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 complete 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 users can apply the template 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 users can apply the activity template 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 for 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.

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