Summary
This article covers the uses of the sites manager, including the storage and tracking of all sites associated to studies.
Table of Contents
The Sites Manager allows for the storage and tracking of all sites associated to studies. The Sites Manager provides a high level view of sites currently stored in the system and offers a basic summary, to easily identify which sites have study experience.
Sites created here will be available to associate with studies. When creating a new site record, you will have the option to associate personnel to that site record. It is best practice to create personnel records prior to site records as it will then require fewer steps to associate the two records.
Access Sites Manager
From within the CTMS platform, click the expandable menu to the left of the screen and select Sites.
Available Columns and Filter Types
The Sites Manager columns can be dragged and dropped between the Manager table and Filters Menu labeled “Current Filters”. The values of the Site Name Column serve as a link to the records they represent. For more information see the article on CTMS Managers.
The following table defines each column, the actions made available through the column value and the filters and sorts available.
| Name | Value | Action | Sortable | Filters |
|---|---|---|---|---|
| Active Status | Indicates if the Site record is Active or Deleted | (none) | Yes | Choice |
| Global Site Identifier | Displays the Global Site Identifier of the Site. | (none) | Yes | Choice |
| Site Name | Displays the Name of the Site. | Links to the associated Site Form. | Yes | Text |
| Country | Displays the Country of the Site. | (none) | Yes | Choice |
| PI Name | Displays the Principal Investigator at the Site. | (none) | No | Text |
| Studies Participating In | Displays the Studies the site is currently participating in. | Links to the associated Study Form. | No | Choice |
| Studies Completed | Displays completed Studies the site participated in. | Links to the associated Study Form. | No | Choice |
| Therapeutic Area | Displays the Therapeutic Area Experience of the Site. | (none) | No | Choice |
| Indication | Displays the Indication Experience of the Site. | (none) | No | Choice |
| City | Displays the City of the Site. | (none) | Yes | Text |
| Zip Code | Displays the Zip Code of the Site. | (none) | Yes | Text |
Actions
The Actions Menu can be expanded by clicking and contains the following options.
Add Site
By clicking the Add Site action, you will be directed to a new Site Form that can be saved to add a new record to the Manager.
Exports
By clicking the options Excel or CSV, the system will provide an export of the information currently displayed in the Manager table in the chosen format. The content of this export will be based on the filters applied to the table at the time of export.
Choose an Action – Press Go
The Choose an Action – Press Go dropdown can be expanded by clicking and contains the following options.
Deletion
A Site record can be deleted and restored through the Site Manager.
If a site has been added to a study, the site cannot be deleted from the manager. The site must be removed from the Study before the site can be deleted.
To Delete
To delete a site, the Active Site Status must be set to Active Only.
- Select the checkbox by the Site record.
- Select Delete Checked in the Choose An Action Press-Go dropdown.
- Select Delete button on the Confirmation Page.
To Restore
To restore a deleted site, the Active Site Status must be set to Deleted Only.
- Select the checkbox by the Site record.
- Select Restore Checked in the Choose an Action Press-Go dropdown.
- Select Restore button on the Confirmation Page.
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