When you create an Organization record, you can choose whether the record should apply to all sites in your research organization (recommended for sponsors and CROs) or only to one specific site (recommended for local IRB/IECs and local labs).

Complete the following steps to create an organization:

1. In the Administration > Organizations tab, select Create. The Create Organization dialog box is displayed.
2. Select an organization type from the list in the dialog box, then select Continue. The Create [Organization Type] dialog box is displayed.
3. Enter the name of the organization.
4. If you want to allow the record to be used by all sites in your research organization, select the All [Research Organization Name] Sites option; if you want to limit the record to only the currently selected site, select the Only my current Site [Site Name] option.
5. Select Save.

To edit an Organization record, select Edit on the Organization record detail page.