Key Roles

On the Key Roles tab, the user can view the members of the Project Team who have been assigned a Key Role according to their Domain Scope of Full. These members are auto-assigned. This tab appears on the Project Details, Site, Project, and Project Country modules. To edit a Key Role, click , which opens the Key Role module.

 

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

 

 

 

Key Roles Tab on Project Module:

On the Project module, other available tabs include Project, Protocol, and Custom Fields (if defined). Clicking opens the Key Role module. The Custom Fields tab is defined under the Project base table.

 


 

 

Key Roles Tab on Site Module:

On the Key Roles tab, the user can view the members of the Site Team who have been assigned a Key Role including all active Site Team members who have been assigned a Site Role equal to the Key Role Type.

 

For the Site module, other available tabs include Site, Memo, Finance, Custom Fields (if defined), Import if enabled), and Exclusions. The Custom Fields tab is defined under the Site base table.

 

 

 

 

Key Roles Tab on Project Country Module:

On the Project Country module, other available tabs include Project Country and Custom Fields (if defined). Clicking opens the Key Role module. The Custom Fields tab is defined under the ProjectCountry base table.

 

 

Field

Description

Key Role Type

A list of default roles are displayed.

Caption

Shortened name of Key Role Type.

Name

The name of the global contact will be displayed if the project team member who has full domain scope.

Auto Assign

A check in this column indicates that the project team member has been automatically assigned to this role.