Siebel Clinical Trial Management System Guide > Managing Sites and Contacts for Clinical Trials >

Creating and Updating Sites, Contacts, and Accounts

To maintain accurate information in the Siebel Clinical database, end users can keep data about their sites, accounts, and investigators up to date. To do this, they create new records, modify existing records, and request that their administrator delete obsolete records. In addition, they create and maintain the relationships (affiliations) among their contacts, accounts, and sites.

For more information, see:

• Creating Accounts and Contacts for Clinical Trials.
• Creating Sites for Clinical Trials.

This task is a step in Process of Managing Sites and Contacts for Clinical Trials.

To associate contacts with a site

1. Navigate to the Site Management screen, then the Protocol Site List view.
2. In the Protocol Site list, drill down on the site number field for the site with which you want to associate contacts.
3. Navigate to the Contacts view.
4. In the Contacts list, create a new record and complete the necessary fields.

   Some fields are described in the following table.

   Field	Comments
   Last Name	The Affiliated Contacts button filters the names in the Pick Contacts dialog box, displaying only those contacts associated with the account for the site.