Site Documents can be accessed from the Site Document Manager. They are commonly used for the following purposes: 

  • Collect site-specific data
  • Set up site requirements to control enrollment



Site forms are built using the Form Builder. Once built, they can be set up as log forms to collect recurring data on sites and to control site enrollment. Site users who have the permissions to access Site Documents will only see the forms for the site(s) they belong to. The image below also displays the site enrollment controls that someone with full permissions would see.





Reference the image above for the following descriptions:

  1. Access site-specific forms. Site users will only see the site they belong to.
  2. Rule options that can be used to control enrollment on live studies
  3. Form and fields that can be defined to help control site enrollment based on the rule applied above.