Using Site Management

Use the Criteria-Based Search and Filter capabilities to search for sites and investigators. Use the discovery framework or the generative AI features to create assessments, and then send them to the identified sites. Review the assessment responses on the assessment dashboard. Assign scores to sites, investigators, and assessment responses. Tag a site for conducting assessments in the future.

• Site Selection Console App
  Study managers at life sciences organizations and contract research organizations often struggle with the site selection and activation process and the daily tasks because of the use of multiple, disconnected tools. Use the Site Selection console app to simplify these tasks by consolidating key metrics and activities into a single platform. Improve organization and efficiency, enhancing the overall site selection process.
• Search for Sites and Investigators
  Use Criteria-Based Search and Filter to search for sites and investigators.
• View Site and Investigator Summaries on Search Results Page
  Quickly get a summary of the key details of clinical trial sites and investigators directly from the search results page, without going to individual records and related lists. Use this efficient overview to save time and to streamline your site selection process.
• Generate Site Feasibility Assessments
  Site feasibility assessments give you a clear idea about the sites and the investigators working at the sites. Assessments bring you the data about a site that you want to consider for conducting your research studies.
• Send Assessments to Sites
  After you identify a site for conducting a research study, send a feasibility assessment to the site. The investigators at the site can respond to the questions in the feasibility assessments.
• Review Assessment Details and Responses
  Use the assessment dashboard to view the site assessment details and review the responses. View the total number of invitations, responses, and the minimum and maximum scores for an assessment.
• Create a Research Study
  Speed up site selection by creating research studies using a flow, instead of updating multiple object records separately. Save time and reduce the risk of errors, making sure that your studies are set up and running smoothly.
• Update a Research Study
  Ensure precise site selection by revising key details of the research study such as the name and title to better reflect the current focus, adjusting the dates to match the current timeline, and refining the inclusion and exclusion criteria. Select a new pre-eligibility questionnaire to effectively screen potential participants.