5 Contacts

This section describes how to work with contacts on Mobile CRA. It contains the following topics:

• Section 5.1, "Contacts Integration"

• Section 5.2, "Integrating Contacts with Siebel Clinical Trial Management System"

5.1 Contacts Integration

Mobile CRA lets you can access a lot of pertinent CTMS information on your Tablet or Phablet, including the contact details of study-sites. The following is what you can do using the application:

• Synchronize contacts from CTMS — You can view contact details of sites assigned to you.

• Export contacts to native device — Mobile CRA displays the contacts from CTMS and you can export the contacts to your devices. You can later edit them or make calls.

• Synchronize contacts from Mobile CRA to Tablet or Phablet — Contacts on the application can be synchronized with the contacts that are already available on your Tablet or Phablet.

• Synchronize in offline mode — Mobile CRA lets you synchronize contacts from the application to the device without an active internet connection. However, synchronizing from the CTMS to Mobile CRA requires an active internet connection.

5.2 Integrating Contacts with Siebel Clinical Trial Management System

Perform the following steps to integrate contacts with CTMS:

1. Tap a study to view all the sites under it.

2. Tap a site to view all its details.

   Figure 5-1 Sites for a Study

   
   Description of "Figure 5-1 Sites for a Study"
   
   

3. Tap Contacts at the bottom of the screen. All the site contacts will be displayed on the left.

   Figure 5-2 Site Contacts

   
   Description of "Figure 5-2 Site Contacts"
   
   

4. Tap a contact to view the details.

   Figure 5-3 Contact Details

   
   Description of "Figure 5-3 Contact Details"
   
   

5. Check if the Sync button is set to OFF. If yes, tap it to turn it on.

   Figure 5-4 Synchronize Contacts

   
   Description of "Figure 5-4 Synchronize Contacts"
   
   

6. The contact will now be available in your device contact list.

   Figure 5-5 Contact Available on Device Contact List

   
   Description of "Figure 5-5 Contact Available on Device Contact List"