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

Creating Activities for Document Tracking

Numerous documents are collected during clinical trials, either as electronic files or as paper. These documents must be tracked and periodically updated. Documents can be associated with sites, regions, protocols, contacts, or accounts.

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

To create an activity for document tracking

1. Navigate to the Document Tracking screen.
2. In the Document Tracking list, create a new record and complete the necessary fields.

   NOTE:  An activity for document tracking can be associated with only one of the available tracking levels or entities.

   Some fields are described in the following table.

   Field	Comments
   Name	The document name. In the Document Tracking list, this field links to the associated Attachments view.
   Site #, Region, Protocol, Contact, or Account.	Assign the activity for document tracking to one of these five levels. In the Document Tracking list, the selected field links to the Activities view.

Reviewing, Updating, and Adding Existing Documents for Tracking

Complete the procedure in this topic to review, update, and add existing documents for tracking.

To review, update, and add existing documents for tracking

1. Navigate to the Document Tracking screen.
2. In the Document Tracking list, query for the document you want to update.
3. Drill down on the Name field of the document.

   The associated Attachment view appears.

4. In the Attachment list, query for the document and click the document name.
5. Open, update, and save the document.
6. Use the thread bar to return to the document record on the Document Tracking list.
7. Copy the original document record and revise the associated site number, Region, Protocol, Contact, or Account field.

Alternatively, activities for document tracking can be created and reviewed in the Document Tracking view for a site. Similarly, activities for document tracking at the protocol and region levels can be created and reviewed in the Document Tracking view for the protocol and region.