Siebel Clinical Trial Management System Guide > Managing Sites and Contacts for Clinical Trials >
Creating Activity Plans for Sites
An activity plan for a site is a list of activities and documents associated with the site. Although activities can be created without a template, using a clinical protocol site template as described in this topic makes creating activities for sites more efficient. For more information, see Creating Clinical Protocol Site Templates. This task is a step in Process of Managing Sites and Contacts for Clinical Trials. To create an activity plan for a site
- Navigate to the Site Management screen, then the Protocol Site List view.
- In the Protocol Site list, drill down on the site number field of the site to which you want to assign activities.
- Navigate to the Activity Plans view.
- In the Activity Plans list, create a new record and complete the necessary fields.
Some fields are described in the following table.
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Planned Start |
Make sure that this date is correct before you choose a template. The due dates for the template-generated activities are based on this start date and on the lead time set in the template. |
Lock Assignment |
Determine whether to select the Lock Assignment field. If the activity is locked, then Assignment Manager cannot access it. If it is unlocked, then Assignment Manager can reassign it. |
Template |
Only templates with a type of Clinical Protocol Site and with a protocol that matches the protocol at the site appear. Only activities with type of Document or Site-Initiation appear in the document tracking views. |
- Edit the activities in the Activities list or create more activities.
NOTE: To view additional fields in this list, click the cogwheel icon and select Columns Displayed.
Some fields are described in the following table.
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Expiration Date |
This field is tied to the Status field. When a date is entered in this field, the status field is automatically set to Done. |
Expected Date |
For document tracking: The date that the signed document is expected to come back from the site. |
Received Date |
For document tracking: The date that the signed document returns from the site. |
Sent Date |
For document tracking: The date that the document is sent to the site. |
Status |
This field is tied to the Completed Date field. When this field is set to Done, the Completed Date field is automatically set to the current date. |
Displayed In |
A check mark in this field indicates that the activity does not appear on the user's calendar. |
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