Siebel Life Sciences Guide > Administering and Using Clinical Trip Reports >
Process of Administering Clinical Trip Reports
This section details sample tasks often performed by administrators and end-users when administering clinical trip reports. Your company may follow a different process according to its business requirements. Administrator Procedures
- Creating a Trip Report Template. Create a template for each type of site visit.
- Approving Trip Reports. Approve or reject trip reports submitted by CRAs.
End-User Procedures
The following list shows tasks end users typically perform when administering clinical trip reports. These tasks are typically performed in the following order:
- Selecting a Trip Report Template Before a Site Visit (End User). Before a visit, use a trip report template to prepare an activities checklist and follow-up items.
- Completing a Trip Report After a Site Visit (End User). After visiting a site, use the Trip Report view to record activities accomplished, site personnel met, and follow-up items. Distribute and archive the completed trip report.
|