This chapter describes how to manage clinical trial sites and clinical contacts. It contains the following topics:

• About Managing Clinical Trial Sites and Clinical Contacts
• Scenario for Managing Clinical Trial Sites and Clinical Contacts
• Process of Managing Clinical Trial Site and Contact Information
• Creating a Clinical Protocol Site Template
• Creating Contact and Account Assessment Templates
• Maintaining Contact and Account Information
• Associating Contracts with a Clinical Trial Site
• Associating Accounts with a Clinical Trial Site Contract
• Creating and Managing Clinical Trial Site Visits
• Creating and Updating Site, Contact, and Account Records
• Capturing Different Types of Addresses for Each Site
• Assigning Employees to the Site Team
• Creating Site Activity Plans
• Applying Protocol Site Activity Templates
• Tracking and Adding Documents at Sites
• Creating Documentation Tracking Activities
• Creating CRF Tracking Activities
• Tracking Case Report Forms (CRFs)
• Creating Site Correspondence Activities
• Adding Notes to a Site
• Assessing Investigators and Hospitals or Other Contacts and Accounts
• Generating Oracle BI Publisher Reports for Clinical Document Tracking
• Generating Reports for Completed Clinical Subject Visits
• Generating Reports for Planned and Completed Clinical Subject Visit Dates