Siebel Clinical Trial Management System Guide > Managing Clinical Projects >

Creating a Project Activity Template

Activities can be created within (Siebel) Projects screen. If the study managers are primarily entering activities through the Projects screen, then creating project activity templates will be advantageous.

Typically, the administrator prepares a number of project templates, perhaps each designed for a different stage in the life of a study.

The project is an activity template of type "Project." Other activity templates used in Siebel Clinical are subject visit templates (About Clinical Subject Visit Templates), clinical site templates (Creating a Clinical Protocol Site Template), trip report templates (Creating a Clinical Trip Report Template), and contact assessment templates (Creating Contact and Account Assessment Templates).

To create a project activity template

• Create an activity template of type Project.

  The Protocol Type field is optional: a project activity template can be applied to any project, regardless of the protocol associated with the project.

  In the Activity Template Details list, create records to describe activities and milestones for the project.

  For information about how to create activity templates, see Siebel Applications Administration Guide.