View task status, evaluate, and select or reject sites

The Select bucket states include information about site invitations, workflow assignment and workflow task status, feasibility survey results, and more.

1. From any Select bucket state, you can optionally:
   Click the Notes icon to add a new Site note.
   Click the Survey results icon to view or download submitted survey responses.
   Click the date shown in the Invite received or Accessed site portal columns to open the Invitation and site status tab in the Site details drawer.
   Click any completed, overdue, or in progress task status to open the Task completion details modal.
   Right click any row, or click the Actions icon for any row to open multiple options appropriate to your permissions and the current bucket state (e.g., Edit site profile, View site history, Edit site data, access Study contacts, Download site documents, etc.)
2. Adjust the "Add to..." action button above the grid to the preferred action (e.g., Add to Back up, Add to Selected, etc. (available actions automatically adjust to the current tab view).
3. Select one or more sites in the grid, and click the action button.
4. For sites moved to the Selected bucket state:
   Accept to confirm the site for acceptance.
   Click Finalize, to move the site to the Finalize step.