Siebel Clinical Trial Management System Guide > Managing Clinical Projects >

Creating Activity Templates for Clinical Projects

Activities can be created in the Projects screen. If the study managers are primarily entering activities in the Projects screen, then creating activity templates for projects is advantageous.

To create an activity template for projects, you create an activity template with a Project type. The Protocol Type field is optional because the activity template can be applied to any project, regardless of the protocol associated with the project. In the Activity Template Details list, create records to describe activities and milestones for the project. For information about how to create activity templates, see Siebel Applications Administration Guide.

Typically, the administrator prepares numerous activity templates, perhaps each designed for a different stage in the life of a study. The following other activity templates are used in Siebel Clinical:

• Subject visit templates. For more information, see About Subject Visit Templates.
• Clinical protocol site templates. For more information, see Creating Clinical Protocol Site Templates
• Trip report templates. For more information, see Creating Clinical Trip Report Templates.
• Contact assessment templates. For more information, see Creating Contact and Account Assessment Templates.

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