# Site Admin

### Activating a site

1. Sign in to the TuumIO Wallet app.
2. From the Manage Networks screen, tap **Care.Trials**.
3. Tap **Activate your site**.\
   ![](https://3274290131-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fzy24sSh9L0pJi2yvy92v%2Fuploads%2Fgit-blob-d7f5421dc63c730b9c52e176433e451202d51f4f%2FScreenshot_20240916_223401.png?alt=media)
4. Tap **Activate Site**.
5. Tap **Step 1: Request site code.**\
   ![](https://3274290131-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fzy24sSh9L0pJi2yvy92v%2Fuploads%2Fgit-blob-ce8b46ed0e5ea631d35b2e7e084248de4d2b4b70%2FScreenshot_20240916_223738.png?alt=media)
6. Enter the Trial ID and the email address where you want the activation code to be sent.\
   ![](https://3274290131-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fzy24sSh9L0pJi2yvy92v%2Fuploads%2Fgit-blob-47b6e3cd6dd36856d00b1ea68b02bf48668b05c6%2FScreenshot_20240916_223922.png?alt=media)
7. Tap **Request code**. Wait for the activation code to be sent to your email.
8. Tap **Step 2: Activate site role**.\
   ![](https://3274290131-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fzy24sSh9L0pJi2yvy92v%2Fuploads%2Fgit-blob-24650bd9e76bc1b48fff86a1b71350ca35af93b7%2FScreenshot_20240916_224145.png?alt=media)
9. Enter the activation code sent to your email.\
   ![](https://3274290131-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fzy24sSh9L0pJi2yvy92v%2Fuploads%2Fgit-blob-9bba804be643186d95cad9ace90e8ca14c8db405%2FScreenshot_20240916_224219.png?alt=media)
10. Tap **Activate Site**.

### Buying leads

{% hint style="info" %}
In TuumIO Trials, a lead is a potential participant in clinical trials. Make sure you have enough SOLVE balance to buy a lead. For instructions on how to buy SOLVE, see Buying SOLVE tokens.
{% endhint %}

1. Sign in to the TuumIO Wallet app.
2. From the Manage Networks screen, tap **Care.Trials**.
3. Tap **See Your Matches**.\
   ![](https://3274290131-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fzy24sSh9L0pJi2yvy92v%2Fuploads%2Fgit-blob-04c9bcfd8eb75a50437582cf195de4a9dd7595f8%2FScreenshot_20240916_224304.png?alt=media)
4. Tap Previous or Skip to browse through matched leads.\
   ![](https://3274290131-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fzy24sSh9L0pJi2yvy92v%2Fuploads%2FXqE7OoU4Hi87nGV9AR1w%2FScreenshot_20240917_185142.png?alt=media\&token=0ae10695-04ed-4a4d-90ec-db423da0bb96)
5. Tap Buy the lead you want to buy.

### Updating trial info

1. Sign in to the TuumIO Wallet app.
2. From the Manage Networks screen, tap **Care.Trials**.
3. Tap **Activate your site**.\
   ![](https://3274290131-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fzy24sSh9L0pJi2yvy92v%2Fuploads%2Fsgjsjofj7XH37osHsRpd%2FScreenshot_20240917_185334.png?alt=media\&token=3c4aa29b-8532-4ce5-9005-c16699f17cd7)
4. In the "Active site" list, select the trial you want to update.\
   ![](https://3274290131-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fzy24sSh9L0pJi2yvy92v%2Fuploads%2FDboROeOAwIfh5xIZ9THH%2FScreenshot_20240917_185347.png?alt=media\&token=91dfef2c-bd2d-477a-b20e-395423e0be07)
5. Select **Update trial info**.\
   ![](https://3274290131-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fzy24sSh9L0pJi2yvy92v%2Fuploads%2FLD99QTwMDdArIdSJXQ70%2FScreenshot_20240917_185408.png?alt=media\&token=ead383ae-26e0-4eac-9f6e-cda29143297e)
6. Fill in the details you want to modify.\
   ![](https://3274290131-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fzy24sSh9L0pJi2yvy92v%2Fuploads%2FGQjdDOMxYbjd3clHO4CU%2FScreenshot_20240917_185517.png?alt=media\&token=ee169bf2-124b-4f61-b11c-45cfa696f79c)
7. Tap **Update**.

### Upgrade your plan

1. Sign in to the TuumIO Wallet app.
2. From the Manage Networks screen, tap **Care.Trials**.
3. Tap **Activate your site**.\
   ![](https://3274290131-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fzy24sSh9L0pJi2yvy92v%2Fuploads%2Fc5bSAc7FLmu4RqUN7m51%2FScreenshot_20240918_142433.png?alt=media\&token=132f8cb7-a1a8-4f56-ba0c-9e4b68e3f1fc)
4. In the "Active site" list, select the trial you want to upgrade plan.\
   ![](https://3274290131-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fzy24sSh9L0pJi2yvy92v%2Fuploads%2FcLGGQF9ldHD0U3iPOTux%2FScreenshot_20240918_142442.png?alt=media\&token=4cba632c-bdb8-4569-a4bf-9d9a00460b59)
5. Tap **Upgrade plan**.\
   ![](https://3274290131-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fzy24sSh9L0pJi2yvy92v%2Fuploads%2F1cTF3y52HLK6yNAzLrmc%2FScreenshot_20240918_142457.png?alt=media\&token=f8b4097a-90b4-41da-ad43-8bf1c2b00bef)
6. From Explore Plans screen, tap on **Upgrade Plan** button.\
   ![](https://3274290131-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fzy24sSh9L0pJi2yvy92v%2Fuploads%2FOww0gGH06FetBVHH1HuO%2FScreenshot_20240918_142633.png?alt=media\&token=bcb85636-f712-45fe-8cb0-03980a801d32)
7. Tap on **Confirm** to confirm your payment.\
   ![](https://3274290131-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fzy24sSh9L0pJi2yvy92v%2Fuploads%2FURcSwKWYZvBc65BuQZAh%2FScreenshot_20240918_142635.png?alt=media\&token=da145918-cb87-4c37-b5e2-8ac6b9cd982b)
8. Your plan will be subscribed.\
   ![](https://3274290131-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fzy24sSh9L0pJi2yvy92v%2Fuploads%2FnzfF7i8hgpbvpEFCF0fE%2FScreenshot_20240918_142750.png?alt=media\&token=04a65521-2bb7-42a1-8a83-2e500bb86595)

### Buying campaigns

{% hint style="info" %}
You must upgrade your plan in order to buy campaigns.
{% endhint %}

1. Sign in to the TuumIO Wallet app.
2. From the Manage Networks screen, tap **Care.Trials**.
3. Tap **Activate your site**.\
   ![](https://3274290131-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fzy24sSh9L0pJi2yvy92v%2Fuploads%2FEK3bzuHy1JgkmwxKzqOL%2FScreenshot_20240917_185550.png?alt=media\&token=47d7d935-448b-4631-ab98-8c7103ce369b)
4. In the "Active site" list, select the trial you want to update.
5. Tap **Buy campaign**.\
   ![](https://3274290131-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fzy24sSh9L0pJi2yvy92v%2Fuploads%2FGAbZe1REcYtnsirizi7r%2FScreenshot_20240917_185615.png?alt=media\&token=aac07200-d3f6-4f0e-99f5-bfa7f173fc34)
6. View each campaign card to see more details.\
   ![](https://3274290131-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fzy24sSh9L0pJi2yvy92v%2Fuploads%2FlS6qbZ9l4ugAsQzkNyc5%2FScreenshot_20240917_185652.png?alt=media\&token=cb1e1526-f013-4385-b8a7-1a28bb42b890)
7. Tap **Buy Now**, then confirm your payment.

### Requesting budget

1. Sign in to the TuumIO Wallet app.
2. From the Manage Networks screen, tap **Care.Trials**.
3. Tap **Activate your site**.\
   ![](https://3274290131-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fzy24sSh9L0pJi2yvy92v%2Fuploads%2FfcZWHFq3KMwTIb31BZqI%2FScreenshot_20240917_185715.png?alt=media\&token=c39fd390-78e0-4aa7-a55d-175a47375973)
4. In the "Active site" list, select the trial you want to update.
5. Tap **Track Budget > Request budget**.\
   ![](https://3274290131-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fzy24sSh9L0pJi2yvy92v%2Fuploads%2FTux3oUD43PmhZnqramKG%2FScreenshot_20240917_185801.png?alt=media\&token=86fe4f15-f8da-47d1-9f44-14be28eef705)\
   \
   ![](https://3274290131-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fzy24sSh9L0pJi2yvy92v%2Fuploads%2FL0a880swZddWQOCVvNtr%2FScreenshot_20240917_185743.png?alt=media\&token=b77dfe1b-f73d-448e-8c60-2c4a945f4d2e)
6. Enter the amount, then add a comment.\
   ![](https://3274290131-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fzy24sSh9L0pJi2yvy92v%2Fuploads%2FqpkPRMPkXsuJe0tnOq8r%2FScreenshot_20240917_185828.png?alt=media\&token=00235694-dd8e-4e9f-9db0-3e56becb79d0)
7. Tap **Request**.

### Checking statistics

1. Sign in to the TuumIO Wallet app.
2. From the Manage Networks screen, tap **Care.Trials**.
3. Tap **Activate your site**.\
   ![](https://3274290131-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fzy24sSh9L0pJi2yvy92v%2Fuploads%2FNit0OGSbrwW7KmsIjQWM%2FScreenshot_20240917_185858.png?alt=media\&token=876584fc-076d-4386-b6c7-e92cdf391693)
4. In the "Active site" list, select a trial.
5. Tap **Check statistics > Update data.**\
   ![](https://3274290131-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fzy24sSh9L0pJi2yvy92v%2Fuploads%2F6l80oFhfPIzlqqrOA4Yx%2FScreenshot_20240917_185912.png?alt=media\&token=4943bb28-d2c2-4219-a2a2-9584c4b8770d)\
   \
   ![](https://3274290131-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fzy24sSh9L0pJi2yvy92v%2Fuploads%2FbW7rblwwQrlQLR4ZIDFV%2FScreenshot_20240917_185927.png?alt=media\&token=e43497ac-1253-4348-b472-83d0873fa10b)

### Connecting with the lead

1. Sign in to the TuumIO Wallet app.
2. From the Manage Networks screen, tap **Care.Trials**.
3. Tap **Connect and Engage**.\
   ![](https://3274290131-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fzy24sSh9L0pJi2yvy92v%2Fuploads%2FfifqYAdun0H0KFAEk3hl%2FScreenshot_20240917_190013.png?alt=media\&token=79fa3d08-8eb6-4f1b-8d7d-f5a812480c4a)
4. In Purchased Leads, select the lead you want to connect with.\
   ![](https://3274290131-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fzy24sSh9L0pJi2yvy92v%2Fuploads%2FOPKMl8gfsOo05Hng5gMO%2FScreenshot_20240917_205229.png?alt=media\&token=0a0cce07-e6ac-4ae3-b6f5-560ba429c04f)
5. In the "Connect with the Lead" section, do any of the following:\
   ![](https://3274290131-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fzy24sSh9L0pJi2yvy92v%2Fuploads%2FfMV3XEgWJAaMCBWOUNdP%2FScreenshot_20240917_205258.png?alt=media\&token=e30508d5-9425-4301-9f81-1ad2f6127978)
   * **Share trial info** — Share the details about the trial with the participant.
   * **Participant records & ID** — Request records and ID from the participant.
   * **Ask a question** — Send questions to the participant.
   * **Set an appointment** — Send an appointment request to the participant containing the trial facility details.

### Submitting records to Nurse for review and verification

1. Sign in to the TuumIO Wallet app.
2. From the Manage Networks screen, tap **Care.Trials**.
3. Tap **Connect and Engage**.\
   ![](https://3274290131-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fzy24sSh9L0pJi2yvy92v%2Fuploads%2FYHXv8FgWlNXfuzFkDyHn%2FScreenshot_20240917_205325.png?alt=media\&token=bec97101-f16d-431c-87ca-4abb33f611f4)
4. In Purchased Leads, select the lead you want to connect with.
5. In the "Connect with the Lead" section, tap **Participant records & ID**.\
   ![](https://3274290131-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fzy24sSh9L0pJi2yvy92v%2Fuploads%2Fb27e0cdw7nS91C8GfGws%2FScreenshot_20240917_205444.png?alt=media\&token=6bb268c2-bada-48d2-8bc8-6a23f8999886)
6. Tap **Submit for review & verification**.\
   ![](https://3274290131-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fzy24sSh9L0pJi2yvy92v%2Fuploads%2FBGWHskLrEbr8A6LpqQJj%2FScreenshot_20240917_205510.png?alt=media\&token=f8b73a0e-617f-48a4-9a35-ee1813530905)
7. Select the record you want to submit for review or verification.
8. Tap **Submit to Nurse**.\
   ![](https://3274290131-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fzy24sSh9L0pJi2yvy92v%2Fuploads%2FK5JyxGrkygDHxF8lohig%2FScreenshot_20240917_205602.png?alt=media\&token=242b7fad-1266-4e8d-b665-3777ef3b97ce)