Overview
Instead of using Microsoft Forms to request a new Clinical Site Location, these requests will now be submitted in Salesforce (beginning September 2025). Once the requests are submitted, the Agreement and Compliance Manager will review and complete next steps. This article explains how to check if the Clinical Site Location already exists and how to create a new one.
Search Salesforce to see if the Clinical Site Location already Exists
- Log in to Salesforce: https://ouhcom.my.salesforce.com/
- Make sure you are in the 'Preceptor' application via the waffle
- In the Search Bar at the top of the page - search for the name of your Clinical Site Location.
4. When the search results appear - you're looking for a Clinical Site Location record. You'll likely have to scroll down on the page bit to find that section.
5. If your new Clinical Site Location does not exist, create a new one.
Requesting a New Clinical Site Location
- Return to the 'Home' tab and click on the pink 'Clinical Site Locations' tile.
2. On the page that loads, click the 'New' button in the right hand corner.
3. Enter data in the 'Intake' section of the page. It will be the same data points collected from the Microsoft form. You do not need to worry about filling out any fields in the 'Information' section.
4. Upon 'Save', the 'Request Status' will be set to 'New' and a notification will be sent to hcom.agreements@ohio.edu, notifying them of the request.
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