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

Creating Site Correspondence Activities

You can track all correspondence (phone, fax, email, and letters delivered by the postal service) between a site and a study team member as site correspondence activities. You can create such activities for multiple sites. This feature provides an easy way of capturing all forms of communication between a site and an employee, or between business partners, such as a clinical research organization, or central lab.

For each correspondence activity created, an activity record is created in Contact screen, then the Activities view for each of the contacts.

To create a correspondence activity for a site

1. Navigate to the Site Management screen, then the Protocol Site List view.
2. In the Protocol Site list, drill down on the Site # of the protocol site for which you want to create a correspondence activity.
3. In the Activities tab view, create a new record, and complete the necessary fields.

   Some fields are described in the following table.

   Field	Comments
   Activity	Defaults to Correspondence activity for the site.
   Activity Type	Select from one of the following activity types: Case Report Form Email Fax Mail Phone
   Description	Enter a brief description for the correspondence activity.
   Screen #	The number of screens for the correspondence.
   Comments	Enter a relevant comment about the correspondence activity.
   Last Name	Enter the Last name of the creator of the Correspondence activity. This is a required field.

To create a new role correspondence for a site

1. Navigate to the Protocol screen, then the Protocol List view.
2. In the Protocols list, drill down on the Protocol # of the protocol for which you want to create a new role.
3. In the Sites tab view, select one or multiple sites for which you want to apply a new role for the correspondence.
4. Click New Correspondence and from the Roles of Contacts dialog box, select the role or multiselect the roles that best describe the individual's role, and click OK.