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.

4. Tap Activate Site.

5. Tap Step 1: Request site code.

6. Enter the Trial ID and the email address where you want the activation code to be sent.

7. Tap Request code. Wait for the activation code to be sent to your email.

8. Tap Step 2: Activate site role.

9. Enter the activation code sent to your email.

10. Tap Activate Site.

Buying leads

1. Sign in to the TuumIO Wallet app.

2. From the Manage Networks screen, tap Care.Trials.

3. Tap See Your Matches.

4. Tap Previous or Skip to browse through matched leads.

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.

4. In the "Active site" list, select the trial you want to update.

5. Select Update trial info.

6. Fill in the details you want to modify.

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.

4. In the "Active site" list, select the trial you want to upgrade plan.

5. Tap Upgrade plan.

6. From Explore Plans screen, tap on Upgrade Plan button.

7. Tap on Confirm to confirm your payment.

8. Your plan will be subscribed.

Buying campaigns

1. Sign in to the TuumIO Wallet app.

2. From the Manage Networks screen, tap Care.Trials.

3. Tap Activate your site.

4. In the "Active site" list, select the trial you want to update.

5. Tap Buy campaign.

6. View each campaign card to see more details.

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.

4. In the "Active site" list, select the trial you want to update.

5. Tap Track Budget > Request budget.

6. Enter the amount, then add a comment.

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.

4. In the "Active site" list, select a trial.

5. Tap Check statistics > Update data.

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.

4. In Purchased Leads, select the lead you want to connect with.

5. In the "Connect with the Lead" section, do any of the following:

   • 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.

4. In Purchased Leads, select the lead you want to connect with.

5. In the "Connect with the Lead" section, tap Participant records & ID.

6. Tap Submit for review & verification.

7. Select the record you want to submit for review or verification.

8. Tap Submit to Nurse.