1. Sponsor and CRO User Guide
  2. Create and manage your organization's library
  3. Create and manage institutions, vendors, and contacts
  4. Create an organization (institution)

Create an organization (institution)

Sponsor users can add and manage institutions for all studies at their organization.

Sponsor and CRO users assigned the Manage Contacts and Organizations global role can create and manage their study's organizations.
  1. On the Home page, click Global Settings.
  2. On the Organizations tab, select Create Organization.
  3. Select Create Institution.
  4. In the Create Organization: Institution dialog, complete the following fields and click Next.

    Note:

    Mandatory fields are marked with an asterisk (*) in the User Interface (UI). If you do not fill in those fields, you cannot proceed to the next step.
    Field Description
    Category From the drop-down, select the appropriate category for the institution you are creating:
    • Hospital
    • Teaching Hospital
    • Medical Clinic
    • Other
    Parent Institution ID Select the ID of the parent institution from the drop-down.

    Note:

    If no parent institution is available, this field is not displayed.
    Institution Name Enter the name of the institution.

    Caution:

    Avoid using a backslash (/) character when naming an institution (site). If a site's name is used in a custom rule, special characters might prevent a custom rule from running.
    Institution ID Enter the institution's ID number.
    Time Zone

    From the drop-down, select the appropriate time zone of the institution that you're creating. For example, select UTC +5 New York.

    If you use the Oracle Siebel Clinical Trial Management System (CTMS)—Site integration to create institutions and a time zone was not specified in the source CTMS system, Oracle Clinical One Platform defaults the setting to UTC.

    Note:

    The same does not occur if you use the Site API to create institutions.
    Web URL Enter the institution's valid web URL.
    Tax ID Enter the institution's Tax Identification Number (TIN).
    VAT Number Enter the institution's Value Added Tax identification number.
    Master Service Agreement Select the checkbox to include the Master Service Agreement with the established terms and conditions for the institution.
    From Select the date in which in the Master Service Agreement is applied.
    To Select the end date in which the Master Service Agreement is applied.
    Status Select the status of the institution.

    Note:

    The institution's status is set to Active by default.
    Mode Select one of the following modes in which you are adding this institution:
    • Testing
    • Training
    • Production
  5. In the Addresses section, click Add Address and define the required addresses for your institution.
  6. Click Save & Add Department.
  7. In the Departments section, click Add a Department, and fill-in the fields to define a department for your institution:
    Field Description
    Department Name Enter the name of the department.
    Address Line 1 Enter the first line of the department's address, typically, the building street number, street name, and any additional unit number.
    Address Line 2 Enter an optional or secondary address line that is associated.
    Phone Enter the phone number of the department you're creating.
    Email Address Enter the associated email address to the department you are creating.
  8. Click Finish, then click Close.

Related Topics

Parent topic: Create and manage institutions, vendors, and contacts