Help page

Add project

Siteline administrators can add projects to their departments team by following the steps below:

  1. From the project list screen click 'Add project to Siteline' button
  2. Browse or search (e.g. by name, PID, CPMS-ID) for your study
  3. Clicking on the relevant project launches the 'Create Project' wizard
  4. Choose the recruitment input method. By default, this is set to 'Recruitment entered through the Siteline participant interface'. Regular spreadsheet method is also available if preferred
  5. Choose the appropriate Research Workflow. Clicking an option on the dropdown will display the schema of the workflow
  6. Add research location (Siteline supports multiple research locations within the organisation if required by the project)
  7. Choose research location type (Siteline supports multiple location types if required by the project)
  8. Choose Participant type (Siteline supports multiple participant type if required by the project)
  9. Select a department to associate with the project based on your user account. Siteline allows affiliations to multiple departments (within the organisation) if required
  10. Click Finish
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