Adding a Site

  1. Click the Add button from the top ribbon bar. The New Investigative Site window opens. Refer to the screenshot below:

  2. Either type the Institution Name in the available field or click the search icon to view the list of Available Investigative Sites. Investigative site information is stored in Trial Interactive’s database.
    • If you have used an investigative site in a previous study, the site’s information will be stored and easily accessed through this option.
  3. Create or Add existing contacts from the Contacts panel in the window. The client will supply this information, and can be created under Contact Types in Investigative Site Settings.
    • You can also add the Contact Type by clicking the contact type field, which will then reveal the dropdown list to select your choice. Refer to the screenshot below:

  4. Select an added contact and click Edit in the Contacts panel to edit the contact information entered above or Delete to delete a contact information. You can also edit a contact by double-clicking the contact in the Contacts panel.
  5. Click Activate or Deactivate to activate or deactivate a contact. This will either check or uncheck the Active Contact checkbox in the Edit contact window. Refer to the screenshot below.

  6. You can assign a site contact the role of editor or reader and assign actions as appropriate from the Contacts panel.
  7. Click the dropdown arrow for ‘Address’ to reveal the fields to enter the site location details.
  8. Click the dropdown arrow for ‘More’ to open another array of data fields. Enter the investigative site information.
  9. Click the ‘Add’ button displayed at the bottom of the window.