Add an Organization to a Study

1. Navigate to the Studies tab.
2. Select the study.
3. Select Organizations.
4. Select + Add Study Organization.
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 limits 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 Study Organization.
8. From the Lifecycle State column, confirm or select the appropriate state.

Edit Study Organization

1. Navigate to the Studies tab.
2. Select the study.
3. Select Organizations.
4. Select the Study Organization to update.
5. Select Edit from the All Actions menu.
6. Update the fields as needed.
7. Select Save to complete the process.

Change Study Organization State

1. Navigate to the Studies tab.
2. Select the study.
3. Select Organizations.
4. Select the Study Organization to update.
5. From the Lifecycle State column, select the appropriate state.

Delete Study Organization

1. Navigate to the Studies tab.
2. Select the study.
3. Select Organizations.
4. Select Delete from the associated All Actions menu.
5. Select Continue.