Complete the following steps to add a partner organization to a study:

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.