Partner Organizations

Learn how to create and manage Partner Organizations.

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Note Only SiteVault users with the Site Administrator system role can complete the tasks on this page.

Partner Organizations

• Partner Organizations may also be referred to as Study Organizations.
• Partner Organizations are Organizations that are associated with a study.
• Partner Organizations can be viewed in the following areas of SiteVault eReg:
  • Study > Partners Organizations (Labs, IRBs, etc.)
  • Administration > Organizations
• Adding an Organization to a study enables you to associate Organization documents with the study.
• Partner Organization States
  • There are three possible states for a Partner Organization: Proposed, Active, and Inactive.
  • Partner Organizations are created in the Proposed state.
  • Partner Organizations can toggle between Active and Inactive.
  • When a Partner Organization is updated to the Active state, the Partner Organization’s documents are added to the study.

For more on Partner Organizations, see Managing Organizations or the Assigning Study Teams, Partner Organizations, and Products training video.

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Partner Organizations Tasks

Create Partner Organizations

Complete the following steps to create a Study Product:

1. Navigate to the Studies tab.
2. Locate and select the study from the Study Identifier column.
3. Expand the Partners Organizations (Labs, IRBs, etc.) section.
4. Select Create.
5. Complete the Role field.
6. Complete the Organization field.
   • If the organization is not available in the list, select + Create Organization.
   • Select the Organization type.
   • Select Continue.
   • Complete the Name field.
   • Complete the Organization Sharing field:
   • Selecting All (recommended) allows this Organization to be re-used across all sites and studies in your Research Organization (if applicable). Selecting Current limites use of this Organization to your currently selected site.
   • Select Save to complete the process of creating the Organization.
7. Select Save to complete the process of creating the Partner Organization.
8. If appropriate, from the Workflow Actions menu, change the Partner Organization to Active.

Edit Partner Organization

Complete the following steps to change a Partner Organization:

1. Navigate to the Studies tab.
2. Locate and select the study from the Study Identifier column.
3. Expand the Partners Organizations (Labs, IRBs, etc.) section.
4. Locate and select the Partner Organization record to update.
5. Select Edit from the All Actions menu.
6. Update the fields as needed.
7. Select Save to complete the process.

Change Partner Organization State

Complete the following steps to progress the study lifecycle:

1. Navigate to the Studies tab.
2. Expand the Partners Organizations (Labs, IRBs, etc.) section.
3. Locate and select the Partner Organization record.
4. From the Workflow Actions menu, select the appropriate lifecycle state.

Delete Partner Organization

Complete the following steps to delete a Partner Organization:

1. Navigate to the Studies tab.
2. Locate and select the study from the Study Identifier column.
3. Expand the Partners Organizations (Labs, IRBs, etc.) section.
4. Locate and select the Partner Organization to delete.
5. Select Delete from the All Actions menu.
6. Select Continue to confirm your intent.
   
   
   

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Related Help

• Study eBinder
• Exporting Study Documents
• Document Library
• Setup Assistant