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Because clinical trials can involve a network of persons and organizations, one of the key functions of a curator using the P/O Curation Portal is to identify the interrelationships among them. You can identify persons by the role(s) they play in support of various clinical research activities.

The two main types of roles are as follows:

  • Structural role – Permanent role of a person as defined by an organization. Defines the relationship between a person, an organization, and a trial. Structural roles do not have to be scoped by another person.
    There are several types of predefined structural roles, as follows:
    • Clinical research staffs
    • Health care providers
    • Organizational contacts
    • Other Person Identifiers
  • Functional role – Temporary role based on activities a person participates in.

How to Assign Roles

  1. Navigate to the record of interest. See Navigating Records in Tables or Searching for Person Records.
  2. In the Action column for a given person, click Curate.

Information on Tab Labels

The Person Details page displays all details about the person provided to date. The tab labels in the Assign Organizational Roles section at the bottom of the page display the number of each role already associated with the person that you are curating (if applicable). The letter "P" beside the role label on each of the tabbed pages indicates that at least one role is pending curation.

You must assign the Clinical Research Staff and Health Care Provider roles.

Assign Organizational Roles section of the Person Details page
Person Details Page – Assign Person Roles Section

For additional instructions, refer to the following pages: