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Search for Sites and Investigators
Use Criteria-Based Search and Filter to search for sites and investigators.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise and Unlimited Editions with Life Sciences Cloud or Health Cloud |
By default, you can perform a search based on the investigator type, investigator therapeutic area, healthcare facility name, and healthcare facility specialty. Use the advanced filter options on the Search Criteria page to sort the results. Add fields to search criteria by configuring Criteria-Based Search and Filter. After you get the search results, add a site to the research study that you want to conduct.
| User Permissions Needed | |
|---|---|
| To search for sites and investigators: | Health Cloud Starter AND Study Manager for Site Management AND Criteria-Based Search and Filter |
Perform the site and investigator search from the page where you integrated the Criteria-Based Search and Filter component. The results for the fields where you select multiple values, for example Investigator Therapeutic Area, include values for the specified options. This section uses the Research Study page as an example for launching the Search Criteria fields.
- From the App Launcher, find and select Research Studies.
- On the Site Investigator Search tab, under Search Criteria, enter the details, and then
click Search.
The search results appear on the same page.
- To filter the search results, in the Filters section, enter the details, and click Apply Filters.
- To add a site to a research study that you’re conducting, click Add Site to Study.
- Select the name of the research study, and click Preview Selection.
- Review your selections, and click Next.
- Click Finish.
