Add Site

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Build Steps:

  1. Add Study
  2. Add Forms
  3. Deploy Study
  4. Publish Forms
  5. Add Events
  6. Add Groups
  7. Add Rules
  8. Add Sites
  9. Add Users

To add a site:

  1. Click Sites in the Left Menu
  2. Click the + icon in the Sites page.
  3. Complete the following. Required fields are marked with an asterisk.
Field Description
Parent Study The name of the study currently being built.  This is a read-only field.
Site Name * Enter the site name. The site name must be unique.
Unique Protocol ID * Enter the protocol ID. The protocol ID must be unique.
Secondary IDs(separated by commas) Secondary IDs for the site. Separate entries by commas.
Principal Investigator  * Enter the name of the principal investigator, using up to 100 characters.
Brief Summary A brief summary of the site, using up to 2000 characters.
Protocol Verification/IRB Approval Date Enter the date of protocol verification/Institutional Review Board approval. Click the calendar icon to select a date.
Start Date The start date for the site in this study. Click the calendar icon to select a date.
Estimated Completion Date The estimated completion date for the site in this study. Click the calendar icon to select a date.
Expected total enrollment * The total number of subjects expected to be enrolled at the site for this study. This value is for reporting purposes only; you can enroll a greater number or fewer number of subjects.
Facility Name The facility name.
Facility City The facility city.
Facility State/Province The facility state/province.
Facility ZIP The facility ZIP code.
Facility Country The country in which the facility is located.
Facility Contact Name The name of the contact person at the facility.
Facility Contact Degree The degree(s) held by the contact person at the facility.
Facility Contact Phone The phone number of the contact person at the facility.
Facility Contact Email * The email address of the contact person at the facility.
Site Status for this study * The status of the site: pending, available, frozen, or locked. The site status will be set depending on the study status. Note: This field is system-maintained and cannot be changed when the site is created.
Collect Person ID? Using a person ID allows a unique identifier to be assigned to a subject, which follows the subject across all Captivate sites and studies they participate in.

  • Required – Select this option if the collection of person ID is required at this site.
  • Optional – Select this option if the collection of person ID is optional at this site.
  • Copy From SSID – Select this option if the person ID should be copied from the study subject ID for this site.
  • Not Used – Select this option if person ID is not used at this site.
Collect Interviewer Name? Select one of the following:

  • Yes – Select Yes if the interviewer name will be collected on CRFs at the site.
  • No – Select No if the interviewer name will not be collected on CRFs at the site.
  • Not Used – Select Not Used if the interviewer name is not used at the site.
Interviewer Name Default If you are collecting the interviewer name on CRFs at the site, select one of the following:

  • Blank – The interviewer name field will default blank. Site users will need to type the interviewer name into the field.
  • Pre-populated from active user – The interviewer name field will default to the current active user, but can be changed if necessary.
Collect Interview Date? Select one of the following:

  • Yes – Select Yes if the interview date should be collected on CRFs at the site.
  • No – Select No if the interview date should not be collected on CRFs at the site.
  • Not Used – Select Not Used if interview date is not used at the site.
Interview Date Default If you are collecting the interviewer date on CRFs at the site, select one of the following:

  • Blank – The interviewer date field will default blank. Site users will need to enter the interviewer date into the field.
  • Pre-populated from Study Event – The interviewer name field will default to the current active user, but can be changed if necessary.
Mark imported CRF as Completed? Captivate allows you to import Event CRF data from a file, using the web services interface, as an alternative to performing data entry. For example, when data is captured using a system other than ClinCapture. Select Yes if CRFs should be marked as complete when the data is imported from an outside system.
  1. Optionally, update the Site Event Definitions for the site which include the CRF configuration options for the site.  For example if a site enters data from source documents, the CRFs may  be configured for double data entry with the highest level of data monitoring, whereas other sites entering data in real-time may not be required to do so.  See Managing Sites for details.
  2. Click Continue.
  3. Review the Site to be defined.
  4. If you’re satisfied, click Submit.

Repeat this process until all the required sites are created.