Designating Completed Training for Training Topics

In Siebel Clinical, you can access the training topics for clinical sites, and then designate when the contacts who are associated with those topics complete those topics. A contact is associated with only the topics that have no value in the Role field or a Role field value that is the same as the Role field value in the contact record. If you change the Role field value for a contact after the contact is associated with training topics, then the incomplete training topics for the contact can automatically change to accommodate the new role.

To designate completed training for training topics 

1. Navigate to the Site Management screen, then the Protocol Site List view.

2. In the Protocol Site list, drill down on the site number field of the site for which you want to designate completed training for training topics.

3. Navigate to the Training view.

4. In the Site Training Status list, select the appropriate training topic.

5. Complete one of the following steps:

   • If you want to designate that training is complete for all contacts associated with the training topic, then in the Site Training Status list click Complete All.

     In the Site Training Status list, the Contacts Completed field and the Contacts Not Completed field are automatically updated for the training topic. Also, for all contacts in the Contacts list, the Completed field is selected and the Completed Date field is populated with the current date and time.

   • If you want to designate that training is complete for selected contacts associated with the training topic, then in the Contacts list select the Completed field for those contacts.

     In the Site Training Status list, the Contacts Completed field and the Contacts Not Completed field are automatically updated for the training topic. Also, in the Contacts list, the Completed Date field is populated with the current date and time for those contacts for which you select the Completed field and save the contact record.

   If you want to reverse your designation of completed training for a contact, then clear the Completed field for the contact.

6. (Optional) In the Contacts list, complete the following steps for the appropriate contacts:

   1. Enter comments about the completed training.

   2. Change the value in the Completed Date field from the date and time when you designate that training is complete to the date and time that the contact actually completed the training.