How to view or change the Team Member assigned as the Primary CRA of a site

There are two ways to see if a user is assigned as a Primary CRA for one or more sites in the STUDY > STUDY TEAMS & CONTACTS view.

NOTE: Designating a user as a Primary CRA does not impact that user's access for that site - this is for reference only 

Option One: "Team Contacts"

Image One: STUDY TEAM & CONTACTS - "Team Contacts" button

1. Within STUDY TEAMS & CONTACTS click the "Team Contacts" button at the top,
2. Click on the appropriate Contact and then click the "Details" button. This will result in a new pop-up that displays the details of that contact including Site Assignments and if they have a role of Primary CRA for one or more of the sites. 

Image Two: Study Team Member Details: Site Assignments

Option Two: Study Team "Details"

Image Three: STUDY TEAM & CONTACTS - "Details" button

1. Within STUDY TEAMS & CONTACTS select the appropriate team 
2. Click the "Details" button. The resulting pop-up will display an overview of the team and all of the team's associated Contacts and which  have been assigned as a Primary CRA to which sites.

Managing Primary CRA Assignations 

To designate a Team Member as a Primary CRA to one or more sites:

1. Use one of the two methods above to select the appropriate Contact and view their Study Contact Details
2. Click the "Edit" button in the Site Assignments section (see image two above)
3. On the right-hand side of the display, tick the box in the Primary CRA column for the applicable site(s)
4. Click "Save." NOTE: If replacing an existing Primary CRA with a different team member, there is no need to remove the previous team member, the system does this automatically.