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Creating a Clinical Protocol Site Template

Activities can be associated directly with sites. For example, all sites carrying out the same protocol need to perform similar site initiation activities and submit similar documents to the regulatory agencies. When many activities are common to multiple sites, the clinical protocol site template helps CRAs create site activities.

The clinical site protocol template is one of a number of activity templates used in Siebel Clinical. Others are subject visit templates (Defining a Subject Visit Template), trip report templates (Creating a Trip Report Template), contact and account assessment templates (Creating Contact and Account Assessment Templates).

NOTE:  Unlike trip report templates, clinical protocol site templates are protocol-specific. To use a clinical site template in association with more than one protocol, duplicate the record and then edit the Protocol Title field.

To create a clinical protocol site template

• Create an activity template of type Clinical Protocol Site.

  Make sure that Protocol Title field is completed and correct.

  For information about how to create activity templates, see Siebel Applications Administration Guide.