Site Staff

The Site Staff module provides a list of the site staff that are employed at the site and groups them into whether they are Current (contact has no date restrictions or current date is not included in the restrictions) or Non-Current (contact has date restrictions that exclude current date). The records on this page are based on the current Permission Set for each Project Team record. In addition, the current Permission Set for each Project Team Member must have the Contact Type of Site and Data Access Scope of Single Site.

To add one staff member at a time, click Add new... button to open the Global Contact Browse module.

To edit a site staff member, click on

edit button to open the Project Team and Site Staff module.

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

Enter the first few letters of the contact you want to locate and then press the .

Status

The user can filter the records based on the Contact Status of the record. The available choices are:

Current
Future
Non-Current

Role

The user can filter the contacts based on the list of active Roles in the Site role type.

Records

The user can filter the records based on whether the records are active or inactive, or simply select all records.

The user can enter any word or string to see if it exists in the global contacts database.

Column Headings

Name*

The contact name will appear in this column by last or surname then first or given name.

From Date

Thru Date

Split

These columns will display a From Date and a Thru Date if one was given. The check box field will be checked if the Project Team record was not continuously on the Project between the From Date and the Thru Date (or the current Date if no Thru Date exists)

Role*

This column lists the contact's role or responsibility as it relates to ClinPlus CTMS. The default roles include:

Site Type

Manager
Pharmacist
Principal Investigator
Study Coordinator
Sub Investigator

The administrator can add or edit roles in the Roles module.

Events

This column displays a check if the contact is set to receive Event notifications. means that the contact does not have permission for the current Project's Domain.

Reports

This column displays a check if the contact is set to receive Report notifications. means that the contact does not have permission for the current Project's Domain.

Scope

This column displays the contact's Scope which is set to Single Site. If the contact does not have permission for the current Project’s Domain, this field will be displayed in a red strike-through font.

Has Domain

This column displays a check If the Project Team record has permission for the current Project’s Domain, otherwise it will display

Can Login?

A check in this column indicates that the contact has the ability to login or enter the system. If this field displays, then the contact either can login to the CTMS but does not have a named user license for the current Project’s Domain Type or does not have permission for the current Project’s Domain.

Last Login

This column will display the date of the contact's last login.

Comment

This column will display any comments input in the contact's record.

Attachments

This column displays the number of documents attached to the record using X of Y, where Y is the total number of attachments, and X is the number that have been linked/uploaded. A check in front of the display indicates that all attachments have been linked or uploaded.