SiteVault provides a compliant space for you to manage documents in preparation for a monitor or CRA review.

Site Preparation Checklist

The following checklist reviews the monitoring preparation and process:

1. Create staff accounts (Admin)
2. Create monitor/CRA account and add to the study (Admin)
3. Add staff to study (Admin)
4. Change assignments to active (Admin)
5. Upload and finalize source documents
6. Upload and finalize study documents
7. Ensure monitor/CRA has needed resources:
   • Login information
   • SiteVault Help
   • Study eBinder Quick Reference Card

Helpful Resources for your Monitor

• Document Types Spreadsheet
• Study eBinder Quick Reference Card
• Feature summaries
• Audit resources
• Navigation