Bookshelf v7.5: Adding an Account and Contacts

Siebel Life Sciences Guide > Setting Up and Carrying Out a Clinical Trial > End-User Procedures >

Adding an Account and Contacts

An account is the institution from which clinical trials are managed. Typically, it is the facility where the investigators conduct the trials. More than one site can be associated with an account, and one account can be carrying out multiple protocols. IRBs (institutional review boards), central labs, CROs (clinical research organizations), and other subcontractors may also be tracked as accounts.

Contacts is the term used for personnel working at clinical sites. This includes the investigators, typically medical professionals who are also researchers, and site coordinators, who may be the practicing nurses administering the treatment plan according to the clinical protocol.

Bulk loading of data on accounts and contacts is generally performed by the Siebel administrator, but end users may add and modify these records as needed. (See Importing Data.)

To add an account

Navigate to the Accounts screen.

From the Show drop-down list, select My Accounts.

In the Accounts list, add a record, and complete the relevant fields. (To access more fields, click the show more button in the account form.)

Some fields are described in the following table.


Field	Comments
Account Type	Hospital, Clinic, IRB, and so on. The choices in this drop-down list are configured by using the ACCOUNT_TYPE type in the List of Values.
Address Line 1	Allows you to add addresses for the account by picking from existing addresses or by entering new addresses. Avoid duplicating addresses by checking if the address exists before entering a new one.
Site	Description of the location or function of the account, such as "headquarters" or "corporate" or "San Francisco."
Synonyms	Allows you to refer to accounts in the way that you prefer. For example, an account named A/B Products, Inc., might have the following synonyms: AB, A/B, and AB Products. When you search for an account or enter an account in another part of your Siebel application, you can use a synonym instead of the actual name.
Team	Multiple users can be assigned to the account team. The team member who creates the account record is indicated as primary team member.

Use the views tabs to access other views such as Account Team, Activities, Addresses, and so on to add more information to the account record.

For more information about creating and maintaining account affiliations, see Administering and Managing Accounts.

To add a contact

Navigate to the Contacts screen.

From the Show drop-down list, select My Contacts.

In the Contacts list, add a record, and complete the necessary fields.

Some fields are described in the following table.


Field	Comments
Address	The contact can have more than one address. One address must be specified as primary. Each CRA assigned to the contact can specify a different address as primary. For example, one CRA might specify a private office as the primary address, while another CRA might specify a hospital department as the primary address.
Team	Multiple CRAs can be assigned to the contact. The team member who created the record is indicated as primary.

Add or associate additional information with the contact's record, using the other views on the screen.

For example, use the Relationships view to associate site coordinators and other site personnel with the contact.

For more information about creating and maintaining contact records, see Managing Contacts.