Where can I see site status in Honey?

Modified on Mon, 15 Jun at 5:53 PM

Audience: Sponsor Admins, Sponsor & CRO Users, Phone Assessment Users

Purpose: Explain where each role can view site status within Honey.


TABLE OF CONTENTS


Sponsor Admins can view site status in three locations:


1. Settings > Sites

  • Go to Settings > Sites.
  • The Status column displays the current status for each site in the study. You can also update site status directly from this page.

2. Insights > My candidates & sites

  • Open a study and go to Insights > My candidates & sites.
  • In the Candidates per site chart, a color-coded indicator appears next to each site name. Hover over the indicator to view the site's current status.

3. Candidates > Candidate table

  • Go to Candidates > Candidate table.
  • Select Edit columns and add the Site status column to display the current status of each candidate's assigned site.


Sponsor & CRO Users can view site status in two locations:


1. Insights > My candidates & sites

  • Open a study and go to Insights > My candidates & sites.
  • Hover over the color-coded indicator next to a site name in the Candidates per site chart to view the site's current status.

2. Candidates > Candidate table

  • Go to Candidates > Candidate table.
  • Select Edit columns and add the Site status column to display the current status of each candidate's assigned site.


Phone Assessment Users

When viewing a candidate with an assigned site, select the site name to open the site details panel.

The site's current status is displayed in the Site status field.


Good to know: Only sites with a status of Campaign active or Campaign paused are available when assigning a candidate to a site.


Still need help?

If you cannot find site status in the locations described above, contact Trialbee Support at support@trialbee.com.


What does each site status in Honey mean?

Site status color coding in Honey

Monitor for referrals (Sponsors & CROs)

How is referral activity affected by site status? 

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