Associating sites and studies

Once a site has been created, it needs to be associated with a study in order for that study to be accessible from the site. Sites can also be disassociated from studies in order to prevent access.

To associate a site with a study, you need the 'Add site to study or study to site' permission. We recommend that you also assign the 'Remove site from study' permission so that a user can reverse the action if necessary. This feature has a database-wide scope.

There are two ways of associating sites and studies:

Associating multiple studies with a single site

Select Tasks > Site > Study Site Administration or from the Site Administration window, click Study Site Administration. The Study Site Administration window is displayed.
Select the Studies by Site option button.
Select a site from the drop down list. Only active sites will be included in this list.
Ensure the Participation tab is open.
A list of studies is displayed in the box beneath the study. Check a study to associate it with the selected site. Click the Select All/Clear All button to select/clear all the studies at once.
Click OK to confirm your associations, or Cancel to close the window without making any associations.

The Participation tab also contains information about the study versions deployed to and received by remote sites. More information

Associating a single study with multiple sites

Select Tasks > Site > Study Site Administration or from the Site Administration window, click Study Site Administration. The Study Site Administration window is displayed.
Ensure the Sites by Study option button is selected.
Select a study from the drop down list.
Ensure the Participation tab is open.
A list of active sites is displayed in the box beneath the site. Check a site to associate it with the selected study. Click the Select All/Clear All button to select/clear all the sites at once.
Click OK to confirm your associations, or Cancel to close the window without making any associations.

Disassociating sites and studies

To disassociate a site from a study, you need the 'Remove site from study' permission. We recommend that you also assign the 'Add site to study' permission so that a user can reverse the action if necessary.

Use either of the above methods to remove checks and so disassociate a site and a study.