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Siebel Life Sciences Guide > Managing Sites and Clinical Contacts > End-User Procedures >
Tracking and Adding Documents at Sites
During the life of a clinical trial, CRAs need to collect and track numerous documents, including critical regulatory documents. CRAs can take advantage of the activity plans to generate a list of documents for tracking. In the document tracking views, they can also create their own lists of activities to track important dates.
NOTE: Regional study managers can use similar procedures to add and track documents at the Region level in the Regions screen.
To track documentation milestones
- Navigate to the Site Management screen.
- In the Sites list, select the site for which you want to track documentation.
- Click the Document Tracking view tab.
A list of documents associated with the clinical trial appear.
- Query for the document of interest and complete the necessary fields.
Some of the fields in a Document Tracking record are described in the following table.
To add a document to a site
- Navigate to the Site Management screen.
- In the Sites list, select the site for which you want to track documentation.
- Click the Document Tracking view tab.
A list of documents associated with the clinical trial appears.
- Add a record and complete the required fields.
Some of the fields in a Document Tracking record are described in Step 2 of To create documentation tracking activities.
- Step off the record you have just added and drill down on the Name hyperlink.
The Attachment view appears.
- Add a record and in the Name field specify the file name or URL.
- Check the Auto Update flag if you want to have the file automatically updated during synchronization.
This applies only to local files. If a file is not local, it cannot be updated during synchronization.
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Siebel Life Sciences Guide Published: 18 April 2003 |