Contact Address

In this module, the user can add or edit one address at a time for the selected contact and indicate when an address is no longer valid.

 

When an Address Is No Longer Valid

  1. In the Thru Date field, enter the date that the address was no longer valid or the date that you learned that the address is not valid

  2. Click , which returns you to the Address tab

  3. On the Address tab, click next to the address that is current or to add a new address, which will return you to this module.

  4. Place a check in the Primary box on the Type row

  5. Click , which returns you to the Address tab

 

Click Common Buttons for a description of the buttons found throughout the system and their uses.

 

 

Adding a Communication Record from Global Contacts

 

 

 

Adding a Communication Record from Site Staff or Global Institution

 

 

Field

Description

Institution

Using the dropdown list, select the institutions that are housed in the Global Institutions database.  If the contact type is Site, then the list of institutions will be restricted to Research Facility. If the contact type is Other, then the list of institutions will be restricted to Other, IRB or SMO.  If the contact type is CRO, then the list of institutions will be restricted to CRO.  If the contact type is Project, then the list of institutions will be restricted to System.  If the contact type is Sponsor, then the list of institutions will be restricted to Sponsor.  This field will be read only when editing an Address record that has been inherited from the Global Contact's Institution.

Department

Enter the department that the contact works at for the Institution on the following field. The user can enter up to 200 characters.

Address

Enter the Institution's street address or PO Box. The user can enter up to 200 characters. This field will be read only when editing an Address record that has been inherited from the Global Contact's Institution.

City

Enter the city of the Institution. The user can enter up to 50 characters. This field will be read only when editing an Address record that has been inherited from the Global Contact's Institution.

State

Select from a list of states/provinces/territories for the country selected in the Country field. This field will be hidden if no states/provinces/territories are defined for the country. The user can enter up to 50 characters for those without a list. The caption for this field is determined by the value of the State Caption field for the selected country from the Country Dialog on the System Tables page. This field will be read only when editing an Address record that has been inherited from the Global Contact's Institution.

Postal Code

The user can enter up to 10 characters.  field will be read only when editing an Address record that has been inherited from the Global Contact's Institution.

Country*

Select from a list of records from the Country table in the System Tables. This field will contain the default country used in the configuration of the system. This field is required and is read only when editing an Address record that has been inherited from the Global Contact's Institution.

Type*

Select the type of address from the following choices:

  • Business

  • Business2

  • Home

  • Main Office

  • Other

When inserting a new record, the  default value is Business. This field is required.

Comment

The user can enter up to 200 characters.

Restrictions

From Date:*

The From Date is required. It will default to the current date when adding a new record. You may select an unknown date by clicking the blank check box.

Thru Date:

The Thru Date is used to indicate when an address is no longer current or valid. You may select an unknown date by clicking the blank check box.

 

*These fields are required