Audience: Study Managers, Sponsor Admins, Sponsor & CRO Users, Phone Assessment Users
Purpose: Explain what each site status means and when it is typically used within the site and campaign lifecycle.
TABLE OF CONTENTS
Site status definitions
The following statuses are used to track a site's progress through setup, enrollment, and closeout activities.
| Status | Description |
|---|---|
| Draft | The site record has been created but setup is still in progress. The site is not yet ready for participation or enrollment activities. |
| Pending opt-in | The site has been invited to participate but has not yet confirmed whether it will take part in the study. |
| Opted in | The site has confirmed participation in the study and is ready to continue through setup and activation activities. |
| Opted out | The site has declined participation in the study. |
| Enrollment ready | The site has completed the required setup activities and is ready to begin enrollment but is not yet actively receiving referrals or enrollment activity. |
| Campaign active | The site is actively participating in enrollment activities and can receive referrals or candidates. |
| Campaign paused | Enrollment activities have been temporarily paused. The site remains part of the study and can be reactivated when ready. |
| Inactive | Enrollment and site activities have been stopped. The site is no longer actively participating but may remain available for historical reporting and recordkeeping purposes. |
| Deletion | The site has reached the end of its lifecycle and is marked for removal or retirement from active use. |
Important note
Some statuses can technically overlap. For example, a site may be Opted in and also have a Campaign active campaign.
When selecting a status, choose the most progressed applicable state. This ensures consistent reporting and provides the clearest view of where the site currently sits in the lifecycle.
For guidance on selecting the correct status, see How do I choose the right site and campaign status?
Still need help?
If you have questions about site statuses or are unsure which status applies, contact Trialbee Support at support@trialbee.com.
Related articles
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article