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

Associating Contracts with Sites


Contracts that define the total payments that are to be made to a site can be associated with each site. Some sites might need only one contract that governs the entire payment for the site. However, depending on the site in question, it might be necessary to associate multiple contracts with the site. There can also be multiple payees associated with each contract. It is possible to associate multiple contracts and multiple payees with a site through the Contracts view in the Site Management screen.

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

To associate a contract with 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 with which you want to associate a contract.
  3. Navigate to the Contracts view.
  4. In the Contracts list, create a new record and complete the necessary fields.

    Some fields are described in the following table.

    Field
    Comments

    Contract #

    The number assigned to this contract. This field is automatically populated.

    Type

    The type of contract to associate with the site.

    Contract Amount

    The amount of money that this contract is worth. If multiple contracts are entered, then the total value of all contract amounts is equal to the total contract amount for the site. This total appears in the Contract Amount field on the site form.

    Payee Last Name

    The name of the person to whom the payments for this contract are made. This is a multi-value field and multiple payees for the contract can be entered using the multi-value picklist.

    Address

    The address associated with the payee.

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