Siebel Clinical Trial Management System Guide > Setting Up and Making Clinical Payments >

Marking Subject Activities as Completed


Usually the site personnel use Siebel Site Portal to enter when subjects complete activities. However, this task can also be performed by the CRA (clinical research associate) using Siebel Clinical.

To mark subject activities as completed

  1. Navigate to the Subjects screen, then the Subjects List view.
  2. In the Subject list, drill down on the screening number field of the subject with completed activities.
  3. Navigate to the Visits view.
  4. In the Visits list, select the visit that has just been completed and click Complete Activities.

    The selected visit and all of its activities are marked as completed as follows:

    • The Completed field is selected.
    • The Completed Date field of all activities for the selected visit are populated with the same value in the Completed Date field of the parent visit.
    • The Status field is set to Done.
  5. If necessary, edit the fields for the visit in the Activities list.
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