How Do I Join a Study, Register as a Site Administrator, and Submit a SQF for ERT Portal?

To join a study:

1. Log in to the Global Dashboard and click the Register a Site/Join a Study button. (If you do not already have an ERT Global Account, please refer to the topic, How Do I Create an ERT Global Account?, which can be found in the ERT Global Account online help.)

The Join a Study window opens. Mandatory fields that must be selected are indicated with a red asterisk (*).

2. In the Join a Study window, enter the Site Qualification PIN and click Next.

3. A message displays to confirm you are joining the proper study. Click Okay.

After you complete the previous step, a message specifying the study is being joined displays. No action is required on this window as it is automated.

To submit a SQF:

4. After you complete the Join A Study process and/or log in and select the New SQF button, a window displays that shows the necessary prerequisites for submitting a SQF. Please read the entire page before proceeding.

5. After reading the prerequisites, you can either click Continue with Site Registration, if you have all items you need, or click Not ready to start yet, if you need additional information.

5a. If you continue, follow Steps 1 through 5 in the Site Qualification Wizard. 

For Step 1 of the SQF wizard, fill in the requested site information and click Next when finished.

5b. For Step 2, Contacts, you will fill out sub-steps: 2.1 Contact Information, 2.2 Contact Address, and 2.3 Contact Summary.

Enter the requested Contact Information for the Principal Investigator (PI) and click Next to continue. Proceed through all 3 sub-steps to specify the PI contact information.

A different reporting email address from your portal login address can be specified if alerts and reports should be sent to another address.

5c. After you complete Step 2.2 of the SQF, you will see 2.3 Contact Summary. Review before proceeding. If there is incorrect information, click the Edit icon to edit the information.

5d. Continue adding study site users and their contact information by clicking Add Contact.

5e. Click Next to proceed to the Step 3 of the wizard: Roles.

6. Choose a role or roles for each user by selecting the role from the drop-down list. In the example to the right, the Principal Investigator is being designated as the Shipping Contact, as well.

6a. After you complete the role selection process, click the Next button to proceed to Step 4 of the wizard: Additional Site Information. The Site Information requested is dependent upon the types of tests/devices your protocol uses.

7. Select all the necessary site dialing options that apply to your site telephony configuration under this step.

7a. After you complete  the Additional Site Information step, click Next to proceed to Step 5 of the Site Qualification Form: Summary & Confirm.

8. In the Summary & Confirm step, all previously entered information can be reviewed and edited before submitting the Site Qualification Form.

8a. Click the Edit button to edit Site Information and Additional Site Information. You may add contacts and modify role assignments.

8b. To edit specific Contact Information, click the Edit icon next to the contact.

8c. After you make all final edits, click the Submit SQF button in the upper right corner of the screen. Optionally, click the Save & Close button to review and submit your SQF at a later time.

9. Click the Submit button in the Confirm pop-up window. 

10. Another pop-up window displays to advise you that the SQF has been submitted. Click Ok.

11. After you complete the step, check your email for a message titled “Successful Site Qualification Form Submission”. All users added to the form should also receive confirmation emails, and should have access to the site within the Portal.