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Process of Managing Clinical Projects

This topic details sample tasks often performed by administrators and end users when managing clinical projects. Your company might follow a different process according to its business requirements.

Administrator Tasks

The following list shows tasks administrators typically perform to manage clinical projects. The procedures that an administrator must carry out in support of projects depends upon which features of the projects are used by the organization. You might not have to perform all the procedures listed in this topic. These tasks must occur before the project manager creates the project:

• Creating Activity Templates for Clinical Projects. These templates are used by many project managers carrying out similar clinical trials.
• Setting Up Employee Profiles for Clinical Projects. Maintain the employee profiles of skills and competencies that are used by Siebel Assignment Manager.
• Setting Up Position Types and Rate Lists for Billing. The position types and rate lists are required to allow subcontractors (and employees) to bill the project for their time.
• Creating Clinical Projects. You associate protocols with projects.

End-User Procedures

These tasks can be performed only after the administrator has completed the required preparatory work described in the preceding topics. These tasks can be carried out according to your company's business needs:

• Creating Clinical Projects. You associate protocols with projects.
• Associating People and Accounts with Clinical Projects. Give employees access to the project; add contacts and accounts to the project team workbook.
• Creating Activities and Tasks for Clinical Projects. Standalone activities are not associated with tasks.
• Monitoring Costs for Clinical Projects. View costs for clinical projects.
• Managing Risk for Clinical Projects. Document project risks and resolution activities.