Managing Organizations

Learn how to create and manage Organization records for your research organization or site.

Note Only SiteVault users with the Site Administrator system role or Site Profiles add-on permission can complete the tasks on this page.

Overview of Organizations

Organizations are records of important study entities such as a sponsor, pharmacy, or CRO. The Organization record can be at the level of your research organization or specific to your site.

Viewing Organizations

To view an organization, navigate to the Administration > Organizations tab and select the organization from the list.

Creating Organizations

When you create an Organization record, you can choose whether the record should apply to all sites in your research organization (recommended for sponsors and CROs) or only to one specific site (recommended for local IRB/IECs and local labs).

Complete the following steps to create an organization:

  1. In the Administration > Organizations tab, select Create. The Create Organization dialog box is displayed.
  2. Select an organization type from the list in the dialog box, then select Continue. The Create [Organization Type] dialog box is displayed.
  3. Enter the name of the organization.
  4. If you want to allow the record to be used by all sites in your research organization, select the All [Research Organization Name] Sites option; if you want to limit the record to only the currently selected site, select the Only my current Site [Site Name] option.
  5. Select Save.

To edit an Organization record, select Edit on the Organization record detail page.

Managing the Organization Lifecycle

The following diagram illustrates the sequences of stages that an Organization record can go through during its life:

User, Organization, and Product Lifecycle

To change the state of a record, select the appropriate action from the Workflow Actions menu on the detail page of the record.

Adding Organizations to Studies

See the Partner Organizations page for more information on how to add an organization to a study.

Deleting Organizations

To delete an Organization record, select Delete from the All Actions menu on the Organization record detail page. Note that Organization records that are associated with a study or document cannot be deleted.

Managing Sites & Research Organizations
Managing Products
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System Information
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