Add Sites

To add new sites, follow the steps below:

1. Click on the Sites modal from the left-hand navigation pane within the Collaborative Workspace module.
2. Click the +Add button to create a new site. This opens the New Site form.

   

3. In the General Info tab, expand the following sections and add the necessary information.

   • Info: Add information to the following fields.

     1. Institution Name*: Mandatorily add the institution name from available options.
     2. CRA: Select users from the dropdown options as CRAs
     3. Start-Up Specialist: Select users from the dropdown options as Start-Up Specialists.
     4. Site Number: Enter the site number.
     5. Site*: Mandatorily enter the site name if Disable auto Site Name is disabled.
     6. Disable auto Site Name: Check the checkbox to manually add the site name or vice versa.
     7. Reason for not using the auto site name: Mandatorily provide a reason for not using the site if Disable auto Site Name is disabled.

        

   • Address: Add information to the following fields.

     1. Country: Select a country from the dropdown options.
     2. Website: Add a website
     3. Address: Add the address to the respective field
     4. City: Enter a city for the site
     5. State: Enter a state for the site
     6. Zip Code: Enter the ZIP Code for the site
     7. Phone: Enter phone number for the site
     8. Fax: Enter the fax number for the site
     9. Geo Code: Enter the geocode for the site.

        

   • More: Add information to the following fields.

     1. Site name last updated by
     2. Expiration Date
     3. Status
     4. Site Email Domains
     5. Preferred Communication Mode
     6. Main IRB/EC Name
     7. Reg Pack Sent Date
     8. Expected Submission Date
     9. IRB/EC Submit Date
     10. IRB/EC Approval Date
     11. Site Activation Date
     12. Reg Pack edelivery
     13. eFeasibility Status
     14. Effective Closure Date
     15. Address Line 2
     16. Address Line 3
     17. Email
     18. Other
     19. Country Approval Date
     20. Status Date
     21. Organization Name

         

4. Once the necessary details are specified, click on the Add button.

5. On the Contacts tab, perform the following to configure the list of contacts within the site.

   

   • Add Contacts: To add contacts, follow the steps below:

     1. On the Contacts tab, click on the +Add button.
     2. On the Add Contact form, add details to the mandatory metadata fields.
     3. Click on the Finish button.
     4. To add existing contact, switch to the Add Existing tab.

        

   • Edit Contact: To edit a contact, follow the steps below:

     1. Select the contact within the contacts list.
     2. Click on the Edit button from the top menu bar.
     3. On the Edit Contacts screen, make the necessary changes.
     4. Once the details are modified, click on the Edit button at the bottom of the Edit Contacts screen.

        

   • Delete Contact: To a contact, follow the steps below:

     1. Select the contact within the contacts list.
     2. Click on the Edit button from the top menu bar.

        

   • De-activate Contact: To deactivate a contact, follow the steps below:

     1. Select the contact within the contacts list.
     2. Click on the De-activate button from the top menu bar.

        

   • Activate Contact: To activate the contact, follow the steps below:

     1. Select the contact within the contacts list.
     2. To activate the contact, click on the Activate button from the top menu bar.

        

   • Convert to User: To convert a contact into a user, follow the steps below:

     1. Select the contact within the contacts list.
     2. Click on the Convert to User button from the top menu bar.
     3. On the User tab, prform the following: to convert contacts:

        

     4. User: To convert the contacts to user, follow the steps below:
        1. Select the User tab from the coonvert to User screen.
        2. On the User tab, once the details are filled, click on the Save button to convert into user.

           

     5. Groups: To convert the contacts to groups, follow the steps below:
        1. Select the Groups tab from the convert to user.
        2. On the Groups tab, add the groups from the Add to Existing Group or search from the search bar.
        3. Click on Save button.

           

        4. Click on the Remove from Groups from the Groups tab to remove.

           

        5. Click on the Refresh button.
     6. Activity Log: To convert the contacts to groups, follow the steps below:
        1. Select the Activity Log tab from the convert to user.
        2. On the Activity Log tab, select the activity from the "Select particular activity types to display" dropdown.

           

        3. Select the desired time period for the activity search and click Apply to filter the results.
        4. The activity list is then displayed based on the selected criteria.
        5. Click Save to retain the applied filter..