Siebel Life Sciences Guide > Managing Sites and Clinical Contacts >

Associating Contracts with a Site


Contracts that define the total payments that are to be made to a site can be associated with each site. Some sites may only need one contract that will govern the entire payment for the site. However, depending on the site in question, it may be necessary to associate multiple contracts with the site. There may also be multiple payees associated with each contract. It is possible to associate multiple contracts and multiple payees with a site through the Contracts view tab in the Site Management screen.

To associate a clinical contract with a site

  1. Navigate to the Site Management screen > Protocol Site List view.
  2. Drill down on the Site # of the site with which you wish to associate a contract.
  3. In the Contracts view tab, create a new record and complete the necessary fields.

    Some fields are described in the following table.

    Field
    Comments

    Contract Number

    The number assigned to this contract. This field is automatically populated.

    Type

    The type of contract that is to be associated with the site.

    Contract Amount

    The amount of money that this contract is worth. If multiple contracts are entered, then the total value of all Contract Amounts is equal to the total contract amount for the site. This total can be seen in the Contract Amount field on the site form.

    Payee Last Name

    The name of the person to whom the payments for this contract are to be made. This is a multi-value field and multiple payees for the contract may be entered using the multi-value picklist.

    Address

    The address associated with the payee.

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