Siebel Clinical Trial Management System Guide > Managing Clinical Trial Sites and Clinical Contacts >

Assigning Employees to the Site Team

CRAs assign employees to the site team. The team members can be rolled up and made visible at the region and protocol levels.

NOTE:  If the CRA is working from a mobile Web client, the administrator must set up position rollup on the Web client. For more information, see Setting Up Mobile Web Clients for Position Rollup.

Before an employee can be added to the site team, an administrator must set up the employee record. For more information, see Siebel Security Guide.

To assign employees to the site team

1. Navigate to the Site Management screen, then the Protocol Site List view.
2. In the Sites list, select the site to which you want to add employees.
3. In the list, edit the Team field.

   The employees are added to the protocol site team and can be rolled up to Region and Protocol levels also.

NOTE:  You can also automatically assign an employee to the site team using the Position Rollup button or Position Rolldown button. For more information, see Automatically Assign Team Members to a Site Using the Position Rollup Button. For more information about removing employees from the site team, see Removing Team Members from the Team of a Site.