> ## Documentation Index
> Fetch the complete documentation index at: https://docs.carelane.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Site Pathway

> Onboarding workflows and site-level tasks

Site pathways define the workflows sites must complete during onboarding and throughout the study. Use pathways to standardize site activation and ensure all requirements are met.

## 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

<Tip>
  Design onboarding workflows to capture all essential setup requirements before sites begin enrollment.
</Tip>

## Configuring Site Workflows

<Steps>
  <Step title="Create Workflow Template">
    Build a workflow template with required tasks. See [Workflow Templates](/templates/workflow-templates).
  </Step>

  <Step title="Assign to Registration">
    In Study Settings > Sites, assign the template to pre-registration or onboarding.
  </Step>

  <Step title="Sites Complete Tasks">
    Sites work through the assigned workflow.
  </Step>

  <Step title="Monitor Progress">
    Track completion across all sites.
  </Step>
</Steps>

## 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

<Steps>
  <Step title="Navigate to Site">
    Open the site details.
  </Step>

  <Step title="Assign Workflow">
    Go to Workflows and click "Assign Workflow".
  </Step>

  <Step title="Select Workflow">
    Choose the workflow template to assign.
  </Step>

  <Step title="Confirm">
    Assign the workflow. Site receives notification.
  </Step>
</Steps>

## Action Review

Study team can review completed actions:

* Mark actions as verified
* Request corrections
* Add comments

<Note>
  Review status helps track quality assurance without blocking site progress.
</Note>

## Best Practices

<AccordionGroup>
  <Accordion title="Clear Instructions">
    Include detailed instructions in each action so sites know exactly what's required.
  </Accordion>

  <Accordion title="Logical Ordering">
    Order actions in the sequence sites should complete them.
  </Accordion>

  <Accordion title="Reasonable Scope">
    Keep onboarding focused. Move non-essential tasks to separate workflows.
  </Accordion>

  <Accordion title="Monitor Progress">
    Regularly check onboarding status and follow up with sites that are delayed.
  </Accordion>
</AccordionGroup>

## Related

<CardGroup cols={2}>
  <Card title="Workflow Templates" icon="diagram-project" href="/templates/workflow-templates">
    Create workflow templates.
  </Card>

  <Card title="Site Registration" icon="clipboard-check" href="/sites-partners/site-registration">
    Site registration process.
  </Card>
</CardGroup>