Manually Link Entities to Study

Tip

Automatically Linking Entities to studies relies on the pre-existing links between entities and substances, whereas manually linking does not.

1. 👆 Navigate to "Costs & Invoicing" 👉 "Cost Sharing" 👉 "Entities".

2. 👆 Click "EDIT".

Link a Single Entity

3. 👆 Click "Single Entity". To link Multiple entities, skip to step 8.

Tip

See Use Study Groups to learn how to link entities by inheriting from a study group. This is the option "Inherit from Group" shown in the above step.

4. 👆 Select the "Entity" field and choose an entity from the drop-down list.

The list has all entities in the partition (Create an Entity).

5. ✍️ Enter a Purchase Order Number if applicable.

Tip

The "Registration Number" field is only relevant for substance-entity links that have the entity role "Only Representative" or "Registrant". For other roles, this field is not selectable.

6. 👆 Click "SAVE".

7. 🥳 The Entity is linked to the study.

Link Multiple Entities

8. 👆 On the same screen as step 1, 👆 Click "EDIT".

9. 👆 Click "Multiple Entities".

10. 👆 Click the "Add Entity" button to add another link.

The existing linked entities will automatically display in a table format.

11. 👆 Click the Entity field 👉 Choose an entity from the list.

The list contains all entities in the partition (Create an Entity).

12. ✍️ Enter a Purchase Order number 👉 Select a Cost Sharing Role 👉 Select a "Reason for Interest" if applicable.

Tip

Unlink an entity by 👆 clicking the delete icon.

13. 👆 Click "SAVE".

14. 🥳 Multiple entities are linked to the study.