Add and activate study sites
Open Settings > Sites and click Add Site. Pick an existing site or create one, give it a site number, then complete its activation requirements and click Activate site. Sites cannot screen, enroll or enter data until they are activated.
Where to find it
Settings > Sites
Before you start
- You can manage sites: Study Owner, Study Manager or Administrator.
Add a site
Open Settings > Sites and click Add Site.
Pick an existing site, or click Create New Site and fill Site Name, Principal Investigator, Country and City.
Enter the Site number for this study, for example 01.
Participant IDs at this site are built from this number, so it cannot change once the first participant is enrolled.
Click Add to Study or Create & Add.
The site shows "Not activated".
Activate the site
On the site card, click Activate site.
In Activation requirements, record each item with the pencil: IRB/EC approved, contract executed, site initiated / SIV completed and delegation log complete, plus any items your study requires.
The same checklist is on Site readiness if the CTMS module is on.
When everything is done, click Activate site and then Confirm activation.
You see "Site activated: The site can now screen, enrol and enter data." The activation is kept in the audit trail.
Pause, deactivate or close a site
- Controls on the site card: switch Stop Screening, Stop Randomization or Pause Shipments on or off.
- Deactivate: stops screening, enrollment, randomization and data entry at once. Give a reason of at least 5 characters.
- Close Site (in the ⋮ menu): records that close-out is complete. It cannot be undone; a closed site cannot be reopened.
- Set Enrollment Target (in the ⋮ menu): see enrollment progress.
Questions
What is the Site Registry?
A shared list of all your sites across studies. Open it with Manage Site Registry on the Sites tab to create, edit, import or export sites. Sites used by a study cannot be deleted from it.
Can I change a site number?
Yes, by clicking the number badge on the site card, until the first participant is enrolled at that site.
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Still need help?
Email support@capture.study or use the contact form. Tell us the study name, what you were trying to do and the exact message on screen; a screenshot helps.
Please never send participant names, contact details or health information to support.