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Siebel Life Sciences Guide > Managing Sites and Clinical Contacts > End-User Procedures >

Adding and Updating Site, Contact, and Account Records

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It is important to maintain accurate information in the Siebel eClinical database. End users need to keep data about their sites, accounts, and investigators up to date. To do this, they create new records, modify existing records, and request that their administrator delete obsolete records. In addition, they create and maintain the relationships (affiliations) among their contacts, accounts, and sites.

For more information, see the following topics:

To add an account
To add a contact
To add a site
To indicate an affiliation between contacts
To indicate an affiliation between an account and a contact
To indicate an affiliation between accounts

To associate contacts with a site

Navigate to the Site Management screen.
In the Sites list, select the site with which you want to associate contacts.
Click the Contacts view tab.
In the Contacts list, add a record, and complete the necessary fields.

Some of the fields in the Contacts record are described in the following table.

Field	Comments
Last Name	Affiliated Contacts filters the names in the Pick Contacts dialog box, displaying only those contacts associated with the site's account.
Role	The choices in this drop-down list are configured by using the CONTACT_ROLE type in the List of Values.

TIP:  Do not forget to add your principal investigator to the Contacts list.

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