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Add participating organization to CTMS

In CTMS, you can create and maintain a database of all participating organizations of your research, such as medical centers, laboratories, data providers, and so on. You can add participating organizations one by one whenever needed.

To add a participating organization to CTMS
  1. In the CTMS application header, select the ENTITY MANAGEMENT tab.

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

    Accessing participating organizations
    Figure 1. Accessing participating organizations

  3. From the workspace toolbar of the Participating Organizations page that opens, select New Item add_new_icon.png.

    Selecting option to add participating organization to CTMS
    Figure 2. Selecting option to add participating organization to CTMS

  4. In the New form that opens, fill in the needed information as suggested in the following table.

    Adding participating organization details
    Figure 3. Adding participating organization details

    Tip

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

    Element

    Details

    ID*

    Enter the unique identifier of the participating organization.

    Name*

    Provide the name of the participating organization.

    Address

    Enter the physical address where the participating organization is located.

    Phone*

    Enter the phone number of the participating organization.

    Type*

    Expand the list and select the type of the participating organization.

    The participating organization types are defined by adding reference data elements to the CTMS library.

    Primary Contact*

    Expand the list and select the staff member who is the primary contact at this participating organization.

    The available options are populated from the staff member list. If the needed person is not on the list, you can add a new staff member to CTMS.

    Contact

    Expand the list and select alternative contacts at this participating organization.

    The available options are populated from the staff member list.

    SAVE

    Select save_button.png to implement the changes.

    CANCEL

    Select cancel_button_white_blue.png to discard the changes without saving.

Once saved, a new participating organization record is added to CTMS. You can now add this organization to the studies.