Add Sites to Study

To add a new site to the study, follow the steps below:

Click on a study name on the Manage Studies & Sites screen.
Select the Sites tab and click on the +Add Site button.
On the Create Site form, fill in the General Info.
1. Site Number*
2. Site Name*
3. Enrollment Status*
To add site coordinators, click on the +Add button
On the Manage Site Coordinator screen, select the required number of users from the All Users section and click on the +Add (number of users) button.
To remove site coordinators, select the users from the Selected Users list, and click the Remove button.
Once the required users are added or removed, click on the Save button.
The General Info screen, displays the Site Information and the site coordinators added. Additionally, the site coordinators are assigned the following permissions by default.
1. View Assigned Site
2. Create Course
3. Receive Certificate Email
4. View Certificate
5. View Transcript
Click on the Next button to configure Step 2.
On the Site Personnel screen, add or remove the required number of users using the Add or Remove functionality.
Assign a site role to each user by accessing the dropdown. Refer to the Manage Site Roles section for detailed a procedure for creating a site role.
Click on the Create button.
The Site Created popup displays the confirmation message. Click on the View Site Profile button.
The Sites tab displays the General and Site Personnel information into the respective tabs.

Important

Site Personnel are automatically enrolled in a course and/or learning plan when a training assignment with the same site role, courses, and learning plans are already created.
When a site is created with enrollment status as Inactive, no courses and/or learning plans are assigned to the site personnel.
When the enrollment status is changed to active, the site personnel are assigned the training assignments created with similar site roles.