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Add staff member to CTMS

In the CTMS application, you can create and maintain a database of the personnel involved in a clinical trial, such as site workers, lab specialists, monitors, and so on. Thus, each time a new site record needs to be added to the CTMS system, you can do so following the instructions in this topic.

Tip

If you need to add several staff members in bulk, use the Import staff members option instead of adding staff members individually.

To add a new staff member to the CTMS system

  1. In the CTMS application header, select the ENTITY MANAGEMENT tab.

  2. On the page that opens, in the left pane, select Staff.

  3. On the Staff page that opens, from the workspace toolbar, select New Item add_new_icon.png.

  4. In the New form that opens, provide the details as explained in the following table.

    Adding staff member to CTMS
    Figure 1. Adding staff member to CTMS

    Tip

    In the following table, mandatory elements are marked with an asterisk (*).

    Element

    Details

    ID

    Enter the unique identifier of the staff member you add.

    First Name *

    Enter the first name of the staff member.

    Last Name *

    Enter the last name of the staff member.

    Email (Default) *

    Enter the email address of the staff member.

    Phone (Default)

    Enter the phone number of the staff member.

    Standard Timezone Name

    Select the region of the standard timezone for the staff member. Etc/GMT is selected by default and you can change it as needed.

    Country / Region

    Select a country or region where the staff member resides.

    Province

    Enter the name of the province or state where the staff member resides.

    Address

    By default, the address is autofilled with the name of the province that you have entered previously. However, you can update it.

    Phone1

    Enter an alternative phone number of the staff member if available.

    Email1

    Enter an alternative email address of the staff member if available.

    Phone2

    Enter another alternative phone number of the staff member if available.

    Email2

    Enter another alternative email address of the staff member if available.

    Upload Files

    Select upload_icon.png to upload documents related to the staff member.

    SAVE

    Select save_button.png to save the staff member record to the CTMS database.

    CANCEL

    Select cancel_button_white_blue.png to stop adding a staff member and close the dialog.

Once saved, a new staff member is added to CTMS. You are redirected to the Staff table where the added staff member appears.

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