Siebel Life Sciences Guide > Setting Up and Carrying Out a Clinical Trial > Example Workflow Managing Clinical Trials >

End-User Procedures

The following list shows tasks end users typically perform when managing a clinical trial. The procedures are performed by the CRA at the site level and are typically performed in the following order:

  1. Optional: Enter data on accounts and contacts. For more information, see Adding an Account and Contacts.
  2. Create sites. For more information, see Adding a Site.
  3. Review electronic documents for tracking. For more information, see Reviewing Documentation for Tracking.
  4. Enter, screen, rescreen, enroll subjects. For more information, see Adding a Subject and Setting Up Visits and Visit Activities.
  5. Chart subject status and enrollment rates. For more information, see Monitoring Subject Status and Enrollment Rates.
  6. Update version of visit template used at site. In response to protocol revisions, the CRA modifies the site visit template and applies the updated visit template version to enrolled subjects. For more information, see Updating a Protocol Version at a Site.
  7. Review payments made to the protocol. For more information, see Reviewing Protocol Payments.

 Siebel Life Sciences Guide 
 Published: 18 April 2003