Siebel Clinical Trial Management System Guide > Setting Up a Clinical Trial >

Associating a Clinical Site with an Account

An account is the institution from which clinical trials are managed. Typically, it is the facility where the investigators conduct the trials. IRBs (institutional review boards), central labs, CROs (clinical research organizations), and other subcontractors can also be tracked as accounts. A clinical site can be associated with multiple accounts.

To associate a clinical site with an account

1. Navigate to the Site Management screen, then the Protocol Site List view.
2. In the Protocol Site List view, drill down on the Site # of the clinical site that you want to associate with an account.
3. Select the Accounts tab.
4. In the Accounts applet, create a new record, and complete the necessary fields.