Summary

This article covers the default fields available on the configurable site contract form.


Table of Contents

The site contracts for each site for the study are managed through the Site Contract form, one of many Configurable Forms. It is from this screen that relevant information concerning the contracts signed with each site is collected. Multiple Site Contract forms can be created for each contract signed with the site.

 

Add Site Contract Form

The Add Site Contract form can be reached by clicking the “Add Site Contract” action found in the Actions Menu on the Study Site form.


Default Fields

The Site Contract form contains the following fields by default:

Type of Contract Field

The Type of Contract field is a dropdown field used to identify the type the type of contract. By default options available are “CDA”, “MSA”, and “Work Order”. These options can be changed via the Type of Contract Managed List found in CTMS Settings. By default, the Type of Contract field is a preferred field and a red alert will fire if the Type of Contract is not provided.

Contract Description Field

The Contract Description Field is a Multi-line Text Field used to describe the contract.

Status of Contract Field

The Status of Contract Field is a dropdown Select Field used to identify the status of the contract. By default options available are “Pending”, “Active” and “Closed”. These options can be changed via the Status of Contract Managed List found in CTMS Settings. By default, the Status of Contract field is a preferred field and a red alert will fire if the Status of Contract data is not provided.

Effective Date Field

The Effective Date Field is a Date Field used to identify the date the contract is effective. By default, the Effective Date field is a preferred field and a red alert will fire if the Effective Date is not provided.

Date of Expiration Field

The Date of Expiration Field is a Date Field used to identify the date the contract expires.

 

Save Actions

Save Button

When the Save Button is selected the data entered for the questions will be saved.

Cancel Button

When the Cancel Button is selected the data entered for the questions will not be saved.

 

Access Study Site Level Contract Forms

Once a Site Contract form is saved, the Site Contracts table will be accessible from the Study Site menu.


Site Contract Table


Contract

The Contract column describes the contract type and includes the Effective Date.

 

Status

The Status column displays the current contract status.

 

Date of Expiration

The Date of Expiration Column is a Date Field used to identify the date the contract expires.

 

Editor Options

The Editor Options column provides an icon for deleting site contracts. This option is available only to those with proper access.

 

Importing Site Contract Information

<! — DO NOT CHANGE HEADER. DIRECT URL IN IMPORT TEMPLATE –>

This information can be imported as part of the Study Vendor Import. Click here for more information.

Primary Identifiers & Required Fields

TabIdentifiersRequired Fields
Study Vendor
  • Study
  • Vendor Name
  • Study
  • Vendor Name
  • Vendor Services
Vendor Personnel
  • Study
  • Vendor Name
  • Name
  • Study
  • Vendor Name
  • Name
  • Role
Study Vendor Contract & Budget
  • Study
  • Vendor Name 
  • Study
  • Vendor Name
  • Vendor Level Contract Effective for this Study
Study Vendor Contract
  • Study
  • Vendor Name 
  • Study
  • Vendor Name
  • Type of Contract
  • Effective Date
Vendor Budget
  • Study
  • Vendor Name

 

  • Study
  • Vendor Name
  • Payment Currency
Vendor-Specific Budget Items
  • Study
  • Vendor Name
  • Study
  • Vendor Name
  • Description

This information can be imported as part of the Study Sites Import. Click here for more information.

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