Documents

Site administrators can set the visibility of documents to users by editing the configuration for individual projects.

Site administrators can access study documentation from 'Documents' tab for each project.

• Local documents - Site administrators can upload study/team specific documentation (e.g., study flowchart, CRFs) into this folder. Site users can view them in 'read only' format.
• Current controlled documents - Site administrators/users can view current versions of study documentation reviewed by R&D in read only format after implementing each study amendment.
• All controlled documents - Site administrators can view all study documentation with their version changes and respective amendments in read only format. This folder is not visible to site user

Controlled documents are compiled in Studyline during Trust management approval. Siteline’s controlled documents do not replace your investigator site/master file, but allow you to see the generic documents reviewed by R&D when your project or amendment was approved. Site administrators can enable the document visibility for older projects (prior to this release) by editing the project configuration. Study documentation are grouped into following categories. All categories are visible to site administrators while site users can only see local documents folder.