A Site is a defined location where study tasks occur, with Users and Participants belonging specifically to that Site.  Defining study Sites gives researchers the ability to organize their Participants by Site, thus controlling which Participants are viewed by which Users.

For example, a User may be an administrator at Hospital A, or a physician at Hospital B. A participant may be a patient at Hospital A or a patient at Hospital B. Hospital A Users work with Hospital A patients. Hospital B Users work with Hospital B patients. Defining Sites in Discovery provides the ability to limit access to participants to only those Users belonging to that Site.

 

Understanding Sites

  • Sites are created by a User with the System level Administrator Role. See Creating Sites
  • The User that is configuring the Participant List will select the Sites (or Site Groups) that will belong to that Participant List¬†See Creating a Master Participant List and Identifying Sites for a Derived Participant List
  • Users may be assigned to as many Sites as necessary See Assigning Users to Sites
  • Participants may belong to only one Site – See Assigning a Participant to a Site
  • A Case Owner must be assigned to the same Site as the Participants they are assigned in order to have access to them
  • A User with the Participant Management Role will see all Participants that belong to the Sites they are assigned as Case Owner, as well as all Unassigned Participants

 

Creating Sites

  1. Login as a User with the Administrator Role for System in Discovery/Illume
  2. In the Enterprise Manager screen, select Sites
  3. Select Take Action/Add Site
  4. Enter Required information
    1. Site Name
    2. Site Code – Shorter Site Name
  5. Description – Enter a description for this Site
  6. Enter the appropriate Contact information if desired
  7. Click Save
  8. At the Site Saved message click OK

 

Adding Sites and Site Groups to a Master List

See Creating a Master Participant List

 

Assigning Users to Sites

See Add New User