Organizations are records of important study entities such as a sponsor, pharmacy, or CRO. The Organization record can be at the level of your research organization or specific to your site.

Viewing Organizations

To view an organization, navigate to the Administration > Organizations tab and select the organization from the list.

Managing the Organization Lifecycle

The following diagram illustrates the sequences of stages that an Organization record can go through during its life:

To change the state of a record, select the appropriate action from the Workflow Actions menu on the detail page of the record.