Siebel Clinical Trial Management System Guide > Administering and Using Clinical Trip Reports >

Tracking Case Report Forms

This task describes how to create a CRF (case report form) tracking activity. Relevant information, such as review date and page numbers verified, is captured for each CRF record.

To track case report forms

1. Navigate to the Site Visits screen, then the Clinical Site Visits List view.
2. In the Clinical Site Visits list, drill down on the Visit Start field of the site visit for which you want to track CRFs.

   The Summary view for the trip report of the selected site visit appears.

3. Navigate to the Case Report Forms Tracking view.
4. In the Case Report Forms Tracking list, create a new record and complete the necessary fields.

   Some fields are described in the following table.

   Field	Comments
   Charts Reviewed Date	The date on which the clinical charts were reviewed.
   Forms Signed Date	The date on which the CRFs were signed.
   Page Numbers Verified	The list of CRF page numbers that have been verified.
   Retrieved	This field is checked when the CRA (clinical research associate) retrieves the CRFs from the site.
   Source Document Verified	This field is checked when the CRF has been verified against the source document.