Create a new site from an existing site

To clone an existing site information and create a site in a different study, follow the steps below.

  1. On the Manage Studies & Sites screen, click on a study name where the site is to be cloned.

  2. On the study’s screen, navigate to the Sites tab and click on the +Add Site button.

  3. On the General Info screen, enter the site name or a keyword in the search box and select the site required site.
  4. Click on the Next button.

  5. On the Site Personnel screen, review the site personnel that will be cloned to the Study Site and click on the Create button.

  6. Click on the View Site Profile button on the Site Created success popup.

  7. Click on the Edit button on the General Info screen.

  8. Change the enrollment status to active, make changes to the site coordinators and site personnel if required, and click on the Save button.

Important

  • An existing site is cloned with enrollment Status as Inactive and users must modify the status.
  • No training assignments are copied from the existing site.