Managing My Sites for Siebel Clinical

A site is an account that a principal investigator manages for a particular protocol.

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

• "Displaying My Sites Information"

• "Viewing Site Contacts Information"

• "Viewing Site Visits Information"

For more information about creating sites for clinical trials, see "Process of Managing Sites and Contacts for Clinical Trials".

Displaying My Sites Information

CRAs or logged in users can view all available sites, site details and related information in the My Sites screen.

To display My Sites information  

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

   • The My Sites list in the side pane, which includes the following information: Protocol #, Protocol Name, Account.

     Use these fields to search for a particular site.

     Sites with a status of Terminated do not appear in the My Sites list.

   • The site details in the main pane, which includes the following information: Site #, Parent Site (available for satellite sites only), Site Initiated (date), Status.

     And the following related information: Site Contacts, Site Visits.

2. Tap a record in the My Sites list.

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

   • Site Contacts. For more information, see "Viewing Site Contacts Information".

   • Site Visits. For more information, see "Viewing Site Visits Information".

Viewing Site Contacts Information

Complete the following procedure to view the contacts associated with a site.

To view site contact information 

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

   • The My Sites list in the side pane.

   • The site details in the main pane.

2. Tap a record in the My Sites list.

   All the site details for the selected record appear.

3. Tap the down arrow next to Site Contacts.

   All the contacts associated with the selected site appear.

Viewing Site Visits Information

Complete the following procedure to view the visits associated with a site.

To view site visit information  

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

   • The My Sites list in the side pane.

   • The site details in the main pane.

2. Tap a record in the My Sites list.

   All the site details for the selected record appear.

3. Tap the down arrow next to Site Visits.

   All the visits associated with the selected site appear.