This chapter describes how to manage sites and contacts for clinical trials. It includes the following topics:

• About Managing Sites and Contacts for Clinical Trials
• Scenario for Managing Sites and Contacts for Clinical Trials
• Process of Managing Sites and Contacts for Clinical Trials
• Creating Clinical Protocol Site Templates
• Creating Contact and Account Assessment Templates
• Maintaining Contacts and Accounts
• Associating Contracts with Sites
• Associating Accounts with Contracts
• Creating and Managing Site Visits
• Creating and Updating Sites, Contacts, and Accounts
• Adding Address Types for Sites
• Assigning Employees to Site Teams
• Creating Activity Plans for Sites
• Applying Activity Templates to Sites
• Tracking and Adding Documents at Sites
• Creating Activities for Document Tracking
• Creating Tracking Activities for Case Report Forms
• Tracking Case Report Forms
• Creating Correspondence Activities for Sites
• Adding Notes to Sites
• Assessing Contacts and Accounts
• Generating Oracle BI Publisher Reports for Document Tracking
• Generating Reports for Actual Visits
• Generating Reports for Planned and Actual Dates of Subject Visits