Site Custom Data in Mentor RTSM

Follow the steps below to begin the process to add, edit, and delete Site Custom Data.

1. Click the Studies button at the top of the screen.
2. Click a link in the grid to select a Study.
3. Click to open the Sites menu (left side menu).
4. Click to select Site Custom Data.

   
   

• Use this feature to add Custom Data associated with a Site to track specific Site-level data or data across several Sites.
• The Site Data that displays is for informational purposes and provides options for adding site specific customization, as needed.
• The Custom Data does not display in reports and is managed on the Sites screens with individual read, write, and edit permissions.

Add Site Custom Data

1. Click the + Add button (above the grid) to display a dialog box.
2. Populate information in the fields (all fields are required*).
3. Select the Type of Custom Data from the drop-down menu.
• If selecting Numeric, Text, or Date, proceed to Step 5.
• If selecting Pick List, proceed to Step 4.
4. Populate the Pick List Value field then click the Add button to commit it to the grid; you must add at least 2 Pick List Values to activate the Save button.
5. Click the Save button to complete the process.
   

Edit and Delete Site Custom Data Records

Remember: You can modify Site Custom Data ONLY for a Study that is “Off.”

Click the edit button (pencil) in a row to display the dialog box and make changes as needed. Click the Save button to complete the process.

Click the delete button (trashcan) in a row to display a confirmation dialog box and click the Yes button to complete the process OR click the No button to exit the process.