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Siebel CRM Siebel Clinical Trial Management System Guide
Siebel Innovation Pack 2017, Rev. A
E52416-01
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Setting Up Partial Source Data Verification for Subject Visit Templates

This topic describes how to set up PSDV (partial source data verification) for subject visit templates. You set up this verification by entering PSDV values in some fields when you create a record for a subject visit template. These values are automatically populated in the same fields for all of the CRF (case report form) tracking records that are associated with the subject visit template.

To set up partial source data verification for a subject visit template 

  1. Navigate to the Administration - Clinical screen, then the Visit Templates view.

  2. In the Subject Visit Templates list, create a new record and complete the necessary fields.

    For more information, see "Creating Subject Visit Templates".

    Alternatively, you can select an existing subject visit template record.

  3. Scroll down to the Template Versions list, create a new record and complete the necessary fields.

    For more information, see "Defining Versions for Subject Visit Templates".

    Alternatively, you can select an existing version record.

  4. Scroll down to the Visits list, create a new record and complete the necessary fields.

    Alternatively, you can select an existing visit record to update it.

    The PSDV fields are described in the following table.

    Field Comments
    SDV Required Select this field if SDV (source data verification) is necessary for the subject visit associated with the template.
    Page Numbers to Verify Type the page numbers of the CRF that are included in PSDV. If SDV is necessary for all the CRF pages, then enter All Pages. This field provides information to CRAs (clinical research associates) when they review CRFs, and does not affect processing in Siebel Clinical Trial Management System.