Siebel Clinical Trial Management System Guide > Managing Clinical Trial Sites and Clinical Contacts >

Creating CRF Tracking Activities

Numerous case report forms (CRFs) are collected during clinical trials, either as electronic files or as paper. These forms must be tracked and periodically updated. CRFs can be associated with sites, regions, or protocols.

CRF Tracking records are created when you apply a subject visit template in addition to subject visit records. You can also create a CRF Tracking Activity from the Protocol Site CRF Tracking View.

To view CRF tracking activities

1. Navigate to the Document Tracking screen.
2. Select the CRF Tracking tab.

   The CRF Tracking list displays all of the tracking records in the system.

   NOTE:  A CRF tracking activity can be associated with only one of the available tracking levels or entities.

   Some fields are described in the following table.

   Field	Description
   Name	The name of the subject visit for which case report forms were collected.
   Site, Region, or Protocol	CRF tracking can be assigned to the clinical Site, Region, or Protocol.

To review, update, and add existing CRFs for tracking

1. Navigate to the Document Tracking screen.
2. In the CRF Tracking list, query for the document you want to update.
3. Open, update, and save the CRF.
4. Use the thread bar to return to the CRF record on the CRF Tracking list.
5. Copy the original CRF record, and revise the associated site, region, protocol, contact, or account field.

Alternatively, you can create and review CRF tracking activities from the CRF Tracking view tab for a site. Similarly, at the protocol and region levels, you can also create and review CRF tracking activities from the CRF Tracking view tab.