Siebel Life Sciences Guide > Administering and Using Clinical Trip Reports > Administrator Procedures >

Creating a Trip Report Template

Typically, the clinical administrator prepares a number of generic trip report templates, perhaps one designed for each of the different stages in the study. (See The Clinical Administrator.)

The trip report template is an activity template of type Clinical Trip Report. This is one of a number of activity templates used in Siebel eClinical.

Other activity templates used in Siebel eClinical are subject visit templates (Defining a Subject Visit Template), clinical site templates (Creating a Clinical Protocol Site Template), and contact assessment templates (Creating an Assessment Template).

To create a trip report template

  1. From the application-level menu, choose View > Site Map > Application Administration > Activity Templates.
  2. In the Activity Templates list, add a record, and complete the necessary fields.

    3. Some of the fields in an Activity Template record are described in the following table.

    Field
    Comments
    Protocol Title
    Typically, this field is not used in a trip report template.
    This field is used when creating a clinical protocol site template. See To create a clinical protocol site template.
    Type
    Must be Clinical Trip Report.
    Auto Trigger, Public, Sales Method, Sales Stage
    These fields are not applicable to a Clinical Trip Report.

  3. Click the Activity Template Details view tab.
  4. In the Activity Template Details list, add a record, and complete the necessary fields to describe an activity for trip or a follow-up item to be carried out after the trip.

    5. Some of the fields in an Activity Template Details record are described in the following table.

    Field
    Comments
    Activity
    Must be Check List for the activity to appear in the Checklist Activities of the Trip Report Detail view.
    The choices in this drop-down list are configured by using the TODO_TYPE type in the List of Values.
    Type
    The choices in this drop-down list are configured by using the TODO_TYPE type in the List of Values and setting the Parent LIC to Check List.
    Status
    Leave this field blank, or set it to a value such as planned, not started, or auto-created.
    The choices in this drop-down list are configured by using the EVENT_STATUS type in the List of Values.
    Budgeted Cost, Cost, Cost Estimate, Duration, Lead, Units, Priority
    Typically, these fields are not used in a clinical trip report.

  5. Add a record for each of the activities that you want to appear in the template.

 Siebel Life Sciences Guide 
 Published: 18 April 2003