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  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.
  3. In the Assign Organizational Roles section toward the bottom of the Person Details page, click the CRS (Clinical Research Staffs) tab. This is the default tab, so you may find that it has already been selected for you.
    The CRS page displays the research roles currently assigned to the organization (if applicable).

    Include Page
    Sorting Tables Tip - Include v4.4
    Sorting Tables Tip - Include v4.4

    CRS (Clinical Research Staffs) tab of the Assign Organizational Roles section
    Manage Clinical Research Staff(s) page

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

    If there are...

    And...

    Do this

    No clinical research staff role records displayed

    You want to add a role

    Proceed to the next step.

    One or more clinical research staff role records displayed

    The information for them is correct

    Proceed with other aspects of the person curation.

    One or more clinical research staff role records displayed

    The information for them is incorrect

    In the Action column for the record you want to modify, click Edit, and proceed to Select Affiliated Organization.

  5. To add a role, click Add Clinical Research Staff.
    The Create Clinical Research Staff page appears.
    Top portion of Create Clinical Research Staff page
    Create Clinical Research Staff Page – Role Information 
    Anchor
    afforg
    afforg
  6. Click Select Affiliated Organization. The Find Organization(s) page appears.
    Search for and select the affiliated organization. For instructions on finding organizations, see Searching for Organization Records. The organization you selected is displayed in the Clinical Research Staff Role Information section.
  7. From the Role Status drop-down list, select the curation status of the clinical research staff role. If you have supplied all the necessary information, select Active.
  8. In the Address Information section, click Add Postal Address, and follow the instructions in Entering Address Information.
    The information appears in the Address Information section.
    Address Information section of Create Clinical Research Staff page
    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.

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    Email Address and Phone Number Rules - Include v4.4
    Email Address and Phone Number Rules - Include v4.4
     

    Tip

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

  11. Click Save, then click Return to Person Details.