> ## 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 Registration

> Self-registration process for research sites

Site registration enables research sites to join your study through a self-service process. Sites complete capability and feasibility assessments before being approved by the study team.

## Registration Overview

The self-registration process:

1. **Access**: Site enters the study registration PIN
2. **Information**: Site provides basic information and contacts
3. **Assessment**: Site completes capability/feasibility surveys
4. **Review**: Study team evaluates the submission
5. **Decision**: Site is approved or rejected

## Enabling Self-Registration

<Steps>
  <Step title="Navigate to Settings">
    Go to Study Settings > Sites > Self-Registration.
  </Step>

  <Step title="Enable Registration">
    Toggle self-registration to enabled.
  </Step>

  <Step title="Set PIN">
    Create or generate a registration PIN code.
  </Step>

  <Step title="Configure Workflows">
    Assign pre-registration and onboarding workflows.
  </Step>
</Steps>

## Registration PIN

The PIN controls access to registration:

* Share with sites you want to invite
* Include in recruitment materials
* Can be changed if needed to control access

<Warning>
  Keep the PIN confidential to prevent unwanted registrations. Change the PIN if it becomes widely distributed.
</Warning>

## Pre-Registration Workflow

Assigned before formal registration approval:

* Initial capability assessment
* Basic feasibility questions
* Preliminary contact information

Sites must complete pre-registration before their submission is reviewed.

## Registration Information

Sites provide during registration:

| Field                      | Description                        |
| -------------------------- | ---------------------------------- |
| **Site Name**              | Official institution name          |
| **Site Identifier**        | Internal site code (if applicable) |
| **Location**               | Address and geographic information |
| **Official Contact**       | Primary administrative contact     |
| **Shipping Contact**       | Address for study materials        |
| **Principal Investigator** | Proposed PI for the site           |

## Reviewing Registrations

Study team reviews pending registrations:

<Steps>
  <Step title="View Pending Sites">
    Navigate to Sites and filter by "Pending" status.
  </Step>

  <Step title="Review Submission">
    Click a site to review their registration information and survey responses.
  </Step>

  <Step title="Evaluate Capability">
    Assess whether the site meets your selection criteria.
  </Step>

  <Step title="Make Decision">
    Approve or reject the registration.
  </Step>
</Steps>

### Approval

When you approve a site:

* Status changes from Pending to Active
* Onboarding workflow is assigned (if configured)
* Site team receives notification
* Site can proceed with setup

### Rejection

When you reject a site:

* Status changes to Rejected
* Site receives notification
* Rejection reason is recorded

<Note>
  Consider providing feedback to rejected sites to help them understand the decision.
</Note>

## Onboarding Workflow

Assigned after registration approval:

* Contract and regulatory documentation
* Training requirements
* System access setup
* Initial site activation tasks

See [Site Pathway](/sites-partners/site-pathway) for onboarding workflow details.

## Registration Status Tracking

| Status       | Meaning                                 |
| ------------ | --------------------------------------- |
| **Pending**  | Registration submitted, awaiting review |
| **Active**   | Approved, completing onboarding         |
| **Rejected** | Not approved to participate             |

## Test Sites

Create test sites for:

* Training purposes
* System validation
* Configuration testing

Test sites are marked distinctly and excluded from production data.

<Accordion title="Creating Test Sites">
  When creating a site manually, select "Test Site" option. Test sites function like regular sites but are flagged in exports and reports.
</Accordion>

## Related

<CardGroup cols={2}>
  <Card title="Site Setup" icon="gear" href="/sites-partners/site-setup">
    Complete site configuration.
  </Card>

  <Card title="Site Team" icon="users" href="/sites-partners/site-team">
    Configure site personnel.
  </Card>
</CardGroup>