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Creating a Clinical Protocol Site Template

Activities can be associated directly with sites. For example, all sites carrying out the same protocol need to perform similar site initiation activities and submit similar documents to the regulatory agencies. When many activities are common to multiple sites, the clinical protocol site template helps CRAs create site activities.

The clinical site protocol template is one of a number of activity templates used in Siebel Clinical. Others are subject visit templates (About Clinical Subject Visit Templates), trip report templates (Creating a Clinical Trip Report Template), contact and account assessment templates (Creating Contact and Account Assessment Templates).

When an activity template is of type, Clinical Protocol Site, and is not associated with a Protocol Title, the template can be applied to all sites in the Clinical Protocol Site Activity Plan View (Site Management screen, then the Activity Plans).

If an activity plan of type, Clinical Protocol Site, is associated with a Protocol Title, the activity plan can be applied only to sites under this Protocol.

NOTE:  Unlike trip report templates, clinical protocol site templates are protocol-specific. To use a clinical site template in association with more than one protocol, either duplicate the record, and then edit the Protocol Title field, or remove the Protocol Title to make the Template available to all Sites.

To create a clinical protocol site template

• Create an activity template of type Clinical Protocol Site.

  Make sure that Protocol Title field is completed and correct.

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