Adding Sites to the Host Account

Owned by TK Support, created
Last updated: Apr 15, 2022
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Each site must first be added to the host account before it will be globally available to all studies within that host. Sites are subsequently assigned to studies within the study configuration.

To add sites, open the Site Manager within either the web or mobile app.


A list of existing sites will be displayed, including a link to add new sites. To add a new site, complete the following:

 

  1. Site Name - What you refer to the site as

  2. Site ID Number - This is an identifier of your choosing that might be used in the subject profile IDs (if the study is set up to use it) and the data extracts.

  3. Site Type - Most sites in a study are "Provider" sites. Provider sites are forced by the system to follow the rules of enrollment. For instance, a study must be published and live before provider sites can enroll. The other option, "Administrative" sites, can be used for testing purposes, where a study in development might need to enter some test records at an Administrative or testing site. Normally, only one Administrative site is needed per study.

  4. Dynamic CA's - In most cases this will be "Yes." Selecting "No" prevents all dynamic form logic from occurring for sites that have very little bandwidth. If No is selected, the study builder needs to keep this in mind when creating the study forms.

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