Sponsor Entity Management

Create Product for a Sponsor

To create a product at sponsor level, follow the steps below:

  1. Click on the Sponsor name, The Sponsor Details screen opens.

  2. Click on Products from the navigation link to the left side of the screen. This opens the product screen at the Sponsor level.

  3. To create a new product and the associated actions, refer to Product section.
    Note:

    Ensure all mandatory fields (marked with a red asterisk (*) are filled out before attempting to save the product.

    The Sponsor field is pre-filled and cannot be edited.

Create Program for Sponsor

To create a program at sponsor level, follow the steps below.

  1. On the Sponsors screen, click on the sponsors’ name.

  2. On the Sponsor Details screen, click on the Program link from the left-hand Navigation menu.
  3. On the Program Details screen, click on the +Add button at the top of the grid.

  4. To create a new program and the associated actions, refer to Programs section.
Note:
  • Ensure all mandatory fields (marked with a red asterisk *) are filled out before attempting to save the program.
  • Use the calendar widget to easily select the status date.
  • Review all entered information for accuracy before clicking the Create button.
  • If the program number is too short or too long, adjust it to meet the 3-to-255-character requirement.

Create Study for Sponsor

To create a study at a sponsor level, follow the steps below.

  1. On the Sponsors screen, select the sponsor's name.

  2. On the Sponsor Details screen, click on the Studies link from the left-hand Navigation menu.
  3. On the Studies screen, click on the +Add button to add a new study at the sponsor level.

  4. To create a study and the associated actions, refer to Add Studies section.

Edit Sites within Sponsor

To edit a site within a sponsor, follow the steps below:

  1. On the Sponsors screen, select the sponsor's name.

  2. Follow the steps detailed in the Editi Site in a Study to edit the site details.

Create Organization within sponsor

To create an organization at the sponsor level, follow the steps below.

  1. On the Sponsors screen, select the sponsor's name.

  2. On the Sponsor details screen, select Related Organizations from the left-hand navigation pane.

  3. Follow the steps detailed in the relevant sections of Organizations to add, edit, remove and export organizations.

Create Contacts within sponsors

To create contacts at the sponsor level, follow the steps below.

  1. On the sponsor's screen, click on the sponsors’ names.

  2. On the Sponsor details screen, select Contacts from the left-hand navigation menu.

  3. Follow the steps detailed in the relevant sections of the Contacts to add, edit, remove, and set as primary contact.