study Data Source field and one other field of your choice. All other fields are optional; however, entering data into the available fields may reduce the number of results.
4. Click Search.
5. In the lower portion of the page, at 1 Trials, select a trial from the results list.
6. At 2 Sites, pick the site(s) you want to import into the study workflow.
7. At 3 Actions, click Add site to Nominated. Note: you will not be able to nominate a site if the site is already found in the study.
8. Click Done.