Site Connect allows Sponsors, CROs, and Site Staff to create and manage study-specific addresses for study sites with the Study Site Address (study_site_address__v) object. Site Staff can add or request changes to Study Site Addresses in Site Home. Sponsors or CROs can review and approve changes to Study Site Addresses by configuring the Site Address Change Request workflow.
Configuration Overview
- Complete the initial Study Site Addresses configuration.
- Optional: Configure the Site Address Change Request workflow.
Configuring the Site Address Change Request Workflow
Site Staff can request changes to Study Site Addresses in Site Connect. Vault automatically accepts change requests by default.
However, Admins can configure the Site Address Change Request workflow to require the review and approval of any Study Site Address changes. When you configure the workflow in this way, any change made by the site user can be viewed in the Site Change Request section on the Study Site Address record.
The following system actions are available in the Site Address Change Request workflow to accept or reject changes:
- Resolve Change Request: Makes the address updates requested by the site user
- Clear Change Request: Clears the updates requested by the site user
We recommend using the standard Site Connect Address Approved, Site Connect Address Rejected, and Site Connect Address Workflow Cancelled notifications to notify Site Connect users of the Site Address Change Request outcome.
Related Permissions
You can complete all steps in this article and the Using Study Site Addresses in Site Connect article with the standard Business Administrator, System Administrator, or Vault Owner profile. If your Vault uses custom security profiles, your profile must have the permissions listed in the Configuring Study Site Addresses article.