Summary

The Site Document Manager is used for the following purposes: 

 

  • Collect site-specific data (Site document forms)
  • Set up site requirements to regulate site enrollment
  • Setting the site enrollment goal/threshold

Site Documents can be accessed from the Site Document Manager, based on appropriate permission. 
 

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Site forms are built using the Form Builder. Once created, they can be set up as a one-time collection or as log forms to collect recurring data from sites. Site users who have the permissions to access Site Documents will only see the forms for the site(s) they are assigned.

 

Document Manager Navigation:

 

1. Site Document Forms: Access site documents via these links.

2. Enrollment Goal: Administrators can optionally define enrollment goals by selecting the link.

3. Subject Enrollment Rules:  At the bottom of the page, Administrators can also define subject enrollment rules, whereby certain documents need to meet completion rules before the system will allow that site to register subjects. The Approved to Enroll section at the right hand toolbar is also used to set these requirements if applicable based on the rule selected. 

Need more help?

Please visit the Datatrak Contact Information page.