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

Adding Notes to Sites

When you are working with site records, you often find that you want to make notes. In the Notes view, you can enter public notes or private notes. Use the link bar in the Notes view to switch between public and private notes. A public note can be seen by anyone who has access to the record. A private note can be seen only by the person who enters the note.

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

To add a note to 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 for which you want to add notes.
3. Navigate to the Notes view, then the Private Notes view or Public Notes view.
4. Create a new record and complete the necessary fields.

   The Created By Name and the Created Date fields are automatically completed with your User ID and system date.

5. In the Type field, select the note type.

   Examples of note types are Exclusion, Pre-existing Condition, Permanent, System, Temporary, Business Description, Regional Plans, and Contracts Process.

6. In the Description field, enter the note text.
7. Click Check Spelling to make sure your note has no spelling errors.