Add Sites

To add new sites, follow the steps below.

  1. Click on the Sites modal from the left-hand navigation pane within the eTMF 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 the 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.

    8. Country: Select a country from the dropdown options.
    9. Website: Add a website
    10. Address: Add the address to the respective field
    11. City: Enter a city for the site
    12. State: Enter a state for the site
    13. Zip Code: Enter the ZIP Code for the site
    14. Phone: Enter phone number for the site
    15. Fax: Enter the fax number for the site
    16. Geo Code: Enter the geocode for the site.

      • More: Add information to the following fields.

    17. Expiration Date
    18. Status
    19. Site Email Domains
    20. Preferred Communication Mode
    21. Main IRB/EC Name
    22. Reg Pack Sent Date
    23. IRB/EC Submit Date
    24. IRB/EC Approval Date
    25. Site Activation Date
    26. Reg Pack delivery
    27. eFeasibility Status
    28. Effective Closure Date
    29. Address Line 2
    30. Address Line 3
    31. Email
    32. Other
    33. Country Approval Date
    34. Status Date

    35. Organization Name

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

  2. 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 an existing contact, switch to the Add Existing tab.

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

    5. Select the contact within the contacts list.
    6. Click on the Edit button from the top menu bar.
    7. On the Edit Contacts screen, make the necessary changes.
    8. 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.

    9. Select the contact within the contacts list.
    10. Click on the Edit button from the top menu bar.

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

    11. Select the contact within the contacts list.
    12. Click on the Deactivate button from the top menu bar.

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

    13. Select the contact within the contacts list.
    14. 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.

    15. Select the contact within the contacts list.
    16. Click on the Convert to User button from the top menu bar.
    17. On the Convert Select Site Contacts screen, provide a role and the actions to the user and click on the Convert Contact to Room User button.
  1. Once the General Info and Contact Details are added, click on the Add button.