Siebel Life Sciences Guide > Administering and Using Clinical Trip Reports >

Approving Trip Reports

At various times during a trial, study managers need to review and approve trip reports completed by CRAs. To do this, the study managers use the Site Visits view and query for trip reports with a status of Submitted.

To approve trip reports

1. Navigate to the Site Visits screen.
2. In the sites list, click the drop-down list and select My Team's Site Visits.

   All site visits for your team are displayed.

3. Query the list for site visits whose status is set to Submitted.
4. For each report, drill down on the hyperlink in the Visit Start field.

   The Trip Report view is displayed.

5. Review the report and change the Trip Report Status to Approved. The Site Visit record and the Trip Report become read only.

   If you set the Trip Report Status to Rejected, the CRA will have the opportunity to revise the report and then resubmit it for approval.

To distribute and archive a trip report

1. Follow Step 1 to Step 3 to create a report in the Siebel Report Viewer.
2. From within the Siebel Report Viewer, email the report, for example, to colleagues and to a manager for approval.
3. From within the Siebel Report Viewer, save the report as an ROI file and then close the Siebel Report Viewer.

   For more information about the Siebel Report Viewer, see Siebel Fundamentals.

4. Navigate to the Site Management screen > Protocol Site List view.
5. Drill down on the Site #.
6. Click the Attachments view tab.

   Add the ROI file as an attachment to the site record.