Create a Person
To add a person:
Navigate to Clinical Admin > Global Directory > Personnel and click Create.
Select the Person Type and click Continue.
Complete the person details and click Save.
Add Additional Contact Information
You can add additional contact information records, for example, if the person has different contact information for their primary and satellite office. You can specify effective dates for a contact record if, for example, they are temporarily working in a different location.
To add additional contact information records:
From the person’s record, open the Contact Information section and click Create.
Additional contact information should always use Contact Information as the contact Type. Select Contact Information from the dropdown and click Continue.
Enter the relevant details for this additional contact information and click Save.
Inactivate a Person
If you no longer want a personnel record to be linked with study documentation or data, you can inactivate the person in the global directory.
To inactivate a person:
From the person’s record, select Make Inactive from the Workflow Actions menu.
Click Yes to confirm.
You can reactivate the person in the same way by selecting Make Active from the Workflow Actions menu.
Change Person Type
To change the person type:
From the person’s record, select Change Type from the All Actions menu.
Select the new Person Type and click Continue.
Depending on the person type you are changing the person from and to, you may see a message indicating that the new record type does not have certain fields. Those fields will be lost when you make the change. Click Continue to confirm you want to move forward with the change.
Make any other updates to the person record (if needed) and click Save.