Siebel Life Sciences Guide > Managing Sites and Clinical Contacts >

Creating and Updating Site, Contact, and Account Records (End User)

It is important to maintain accurate information in the Siebel Clinical database. End users need to keep data about their sites, accounts, and investigators up to date. To do this, they create new records, modify existing records, and request that their administrator delete obsolete records. In addition, they create and maintain the relationships (affiliations) among their contacts, accounts, and sites.

For more information, see the following topics:

• To create an account
• To create a contact record
• To create a site
• To indicate an affiliation between contacts
• To indicate an affiliation between an account and a contact
• To indicate an affiliation between accounts

To associate contacts with a site

1. Navigate to the Site Management screen > Protocol Site List view.
2. In the Sites list, drill down on the Site # for the site with which you want to associate contacts.
3. Click the Contacts view tab.
4. In the Contacts list, create a new record and complete the necessary fields.

   Some fields are described in the following table.

   Field	Comments
   Last Name	Affiliated Contacts filters the names in the Pick Contacts dialog box, displaying only those contacts associated with the site's account.