Creating Site Contacts
The following procedure shows how to create a site contact using Siebel Clinical task-based UI.
To create a site contact
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Click the Tasks icon on the application taskbar to open the Task Pane applet for Siebel Clinical.
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Complete one of the following to create a site contact for a new or an existing site:
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To create a site contact for a new site:
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Click Create Site in the Task Pane applet.
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Enter site data on the page that appears - all fields are described in Creating Sites.
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Select Yes for Site Contacts and then click Submit.
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To create a site contact for an existing site:
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Click Other Site Tasks in the Task Pane applet.
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Select the record that you want in the Sites list and then click Submit.
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Select Yes for Site Contacts and then click Submit.
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Enter site contact details on the page that appears - some fields are described in the following table.
Field
Description
Role
The role of the contact.
Last Name
The first name of the contact.
First Name
The last name of the contact.
Start Date
The date when the contact record is active.
Address
The address for the contact.
City
The city where the contact is located.
State
The state where the contact is located.
Postal Code
The postal code for the contact's address.
Country
The country where the contact is located.
Main Phone
The phone number for the contact.
E-Mail
The email address for the contact.
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If required, click the plus (+) icon to create additional site contacts.
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If required, click Pause at any time to pause the task.
The task moves to your Inbox where you must go when you want to resume work on the task.
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If required, click Cancel at any time to cancel the task.
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Click the check box next to each contact that you want to associate with the site and then click Submit to submit the task - that is, create the site contact(s).