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1. Select the trial that your site is participating in. The Available Actions column in the search results table displays actions currently available for the trial. Image Removed

2. In the Available Actions column, click the Select Action button and click Add My Site. The Add Participating Site page appears.  Image Removed
   The Participating Site list contains all organizations in the Organization Family associated with your CTRP account.

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3. From the Participating Site list, select the organization that you want to add to this trial. Click Next. Another Add Participating Site page appears.

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4. Select or enter the appropriate information in the text fields and drop-down lists. The following table describes the fields. An asterisk (*) indicates a required field.

   Field	Description/Instructions
   Local Trial Identifier*	Enter the identifier used at the participating site.
   Site Principal Investigator*	Click Look Up to search for, and select, the site principal investigator.
   Program Code	Optionally, select one or more program codes for the trial. The Program code field lists all program codes available for the organization family.

5. Add site recruitment status information:

   1. Select or enter the appropriate information in the text fields and drop-down lists. The following table describes the fields. An asterisk (*) indicates a required field.

      Field	Description/Instructions
      Site Recruitment Status Date*	Enter the date on which the current trial status became effective. To ensure that you record valid status dates, review the information provided in Status Rules for Trial Dates.
      Site Recruitment Status*	Select the current stage or state of the trial or study.  Note The system validates all status transitions when you save a status record. If you add or update a status transition that does not conform to the rules provided in Status Transition Rules, the system displays errors and/or warnings. Warnings indicate that fixing the status record is optional; you do not have to resolve the transitions. However, Errors indicate that you must resolve the transitions by correcting trial status records.

   2. Click Add Status. The Site Recruitment Status History section appears, displaying the site recruitment information you entered. 

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      Site Recruitment Status- No Warnings or Errors

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      Site Recruitment Status- With Warnings and an Error

   3. Repeat the process of entering a status date, entering a status, and clicking Add Status until you have entered all statuses for the site.
6. If the system displays Errors or Warnings indicating that the status you added is invalid, do one of the following.  

7. 1. To edit the status, in the Actions column, click the Edit icon. Then, in the Edit Trial Status dialog box, make changes as indicated in the Error and/or Warning message.

      
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   2. To delete the status, in the Actions column, click the Delete icon. Enter a comment indicating the reason why you deleted the record, and then add the correct status information.

8. Click Save. Your information is added to the trial details.