# Enabling the Site Activation Progress View

The Site Activation Progress View allows a study startup team to view document completeness across sites at a glance. To use this view, you must complete several configuration steps:

  * Configure [Site Activation Progress settings][1]
  * Create milestone and EDL item records if they don't exist and [configure relationships][2] between the records
  * Populate [SIV fields][3] on sites
  * Optional: Configure custom permission sets to [hide access to Site Activation Progress tab][4]

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      <p><strong>Note</strong>: This feature is only available on Clinical Operations Study Startup Vaults.</p>
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## <a id="settings">How to Enable and Configure Site Activation Progress

Navigate to **Admin > Settings > Application Settings** and populate the following fields:

  * **Time Period for "SIV in the Next" Group**: Set the period that Vault will consider as "upcoming" when grouping sites in the Site Activation Progress view. If the _Site_ record's _Planned SIV Date_ is beyond this period, Vault displays it in the _Planned_ group. For example, if the time period is set to 10 days and the _Planned SIV Date_ for site 1405 is 11 days from today, site 1405 appears in _Planned_.
  * **Milestone Types to Show & Group By**: Select the types of milestones that appear in the Site Activation Progress view. The view automatically groups documents by their associated milestone type and filters out documents associated with an unselected milestone type. Note that _Milestone Type_ is a picklist field associated with the _Milestone_ object; by default, it includes "Start," "Conduct," and "Close," but you can update the picklist items to match your business process and terminology.

## How to Set Up the Milestone Item Relationship {#relationship}

When you enable the Site Activation Progress feature, Vault automatically creates the _Milestone Item_ object, which is a relational object supporting a <a href="/en/gr/28740/#many-to-many-relationships">many-to-many relationship</a>
 between the _EDL Item_ and _Milestone_ objects.

To create these relationships, you first need to <a href="/en/gr/26387/">edit the page layout</a>
 for _EDL Item_ and _Milestone_ objects to add a related object section for _Milestone_ and _EDL Item_, respectively. Once the related object section appears on the record detail page, you can create relationships from the details page for an _EDL Item_ or _Milestone_ record.

The link between _EDL Item_ records and _Milestone_ records (and their _Milestone Type_) tells Vault which EDL items to include in the _Site Activation Progress_ view.

## SIV Dates {#siv}

When you enable Site Activation Progress, you'll see two new fields on the _Study Site_ object: _Planned SIV Date_ and _Actual SIV Date_. The progress view uses the _Planned SIV Date_ value to group sites into _Overdue_, _Due In the Next X Days_, and _Planned_ categories. The view groups sites into _SIV Complete_ if _Actual SIV Date_ is populated.

## How to Make Site Activation Progress Available {#access}

After you've finished the other configuration steps, the _Site Activation Progress_ tab becomes available for all users with a standard security profile. If your organization wants to limit access, you can assign users to a custom security profile that does not include a permission set with the tab permission.

 [1]: #settings
 [2]: #relationship
 [3]: #siv
 [4]: #access