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

Creating Clinical Protocol Site Templates

Activities can be associated directly with sites. For example, all sites carrying out the same protocol perform similar activities for site initiation and submit similar documents to the regulatory agencies. When many activities are common to multiple sites, the clinical protocol site template helps CRAs (clinical research associates) create activities for the sites.

To create a clinical protocol site template, create an activity template with a Type field of Clinical Protocol Site. Make sure that Protocol Title field is completed and correct. For information about how to create activity templates, see Siebel Applications Administration Guide.

If an activity template with a Type field of Clinical Protocol Site is not associated with a protocol title, then the template can be applied to all sites in the Activity Plans view of the Site Management screen. If an activity template with a Type field of Clinical Protocol Site is associated with a protocol title, then the activity template can be applied only to the sites associated with the protocol.

NOTE:  Unlike trip report templates, clinical protocol site templates are protocol-specific. To use a clinical protocol site template in association with more than one protocol, either duplicate the record, and then edit the Protocol Title field, or delete the protocol title to make the template available to all sites.

The clinical protocol site template is one of other activity templates used in Siebel Clinical. The following other activity templates are used in Siebel Clinical:

• Subject visit templates. For more information, see About Subject Visit Templates.
• Activity templates for projects. For more information, see Creating Activity Templates for Clinical Projects.
• Trip report templates. For more information, see Creating Clinical Trip Report Templates.
• Contact assessment templates. For more information, see Creating Contact and Account Assessment Templates.

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