Siebel Life Sciences Guide > Administering and Using Clinical Trip Reports > Example Workflow for Clinical Trip Reports >

End-User Procedures

The following list shows tasks end users typically perform when administering clinical trip reports. These tasks are typically performed in the following order:

  1. Create trip report record. Before a visit, you can use a trip report template to prepare an activities checklist and follow-up items. For more information, see Creating a Trip Report Before a Site Visit.
  2. Complete, distribute, and archive a trip report. After visiting a site, use the Trip Report view to record activities accomplished, site personnel met, and follow-up items. For more information, see Completing a Trip Report After a Site Visit.


 Siebel Life Sciences Guide 
 Published: 18 April 2003