How to import Sites from eTMF Module

step-by-step guide for importing sites in the eTMF module:

1. In the eTMF module sidebar, click on Sites to access the site management area.
2. Click the Import button at the top of the screen.

   

3. In the Sites Import dialog, click Select to upload a metadata file in .xlsx format. Ensure that the spreadsheet contains two worksheets:
   • The first worksheet should list institution names and addresses.
   • The second worksheet should list contacts, including the Principal Investigator.

   

4. After selecting the file, click Next to proceed with the import process.