Global Institutions

The Global Institutions page lists all the available institutions that can be linked to Contacts, Sites, and/or Shipment Vendors.

The user can add an institution by clicking while the Records filter is set to Active or edit an institution by clicking , which opens the Institution module. To find an item, enter a word or string in the Search filter and press enter. To remove all search options, click the button.

Columns can be sorted in ascending or descending order by clicking the column heading.

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

Field	Description
Search Fields
Domain	The user can filter the records based on the record's Domain Scope and Domains. The available choices are Production and Test and any other Domains that have been added if the system has been licensed for Multi-Domain Edition.
Institution Type	The user can filter the institutions based on whether their type is CRO, IRB, Other, Research Facility, SMO, Sponsor (if the system is licensed as Multi-Company) or System.
Institution Status	The user can filter the records based on the Status of the record. The available choices are: Current Non-Current.
Review Status	The user can filter the records based on the Review Status of the record. The available choices are: Approve Not Approved Pending Review. This filter will be hidden when the Enable Review Status Configuration Variable is set to False.
Country	The user can filter the institutions based on the countries listed in the drop down.
Records	The user can filter the institutions based on whether the records are active or inactive, or simply select all records.
Search	The user can enter any word or string to see if it exists in the institutions database.
Rolodex	The Rolodex will appear when there are 51 or more contacts.
Column Headings
Institution*	After adding an institution, its name will appear in this list.
Type*	Every institution will be placed under a type; either CRO, IRB, Other, Research Facility, SMO, Sponsor, or System.
Status*	The Status column will display either Current Pending Review* Not Current Not Approved* *The Pending Review and Not Approved icons will display if the Enable Review Status Configuration Variable is set to True.
Location*	The City and State (if available) of the institution's Primary Address will be displayed.
Country*	The Country of the institution's Primary Address will be displayed.
Phone*	The institution's Primary Phone will be displayed.
Domains*	The following choices will display based on the institution's Domain Scope: All Domains will display as All All Production Domains will display as All Production (Multi-Domain Edition only) All Test Domains will display as All Test (Multi-Domain Edition only) Selected Domains will display as a list of Domains
Company	When this field is checked, the Institution will be available in the Company field on the Project Dialog.
Vendor	A check in this box indicates that payments can be tracked for this institution.
Comment*	If a comment was entered for the institution, it will appear here.