Creating Clinical Trip Report Templates

Typically, the clinical administrator prepares a number of generic trip report templates, perhaps one designed for each of the different stages in the study. This topic describes how to create a clinical trip report. You can define additional activities, such as follow-up tasks to complete after the visit to the clinical site, in the Trip Report Template Details view.

To create a clinical trip report template 

1. Navigate to the Administration - Clinical screen, then the Trip Report Templates view.

2. Create a new record and complete the necessary fields.

   Some fields are described in the following table.

   Field	Comments
   Name	Type the name of the clinical trip report template.
   Visit Type	Select the type of site visit, for example, Site Evaluation, Site Initiation, or Site Monitoring.
   Protocol #	Select the protocol for the clinical site.
   Region	Select the region for the clinical site.
   SmartScript	Select a SmartScript questionnaire for the trip report template. The questionnaire is copied to the Questions view of the trip report when you apply the trip report template to the trip report. The questionnaire uses branching logic to dynamically determine the flow of questions by using answers to prior questions. The Siebel Clinical Trial Management System administrator determines the question hierarchy by using Siebel SmartScript. For more information about Siebel SmartScript, see Siebel SmartScript Administration Guide.

   
   

3. Drill down on the Name field of the trip report template to display the Trip Report Template Details view.

4. Create new records for any trip report activities to define.

   Some fields are described in the following table.

   Field	Comments
   Activity	Select the type of trip report activity. The following values are available: Checklist Follow-Up Issues
   Priority	Select the priority of the trip report activity.