You can use SiteVault to store and manage your site’s business process documents. These documents provide evidence of your site’s internal processes and operations. While a sponsor or monitor may request to review these documents for your site to participate in a study, they are not related to any specific study.

Select here to watch a video tutorial.

Reporting on Site Documents

Site Documents are available in the reporting tool to track data such as SOP training and expiration dates.

Site eBinder

The Site eBinder is a tool to assist you with organizing and managing your site documents. Within the Site eBinder, you can filter for helpful views, upload documents, or initiate state changes and workflows. Some Site Documents may be filed to a study in the Study eBinder, but remain visible in the Site eBinder.

Select here to watch a video tutorial.

Document Types

• Visible only in Site eBinder
  • SOPs & Policies Folder
    • Policy Memo
    • Standard Operating Procedures (SOP)
    • Work Instructions
• Visible in Site and Study eBinders
  • Staff Folder
    • CV
    • Medical License
    • Signature & Initials
    • Training Evidence
  • Partner Organizations Folder
    • IRBs/IECs Folder
      • IRB/IEC Compliance
      • IRB/IEC Composition
    • Labs Folder
      • Lab Certification
      • Lab Director Qualifications
      • Lab Normal Ranges

Permissions

• External users cannot access the Site eBinder; any sharing of Policy Memo, SOP, and Work Instruction document types would occur outside of SiteVault.
• Documents cannot be uploaded in the Research Organization context.
• Admin and Staff users can upload to the Site eBinder
• Only Admin users can upload or view draft versions of Policy Memo, Standard Operating Procedures, and Work Instruction document types.