View connection requests:

1. Navigate to “connection requests” under the corresponding section in the navigation panel i.e. under Sponsors for Research Site-based administrators, and under Research Sites for Sponsor administrators.
2. You will be directed to a dashboard that presents:

• The status of the request.
• Organization name.
• Date of the request.
• Address of the organization making the request.
• Notes provided to supplement the connection request.
• An action panel to view the details, view studies (sponsor only), accept or decline the request.

Search and filter connection requests:

Connection requests can be searched from the “connection request” list within the corresponding section, using either the Filter criteria in the left-hand menu bar or using the Search function above the connection request list.

Filter criteria include:

• Organization status (sponsors only).
• Clinical trial phases (reference sponsors study portfolio or clinical trial phases supported by a research site).
• Location.
• The Search function, above the connection request list, also allows the user to search for the name of organization name making the request.

Accept or decline a connection request:

The connection request dashboard provides an action panel to view the details, view studies (sponsor only), accept or decline the request.
If a connection request is accepted or declined, the individual requesting the connection is informed of the decision.
When declined, the organization will receive an email and internal system notification of the action taken.
If a connection request is denied, the user will be given an opportunity to describe the reason for the denial, and the user initiating the request will be notified.

By accepting a connection request, the organization will become available to view under the corresponding organization list i.e. ‘My sponsors’ or ‘My Research sites’.

Disconnect sponsor/site:

An organization may wish to disconnect with a sponsor or site. To disconnect:

1. Navigate to ‘My sponsors’/’My research sites’ as appropriate.
2. Navigate to the three dots in the action panel adjacent to the sponsor or research site to be disconnected.
3. Select ‘Disconnect’.
4. Once disconnected, the organization will be notified of the action.