Creating Correspondence Activities for Sites

You can track all correspondence (phone, fax, email, and letters that the postal service delivers) between a site and a study team member as correspondence activities for the site. You can create such activities for multiple sites. This feature provides an easy way to capture all forms of communication between a site and an employee, or between business partners, such as a CRO (clinical research organization) or central laboratory.

For each created correspondence activity, you create an activity record in the Activities view of the Contacts screen for each of the contacts.

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

Creating Correspondence Activities for Sites

Complete the procedure in this topic to create a correspondence activity for a site.

To create a correspondence activity for 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 for which you want to create a correspondence activity.

3. Navigate to the Activities view.

4. In the Activities list, create a new record and complete the necessary fields.

   Some fields are described in the following table.

   Field	Comments
   Activity	Displays a value of Correspondence by default.
   Activity Type	Select an activity type. The following values are available: Case Report Form Email Fax Mail Phone
   Description	Type a brief description for the correspondence activity.
   Screen #	Displays the number of screens for the correspondence.
   Comments	Type relevant comments about the correspondence activity.
   Last Name	Select the last name of the creator of the correspondence activity. This field is a required.

   
   

Creating New Role Correspondence for Sites

Complete the procedure in this topic to create a new role correspondence for a site.

To create a new role correspondence for a site 

1. Navigate to the Protocols screen, then the Protocol List view.

2. In the Protocol list, drill down on the protocol number field of the protocol for which you want to create a new role.

3. Navigate to the Sites view

4. In the Sites list, select one or multiple sites to which you want to apply a new role for the correspondence.

5. Click New Correspondence.

6. From the Roles of Contacts dialog box, select the role or multi-select the roles that best describe the individual's role, and click OK.

Creating Partner Correspondence Activities

You can track all correspondence (phone, fax, email, and letters that the postal service delivers) between business partners, such as a CRO (clinical research organization) or central laboratory.

To create partner correspondence activities 

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 for which you want to create a partner correspondence activity.

3. Navigate to the Activities view.

4. In the Activities list, create a new record and complete the necessary fields.