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

Completing a Trip Report After a Site Visit

After the site visit, the end users record details of their trips, such as:

The records in the Trip Report Detail view can be updated and edited at any time. For this reason, it is likely that the end user will want to create a static report at the completion of the trip, using the Siebel Report Viewer. This read-only document is ideal for archiving: as a printed document, as a file, or as an attachment to the site record in the Siebel Life Sciences database.

To complete a trip report

  1. Navigate to the Trip Report view, and select the trip report that you want to complete.

    2. For details on how to do this, see Step 1.

  2. Complete or edit fields in the Trip Report form.

    3. Some of the fields in the Trip Report form are described in the following table. See also Step 4.

    Field
    Comments
    Attendees
    The contacts (site personnel) whom you met during the visit.
    Completed Date
    It is important to change the default date to the actual date that the trip was completed. This is because the Filter button in the All Follow-Up Items list uses this completed date to determine which closed follow-up items to display (Step 7).

  3. In the CheckList list, complete the Status and Comments fields for planned activities and add any unplanned activities that you may have carried out.
  4. In the Current Trip Follow-Up Items list, add any follow-up activities resulting from the site visit.
  5. In the Current Trip Follow-Up Items list, from the drop-down menu, select All Follow-Up Items and click Filter to display all open follow-up items and those closed between the current and previous trip.
  6. Update the records for those follow-up items that were addressed during the site visit.

    7. Some of the fields in a Current Trip Follow-Up Items record are described in the following table.

    Field
    Comments
    Completed Date
    It is important that this date be filled in. The filter in the All Follow-Up Items list uses this date to determine which closed follow-up items to display (Step 7).
    Status
    This field automatically changes to Done when a completed date is entered for the item.

To create a case report form tracking activity

  1. Navigate to the Trip Report view.
  2. In the Case Report Forms Tracking view, add a record.
  3. Click the select button in the Subject Initial field, select a subject and visit in the Pick Subject and Visits dialog box, and complete the necessary fields.

    4. Some of the fields in the Case Report Forms Tracking list are described in the following table.

    Field
    Comments
    Retrieved
    This field is checked when the CRA retrieves the case report forms from the site.
    Source Document
    This field is checked when the case report form is source documented.
    Subject Initial
    The unique subject-and-visit combination associated to this case report.
    Note: Each record in the Pick Subject and Visits dialog box can only be used once for a case report.

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.

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

  4. Navigate to the Site Management screen.
  5. Click the Attachments view tab.
  6. Add the ROI file as an attachment to the site record.

 Siebel Life Sciences Guide 
 Published: 18 April 2003