Siebel Clinical Trial Management System Guide > Setting Up Clinical Trials >

Associating Sites with Accounts

An account is the institution from which clinical trials are managed. Typically, it is the facility where the investigators conduct the trials. IRBs (institutional review boards), central labs, CROs (clinical research organizations), and other subcontractors can also be tracked as accounts. A clinical site can be associated with multiple accounts.

This task is a step in Process of Managing Clinical Trials.

To associate a site with an account

1. Navigate to the Site Management screen, then the Protocol Site List view.
2. In the Protocol Site list, drill down on the site number field of the site that you want to associate with an account.
3. Navigate to the Accounts view.
4. In the Accounts list, create a new record and complete the necessary fields.