Add Sites

To add new sites, follow the steps below.

1. Click on the Sites modal from the left-hand navigation pane within the Collaborative Workspace module.
2. Click the +Add button to create a new site. This opens the New Site form.

   

3. In the General Info tab, expand the following sections and add the necessary information.

   • Info: Add information to the following fields.
     1. Institution Name*: Mandatorily add the institution name from available options.
     2. CRA: Select users from the dropdown options as CRAs
     3. Start-Up Specialist: Select users from the dropdown options as Start-Up Specialists.
     4. Site Number: Enter the site number.
     5. Site*: Mandatorily enter the site name if Disable auto Site Name is disabled.
     6. Disable auto Site Name: Check the checkbox to manually add the site name or vice versa.
     7. Reason for not using the auto site name: Mandatorily provide a reason for not using the site if Disable auto Site Name is disabled.

        

   • Address: Add information to the following fields.

     • Country: Select a country from the dropdown options.
     • Website: Add a website
     • Address: Add the address to the respective field
     • City: Enter a city for the site
     • State: Enter a state for the site
     • Zip Code: Enter the ZIP Code for the site
     • Phone: Enter phone number for the site
     • Fax: Enter the fax number for the site
     • Geo Code: Enter the geocode for the site.

       

   • More: Add information to the following fields.

     • Expiration Date
     • Status
     • Site Email Domains
     • Preferred Communication Mode
     • Main IRB/EC Name
     • Reg Pack Sent Date
     • IRB/EC Submit Date
     • IRB/EC Approval Date
     • Site Activation Date
     • Reg Pack edelivery
     • eFeasibility Status
     • Effective Closure Date
     • Address Line 2
     • Address Line 3
     • Email
     • Other
     • Country Approval Date
     • Status Date

     • Organization Name

4. Once the necessary details are specified, click on the Add button.

   

5. On the Contacts tab, perform the following to configure the list of contacts within the site.

   

   • Add Contacts: To add contacts, follow the steps below.

     1. On the Contacts tab, click on the +Add button.
     2. On the Add Contact form, add details to the mandatory metadata fields.
     3. Click on the Finish button.
     4. To add existing contact, switch to the Add Existing tab.

        

   • Edit Contact: To edit a contact, follow the steps below.

     1. Select the contact within the contacts list.
     2. Click on the Edit button from the top menu bar.
     3. On the Edit Contacts screen, make the necessary changes.
     4. Once the details are modified, click on the Edit button at the bottom of the Edit Contacts screen.

        

   • Delete Contact: To a contact, follow the steps below.

     1. Select the contact within the contacts list.
     2. Click on the Delete button from the top menu bar.

        

   • De-activate Contact: To deactivate a contact, follow the steps below.

     1. Select the contact within the contacts list.
     2. Click on the De-activate button from the top menu bar.

        

   • Activate Contact: To activate the contact, follow the steps below.

     1. Select the contact within the contacts list.
     2. To activate, the contact, click on the Activate button from the top menu bar.

        

   • Convert to User: To convert a contact into a user, follow the steps below.

     1. Select the contact within the contacts list.
     2. Click on the Convert to User button from the top menu bar.
     3. On the Convert Select Site Contacts screen, provide a role and the actions to the user and click on the Convert Contact to Room User button.

        

6. Once the General Info and Contact Details are added, click on the Add button.