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Manage Sites

The Manage Sites page lists all research sites participating in the study. Each site uses the same study protocol while managing its own subjects and users. From this page, you can view site details, configure site settings, or create new sites.

Last updated: 04/14/2026

Manage Sites

The Manage Sites page lists all research sites participating in the study. Each site uses the same study protocol while managing its own subjects and users. From this page, you can view site details, configure site settings, or create new sites.

Path: Home → Study Name → Build → Manage Sites


Sites Table

ColumnDescription
Site NameThe display name of the site
Unique Site IDA numeric identifier unique to the site within the study
StatusCurrent status: Available, Draft, or Locked
Principal InvestigatorThe investigator responsible for this site
Created OnDate and time the site was created
Last Updated OnDate and time the site was last modified
ActionAvailable actions: Site Overview, Site Setting

Example

Site NameUnique Site IDStatusPrincipal InvestigatorCreated OnLast Updated On
Boston Medical Research Center1AvailableDr. Alexandra Chen15/01/2025 09:0020/01/2025 11:30
Chicago Clinical Institute2AvailableDr. Marco Rivera15/01/2025 09:0520/01/2025 11:30
San Francisco Heart Center3AvailableDr. Yuki Tanaka15/01/2025 09:1020/01/2025 11:30

Row Actions

Each site row provides the following actions:

ActionDescription
Site OverviewOpens a summary of the site's configuration, subjects, and users
Site SettingOpens the site settings editor to modify site details

Page Actions

ActionDescription
Create SiteOpens the site creation form (/build/sites/create)
Export asExports the site list to a downloadable file
SearchFilter the list by site name or ID

Creating a New Site

Click Create Site to open the site creation form. You will be asked to provide:

  • Site Name — A unique human-readable name
  • Unique Site ID — A numeric identifier for the site
  • Principal Investigator — The investigator assigned to the site
  • Status — Initial status (typically Draft or Available)

After saving, the new site will appear in the table and can immediately be assigned subjects and users.