Go to primary content
Siebel CRM Siebel Clinical Trial Management System Guide
Siebel Innovation Pack 2017, Rev. A
E52416-01
  Go to Documentation Home
Home
Go To Table Of Contents
Contents
Go To Index
Index

Previous
Previous
 
Next
Next
    View PDF

Viewing Training Information for Clinical Protocols

When administrators publish training plans, the training topics in those plans are automatically associated with the clinical sites that meet the criteria in the plans. Each site is associated with a clinical protocol. When users designate completed training for the training topics or for the contacts of a clinical site, the training completion details are summarized and rolled up to the associated clinical protocol. Complete the procedure in this topic to view the progress of site training for a clinical protocol.

To view the training information for a clinical protocol 

  1. Navigate to the Protocols screen, then the Protocol List view.

  2. In the Protocol list, drill down on the protocol number field of the protocol for which you want to view training information.

  3. Navigate to the Training view.

  4. Click Refresh to update the view with the latest information about completed training.

  5. Review the training information in the training overview applet.

    Some fields are described in the following table.

    Field Comments
    Total Trainings Displays the total number of training topics for the protocol. Each of these topics appears in the training details applet.
    Trainings Completed Displays the number of training topics that all associated contacts completed for all the sites in the protocol.
    Sites Completed Displays the number of sites in the protocol for which all associated contacts completed all the training topics.

  6. Review the training information in the training details applet.

    Some fields are described in the following table.

    Field Comments
    Topic Name Displays the training topic name for the protocol. If a topic associated with a site record for the protocol does not apply to any contacts for the protocol, then that topic does not appear in the training details applet.
    Sites Completed Displays the number of sites in the protocol for which all associated contacts completed the training topic.
    Sites Not Completed Displays the number of sites in the protocol for which all associated contacts have not completed the training topic.