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Siebel Life Sciences Guide > Administering and Using Clinical Trip Reports > End-User Procedures >
Completing a Trip Report After a Site Visit
After the site visit, the end users record details of their trips, such as:
- Which of the planned activities were completed
- What additional activities were carried out
- Which site personnel they met
- Any follow-up items arising from the trip
The records in the Trip Report Detail view can be updated and edited at any time. For this reason, it is likely that the end user will want to create a static report at the completion of the trip, using the Siebel Report Viewer. This read-only document is ideal for archiving: as a printed document, as a file, or as an attachment to the site record in the Siebel Life Sciences database.
To complete a trip report
- Navigate to the Trip Report view, and select the trip report that you want to complete.
For details on how to do this, see Step 1.
- Complete or edit fields in the Trip Report form.
Some of the fields in the Trip Report form are described in the following table. See also Step 4.
Field Comments Attendees The contacts (site personnel) whom you met during the visit. Completed Date It is important to change the default date to the actual date that the trip was completed. This is because the Filter button in the All Follow-Up Items list uses this completed date to determine which closed follow-up items to display (Step 7).- In the CheckList list, complete the Status and Comments fields for planned activities and add any unplanned activities that you may have carried out.
- In the Current Trip Follow-Up Items list, add any follow-up activities resulting from the site visit.
- In the Current Trip Follow-Up Items list, from the drop-down menu, select All Follow-Up Items and click Filter to display all open follow-up items and those closed between the current and previous trip.
- Update the records for those follow-up items that were addressed during the site visit.
Some of the fields in a Current Trip Follow-Up Items record are described in the following table.
Field Comments Completed Date It is important that this date be filled in. The filter in the All Follow-Up Items list uses this date to determine which closed follow-up items to display (Step 7). Status This field automatically changes to Done when a completed date is entered for the item.To create a case report form tracking activity
- Navigate to the Trip Report view.
- In the Case Report Forms Tracking view, add a record.
- Click the select button in the Subject Initial field, select a subject and visit in the Pick Subject and Visits dialog box, and complete the necessary fields.
Some of the fields in the Case Report Forms Tracking list are described in the following table.
To distribute and archive a trip report
- From within the Siebel Report Viewer, email the report, for example, to colleagues and to a manager for approval.
- From within the Siebel Report Viewer, save the report as an ROI file, and then close the Siebel Report Viewer.
For more information about the Siebel Report Viewer, see Fundamentals.
- Navigate to the Site Management screen.
- Click the Attachments view tab.
- Add the ROI file as an attachment to the site record.
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Siebel Life Sciences Guide Published: 18 April 2003 |