Export Sites

To Export sites, follow the steps below.

  1. Click the Export button at the top of the screen to export all sites in the grid. To export specific sites, check the box next to the site name.

  2. On the Export Sites dialog, under Export Options, select one of the following sources and click on the Next button.

    • Selected records
    • All Sites in the current grid
    • All Sites in the room
  3. In Step 2, choose the metadata fields to include in the export file and click on the Export button to finalize and start the export.

  4. On the Export Sites success message popup, click on the Get Results button and download the export file into the system as Microsoft Excel Worksheet.

  5. Within the downloaded file, click on the Investigative Sites_Header tab to view details such as

    1. Room Name
    2. Exported On
    3. Exported By
    4. Time Zone

  6. Click on the Investigative site tab to view the following details.

    1. Institution Name
    2. Principal Investigator
    3. CRA
    4. eFeasibility
    5. Main Contact
    6. Main Contact Phone
    7. Progress
    8. Site Activation Date
    9. Status
    10. Start-Up Specialist

  7. Click on the Contacts tab to view the following details.

    1. Institution Name
    2. Site Number
    3. Active Contact
    4. Contact Type
    5. User Name
    6. Email Address
    7. Prefix
    8. First Name
    9. Last Name
    10. Suffix
    11. Address
    12. City
    13. State
    14. Country
    15. Zip Code
    16. Mobile number
    17. Phone number