Siebel CRM Siebel Clinical Trial Management System Guide Siebel Innovation Pack 2016 E52416-01 |
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When you work with site records, you often find that you want to make notes. In the Notes view, you can enter public notes or private notes. Use the link bar in the Notes view to switch between public and private notes. Anyone who can access the record can see a public note. Only the person who creates the note can see a private note.
This task is a step in "Process of Managing Sites and Contacts for Clinical Trials".
To add a note to a site
Navigate to the Site Management screen, then the Protocol Site List view.
In the Protocol Site list, drill down on the site number field of the site for which you want to add a note.
Navigate to the Notes view, then the Private Notes view or Public Notes view.
Create a new record and complete the necessary fields.
Some fields are described in the following table.
Field | Comments |
---|---|
Created By Name | Displays your user ID. |
Created Date | Displays the system date. |
Note Type | Select the type of note. Examples include Exclusion, Pre-existing Condition, Permanent, System, Temporary, Business Description, Regional Plans, and Contracts Process. |
Note | Type the note text. |
Click Check Spelling to make sure your note has no spelling errors.