Siebel Life Sciences Guide > Setting Up and Carrying Out a Clinical Trial > Administrator Procedures >

Creating Documentation Tracking Activities

Numerous documents are collected during clinical trials, either as electronic files or as paper. These documents must be tracked and periodically updated. Documents can be associated with sites, regions, protocols, contacts or accounts.

To create documentation tracking activities

  1. From the application-level menu, choose View > Site Map > Document Tracking.
  2. In the Document Tracking list, add a record and complete the necessary fields.

    3. NOTE:  A document tracking activity can be associated with only one of the available tracking levels or entities.

    Some of the fields in a Document Tracking record are described in the following table.

    Field
    Comments
    Name
    The document name.
    This is a hyperlink to the associated Attachment view.
    Site, Region, Protocol, Contact, or Account
    Delegate the document to one of these fields. The field you select determines how the hyperlink in the Name field operates.
    This field is a hyperlink to the associated Activities view.

To update and add existing documentation for tracking

  1. From the application-level menu, choose View > Site Map > Document Tracking.
  2. In the Document Tracking list, query for the document you want to update.
  3. Click the document name hyperlink.

    4. The associated Attachment view appears.

  4. In the Attachment list, query for the document, and click the document name.
  5. Open, update and save the document.
  6. Use the thread bar to return to the document record on the Document Tracking list.
  7. Copy the original document record and revise the associated site, region, protocol, contact, or account field.

    8. Refer to To create documentation tracking activities, Step 2, for descriptions of some of the fields in a Document Tracking record.


 Siebel Life Sciences Guide 
 Published: 18 April 2003