Adding Sites within the Study

1. From the left-hand navigation pane, click on the Studies link This opens the Studies screen, and the study list is displayed.
2. Click on a study name. The dashboard for the study is displayed.

   

3. From the left-hand navigation menu, click on the Sites link.
4. On the Sites screen, click on the +Add button from the top menu bar. This opens the Create Site form.

   

5. On the Create Site form, add the following mandatory metadata to create a site.
   1. Primary Site* (If This is a Satellite Site toggle switch is enabled)
   2. Principal Investigator*
   3. Site Organization*
   4. Site Location*
   5. Owner*
   6. Status*
   7. Status Date*
6. Enter the following optional metadata, if required.
   1. Site Number
   2. Site Name
   3. Phone Numbers

   4. Emails

7. Click Create or Create and Add Another depending on whether to create another site.

   

8. Once the site is successfully created users can click on the Site name to access the site and the required settings.

Note:

• If the site is a satellite site, it is mandatory to associate the parent site. The parent site will need to already be created and associated with the study before identifying a site as a satellite site.
• The Site Number field is limited to 5 characters. Satellite sites can either have a unique site number or they can use the same number as the parent site.
• If Site Number and Site Name are automatically generated if left blank.