Managing My Site Visits for Siebel Clinical

To ensure the smooth operation of clinical trials, CRAs (clinical research associates) typically carry out different types of visits to sites, such as, pre-study visits, invitation visits, monitoring visits, and close-out visits.

The following procedures related to site visit management are included in this topic:

• "Displaying My Site Visits Information"

• "Modifying My Site Visits Information"

• "Modifying Checklist Activity Information"

• "Modifying Current Follow Up Information"

• "Modifying All Follow Up Information"

• "Modifying CRF Tracking Information"

For more information about creating site visits, see "Creating and Managing Site Visits"creating.

Displaying My Site Visits Information

CRAs or logged in users can view all available site visits and related information in the My Site Visits screen.

To display My Site Visits information  

1. Tap Side Menu on the application banner, and then tap My Site Visits to display the following:

   • The My Site Visits list in the side pane, which includes the following information: Visit Name, Visit Start, Account (associated with the visit).

     Use these fields to search for a particular site visit.

   • The site visit details in the main pane, which includes the following information: Visit Status (Editable), Visit Type, Primary Assignee, Trip report Status, Site, Region, Completed (Editable), Comments (Editable).

     And the following related information: Checklist Activities, Current Follow Up, All Follow Up, CRF Tracking.

2. Tap a record in the My Site Visits list.

   All the site visit details for the selected record appear, including the following related information:

   • Checklist Activities. Tap the down arrow next to Checklist Activities to view all the checklist activities associated with the selected site visit.

   • Current Follow Up. Tap the down arrow next to Current Follow Up to view the most current follow up information associated with the selected site visit.

   • All Follow Up. Tap the down arrow next to All Follow Up to view all the follow up information associated with the selected site visit.

   • CRF Tracking. Tap the down arrow next to CRF Tracking to view all the CRF tracking information associated with the selected site visit.

Modifying My Site Visits Information

Complete the following procedure to modify My Site Visits information.

To modify My Sites Visits information  

1. Tap Side Menu on the application banner, and then tap My Site Visits to display the following:

   • The My Site Visits list in the side pane.

   • The site visit details in the main pane.

2. Update an existing site visit as follows:

   1. Tap a record in the My Site Visits list.

      All the site visit details for the selected record appear.

   2. Update the following fields as required: Visit Status, Completed, Comments.

   3. To modify checklist activity information, see "Modifying Checklist Activity Information".

   4. To modify current follow up information, see "Modifying Current Follow Up Information".

   5. To modify all follow up information, see "Modifying All Follow Up Information".

   6. To modify CRF tracking information, see "Modifying CRF Tracking Information".

Modifying Checklist Activity Information

Complete the following procedure to modify the checklist activity for a site visits.

To modify checklist activity information  

1. Tap Side Menu on the application banner, and then tap My Site Visits to display the following:

   • The My Site Visits list in the side pane.

   • The site visit details in the main pane.

2. Tap a record in the My Site Visits list.

   All the site visit details for the selected record appear.

3. Update the checklist activity information as follows:

   1. Tap the down arrow next to Checklist Activities and then select the record that you want to modify.

   2. Update the following fields as required: Quantity, UOM, Response, Comments.

4. Add a new checklist activity as follows:

   1. Tap New (the plus (+) icon) next to Checklist Activity.

   2. Enter the information for the checklist activity in the fields that appear and then save the record.

Modifying Current Follow Up Information

Complete the following procedure to modify the current follow up information for a site visit.

To modify current follow up information  

1. Tap Side Menu on the application banner, and then tap My Site Visits to display the following:

   • The My Site Visits list in the side pane.

   • The site visit details in the main pane.

2. Tap a record in the My Site Visits list.

   All the site visit details for the selected record appear.

3. Update the current follow up information as follows:

   1. Tap the down arrow next to Current Follow Up and then select the record that you want to modify.

   2. Update the following fields as required: Activity Type, Description, Due, Status, Comments.

4. Add a new follow up activity as follows:

   1. Tap New (the plus (+) icon) next to Current Follow Up.

   2. Enter the information for the follow up activity in the fields that appear and then save the record.

Modifying All Follow Up Information

Complete the following procedure to modify all follow up information for a site visit.

To modify all follow up information  

1. Tap Side Menu on the application banner, and then tap My Site Visits to display the following:

   • The My Site Visits list in the side pane.

   • The site visit details in the main pane.

2. Tap a record in the My Site Visits list.

   All the site visit details for the selected record appear.

3. Update all follow up information as follows:

   1. Tap the down arrow next to All Follow Up and then select the record that you want to modify.

   2. Update the following fields as required: Activity Type, Description, Due, Status, Completed Date, Comments.

Modifying CRF Tracking Information

Complete the following procedure to modify the CRF tracking information for a site visit.

To modify CRF tracking information  

1. Tap Side Menu on the application banner, and then tap My Site Visits to display the following:

   • The My Site Visits list in the side pane.

   • The site visit details in the main pane.

2. Tap a record in the My Site Visits list.

   All the site visit details for the selected record appear.

3. Update the CRF tracking information as follows:

   1. Tap the down arrow next to CRF Tracking and then select the record that you want to modify.

   2. Tap Attach-CRF to make all the fields in the selected record editable, and then update the fields as required.

4. Delete CRF tracking information as follows:

   1. Select the record that you want to modify.

   2. Tap Detach-CRF.

      Doing this makes all the fields in the selected record read-only and then deletes all data entered for that record (if any).