A project member affiliated with a site and assigned a role with site scope is only able to interact with subjects and data affiliated with his or her own site.
Sites have a global ID and a description within the repository. A site added to the repository can be added to a project. Once a site is added to a project, it may have a project ID and a status within the project. It is only possible to add a site to a project if it has already been added to the repository.
When a site has been added to a project, subjects in the project can be affiliated with the site. Members having a role with site scope must be affiliated with the site in order to gain access to these subjects and their data. By using different sites for different project members with site scope roles, it is possible to limit access to project subjects and data in a granular manner. This makes sites and the site scope a powerful tool in building projects where one wants to divide subjects and their data into sub-groups, with controlled access for some project members.
Example of a site library (repository level)
Add Site (Repository Level)
To be able to use a site in a project, the site must first be added to the repository. A new site can be added by:
- Navigate to your repository.
- Locate "Sites" in the left sidebar.
- Click the “Add Site” button. You will be presented with a form to enter site name and a short site description.
It is also possible to add more information about the site under the tab "Site Info". This additional information will not be seen on project level, but is only accessible to repository members assigned roles with repository level scope. You can find out more about roles and scopes here.
Example of a form to add a site to the repository
Edit a Site (Repository Level)
A site existing in the repository can then be edited on repository level by:
- Navigate to your repository.
- Locate "Sites" in the left sidebar.
- Click the Pen button under "Actions" in the repository site library.
You will be presented with a form to optionally enter a new site name, change the description of the site or change the site information. Upon submitting, the reason for change must be specified for traceability.
Example of a form to edit a site in the repository
Add Site (Project Level) and Attach Project Member
After a site has been added to the repository, it can be added to a project and attached to subjects and project members. When adding a site to a project, you select the site from a list of sites existing in the repository (see below).
Adding a site on project level, selecting from the added repository sites.
When a site from the repository has been selected in the dropdown-list, it is possible to add:
- Project Site ID (this is the one transferred to the result table, not the Site name)
- Site Status (onboarding or qualified)
You can also affiliate a project member to the site. A project member with a site scope role can only see and interact with subjects and data affiliated with his or her own site.
Example of a form to add a site on project level
Affiliating Subjects to a Site (Project Level)
To affiliate a project subject to a project site, simply choose the site when creating the subject (see below), or press the "Pen"-button in the Actions to attach a site to an existing subject.
Edit a Site (Project Level)
A site can be edited on project level by pressing the Pen-button under "Actions" in the Sites-tab. It is possible to e.g. change the site status from "Qualified" to "OnBoarding" and to add new project members to the site. Note that the "Site Info" specified for the site on repository level will not be visible on project level.
Example of a form to edit a site on project level