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

Assigning Employees to the Site Team

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CRAs assign employees to the site team. The team members can be rolled up and made visible at the region and protocol levels.

NOTE:  If the CRA is working from a mobile Web client, the administrator must set up position rollup on the Web client. For more information, see Setting Up Mobile Web Clients for Position Rollup.

Before an employees can be added to the site team, an administrator must set up the employee record. For more information, see Applications Administration Guide.

To assign employees to the site team

Navigate to the Site Management screen.
In the Sites list, select the site to which you want to add employees.
In More Info, click the show more button.
In the Team field, click the select button.

The Access List dialog box appears.

In the Access List dialog box, click the New button.

The Add Employees dialog box appears.

Query for the employee that you want to add to the team and click OK.

The employee now appears in the Access List dialog box.

Click Position Rollup.

The employee is added to the team at the region and protocol levels.

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