6 Managing Sites and Contacts for Clinical Trials

This chapter describes how to manage sites and contacts for clinical trials. It includes the following topics:

• About Managing Sites and Contacts for Clinical Trials

• Scenario for Managing Sites and Contacts for Clinical Trials

• Process of Managing Sites and Contacts for Clinical Trials

• Managing Satellite Sites and Contacts for Clinical Trials

• Creating Clinical Protocol Site Templates

• Creating Contact and Account Assessment Templates

• Maintaining Contacts and Accounts

• Associating Contracts with Sites

• Associating Accounts with Contracts

• Associating Accounts with Sites

• Associating Activities with Sites

• Associating Documents with Sites

• Creating and Managing Site Visits

• Managing Contacts for Sites

• Adding Address Types for Sites

• Assigning Employees to Site Teams

• Creating Activity Plans for Sites

• Applying Activity Templates to Sites

• Tracking and Adding Documents at Sites

• Creating Activities for Document Tracking

• Managing Tracking Activities for Case Report Forms

• Tracking Case Report Forms

• Creating Correspondence Activities for Sites

• Adding Notes to Sites

• Viewing the Status History for Sites

• Assessing Contacts and Accounts

• Generating Oracle BI Publisher Reports for Document Tracking

• Generating Reports for Actual Visits

• Generating Reports for Planned and Actual Dates of Subject Visits

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