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

Reviewing Clinical Trip Reports

Trip reports with a status of Submitted can be reviewed by the user assigned in the Reviewer field of the Trip Report form. An automated notification email is sent to the reviewer when the trip report's status is updated to Submitted.

Access control is applied to the Reviewer Comments field. Only the user assigned in the Reviewer field of the Trip Report form can edit the Reviewer Comments field.

To review a clinical trip report

1. Navigate to the Site Visits screen, then the Clinical Site Visits List view.
2. In the Clinical Site Visits list, select My Team's Site Visits in the visibility filter.

   All site visits for your team appear.

3. Query the list for site visits with a Visit Status field value of Submitted or Submitted for Approval.
4. For the required report, drill down on the Visit Start field.

   The Trip Report form appears.

5. Review the report.
6. Set the Trip Report Status field to one of the following values:
   • Reviewed with Comments. Use this value if minor changes to the trip report are required. Enter the required corrections in the Reviewer Comments field.
   • Rejected. Use this value if major changes to the trip report are required. Enter the required corrections in the Reviewer Comments field.
   • Submitted for Approval. Use this value if the trip report does not require additional changes, and is ready for review by the approver.

     The date and time of the review of the clinical trip report are recorded in the Reviewed Date field.