Summary

This article covers how to add and remove a site from a study.


Table of Contents

Site records added to the Site Manager can be associated to one or more studies as needed. Adding a site from the Site Manager reduces the need to duplicate site and site personnel information. The site’s personnel are listed to define which personnel will work on the particular study.

Add Site to Study

On the Edit Study form select the action “Add Site to Study”.


The Add Site to Study Dialog will appear.

Step 1


It is important to ensure the Countries question on the Study Form has the correct countries because the Add Site to Study Dialog only shows sites in the countries defined on the Edit Study form.
Using the filter and search options on each of the columns on the Add Site to Study dialog, locate the site that needs to be added to the study. Select the checkbox for the site and select Next. For sites that have already been added to the study, there will not be a checkbox for the row.

 

Add a New Site

To add a new site that does not currently have a site record or has an existing site record to which you do not have access, select the Add New Site button.


In the Add New Site dialog, complete the Institution Name, Country, Zip Code fields. Also enter the Site Name for the Study in the preferred naming convention.

  

Upon saving, the entered information will be compared to existing site records in the Sites Manager. If a match is detected, the existing record will be selected as the site added to the study. If a match is not detected, a new site record will be created to be completed when convenient.

 

Step 2

For Step 2, enter the name the site will use for the study. The Site Number and Name from the Add Site screen will display at the top of Step 2. The name entered on this dialog will be used to identify the site for the study.


Select Next.


Step 3

All personnel linked to the site by the Personnel question on the Add Site Form will display on Step 3.


The dialog will populate with the roles defined for each personnel on their initial Add Personnel Form. Only roles that are defined on the Edit Study form will appear in the role option. To change the user’s role, select the box and a dropdown will appear with all roles defined on the Edit Study form.


To remove a role, select the x by the role name. If personnel at the site are not participating in a study, remove all the roles and leave the role field blank.
By selecting Clear All on the Step 3 dialog, all roles populated based on the personnel’s record will be removed.
From the calendar, select the date the personnel began working on the study.


Select Save to complete the process of adding a site to a study.

Remove Site from Study

  1. If a site is added to a study in error, the site can be removed by the CTMS Administrator role.
    On the Study Site form, select Remove Site from Study in the Actions Menu.
  2. A confirmation screen will appear confirming the deletions.
  3. Select Confirm to on the confirmation screen.


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