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This page provides instructions for site administratorsSite Administrators. A site administrator Site Administrator is a user with administrative privileges who is responsible for reviewing :

  • Assigning Site Administrator status to other users in the organization
  • Reviewing and updating user access to trials owned by the organization
  • Authorizing users to submit subject accrual data for trials that have been fully abstracted and verified
  • Adding participating sites to Abbreviated trials
  • Managing the set of program codes and program code assignments for the organization family

, and for assigning site administrator status to other users in the organization. This page introduces you to site administration management and provides instructions for granting and revoking administrative authoritythese tasks.

About Site Administration

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The Site Administrator for a site is the CTRP user with the following qualities:

  • The CTRO or another Site Administrator has granted the user profile the administrative rights.
  • The user profile is affiliated with that site (an organization family or a single organization that does not belong to an organization family).

The relationships between administrators Site Administrators and trials in a single organization site are as follows:

  • An organization can have the following:
    • One original site administrator
    • Can have one original Site Administrator.
    • Can have many Site Administrators Many site administrators appointed by the original administrator
    • Many trials, providing that the organization plays the lead organization role
    • Site Administrator.
    • Can be the lead organization for many trials.
    • Can be the affiliated organization for many users Many users affiliated with the site who can submit and own trials.
  • A trial can have the following:
    • One Can have one submitter.
    • One Can have one organization affiliation, defined by the lead organization.
    • Many Can have many trial owners.

Site administrators are trial owners by default if the site administrator
  • Trial ownership:
    • Can be implicit. By default, if a Site Administrator's affiliated organization is the
trial's lead organization. A site administrator can be added explicitly as an owner of any trial. Refer to  Managing Trial Ownership .
    • lead organization for a trial, that Site Administrator is an implicit owner of that trial.
    • Can be explicit. By default, the trial submitter is the only explicit trial owner. A Site Administrator can grant ownership of a trial to more users and can remove trial ownership from the original submitter and other users. (Refer to Managing Trial Ownership.) If you add a Site Administrator as an owner of a trial, that Site Administrator has explicit ownership of that trial, rather than just implicit ownership.
  • A Site Administrator A site administrator can do the following:
    • Display trial ownership
    • Manage trial ownership
    • Manage site record ownership 
    • Manage Accrual accrual access
    • Manage the administrative rights of other users in the organization
    • Revoke own administrative rights

 

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titleSite administrators do not receive system-generated emails automatically

System-The system sends generated emails (including TSRs) are sent to a site administrator Site Administrator only if the site administratorSite Administrator's affiliated organization is the trial's lead organization, or if the site administrator Site Administrator is the trial submitter and/or trial owner. The site administrator Site Administrator can also manage email notification globally on the My Account page.

As a site site administratorSite Administrator, you can grant and revoke administrative rights to other users in your organization. (You can grant/revoke administrative authority rights to users who have a CTRP account and whose organizational affiliation is the same as your own.) Site administrators Administrators are the only Registration users who can see and access the Site Administration menu.

How to Grant and Revoke Site Administrator Administrative Rights

  1. On the toolbar, click Administration > Site Administration.
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    The Site Administration page appears, listing the administrators to whom administrator rights Registration users and indicating which ones have previously been granted , if applicableadministrative rights.
    Site Administration page
  2. Search for the Registration user for whom you want to adjust administrative rights: specify Specify the user by first name, last name, or email address, and then click Search. The user's name appears in the Search Results list.
    1. To promote the user to site administratorSite Administrator, select the check box in the Allow as Site Admin? column.

      Warning

      As a site administrator Site Administrator, you can revoke your own administrative rights. Use caution if you do so because you can not promote yourself thereafter.

    2. To revoke administrative access, clear the check box under in the Allow as Site Admin? column.

  3. Click Save.

 

 

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Assigning and Unassigning Accrual Access

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Site Administrators can authorize users to submit subject accrual data for trials that have been fully abstracted and verified. Once assigned, users can submit accrual data for all trials associated with their affiliated organization or organization family members. For Complete trials (National, Externally Peer-Reviewed, or Institutional), the organization must be a lead; for Abbreviated trials (Industrial or Other), the organization must be a participating site.

Assignment at the organization level pertains to trials that the organization has registered in CTRP and extends to those that it will register in the future.

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Similarly, assignment at the organization family level pertains to trials that any member organization has registered in CTRP and extends to those that it will register in the future.

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Access Only the CTRO has access to CTEP and DCP trial accruals is restricted to the CTRO only.

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The table below outlines the access and trial assignment rules for Complete and Abbreviated trials.

Access/AssignmentComplete TrialAbbreviated Trial
Who can assign access?
  • A registered user logged in as the Lead Organizationlead organization's Site Administrator for any trial other than DCP or CTEP trials
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  • Super Abstractor for DCP and CTEP trials
  • A registered user logged in as Site Administrator for any trial other than DCP or CTEP trials
  • Super Abstractor for DCP and CTEP trials
Who can be assigned To whom can you assign access?Any registered user affiliated with the Site Administrator's organization, or family member organization  organization (including the Site Administrator)Any registered user affiliated with the assigner's organization (including the site administratorSite Administrator)
What types of trials can be assignedyou assign?

Complete trials for which the assigner's organization is the lead organization

Abbreviated trials for which the assigner's organization is the Lead Organization lead organization or participating site

How is can you assign access assigned?
  • By trial
  • By Organizationorganization
  • By Organization Family organization family member

The system automatically assigns the Organization Family organization family Accrual Submitter access to any trial registered by new organizations added to an organization family in the future.   It withdraws access if anyone removes the Organization Family organization family Accrual Submitter's organization is removed from the organization family in the future.

  • By trial
  • By participating site
Who can submit accrual data?Any assigned user, for any organization trials for which the assigner's organization is the Lead Organizationlead organizationAny assigned user affiliated with the participating site
Which To which trials can the Organization Family organization family Accrual Submitter submit accrual data to?
  • All complete Complete trials registered by the submitter's organization or family member organization
  • Trials currently registered in CTRP
  • Trials that the organization registers in CTRP in the future, once abstracted
  • All abbreviated Abbreviated trials registered by the submitter's participating site only
  • Trials currently registered in CTRP
  • Trials that the organization registers in CTRP in the future, once abstracted

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Assigning and Unassigning Accrual Access by Trial

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As a site administrator, you can Site Administrator, you can assign a user Accrual accrual access to any trial that the user submitted to the CTRP or currently owns. How to Assign Accrual AccessYou can assign specific trials to specific users.

  1. On the toolbar, click Administration > Accrual Access > Manage.
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    The Manage Accrual Access page appears.
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  2. Select an assignment type.
    Select Assign user access to individual trials to assign specific trials to specific users. If you select this option, the Select a trial category list appears where you can narrow the list of trials to a category.
  3. Select Make user a Site Submitter to grant users rights to submit accruals for all trials in CTRP that have been submitted or will be submitted by the affiliated site.
  4. Select Make user an Org Family Submitter to grant users rights to submit accruals for all trials in CTRP that have been submitted or will be submitted by any site that is a member of the organization family.
  5. .
  6. From the Select a user list, select the user to whom you want to assign or unassign accrual submission privileges. The list of trials available for accrual submission for the user you selected appears in the Not Assigned list on the left side of the page, and trials to which access had previously been granted (if any) appear on the right.

    Tip

    To view the entire text of a

    From the Select a user list, select the user to whom you want to assign or unassign accrual submission privileges.
    The list of trials available for accrual submission for the user you selected appears in the Not Assigned list on the left side of the page, and trials to which access had previously been granted (if any) appear on the right.

    Tip

    To view the entire text of a trial's title, hover your cursor over the part of the title displayed.

    Manage Accrual Access page listing trials that have been (and have not been) assigned to a user

    Info

    Trials in the Not Assigned list that have not been validated appear in grey text and are unavailable for selection.

  7. In the Select a trial category list, consider narrowing the list of trials to a category.
  8. From the Not Assigned trial list, select the trial to which the user will should be able to submit accrual data, and then click the single arrow ( > ) under Assign. Or, to assign all eligible trials, click the double arrow ( >> ).

    Tip
    titleYou can select multiple trials

    To select multiple trials, click one trial, then press and hold the CTRL (or CMD) key and click one or more othersadditional trials. Then click the single arrow ( > ) under Assign.

    A comment Comments box appears.

    Comment dialog box

  9. Optionally, in the Comment Comments box, enter a comment about this assignment, and then click Save.

    Info

    Comments are optional. You can leave the comment field blank and still save itthe accrual assignment. To abort the assignment, click Cancel instead.

    A message confirms your assignment. The assigned trial(s) appear in the Assigned list.

  10. To unassign access, from the Assigned trial list, select the trial you want to unassign, and then click the single arrow ( < ) under Unassign. Or, to unassign all trials, click the double arrow ( << ).
  11. Optionally, enter a comment in the Comments comment box, and then click Save.
    The system moves the trial(s) you selected are moved to the Not Assigned list, and the user will no longer have has access to them.

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As a site administratorSite Administrator, you can assign a user Accrual accrual access globally by site. You can grant users rights to submit accruals for all trials in CTRP that have been submitted or will be submitted by the affiliated site.How to Assign Accrual Access by Site

  1. On the toolbar, click Administration > Accrual Access > Manage.
    The Manage Accrual Access page appears.
  2. Select Make user a Site Submitter.
    Manage Accrual Access page
  3. Select the user from the Select a user drop-down list.

  4. Click Assign/UnassignTo assign access, click Assign.

  5. To unassign access, click Assign/click Unassignagain.

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Assigning and Unassigning Accrual Access by Organization Family

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As a site administratorSite Administrator, you can assign a user Accrual accrual access globally by organization family. How to Assign Accrual AccessYou can grant users rights to submit accruals for all trials in CTRP that have been submitted or will be submitted by any site that is a member of the organization family.

  1. On the toolbar, click Administration > Accrual Access > Manage.
    The Manage Accrual Access page appears.
  2. Select Make user an Org Family Submitter.
    Manage Accrual Access page
  3. Select the user from the Select a user drop-down list.

  4. Click Assign/UnassignTo assign access, click Assign.

  5. To unassign access, click Assign/click Unassign again.

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Viewing Accrual Assignment History

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As a site administratorSite Administrator, you can view a history of your organization's trials to which users have been assigned/unassigned user access.How to View Accrual Assignment History 

  1. On the toolbar, click Administration > Accrual Access > Assignment History.
    The Accrual Assignment History page lists all access assignments and assignments.
    Accrual Access Assignment History page
  2. To navigate the table, refer to to Working with Tables and Search Results.
  3. To export the assignment history to a file, click CSV (comma-separated values) or Excel in the bottom left corner.
    Your browser prompts you to open or save the file.

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Viewing Accrual Assignment History by Trial

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As a site administratorSite Administrator, you can view a history of your organization's accrual access assignment on a per-trial basis.

How to View Accrual Assignment History by Trial

  1. On the toolbar, click Administration > Accrual Access > View.
    The Accrual Access Assignment by Trial page lists all current access assignments by trial, grouped by trial category.
    Accrual Access Assignment by Trial page showing trials grouped by trial categoryImage Removed
    To navigate the table, refer to  Working with Tables and Search Results by trial, grouped by trial category.
    Accrual Access Assignment by Trial page showing trials grouped by trial categoryImage Added
  2. To navigate the table, refer to Working with Tables and Search Results.
  3. To export the assignment history to a file, click CSV (comma-separated values) or Excel in the bottom left corner. Your browser prompts you to open or save the file.

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Managing Trial Ownership

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Trials are associated The system associates trials with the user who last submitted the trial, and with the last submitter's affiliated organization.

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For example, in the figure below, Isabelle Autissier (username = CTRPDOC1) submitted the trial while affiliated with M D Anderson. She is the Last Submitter, last submitter and trial owner. And M D Anderson is the last Submitter Organization submitter organization and trial owner.

My Account page showing organization affiliation to M D Anderson Cancer Center

The CTRP system identifies the trial by the Last Submitter last submitter and the last Submitter Organizationsubmitter organization. In the figure below, username CTRPDOC1 is affiliated with M D Anderson as per the account information in the figure above.

Trial Identification page showing Last Submitter and Last Submitter Organization

If Isabelle Autissier changes her organization affiliation, the results depend on the extent of the change:

  • If she changes her organization affiliation to another within the organization family such as U.T. M.D Anderson Cancer Center after having submitted the trial, both she and her original organization retain trial ownership.
    My Account page showing organization affiliation to U.T.M.D. Anderson Cancer CenterImage Modified
However, if Isabelle Autissier
  • If she changes her organization affiliation to an organization outside the organization family such as Vanderbilt-Ingram Cancer Center, she loses trial ownership of all trials affiliated with M D Anderson. Her trial will not be among the "Search My Trials" results. M D Anderson Cancer Center retains trial ownership; Vanderbilt-Ingram Cancer Center does not assume trial ownership despite the
Last Submitter
  • last submitter's new organization affiliation.
    My Account page showing organization affiliation to Vanderbilt-Ingram Cancer CenterImage Modified
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The example above is based on involves Complete trials. The same principals principles apply to Industrial Abbreviated trials, but changes in affiliation affect site record ownership rather than trial ownership is affected by affiliate changes.

Assigning Trial Ownership

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As a Site Administrator, you can assign and unassign trial ownership rights to multiple users in your affiliated organization and its family member organizations, and multiple trials at the same time. (Trials displayed on the Manage Trial Ownership page are those that you have submitted or those submitted by users if the trial's lead organization is the same as your affiliated organization or its family member organizations.)

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For example, you can grant ownership of one trial to three CTRP users within your organization. Or, you can grant one user ownership of three trials.

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Additionally, you can indicate which of the owners you assign will receive tell the system to send notifications about the trial(s) via email to the owners you assign.

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 Users Users must have a CTRP account, complete with organizational affiliation, in order for you to grant them trial ownership.

For Abbreviated trials, owners are responsible for updating their affiliated organization's information on trials in which their site is a participant, using the Update My Site action. Owners can update the following information:

  • Organization family's program code
  • Organization's local trial identifier
  • Site principal investigator
  • Site recruitment status and dates
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titleTrial ownership requirements

You may not be able to change trial ownership using the Manage Trial Ownership functionality in certain circumstances. For example, you may not be able to change trial ownership if the trial status is Complete rather than Active, and the lead organization is not the trial submitter's affiliated organization. (Refer to Recording Site Recruitment Statuses and Dates.) However, you can request trial ownership changes by contacting the CTRO. When requesting trial ownership changes, include the new owner's first name, last name, and email address. Ensure that the user has registered in CTRP or has a valid CTRO account.

Your The system stores your affiliated organization is stored with your account information on the My Account page. Your affiliation determines which trials and which users you can assign.

My Account page showing organization affiliation to M D Anderson Cancer Center

You can assign any trial submitted by your affiliated organization or it its family member organizations. For example, if you are affiliated with the M D Anderson Cancer Center, you can manage trial assignments for trials that M D Anderson International and UF Cancer Center at Orlando Health own.for trials owned by the M D Anderson International and UF Cancer Center at Orlando Health organizations. The following image lists the organizations in the M.D. Anderson Cancer Center organization family. 

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The organization must be a lead organization for Complete trials, or a participating site for Abbreviated trials.

List of organizations

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How to Assign and Unassign Trial Ownership

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  1. On the toolbar, click Administration > Trial Ownership > Manage.
    The Manage Trial Ownership page displays the following lists:

    • At the top of the page: The names of users affiliated with your affiliated organization or

    it's
    • its family member organization(s)

    users on the top of the page, and trials
    • .

    • Below the list of names: Trials that your organization owns as a

    Lead Organization or Participating Site below the list of names
    • lead organization or participating site.
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  2. Under Manage trial record ownership for, select which role your affiliated organization or its family member organization(s) play(s).
    1. For Complete trials, select Lead Organization.
    2. For Abbreviated trials, select Participating Site.
  3. To indicate Indicate which users will have you want to give the ability to update and amend selected Complete trials; or update Abbreviated trialsupdate Abbreviated trials. To do so, select one or more user names on the list.

    Tip
    titleYou can select or deselect all names, or filter the list of names

    To select all names, select the check box  box on the left side of the column heading. Click it again to deselect all names.

    To filter the list of names, in the Search field, type one or more characters contained in a user's name or email address. The system filters the list is filtered as you type subsequent characterseach character.

  4. In the list of trials at the bottom of the page, under All Available Trials, or All Available Abbreviated Trials, select the trials to assign to the user(s), and then click the Assign icon ( > ).

    List of all available trials and list of trial owner assignments

  5. To unassign trials, under Trial Ownership Assignments, or Site Owner Assignments, select the user(s) you want to unassign, and click the Unassign icon ( < ).

  6. For Complete trials, indicate which trial owners should receive email notifications about the trial(s):

    • In To indicate that a specific user should or should not receive email, in the Email NotificationsNotification? column, in the row for that user, click the Yes or No button.

      List of trial owners with annotations showing single selection in Email Notification column
    • To indicate that all owners should receive/or should not receive email, in the Email Notification? column header, click All > Select Yes/No for all.
      List of trial owners with annotation showing all or none selection in Email Notification column

      Note

      The Select No for All and Select Yes for All options apply globally to all trial owners, not just the ones currently visible in the list.

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Displaying Trial Ownership

As a site administrator, you can display trial ownership for any trial owned by your site for which your organization or its family member organization is the lead organization. Trial owners can view trial details, update trials, and amend Complete trials. Additionally, you can indicate whether a user would like to receive system notifications, including TSRs and XML files, on a trial-by-trial basis.

Trial owners can access TSR and XML documents

.

How to Display Trial Ownership

  1. On the toolbar, click Administration > Trial Ownership > View.
    The Display Trial Ownership page displays the current owner(s) of the trials for which your organization is the lead organization. It also indicates which of the owners, for each of the trials, will receive system-generated email notifications.
    Display Trial Ownership page listing current owners
  2. You have the following search options:
    • To display all the trials owned by a given user, search for the user by first name, last name, or email address, and then click Search.

    All
    • The system lists all trials owned by the user
    are listed
    • in the Search Results list.
    • To display all owners of a given trial, enter the NCI Identifier in the field provided, and then click Search.


    All
    • The system lists all owners of the selected trial

    are listed
    • in the Search Results list.

title
  • You can filter the search results and create more space to display the results
  • To indicate whether or not an owner of a trial should receive system-generated email messages, in the Receive Email? column, select Yes or No.

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    You can perform the following tasks on the trials you own:

    • View trial details
    • Update trials
    • Amend Complete trials
    • Access TSR and XML documents

    As a Site Administrator

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    titleTSR and XML distribution
    Tip

    To filter the search results, in the Search field, type one or more characters contained in any of the fields. The list is filtered as you type subsequent characters. For details, refer to Working with Tables and Search Results .

    To create more space on the page, on the upper right corner of the page, select the Hide Search Criteria check box.

    Info

    Selecting Yes indicates that the owner will receive all notifications regarding the specified trial.

    Selecting No indicates that the owner will not receive any notifications regarding the specified trial.

  • have the following options to manage trial ownership:
    • Indicate whether or not an owner of a trial should receive system-generated email messages. To do so, in the Receive Email? column, select Yes or No.

      • Selecting Yes indicates that you want the owner to receive all notifications regarding the specified trial.

      • Selecting No indicates that you do not want the owner to receive any notifications regarding the specified trial.

    • To revoke ownership of a trial, locate the user/trial in the Search Results list, and then click Remove.
  • You have the following additional options:
    • To filter the search results, in the Search field, type one or more characters contained in any of the fields. The system filters the list as you type each character. For details, refer to Working with Tables and Search Results.

    • To create more space on the page, on the upper right corner of the page, select the Hide Search Criteria check box

    To revoke ownership of a trial, locate the user/trial in the Search Results list, and then click Remove
    • .

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    Adding Sites

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    Each cancer center family uses program codes to group its clinical trials. As a site administratorSite Administrator, you can manage the set of program codes and program code assignments for your organization family. You can assign program codes to trials that meet all of the following criteria:

    • Complete trials with a lead organization as a member of your cancer center family of organizations, or Abbreviated trials where such a member is a participant.
    • Trials with status other than Withdrawn.
    • Trials with processing status other than Rejected or Submission Terminated.
    • Trials that were active during the cancer center reporting period.

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    1. On the toolbar, click Administration > Program Codes > Manage Master List. The Manage Program Codes Master List appears.
      The Manage Program Codes Master List page
    2. Notice that this page displays information specific to your organization family.

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    You can navigate through the list of program codes just like any other list of search results in the CTRP Registration application. For instructions, refer to Working with Tables and Search Results.

    Adding Program Codes

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    1. On the Manage Program Codes Master List page, in the Program Code field, enter a unique program code. This is likely to be a very short representation of the program.
      Section of the Manage Program Codes Master List page for adding a program code
    2. (Optional) In the Program Name field, enter a program name.
    3. Click Add Program Code. The new program code appears in the list.

    For each organization family, active program codes must be unique. The list may contain two entries with the same program code, if one is active and the other is inactive.

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    When you change a program code, the system re-assigns to the new program code all trials (including closed trials) currently assigned to the old program code.

    1. On the Manage Program Codes Master List page, in the row for the program code of interest, click the Edit icon (Edit icon, as it appears in the Manage Program Codes Master List page (pencil)). The Edit Program Code dialog box appears.
      Edit Program Code dialog box
    2. Change the program code, program name, or both.
    3. Click Save.
      • If you have changed only the program name, the list reflects your change.
      • If you have changed the program code, a confirmation message appears. If you want to proceed, click Yes. The list reflects your change.

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    1. On the Manage Program Codes Master List page, in the row for the program code of interest, click the Delete icon (Delete icon, as it appears in the Manage Program Codes Master List page (trash can)). The system checks whether the selected program code has been assigned to any trials. What happens next depends on the result of that system check:
      • If the selected program code has not been assigned to any trials, then a message appears, asking you to confirm the deletion.
        Delete dialog box
      • Otherwise, a dialog box appears with details, asking you to confirm the inactivation.
        Inactivate Program Code Confirmation dialog box
    2. After reading the provided information, confirm or cancel the action:  
      • To confirm deletion, click Delete. To confirm inactivation, click Yes. The list changes to reflect your action:
        • If you deleted a program code, the system removes the program code completely. 
        • If you inactivated a program code, the system removes the program code from only trials that were active at any time during the reporting period. The program code remains in the Master List with “-inactive” appended, but you can no longer assign it to trials.
      • To cancel deletion, click Cancel. To cancel inactivation, click No.

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    1. On the Manage Program Codes Master List page, in the row for the program code of interest, click the View icon (View icon, as it appears in the Manage Program Codes Master List page (arrows pointing left and right)). The Manage Program Code Assignments page appears.
      The Manage Program Code Assignments page
    2. Notice that this page displays information specific to a date range:
      • The default end date is 12/31/2015. In the Reporting Period End Date field, consider specifying a different date.
      • The default reporting period length is 12 months. In the Reporting Period Length field, consider specifying a different number.
    3. Notice that this page displays a list of trials that meet all the following criteria:
      • Trials in which any member of your organization family is a participant.
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      • Trials assigned the program code that you selected on the Manage Program Codes Master List page.
      • Trials with any of the following statuses at any time within the reporting period, as specified on this page:
        • In Review

        • Approved

        • Active

        • Enrolling by Invitation

        • Temporarily Closed to Accrual

        • Temporarily Closed to Accrual and Interventions

    4. If you want to filter the list, click the filter icon (Filter icon, as it appears in the Manage Program Codes Master List page (funnel shape)) in the Program Code(s) column. The Select Program Code(s) button appears. Click Select Program Code(s). The list includes all program codes and other options. Select one or more program codes from the list. (To select all program codes or deselect all program codes, toggle the Select/Deselect All option. To display trials that have not been assigned to program codes, select None.) The system updates the list of trials to reflect your selections.

    You can navigate through the list of trials just like any other list of search results in the CTRP Registration application. For instructions, refer to Working with Tables and Search Results. On the Program Code Assignments page, in the search Search box, if you include the search term in double quote marks (for example "cancer"), the search results include trials that have an exact match in any of the first five columns.

    ...

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    MultiExcerptNameassigningprogramcodesingle
    1. On the Manage Program Code Assignments page, in the row for the trial of interest, in the Program Code(s) column, click the v icon.
      Program Code(s) column with v icon
      The Program Code field appears.
      Program Code(s) column code selection field
    2. Click the Program Code field. The list includes all program codes, but the ones already assigned to the selected trial are unavailable for selection.
    3. Select the target program code. On the Manage Program Code Assignments page, the Program Code(s) column reflects your changes.

    You can also assign a program code to a trial while performing the following tasks:

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    MultiExcerptNameunassigningprogramcodesingle

    On the Manage Program Code Assignments page, in the row for the trial of interest, in the Program Code(s) column, click the x for the program code you want to unassign. The Program Code(s) column reflects your changes.

    Program Code(s) column with x icon

    You can also unassign a program code to a trial while performing the following tasks:

    ...

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    MultiExcerptNameassigningprogramcodemultiple
    1. On the Manage Program Code Assignments page, select one or more trials of interest.
    2. Click Assign. The Assign Program Codes dialog box appears. The list includes all program codes that you can be assigned assign to the selected trials.
      Assign Program Codes dialog box
    3. In the list, select one or more target program codes.
    4. Click Assign. On the Manage Program Code Assignments page, the Program Code(s) column reflects your changes.

    ...

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    MultiExcerptNameunassigningprogramcodemultiple
    1. On the Manage Program Code Assignments page, select one or more trials that have been assigned to program codes.
    2. Click Unassign. The Unassign Program Codes dialog box appears with a list of all program codes, but only the ones assigned to the selected trials are available for selection.
      Unassign Program Codes dialog box
    3. In the list, select one or more program codes.
    4. Click Unassign. On the Manage Program Code Assignments page, the Program Code(s) column reflects your changes.

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    MultiExcerptNamereplacingprogramcode
    1. On the Manage Program Code Assignments page, select one or more trials that have been assigned to program codes.
    2. Click Replace. The Replace Program Code Assignments dialog box appears with two lists. The first list includes all program codes assigned to any selected trial.
      Replace Program Code Assignments dialog box
    3. In the first list, select the program code that you want to replace.
      The second list includes all program codes for the organization family. However, the one you selected in the first list becomes unavailable for selection in the second list.
    4. In the second list, select one or more target program codes.
    5. Click Replace. On the Manage Program Code Assignments page, the Program Code(s) column reflects your changes.

    ...

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    MultiExcerptNameviewingprogramcodeparticipation
    1. On the Manage Program Code Assignments page, in the row for the trial of interest, in the Lead Organization column, click Show my participation. The Participating Sites dialog box appears, listing only the participating organizations that are members of your organization family.
      Participating Sites dialog box
    2. When you are done viewing the list of participating sites, click Close.