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Siebel CRM Siebel Clinical Trial Management System Guide
Siebel Innovation Pack 2017, Rev. A
E52416-01
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Viewing Training Information for Clinical Regions

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 can be associated with a clinical region. 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 region if such a region exists. Complete the procedure in this topic to view the progress of site training for a clinical region.

To view the training information for a clinical region 

  1. Navigate to the Regions screen, then the Region List view.

  2. In the Region list, drill down on the Region field of the region 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 region. 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 region.
    Sites Completed Displays the number of sites in the region 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 region. If a topic associated with a site record for the region does not apply to any contacts for the region, then that topic does not appear in the training details applet.
    Sites Completed Displays the number of sites in the region for which all associated contacts completed the training topic.
    Sites Not Completed Displays the number of sites in the region for which all associated contacts have not completed the training topic.