Import Sites
step-by-step guide for importing sites in the eTMF module:
- On the Sites screen, click the Import button from the top menu bar.
- On the Sites Import dialog, click on the See the sample worksheet template to download a template and enter the necessary details.
- Click Select to upload a metadata file in .xlsx format. Ensure that
the spreadsheet contains two worksheets.
- The first worksheet should list investigative site details.
- The second worksheet should list contacts.
- After selecting the file, click Next to proceed with the import process.