Adding Criteria to Training Plans

Administrators add criteria to training plans to designate the sites to which the plans apply. When they publish the training plans, the appropriate contacts for these sites are automatically associated with the training topics in those plans. The Role field value for the training topics in the plans determines the appropriate contacts. Also, users can manually add training plans to sites. For more information, see "Adding Training Plans to Clinical Sites".

After you publish a version of a training plan, you cannot change or delete the criteria for that training plan.

To add criteria to a training plan 

1. Navigate to the Administration - Clinical screen, then the Training Plans view.

2. Drill down on the Name field of the training plan for which you want to add criteria.

3. Navigate to the Criteria view.

4. In the Training Plan Criteria list, create a new record and complete the necessary fields.

   Some fields are described in the following table.

   Field	Comments
   Scope	Select the scope of the training plan as follows: If you select a value of All, then the training plan applies to all sites in Siebel Clinical, and you cannot enter values in the other fields of the Training Plan Criteria list. You cannot create more criteria records for the training plan. If you select a value of Specific, then the training plan applies to specific sites in Siebel Clinical, and you designate these sites in the other fields of the Training Plan Criteria list. You can create more criteria records for the training plan.
   Indication	Select the clinical indication that applies to the training plan.
   Trial Phase	Select the trial phase that applies to the training plan.
   Site Status	Select the site status that applies to the training plan.
   Protocol #	Select the protocol number that applies to the training plan. The values that you select for the indication and trial phase determine the values that are available to you for selection in this field. If you select a protocol number and subsequently select a value for an indication or a trial phase that is not associated with that protocol number, then the criteria record that you create has no effect because no protocols meet the criteria.
   Region	Select the region that applies to the training plan. The value that you select for the protocol number determines that values that are available to you for selection in this field.

   
   

5. If necessary, create more new records in the Training Plan Criteria list to add more criteria to the training plan.