Adding Regulatory Approvers

A Regulatory Approver can be a Global Regulatory Approver, Country, or Site Regulatory Approver. As a Global Regulatory Approver, you are able to perform the functions at all sites within a study room. As a Country Regulatory Approver, you are able to perform the functions at all sites in a specific country (ies). Lastly, as a Site Regulatory Approver, you are able to only perform the functions at the site(s) a room Administrator assigns.

To add Global Regulatory Approver, follow the steps below:

  1. Navigate to Settings.
  2. On the left-side panel, navigate to Investigative Sites> Study Start-Up settings.
  3. Next to Regulatory approvers, click on Select. Add user(s) by either double-clicking on the user on the left-hand side to move to the Selected Members on the right-hand side or by dragging and dropping the user from the left-hand side to the Selected Members on the right-hand side.

Users added as Regulatory Approvers from here will be available as Regulatory Approvers to all the sites in the room.

To add a Country Regulatory Approver, follow the steps below:

  1. Navigate to Settings -> Countries -> Countries.
  2. Check the box next to the country and then click Edit. (If the Country is not listed, click Add to create a new country).
  3. Next to Regulatory Approvers, click Select. Add user(s) by either double-clicking on the user on the left-hand side to move to the Selected Members on the right-hand side or dragging and dropping the user from the left-hand side to the Selected Members on the right-hand side.
  4. Click Save.
  5. Click Select to open the Regulatory Approvers windows and add the users. Click OK.

To add a Site Regulatory Approver, follow the steps below:

  1. Navigate to the SSU module> Sites.
  2. Double-click on the site you wish to add a Site Global Regulatory Approver.
  3. At the bottom right-hand corner, click on Regulatory Approvers. Add user(s) by either double-clicking on the user on the left-hand side to move to the Selected Members on the right-hand side or dragging and dropping the user from the left-hand side to the Selected Members on the right-hand side.
  4. Click Save.