Create and Manage Sites

As a Trial Administrator, you set up and maintain investigator sites from the administration dashboard.

Add a New Site

1. From the main administration dashboard, click Add New Site to create a new investigator site.

1. In the new site form, enter required details including site name, contact person details and any additoinal site specific information. Click Add to create the site and open the site editor for further configuration.

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Manage an Existing Site

1. From the administration dashboard, you can open the configuration page for any existing site by clicking on its name. This page allows you to adjust how the site operates within the trial, including how patient IDs are handled, how site details are maintained, and how the site’s availability is controlled.

1. You control how patient IDs are assigned for a site. You can predefine a pool of patient IDs for the site. These preassigned IDs will appear as selectable options when investigators upload data, ensuring consistency and avoiding duplicates. Alternatively, you can allow investigators to specify their own IDs. When this option is enabled, the IDs they provide must follow the project-specific syntax defined for the trial.

You can monitor ID usage from the dashboard, add new ID ranges if needed, and decide at any point whether manual entry by investigators should be allowed or restricted.

1. You can update the site name, edit the primary contact, and add additional contacts if required.

2. Each site has an associated status that determines whether its users can log in. Active sites are fully operational, and site users can log in and participate in the trial during the defined participation window. Inactive sites are closed, meaning no users from that site can access the system. This provides a straightforward way to manage when a site is open for participation and when it should no longer be accessible.

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Define Investigator Access Levels

Configure how investigators can interact with the site and its data.

1. Options for Investigator Access
   • Investigator — can upload data and complete forms
   • Investigator (locked for editing) — read-only; cannot upload or complete forms
   • Access revoked — user cannot log in to the repository

For user management details, including roles and permissions, see Manage Users.