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

Process of Administering Clinical Trip Reports

This section details sample tasks often performed by administrators and end-users when administering clinical trip reports. Your company may follow a different process according to its business requirements.

Administrator Procedures

1. Creating a Trip Report Template. Create a template for each type of site visit.
2. Approving Trip Reports. Approve or reject trip reports submitted by CRAs.

End-User Procedures

The following list shows tasks end users typically perform when administering clinical trip reports. These tasks are typically performed in the following order:

1. Selecting a Trip Report Template Before a Site Visit (End User). Before a visit, use a trip report template to prepare an activities checklist and follow-up items.
2. Completing a Trip Report After a Site Visit (End User). After visiting a site, use the Trip Report view to record activities accomplished, site personnel met, and follow-up items. Distribute and archive the completed trip report.