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Siebel Life Sciences Guide > Managing Sites and Clinical Contacts > Workflow for Managing Site and Contact Information >

End-User Procedures

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The following list shows tasks end users typically perform when managing site and contact information:

Add and update contact, site, and account data. CRAs record details about contacts, accounts, and sites. For more information, see Adding and Updating Site, Contact, and Account Records.
Add employees to the site team. Managers or CRAs add employees to the team associated with the site. For more information, see Assigning Employees to the Site Team.
Create site initiation and document tracking activity lists. CRAs use the clinical protocol site template that has been created by an administrator to plan a list of activities for each site. For more information, see Creating Site Activity Plans.
Add, track, and update documentation. CRAs and regional study managers post clinical trial and regulatory documentation for review at site, region, and protocol levels. For more information, see Tracking and Adding Documents at Sites.
Assess investigators at end of the trial. CRAs score each contact, based on the attributes defined in an assessment template. For more information, see Assessing an Investigator or Other Contact.

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