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

Selecting a Trip Report Template Before a Site Visit (End User)

Although a trip report is designed to be written after a site visit, it can be used during a site visit to guide the CRA through a list of required activities. The report contains different lists depending on the Visit Type.

The Trip Reports view contains two lists for Pre-Study and Site Initiation visit types:

• Checklist Activities. Activities in this list can be generated by applying a trip report template. Ad-hoc activities can also be created individually.
• Follow-up Items. These are the activities that need to be followed up later. The Current Trip and Follow Up-Items view allows the CRA to record, and later to review, the follow-up items associated with the current site visit. The All Follow-Up Items view (accessed using the filter) lists follow-up items from both previous visits and also from the current visit.

For Site Monitoring and Site Close-Out visit types, a Trip Report contains both of the lists detailed above and also contains an extra list:

• Case Report Forms Tracking. The items in this list track the Case Report Forms corresponding to subject visits.

To select a trip report template

1. Navigate to the Site Visits screen.
2. In the Site Visits list, click the hyperlink in the Visit Start field of the visit for which you want to create the trip report.

   The Trip Report view is displayed. Some of the fields will already be populated from when the site visit was created. For more information about creating site visits, see Creating a Subject and Setting Up Visits and Visit Activities (End User).

3. Complete or edit other fields in the Trip Report form. See also Step 2.

   Some fields are described in the following table.

   Field	Comments
   Owned By	This field defaults to the creator of the trip report. Other names can be added to indicate a shared trip report.
   Site Visit Status	The status of the site, for example, Planned, Completed, and so on.
   Visit Start	The date and time on which the site visit is started or planned.
   Visit Type	The nature of the visit, for example, prestudy, site initiation, or site monitoring.
   Visit Name	A descriptive name for the trip report.

4. In the Template field, select the name of the trip report template that you want to apply.

   When you click off the Template field, the activities defined in the template appear in the Checklist Activities list.

5. (Optional) Edit the activities in the Checklist Activities list or create more activities.

   Some fields are described in the following table.

   Field	Comments
   Display In	Indicates where the activity should be displayed.

6. If there are follow-up items from previous trips, review them:
   1. In the Current Trip Follow-Up Items list, from the drop-down menu, select All Follow-Up Items.

      This displays all follow-up issues for that site (open and closed; past, present, and future).

   2. Click Filter.

      This displays all the open-to-date follow-up items and any follow-up items that were closed between completed dates of the last trip and the current trip.

To print or email a trip report

1. Navigate to the Site Visits screen.
2. In the Site Visits list, click the hyperlink in the Visit Start field of the visit for which you want to print the trip report.

   The Trip Report view is displayed.

3. Click the Reports button and select and run the Trip Report report.

   This opens the Siebel Report Viewer.

4. Print, email, or save the report.

   For more information about the Siebel Report Viewer, see Fundamentals.