About Siebel Clinical Task-Based UI

There are many tasks that CRAs perform in Siebel Clinical to manage protocols, regions, and sites for clinical studies. These tasks involve going to multiple screens in Siebel Clinical and performing subtasks in a specific order, which can be very time consuming and confusing for CRAs unfamiliar with the process. The purpose of Siebel Clinical task-based UI is to ensure a standard process for managing studies and site entries across an organization whereby when users open the task-based UI, they can navigate (forward and backward) through multiple screens to perform key clinical tasks and pause and resume job tasks as required. Validation is used to enforce any rules required by business processes – for example, you can create a site with or without a region.

The task-based UI for Siebel Clinical guides you through a series of steps to complete the following key clinical tasks:
  1. Create a Protocol.

  2. Create a Protocol and Region.

  3. Create a Site.

  4. Create Site Contacts.

  5. Create Activity Plans for sites, exiting protocols, and existing regions.

  6. Create Risk Assessments for sites, existing protocols, existing regions, and existing programs.

  7. Go to Inbox to review inbox tasks, transfer tasks, and delete tasks as required.