Siebel Clinical Trial Management System Guide > Administering and Using Clinical Trip Reports >

Tracking Case Report Forms

This task describes how to create a case report forms tracking activity. Relevant information, such as review date and page numbers verified, is captured for each CRF record.

To track case report forms

1. Navigate to the Site Visits screen, and then the Clinical Site Visits List view.
2. In the Clinical Site Visits List view, drill down on the Visit Start date of the site visit for which you want to track case report forms.

   The Trip Report summary view for the selected site visit is displayed.

3. Select the Case Report Forms Tracking tab.
4. In the Case Report Forms Tracking applet, create a new record.

   Some fields are described in the following table.

   Field	Description
   Charts Reviewed Date	The date on which the clinical charts were reviewed.
   Forms Signed Date	The date on which the case report forms were signed.
   Page Numbers Verified	The list of CRF page numbers that have been verified.
   Retrieved	This field is checked when the CRA retrieves the case report forms from the site.
   Source Document Verified	This field is checked when the case report form has been verified against the source document.