Site

The Sites tab comprises the following functionalities in Study Start-Up

1. Create Sites and add contacts to them
2. Viewing sites
3. Editing site profiles and deleting sites
4. Adding additional IRB/ECs
5. Exporting Site Metadata
6. Mass Coding for sites
7. Managing Security

Clicking the Sites tab from the vertical menu bar leads you to the Sites section. This is where the Start-up Specialists will perform their functions, and the users of the sites are allowed to submit and approve documents specific to the sites.

The Sites section consists of the Current view on the left and the Grid pane on the right. Besides these, it also allows you to perform various functionalities from the menu bar on the top of the grid pane and the buttons on the Current View window. Clicking a folder in the current view opens a list of sites in the grid pane. Refer to the screenshots below.

Besides the above, users can also add required documents or regulatory approvers specific only to a particular site and add room users to sites by providing them with appropriate security accesses. These will be discussed in subsequent sections.

Sr No	Part	Description
1	Site Activation	Users can choose the current view.
2	Add	add New Investigative Sites and Contacts one at a time.
3	Edit	Allows to edit the sites.
4	Delete	Allows to delete the Investigative Site.
5	Send Reg. Packet	Allows to send the regulatory packets to the specific sites.
6	Missing Docs Reminder	Allows the user to send an email regarding the missing expected documents to the recipient.
7	More Manage Security Export Metadata Mass Coding Columns	Allows to provide security roles to users on the site. Allows to export the sites in the room. Allows to add Metadata to the multiple selected sites. Allows the user to manage the columns to be viewed in the grid.
8	Filters	Allows users to manage and create new filters.