What are Site Pathways?
Site pathways are sequences of tasks assigned to sites, such as:- Pre-registration surveys (before approval)
- Onboarding workflows (after approval)
- Periodic compliance tasks
- Ad-hoc assignments
Workflow Types
Pre-Registration Workflow
Completed before the study team reviews registration:- Capability assessment
- Feasibility questionnaires
- Initial contact information
Onboarding Workflow
Completed after registration approval:- Contract execution
- Regulatory document upload
- Training acknowledgment
- System access verification
- Service provider selection
Configuring Site Workflows
Create Workflow Template
Build a workflow template with required tasks. See Workflow Templates.
Assign to Registration
In Study Settings > Sites, assign the template to pre-registration or onboarding.
Workflow Structure
Workflows consist of actions organized into groups:Action Types
| Type | Description |
|---|---|
| Questionnaire | Data collection form |
| Document Upload | File upload requirement |
| Read Information | Acknowledgment of information |
| Member Invitation | Invite team members |
| Service Provider Selection | Choose a service provider |
| Signature | Electronic signature |
Action Groups
Group related actions together:- Training Requirements
- Regulatory Documents
- Administrative Setup
Completion Tracking
Track workflow progress at multiple levels:Site Level
View a specific site’s progress:- Which actions are complete
- Which are in progress
- Which are not started
Study Level
View progress across all sites:- Completion percentage per site
- Overall onboarding status
- Sites needing attention
Workflow Status
Each workflow assignment has a status:| Status | Description |
|---|---|
| Not Started | No actions completed |
| In Progress | Some actions completed |
| Complete | All required actions completed |
Triggering Workflows
Workflows can be triggered:- Automatically: At registration or approval
- Manually: Assigned by study team
Automatic Triggers
Configure in Study Settings:| Trigger | When |
|---|---|
| Pre-Registration | When site enters registration PIN |
| Onboarding | When site registration is approved |
Manual Assignment
Action Review
Study team can review completed actions:- Mark actions as verified
- Request corrections
- Add comments
Review status helps track quality assurance without blocking site progress.
Best Practices
Clear Instructions
Clear Instructions
Include detailed instructions in each action so sites know exactly what’s required.
Logical Ordering
Logical Ordering
Order actions in the sequence sites should complete them.
Reasonable Scope
Reasonable Scope
Keep onboarding focused. Move non-essential tasks to separate workflows.
Monitor Progress
Monitor Progress
Regularly check onboarding status and follow up with sites that are delayed.
Related
Workflow Templates
Create workflow templates.
Site Registration
Site registration process.