Enabling Integration Between CTMS and eTMF

CTMS integration with eTMF is disabled by default in Siebel Clinical. The following procedure shows how to enable CTMS integration with eTMF so that trip report files, upon site visit approval, will automatically be sent from CTMS to eTMF.

This task is a step in Process of Setting Up Integration Between CTMS and eTMF.

Note: Siebel Clinical must be integrated with Oracle Business Intelligence Publisher (BI Publisher) to generate reports.

To enable CTMS integration with eTMF

1. Navigate to the Administration - Application screen, then the System Preferences view.
2. Set CL - Generate TripReport to Y to enable trip report generation after approval.
3. (Optional) The following business component calculated fields can be configured:

   BC Name	Field	Field
   Clinical Trip Report	TR File Name	TR File Type

   The default file naming convention for the trip report file is as follows:

   • TR File Name: <Protocol#>_<Site#>_<Visit Type>_Row ID

   • TR File Type: PDF

   <-- Default Value -->
   TR File Name = <Protocol#>_<Site#>_<Visit Type>_Row ID