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Siebel Life Sciences Guide > Administering and Using Clinical Trip Reports > End-User Procedures >

Creating a Trip Report Before a Site Visit

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Although a trip report is designed to be written after a site visit, it can be used during a site visit to guide the CRA through a list of required activities.

The Trip Reports view contains two lists:

Checklist Activities. Activities in this list can be generated by the trip report template or can be added individually.
Follow-up Items. These are the activities that need to be followed up later. They can be created during the current trip or carried forward from previous trips until they are closed. You can create new follow-up items in the Current Trip Follow-Up Items list. Also you can choose to display all follow-up items for a site, or you can filter the list to display only open and recently closed items.

To create a trip report

Navigate to the Site Management screen.
In the Sites list, select the site for which you want to create the trip report.
In the More Info view, click Trip Report.

This creates a new trip record in the Trip Report view and automatically fills in some fields as appropriate for the selected site.

Complete or edit other fields in the Trip Report form.

Some of the fields in a Trip Report form are described in the following table. See also Step 2.

Field	Comments
Completed Date	Defaults to the current date.
Start Date	Defaults to the current date and time.
Owned By	This field defaults to the creator of the trip report. Other names can be added to indicate a shared trip report.
Type	The nature of the trip, for example, prestudy, site initiation, or site monitoring. The choices in this drop-down list are configured by using the TODO_TYPE type in the List of Values and setting the Parent LIC to Trip Report.
Visit Name	A descriptive name for the trip report.

In the Template field, select the name of the trip report template that you want to apply.

When you click off the Template field, the activities defined in the template appear in the Checklist Activities list.

If you select a second template, the activities from the second template are appended to the activities generated by the first template. For example, you would do this if you wanted to combine a site monitoring trip with a site close-out trip.

Optional: Edit the activities in the Checklist Activities list, or add more activities to the list.

Some of the fields in a Checklist Activities record are described in the following table.

Field	Comments
Status	The choices in this drop-down list are configured by using the EVENT_STATUS type in the List of Values.
Suppress Calendar	When selected, this field indicates that the activity does not appear on the user's calendar.

If there are follow-up items from previous trips review them:
In the Current Trip Follow-Up Items list, from the drop-down menu, select All Follow-Up Items.

This displays all follow-up issues for that site (open and closed; past, present, and future).

Click Filter.

This displays all the open-to-date follow-up items and any follow-up items that were closed between completed dates of the last trip and the current trip.

To print or email a trip report

Navigate to the Trip Report view of the Site Management screen.
Navigate to the Site Management screen.
In the Sites list, select the site associated with the trip report.
Click the Site Visits view tab.

NOTE:  Do not click the Trip Report button on the Site Visits list unless you want to create a new Trip Report record.

Click the hyperlink in the Start Date field of the visit.

The Trip Report view appears.

From the application-level menu, choose View > Reports.
Select and run the Trip Report report.

This opens the Siebel Report Viewer.

Print, email, or save the report.

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

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