Designating Completed Training for Contacts

In Siebel Clinical, you can access the contacts for clinical sites, and then designate when the contacts complete the training topics assigned to them. 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 contacts 

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 contacts.

3. Navigate to the Contacts view.

4. In Contacts list, select the appropriate contact.

5. Complete one of the following steps:

   • If you want to designate that training is complete for all training topics associated with the contact, then in the Training Topics list click Complete All.

     In the Contacts list, the Trainings Completed field is automatically updated to show the number of training topics that the contact completed. Also, for all topics in the Training Topics 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 training topics associated with the contact, then in the Training Topics list select the Completed field for those training topics.

     In the Contacts list, the Trainings Completed field is automatically updated to show the number of training topics that the contact completed. Also, in the Training Topics list, the Completed Date field is populated with the current date and time for those topics for which you select the Completed field and save the contact record.

   • If you want to designate that training is complete for most training topics associated with the contact, then in the Training Topics list click Complete All, and clear the Completed field for the few training topics that the contact did not complete.

     In the Contacts list, the Trainings Completed field is automatically updated to show the number of training topics that the contact completed. Also, in the Training Topics list, the Completed Date field is populated with the current date and time for the topics in which the Completed field is selected.

6. (Optional) In the Training Topics list, complete the following steps for the appropriate training topics:

   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.