Siebel Life Sciences Guide > Administering and Using Clinical Trip Reports >

Creating a Trip Report Template


Typically, the clinical administrator prepares a number of generic trip report templates, perhaps one designed for each of the different stages in the study. (See The Clinical Administrator.)

The trip report template is an activity template of type Clinical Trip Report. This is one of a number of activity templates used in Siebel Clinical.

Other activity templates used in Siebel Clinical are subject visit templates (Defining a Subject Visit Template), clinical site templates (Creating a Clinical Protocol Site Template), and contact assessment templates (Creating Contact and Account Assessment Templates).

To create a trip report template

  • Create an activity template of type Clinical Trip Report.

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

    In the Activity Template Details list, create new records that describe activities for trip or follow-up items to be carried out after trips.

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