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You must identify each organization, including each organizational contact, uniquely.

Information on Tab Labels

The Organization Details page displays all details about the organization 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 organization that you are curating (if applicable). The letter "P" beside the role name on each of the tabbed pages indicates that at least one role is pending curation.

How to Manage Organizational Contacts

  1. Navigate to the record of interest. 
  2. In the Action column for a given organization, click Curate.

  3. In the Assign Organization Roles section toward the bottom of the Organization Details page, click the Org Contact (Organizational Contact) tab.

    You can sort the records

    Click the column heading once to sort the records in ascending order.  An arrow head indicates whether the sort order is descending or ascending. Click the column heading again to reverse the sort order.


    The Org Contact page displays the research roles currently assigned to the organization (if applicable).

    OC (Organizational Contact) tab of the Assign Organizational Roles section
    Assign Organizational Roles - Organizational Contacts Tab

  4. Follow one of the options in the table below to continue assigning roles:
    Options for assigning roles to an organization

    If there are...

    And...

    Do this

    No organizational contact records displayed

    You want to add a role

    Proceed to the next step.

    One or more organizational contact records displayed

    The information for them is correct

    Proceed with other aspects of the organization curation.

    One or more organizational contact records displayed

    The information for them is incorrect

    In the Action column for the record you want to modify, click Edit, and proceed to the table below.

  5. To add a role, click Add Organizational Contact.
    The Create Organizational Contact page appears.
    Top portion of the Create Organizational Contact page
    Create Organizational Contact Page – Upper Sections

  6. Select or enter the appropriate information in the text fields and drop-down lists. Fields are described in the following table. Items with an asterisk are required fields.

    Field Label

    Description/Instructions

    Title*

    Type the title of the contact role.

    Role Status*

    If the associated contact has not been curated (i.e., it is pending), select Pending. Otherwise, select Active.

    Contact Type*

    Select the appropriate contact type. Valid values are as follows:

    • IRB
    • Responsible Party
    • Site
  7. In the Address Information section, click Add Postal Address, and follow the instructions in Entering Address Information.
  8. Click Save.
    The information appears in the Address Information section on the Create Organizational Contact page.
    Address Information section of the Create Organizational Contact page
    Create Organizational Contact – Address Information Section
  9. Do one of the following to continue:
    1. To change the information in the address section, click Edit.
      - or -
    2. To delete the address information, click Remove.
      - or -
    3. To add another address, click Add Postal Address.

  10. Complete the remaining Contact Information fields.

    Remember to click Add after you complete each of the contact information fields.

  11. Click Save, then click Return to Organization Details