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Site Manager — Running Your Site

Site Manager — Running Your Site

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Responsible Donna Benson
Last Update 13/Nov/2026
Completion Time 45 minutes
Members 6
  • The Site Is Yours to Drive
    3Lessons ·
    • Your dashboard — pipeline, recruiting, on-budget delivery, doctors, community goodwill
      New
    • VIDEO TO COME — The Site Success Dashboard
      New
    • What three numbers does every line of your site dashboard carry?
      New 10 xp
  • Setting Up a Study
    10Lessons · 30 min
    • SOP A.018 — Study Roadmap: Setting It Up
      New
    • VIDEO — Setting Up Your Study Roadmap (Video 35)
      New
    • The gate forms (R3GR)
      New
    • FORM — Gate 1: Verify Price List
      New
    • FORM — Gate 2: Verify Labour Requirements and Scheduling
      New
    • FORM — Gate 3: Verify Contract
      New
    • FORM — Scaffolding and Schedule Check
      New
    • FORM — Roadmap and Revenue Review
      New
    • FORM — Cash Flow Check
      New
    • In the roadmap, what is a gate?
      New 10 xp
  • Money In at Your Site
    8Lessons ·
    • VIDEO TO COME — Video 27: [Money In series]
      New
    • VIDEO TO COME — Video 28
      New
    • VIDEO TO COME — Video 29
      New
    • VIDEO TO COME — Video 30
      New
    • VIDEO TO COME — Video 31
      New
    • VIDEO TO COME — Video 32
      New
    • VIDEO TO COME — Video 33
      New
    • When is money counted as received?
      New 10 xp
  • Money Out and the Rolling 13
    3Lessons ·
    • VIDEO — Cash In, Cash Out: Know Your Buffer (Video 34)
      New
    • The spending rules
      New
    • A bill arrives that is not on your plan. What happens?
      New 10 xp
  • The Week
    4Lessons · 5 min
    • Work plans are assigned tasks
      New
    • The weekly check-in
      New
    • FORM — QA Course-Correction Record
      New
    • When do timesheets lock?
      New 10 xp
  • Your Receivables
    2Lessons ·
    • Your own list
      New
    • A payment is recorded as received but no deposit can be found. What is it?
      New 10 xp
  • Practicums and the Human Gate
    7Lessons · 10 min
    • Practicum 1 — Run a weekly check-in
      New
    • Practicum 2 — Work your receivables list
      New
    • Practicum 3 — Present your dashboard
      New
    • FORM — Practicum Log
      New
    • The Human Gate
      New
    • FORM — Human Gate: SIV Readiness Review
      New
    • Certificate of Completion — Site Manager: Running Your Site
      New
  • Reading Your Numbers
    6Lessons ·
    • Start Here: Your Two Portals
      New
    • SOP — Reading Your Numbers
      New
    • The Site Portal — Reading Your Site's Numbers
      New
    • The Study Portal — Reading a Study's Numbers
      New
    • Check: Reading Your Numbers
      New 10 xp
    • Practicum — Read Your Own Portal
      New