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). Site Staff members must have the Contact Type of Site and Data Access Scope of Single Site.

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

To edit a site staff member, click to open the Project Team and Site Staff modules, depending on the type of contact you selected.

Most 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 magnifying glass icon .
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.
Search	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.
EFFECTIVE DATES
From Date Thru Date Split	These columns will display a From Date and a Thru Date if one was given. The Split box will be checked if the site staff member was not continuously on the Project between the From Date and the Thru Date (or the Current Date if no Thru Date exists).
SITE ROLES
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.
NOTIFICATIONS
Events	This column displays a check if the contact is set to receive Event notifications. X 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. X means that the contact does not have permission for the current Project's Domain.
DATA ACCESS
Can Login?	A check in this column indicates that the contact has the ability to login or enter the system. If this field displays X, 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.
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.
EDC	This column will be visible if licensed for EDC.
Randomize	This column will be visible if licensed for IWRS.
Unblinded	This column will be visible if licensed for IWRS.
Comment	This column will display any comments input in the contact's record.