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Edit site profile

In the CTMS application, a list of sites that belong to a specific study can be viewed on a separate page. A site is a medical facility or a research center where the study is conducted. You can edit the site profile if some details need to be updated.

To edit the site profile

  1. Access the study management page in one of the following ways:

    • In the CTMS application header, select the DASHBOARD tab and then select the study dashboard of your interest.

      Accessing study management from dashboard
      Figure 1. Accessing study management from dashboard

    • In the CTMS application header, select the STUDY MANAGEMENT tab. Then from the Study Data List table, select the study name of your interest.

      Accessing study management from study data list
      Figure 2. Accessing study management from study data list

  2. From the left pane of the study page that opens, select Study Details > Site List.

    Accessing study sites
    Figure 3. Accessing study sites

  3. In the Site List table that appears, in the Site Name column, select the needed site or select Edit pencil_icon.png next to it.

    Accessing option to edit site profile
    Figure 4. Accessing option to edit site profile

  4. On the page that opens, two panes appear. The left pane groups sites by country or region, where you can expand or collapse sections and select a specific site. The middle pane displays the contents of the currently opened site.

    In the Site Profile tab opened by default, from the top right corner, select Edit pencil_icon.png.

    Selecting option to edit site profile
    Figure 5. Selecting option to edit site profile

  5. In the Site Profile form fields that now become editable, update the details as required. These fields are identical to the ones explained in the table of the Add site to study section.

    Important

    If the site that is soft-locked, signed, or hard-locked in EDC, you cannot edit its name, code, country or region, and standard time zone.

    When editing site profile for a master study, the settings are automatically copied to the substudy.

    When editing site profile for a substudy, only the site phase and expected number of subjects can be updated, all the rest of the fields are read-only and the values are inherited from the master study.

    Editing site profile
    Figure 6. Editing site profile

  6. From the top right corner of the page, select Save Save_changes_icon_tick_orange.png to preserve your changes.

Once saved, the site profile is updated.

In this section:

An eClinical application that is mainly used to collect and manage subject data during clinical trials. It integrates with the Study Designer (SD) application and uses preconfigured there case report forms (CRFs) to complete data collection and management. It also provides an audit trail, data alert, source data verification (SDV), payment management, adjudication, and other functions as well as supports data export according to the CDISC ODM standard.

Get to know all the possibilities of the app with the comprehensive EDC User Guide.

An overarching clinical trial protocol designed to achieve clinical trial objectives under a unified framework. This approach simplifies clinical development by introducing multiple substudies to operate under the same regulatory and operational entity.

An individual component of a master study protocol with its specific objectives, such as evaluating a product, dose, or subject category. Substudy inherits the core structure and governance from the master one but has its own endpoints.