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

Completing a Clinical Trip Report

After the site visit, the trip report details are recorded, such as:

• Which of the planned activities were completed
• What additional activities were carried out
• Which site personnel they met
• Any follow-up items arising from the trip
• Comments on any of the above

The records in the Trip Report Detail view can be updated and edited at any time. For this reason, it is likely that the end user will want to create a static report at the completion of the site visit, using the Siebel Report Viewer. This read-only document is ideal for archiving: as a printed document, as a file, or as an attachment to the site record in the Siebel Life Sciences database.

To complete a clinical site visit trip report

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 complete a trip report.

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

3. Complete or edit fields in the Trip Report form. Some fields are described in the following table.

   Field	Description
   Attendees	The contacts (site personnel) whom you met during the visit.
   Approver	The user assigned to approve the trip report. An automated email notification is sent to the approver when the status of the trip report is updated to Submitted for Approval.
   Approver Comments	This field must be populated if an approver submits a trip report with status Rejected.
   Assigned To	Multiple users can be assigned to the trip report. The team member who creates the trip report is indicated as the primary owner.
   Completed	The date and time when the site visit was completed. This field defaults to the system date and time when the Visit Status field is updated to Done. The filter in the All Follow-Up Items view uses this date to determine which closed follow-up items to display.
   Reviewer	The user assigned to review the trip report. An automated email notification is sent to the reviewer when the status of the trip report is updated to Submitted.
   Reviewer Comments	This field must be populated if a reviewer submits a trip report with status Rejected.
   Site Visit Status	The status of the site visit, for example, Planned or Completed.
   Trip Report Completed	The date when the trip report is complete and ready for submission. This field defaults to the system date when the trip report Status field is updated to Completed.
   Visit Type	The nature of the visit, for example, prestudy, site initiation, or site monitoring.

4. In the CheckList list, complete the Status and Comments fields for planned activities and add any unplanned activities that you might have carried out.
5. In the Current Trip Follow-Up Items list, add any follow-up activities resulting from the site visit.
6. In the Current Trip Follow-Up Items list, from the drop-down menu, select All Follow-Up Items and click Filter to display all open follow-up items and those closed between the current and previous trip.
7. Update the records for those follow-up items that were addressed during the site visit.

   Some fields are described in the following table.

   Field	Comments
   Completed Date	The resolution date of the follow-up issue. It is important that this date be filled in. The filter in the All Follow-Up Items list uses this date to determine which closed follow-up items to display.
   Status	This field automatically changes to Done when a completed date is entered for the item.

8. Set Trip Report Status to Submitted. This submits the report to the reviewer for review.