Sites

The Sites tab comprises of the following functionalities in Study Start Up

1. Create Sites and adding contacts to them

2. Viewing sites

3. Editing site profile and deleting sites

4. Adding additional IRB/ECs

5. Exporting Site Metadata

6. Mass Coding for sites

7. Managing Security

Clicking the Sites tab from the toggling menu bar leads you to the Sites section. This is where the Start-up Specialists will perform their functions and the users of the sites are allowed to submit and approve documents specific to sites.

The Sites section consists of the Current view on the left and the Grid pane on the right. Besides these, it also allows you to perform various functionalities from the menu bar on the top of the grid pane, and the buttons on the Current View window. Clicking a folder in the current view opens a list of sites in the grid pane. Refer to the screenshot below.

Besides the above, you can also add essential documents, or regulatory approvers specific only to a particular site, and add room users to sites by providing them appropriate security accesses. These will be discussed in subsequent sections.



Sr No Part Description
01 Site Activation Here the user can choose the current view.
02 Add Allows to add New Investigative Site and Contacts one at a time.
03 Edit Allows to edit the sites.
04 Delete Allows to delete the Investigative Site.
05 Import Allows to import multiple Sites and Contacts at once in the room.
06 Export Allows to export the sites in the room.
07 Mass Coding Allows to add Metadata to the multiple selected sites.
08 Sending Regulatory Packet Allows to send the regulatory packets to the specific sites.
09 Manage Security Allows to provide security roles to users in the site.