About Site Visit Name

The site visit Name is user generated by default when you manually type in the name of the site visit during site visit creation. However, you can enable the site visit Name to be automatically generated.

The following procedure shows how to enable the automatic generation of site visit Name by configuring the Calculate Site Visit Name user property in Siebel Tools. Once enabled, the site visit Name is automatically generated when you create a new site visit.

To enable the automatic generation of site visit Name

1. Log in to Siebel Tools.

2. Set the Calculate Site Visit Name user property to Y (N is the default value) to enable the automatic generation of site visit Name.

   The site visit Name is automatically generated in the following format by default:

   Protocol#_Site#_Visit Type _Row ID

3. You can change the default format for the site visit Name in Siebel Tools, as follows:

   1. Go to the BC Field list in Siebel Tools.

   2. Under the Clinical Trip Report business component, go to the Calculate Site Visit Name field.

   3. Change the value in the Calculate Site Visit Name field, as required.

      <-- Default Value -->
      Calculate Site Visit Name  = Protocol#_Site#_Visit Type _Row ID