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

Associating Clinical Protocols 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 protocol can be associated with multiple accounts.

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

To associate a clinical protocol with an account

1. Navigate to the Administration - Clinical screen, then the Protocol List view.
2. In the Protocol list, drill down on the protocol number field of the protocol 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.

   Some fields are described in the following table.

   Field	Comments	Mandatory
   Account	The name of the account.	Yes
   Central IRB	A flag to indicate whether a central institutional review board is used across all sites.	No
   Regional CRO	A flag to indicate whether a clinical research organization is providing services to all sites in the clinical region.	No
   Type	The type of account, such as IRB, CRO, or vendor. The Type pick list is configurable.	Yes