Clicking on the ‘Contacts’ link in the the left-hand sidebar takes the user to the trial contact pages. The user can click on the A-Z links to restrict contacts by name.

In addition a search facility is available in the top right hand corner of the page. This can be used for a general search through the contacts by typing in a name or address into the search box. Alternatively the associated drop down bar may be used to find contacts of a chosen type, such as investigators, sites or other organisations. Exact matches are generated by enclosing search terms in double quotes. Exact match searches are case sensitive whereas normal searches are not.

List of contacts starting with A

Clicking on a contact or submitting a search that returns just one contact will cause more detailed information about that contact to be displayed on the right hand side of the screen.

Viewing details of a contact

Adding contacts

Contacts can be added by first clicking on the ‘Edit mode’ link, then clicking on the link for the type of contact to be added (‘person’, ‘organisation’ or ‘site’) that appear near the top of the page. A form will be displayed appropriate to the type of contact. Completing the form and clicking the submit button will create the new contact.

Once the contact is created additional information such as addresses, phone numbers and email addresses may be added to the contact. This is achieved by first viewing the contact, then clicking on the ‘Edit mode’ link. The appropriate add links will be shown above the contact details. Organisations and sites may also add contact events (a record of a conversation, meeting or other event) and links to other organisations or people. In addition, sites may also add records of monitoring visits.

Creating a new person contact

Links are used to create relationships between different contacts. Related people or organisations are shown when viewing the details of a contact. At least one side of the link must involve an organisation - two people may not be linked.

Editing contacts

To edit a contact it must first be viewed. The contact may be edited either by clicking on its name in the right-hand panel, or by entering edit mode first then clicking the [Edit] link. Similarly, additional information may be edited by simply clicking on it, or using edit mode. To delete contacts or additional information it is necessary to use edit mode to display the necessary [Delete] links.

Adding additional information to an existing contact

Page updated 27 Jan 2014