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Creating Site Activity Plans (End User)

A site activity plan is a list of activities and documents associated with the site.

Although activities can be created without a template, using a clinical protocol site template as described here makes creating site activity plans more efficient.

For information on creating templates, see To create a clinical protocol site template.

To assign activities to a site using a template

1. Navigate to the Site Management screen > Protocol Site List view.
2. In the Sites list, drill down on the Site # of the site to which you want to assign activities.
3. Click the Activity Plans view tab.
4. In the Activity Plans list, create a new record and complete the necessary fields.

   Some fields are described in the following table.

   Field	Comments
   Planned Start	Make sure that this date is correct before you choose a template. The due dates for the template-generated activities are based on this start date and on the lead time set in the template.
   Lock Assignment	Determine whether the Lock Assignment field should be selected. If the activity is locked, Assignment Manager will not access it. If it is unlocked, Assignment Manager can reassign it.
   Template	Only templates whose type is Clinical Protocol Site and whose protocol matches the protocol at the site are displayed. Only activities with type Document or Site Initiation are shown in the document tracking views.

5. Edit the activities in the Activities list or create more activities.

   Some fields are described in the following table.

   Field	Comments
   Expiration Date	This field is tied to the Status field. When a date is entered in this field, the status field is automatically set to Done.
   Expected Date	For document tracking: The date that the signed document is expected to come back from the site.
   Received Date	For document tracking: The date that the signed document returns from the site.
   Sent Date	For document tracking: The date that the document is sent to the site.
   Status	This field is tied to the Completed Date field. When this field is set to Done, the Completed Date field is automatically set to the current date.
   Displayed In	A check mark in this field indicates that the activity does not appear on the user's calendar.

   NOTE:  To view additional fields in this list, click the menu button and select Columns Displayed.