eTM Help > Study Planning > Study/Country Level >

Create List of Pre-selected Contacts

Highlighted the desired study/country in Selected Studies/Countries window.
Click on PRE-SELECTED CONTACTS under STUDY/COUNTRY level in the tree displayed.
Click on ADD in the right horizontal toolbar to create a new Pre-selected Contact ( if you want to edit a Pre-selected Contact, click on edit in the right toolbar).

As soon as a pre-selected Contact is selected (Selected displayed at Yes) for a center, you can define the pre-selected Contact as associated personnel for an already existing center(As soon as a pre-selected Contact is selected (Selected displayed at Yes) for a center, you can define the pre-selected Contact as associated personnel for an already existing center( ) or for a new center or for a new center ( ).


This window allows you to enter all Pre-Selected Contacts for a study, i.e., all Contacts that are possible candidates for participation in the study on study, study/country, and/or Center levels.
You can track exchanges with any of the pre-selected Contacts.
When a pre-selected Contact has been selected to participate in the study on a study/country basis or Center basis, Selected has to be ticked for the Contact.
You can directly associate the selected Contact to an existing center or create a newe center. The selected Contact is automatically defined as associated personnel at the center level with its right function.

Select Multiple Contacts






Options in Pre-Selected Contacts:

REVIEW STUDIES: to view history of the correspondent participation in all studied (is Contact List).
REVIEW CENTERS: to view history of the correspondent participation at the center level (is identical in Contact List).
TRACKING: to track exchanges.
UPDATE LIST: to access search screen for global correspondent database to select multiple correspondents.
UPDATE CONTACT: to edit your contact data.