Navigation & Orientation

Learn how to navigate SiteVault.


On This Page


Tabs

Note The tabs that are available to you are determined by your user type and the functionality enabled for your site.

You can use the tabs on the primary navigation bar to access different pages in SiteVault.

Tab Description
Home View notifications and any tasks (such as document approvals) that are available for you to complete.
Documents > eBinder Find all approved and previously approved document versions for a study in a folder structure.
Documents > Library Find any version of any document (including working, approved, and previously approved versions).
Documents > Source Upload Upload source documents.
Documents > Regulatory Document Requests View and complete requests for regulatory documents for a connected study.
Studies Create new studies and review existing studies. A study must be listed here before you can create a document for that study. Under a study, add and track study team members, monitors, partner organizations, and study products.
Profiles > Users Add and manage users for your site, including adding external users such as a sponsor or contract research organization (CRO). Your staff listed here are used as metadata fields on documents and are available to be added to study teams.
Profiles > Organizations Lists all the organizations (sponsors, CROs, IRBs, labs, and so on) that your site works with on studies. Organizations listed here are used as metadata fields on documents and are available to be added to studies.
Profiles > Products Lists all the investigational products that your site is working with or has worked with on studies. Products listed here are used as metadata fields on documents and are available to be added to studies.
Profiles > Sites Manage your site’s information and settings.
Profiles > Patients Create and manage patient records for your site.
Reporting > Reports Lists the reports available to organize and analyze your data and documents in SiteVault.
Reporting > Dashboards Lists the dashboards that provide an at-a-glance understanding of your data and documents in SiteVault.

Selecting a Site

Note The Vault Selector is displayed for all users regardless of whether you have access to multiple sites in SiteVault. However, only those who have been granted access to more than one site under the same user name can use the Vault Selector to navigate to another site. If you’re a multi-site organization and would like to have additional sites created for your organization in SiteVault, contact SiteVault support.

Using the Vault Selector

The Vault Selector enables users who have access to more than one site in SiteVault to navigate among the different sites. The information and documents that you can view or manage are determined by the site that is selected.

To select a site using Vault Selector, select into Vault Selector and select the site from the list.