Adding Sites

Before inviting users to your study, ensure that at least one site is added. This applies even if your study collects data from only a single site.

Add a Site

Follow these steps to add a site:

1. On the Share screen, scroll down to the Sites section and click Add. 

2. On the Add Site screen, begin typing the site name.
   • If the site already exists in another environment, select that site from the list. Fields are prefilled with site information.
   • If you are creating a new site, enter the Site Name and enter information in the appropriate fields.
     ℹ️ Note: The Expected Number of Participants field is required, but it does not limit the number of participants at the site. Participant limits can only be configured at the study level.
     For more information on limiting participants in a study, refer to Create a Study.
   • After entering all site details, click Save.

Global Site Fields

Sites are global, meaning that if you use a site in Study A, you do not need to recreate it for Study B. When adding an existing site to a study, the following fields automatically populate:

• Site Name
• Time Zone
• City
• State/Province
• Zip
• Country

⚠️ Warning: Only users with the Admin or OpenClinica Team role can edit global site fields (Name, City, State/Province, Zip, Country, and Time Zone). Other users can view these values but cannot modify them.

Configure Site-Specific Settings

Once your study is published, you can configure additional site-specific CRF settings on the Site Details page within Study Runner.

For more details on managing sites, refer to Managing Sites.