Manage Studies and Sites

The Manage Studies & Sites module centralizes study information and related entities, providing a streamlined, single point of access for study teams. It consolidates essential materials, training records, and progress tracking, allowing teams to easily manage study-specific information. Centralizing these elements, simplifies oversight and coordination, enabling Company Administrators and study teams to access up-to-date resources and monitor study activities while maintaining regulatory training compliance.

Admin Actions

Setting Up Study Profiles and Sites
Action	Description
Wizard-Driven Profile Creation	A guided setup process simplifies study profile creation, allowing admins to quickly define study details, select business units, and assign study owners
Site Management Capabilities	Admins can create new sites or add existing sites to multiple studies, with the ability to assign site coordinators and designate site roles for personnel. For easy retrieval, site roles and permissions are fully searchable.
Configurable Fields	Key fields such as Business Units are fully customizable, ensuring alignment with organizational nomenclature.

Training Assignment Configuration
Action	Description
Curriculum Mapping to Roles	Define training paths by assigning courses or learning plans to specific roles within each site, creating a role-based curriculum that automatically enrolls users based on their designated roles.
Flexible Course Removal and Progress Management	When removing a course, GlobalLearn prompts admins to choose whether to maintain or reset user progress. This feature ensures that changes align with the organization’s training policies.

Progress Tracking and Reporting
Action	Description
Detailed Progress Monitoring	Site coordinators, study owners, and admins can view user progress at both the course and learning plan levels. For each user, the system shows training completion rates and in-progress courses, supporting oversight of study readiness.
Impact Analysis for Changes	When admins update a role’s curriculum, the system automatically lists the users affected and provides options for managing their progress.