Collecting Information Related to a Site in a Given Study
Prerequisite: User has access to Site Documents
Purposes of Site Documents
Site Documents can be used for the following purposes, depending on user permissions:
Defining each site's local labs (if applicable)
Accessing Site Documents
Site Documents can be accessed from the Site Document Manager accessible via both the web and mobile app.
Under the study menu:
The resulting screen will provide access to applicable sites to which the user belongs.
Access site documents via the links.
Administrators can optionally define enrollment goals. Read more here.
Administrators can set which local lab applies to which sites. Read more here.
At the bottom of the page, Administrators can also define subject registration rules, whereby certain documents need to meet completion rules before the system will allow that site to register subjects.
Within the side menu:
This opens a list of sites to which the current user has access as shown below.
Tapping a site opens the list of site document forms for which the user has viewing permissions as shown below.
Site Document Administration
Defining Site Rules For Enrollment
- When all site documents are completed
- When a specific site document contains a date and checked box
An alternative to this is waiting to enable the site for the study version until a known milestone is reached.
Defining Site Enrollment Goals