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

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 of the site to which you want to assign activities.
3. Navigate to the Activity Plans view.
4. In the Activity Plans list, create a new record and complete the necessary fields.

   Some fields are described in the following table.

   Field	Comments
   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.

5. 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.

   Field	Comments
   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.