Site Document Manager

Owned by TK Support, created
Last updated: Dec 02, 2021
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Site Documents can be accessed from the Site Document Manager, based on appropriate permission. It is used for the following purposes, depending on user permissions:

  • Collect site-specific data (site documents)

  • Set up site requirements to control site enrollment

  • Setting the site enrollment goal/threshold

  • Defining each site's local labs (if applicable)

Creating site forms (for Administrators):

Site forms are built using the Form Builder, exactly like subject eCRFs are built. Once built, they can be set up as one-time collections or as log forms to collect recurring data from sites. Site users who have the permissions to access Site Documents will only see the forms for the site(s) they belong to.

Accessing Site Forms

Site Documents can be accessed from the Site Document Manager accessible via both the web and mobile app.

Under the study menu:

The resulting screen will provide access to applicable sites which the user belongs to.

  1. Access site documents via the links

  2. Administrators can optionally define enrollment goals

  3. Administrators can set which local lab applies to which sites.

At the bottom of the page, Administrators can also define subject registration rules, whereby certain documents need to meet completion rules before the system will allow that site to register subjects.

Within the side menu:

 

This opens a list of sites which the current user has access to:

 

Tapping a site opens the list of site document forms which the user has viewing permissions for:

 

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