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Siebel CRM Siebel Clinical Trial Management System Guide
Siebel Innovation Pack 2017, Rev. A
E52416-01
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Viewing Status Accruals for Clinical Subjects of Sites

Clinical subject data is automatically rolled up to the clinical site record. The Status Field RollUp user properties determine the criteria for the automatic rollup of subject status accruals to the clinical site record. For more information about these user properties, see "User Properties for Business Components in Siebel Clinical".

You must select the Status Tracking Visit field (in the Visits list in the Visit Templates view of the Administration - Clinical screen) to automatically create subject status accruals for pairs of a visit type value and a subject status value. For more information about the Status Tracking Visit field, see "Defining Subject Visits".

The task in this topic describes how to view subject status accruals for each visit type and subject status of a clinical site.

To view status accruals for clinical subjects of 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 view subject accruals.

  3. Navigate to the Subject Status Accruals view.

    Some fields are described in the following table.

    Field Comments
    Visit Type Displays a type of clinical subject visit that is associated with the site, such as Screening, Re-screening, or Enrollment.
    Status Displays a subject status that is associated with the site, such as Screened, Re-screened, or Enrolled.
    Total Accrual Number Displays the number of site subjects for which the value in the Visit Type field and the value in the Status field currently apply to the subjects and for which these same values applied to the subjects in the past.
    Current Accrual Number Displays the number of site subjects for which the value in the Visit Type field and the value in the Status field currently apply to the subjects.

    The value in the Visit Type field and the value in the Status field currently apply to records in the Subject Status MVG (multi value group) for which the Primary field is selected. You see the Subject Status MVG when you click the select button in the Status field of the subject record.