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Siebel CRM Siebel Clinical Trial Management System Guide
Siebel Innovation Pack 2017, Rev. A
E52416-01
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Marking Subject Activities as Complete

Usually the site personnel use Siebel Site Portal to enter the date that subjects complete activities. However, a CRA (clinical research associate) can also perform this task using Siebel Clinical.

To mark subject activities as complete 

  1. Navigate to the Subjects screen, then the Subjects List view.

  2. In the Subject list, drill down on the screening number field of the subject with complete activities.

  3. Navigate to the Visits view.

  4. In the Visit Plans list, select the visit that is complete, and click Complete Activities.

    The selected visit and all of its activities are marked as complete as follows:

    • The Completed field is selected.

    • The Completed Date field of all activities for the selected visit are populated with the same value in the Completed Date field of the parent visit.

    • The Status field is set to Done.

  5. If necessary, edit the fields for the visit in the Activities list.