Process of Managing Clinical Projects

This topic details sample tasks that administrators and end users often perform when managing clinical projects. Your company might follow a different process according to its business requirements.

Perform the administrative tasks described in this topic before performing the related end-user tasks.

Administrator Tasks

The tasks that an administrator must complete to support projects depends on the project features that the organization uses. You might not have to perform all the tasks listed in this topic. These tasks must occur before the project manager creates the project.

The following list shows the tasks administrators typically perform to manage clinical projects:

• "Creating Activity Templates for Clinical Projects". Many project managers use these templates to carry out similar clinical trials.

• "Setting Up Employee Profiles for Clinical Projects". Maintain the employee profiles of skills and competencies that Siebel Assignment Manager uses.

• "Setting Up Position Types and Rate Lists for Billing". The position types and rate lists are required to allow subcontractors (and employees) to bill the project for their time.

End-User Procedures

The following list shows the tasks end users typically perform to manage clinical projects:

• "Creating Clinical Projects". You associate protocols with projects.

• "Associating People and Accounts with Clinical Projects". Give employees access to the project; add contacts and accounts to the project team workbook.

• "Creating Activities and Tasks for Clinical Projects". Standalone activities are not associated with tasks.

• "Monitoring Costs for Clinical Projects". View costs for clinical projects.

• "Managing Risk for Clinical Projects". Document project risks and resolution activities.