Site Management

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Managing Sites to be Used on One or More Studies in a Host

The Site Manager is where sites are first added in order to use them on studies. Sites automatically become part of study when at least one user is added to the site.

Prerequisite:

User has Host level access to the Site Manager, along with permissions to add and edit sites.

Adding New Sites

To add a new site to the Host, open the Site Manager under the Host menu

Web

App

A list of existing sites will be displayed, including a button or a form to add new sites.

Read below for a description of each of the parameters.

On the app, tap the site name to view the details.

To open site forms, tap the information icon on the right side.

Site Parameters

Site Name - The text identifier for a site that is seen throughout the system

Site ID Number - This is an abbreviated (often times numeric) identifier of your choosing. It can be modified over time without impact on the data.

Site Type - There are three types of sites in TrialKit as a way to separate buckets of data.

  • Administrative - This is for testing/training data as a study is developed or modified over time. Normally only one or two of these are necessary.

  • Provider - This is for the actual study sites that will be used to collect official data. Most sites will be this. Provider sites are forced by the system to follow the rules of enrollment. For instance, a study must be published and live before provider sites can register new study Participants.

  • AI - This is used by AI to generate simulated data for validation and other analytical purposes

Country - The country that the site exists in. This is displayed in the Trial Master File when a document is tagged to a specific site.

Database ID - The system’s unique ID for each site. It cannot be changed.

AI Site Domain - Applicable only to AI sites. This is a way to name a domain, like “acmesponsor.com” that AI can use to generate study Participants with email addresses.

Site Status - Active or Suspended. By default, all new sites are added as active. Suspending a site later on might be needed for something like a safety hold or data review, for example. the site is still accessible in the subject manager, and data can still be accessed for reference, but the data cannot be updated.

Applicable studies - After a site has been added at the host level, it needs to be enabled for use on specific studies in that host. This helps with organizing which sites will be used for various studies on that host.

Making a site available for use in a study

When a new site is added, to be part of a study, two things must be true:

Adding A Site to a Study

Prerequisite

User has access to Study Configuration - Configure Sites and Users

Once the site is available to use, it can be assigned to any study within that Host account. This is done by adding at least one user to the study within the Study Configuration settings, and making sure the site is included in the applicable study version.

For more information on adding users to sites, read about User Management.

Web Browser:

Under the study configuration settings, access the sites and users tab.

Web

App

The last step for new sites is ensuring the site is part of the applicable study version. This is done via the Version Manager.

All changes made on sites and users will be traceable in the Site/User Audit Report. For a comprehensive report displaying all users, which sites they belong to, and which roles they have in the study, see the Site by User Report.