Site Tab

The Site tab provides an area to further define the site. When editing, additional information is available on the Memo, Finance, Custom Fields (if defined), Key Roles, Import (if enabled), and Exclusions tabs.

 

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

 

 

Adding a Site

 

 

 

 

Editing a Site

 

 

 

 

Field

Description

Site Name

This field displays differently based on the Site Display Name Field Configuration variable under the Site configuration group.

  • If the value is set to Site Name (Free Text), then the field will be limited to 200 characters and is required.

  • If the value is set to Investigator Name, then the field will be set to the file name of the contact who was assigned the primary role of principal investigator. If no principal investigator has been assigned, then the field will be set to Unknown. For new records, this field will be set to Auto-Assigned.

  • If the value is set to Institution Name, then the field will be set to the name of the institution of the site. If no institution has been assigned, then the field will be set to Unknown. For new records, this field will be set to Auto-Assigned.

Country

This field is required and is restricted to the list of Project Countries for the current Project. When adding a new record, this field will default as follows:

  • If there is only one Country available in the list of Countries, it will be used as the default

  • Otherwise, if the value of the Default Site Country configuration variable under the Site configuration group is not blank and is available in the list of Countries, it will be used as the default

  • Otherwise, if the value of the Default Project Country Configuration variable under the Project configuration group is available in the list of Countries, it will be used as the default

Institution

The user selects from the list institutions with an institution type of Research Facility as defined in the Global Institutions Page. If the value of the Site Display Name Field Configuration variable is set to Institution Name, then this field will be required.

SMO

The user selects from list of institutions with an institution type of SMO as defined in the Global Institutions Page.

IRB/Ethics Type

The user selects from the following choices:

  • Central

  • Hybrid

  • Local

  • Unknown (default for new records)

This field is required. If the Configuration variable Enable Central IRB is set to false, then this field will be set to Local and will be read only.

Central IRB

This field will be hidden unless the IRB Type field is set to either Central or Hybrid. The user can select from the list of institutions with an institution type of IRB as defined in the Global Institutions Page.

Status

This field is required. The user can select from the following list:

  • Startup (When adding a new record, this choice is the default if the Configuration variable Enable Site Startup Status is set to true.)

  • Not used (This choice will be hidden if the Configuration variable Enable Site Startup Status is set to false.)

  • Open (When adding a new record, this choice is the default if the Configuration variable Enable Site Startup Status is set to false.)

  • Enrollment hold

  • Closed

Site Startup Number

This field will be hidden unless the Configuration variables Enable Site Startup Status and Enable Site Startup Numbers are set to true. The number is based on the following Configuration variables:

  • Site Startup Number Prefix - the value will be displayed at the beginning of the Site startup number field and will be read only.

  • Site Startup Number Length - the remainder of the number will be the length that is defined in the Configuration variable. If the user enters fewer integers than the number defined, then the value will be zero-filled from the left to reach the appropriate length.

It will be read only when editing an existing record, but can be made editable by pressing the button. Click the button for the next available sequential number to be assigned.

Site Number

This field is based on the following Configuration variables:

  • Site Number Prefix - the value will be displayed at the beginning of the Site number field and will be read only.

  • Site Number Length - the remainder of the Site number field will accept the number of integers defined in this variable. If the user enters fewer integers than the number defined, then the value will be zero-filled from the left to reach the appropriate length.

This field will be replaced by Assigned when site is opened when the Configuration variable Assign Site Number at Status is set to Open and the Site status field is either Startup or Not Used. The field will be read only when editing an existing record, but can be made editable by pressing the button.

Click the button for the next available sequential number to be assigned.

Site Group

Users can select from the list of Site Groups on the Project Tables page for the current project. This field will be required unless no Site groups have been defined for the current project.

Comment

The user enters up to 200 characters. The field is visible when editing an existing record.

 

Button

Description

Clicking this button places the next available sequential number in the field. This feature can be turned on or off with the Site configuration group option Enable Site Startup Number Auto-Assign.

Clicking this button makes the field editable and the Auto Assign button will become visible if the Enable Site Startup Number Auto-Assign Configuration Variable under the Site configuration group is set to True.