Creating Activity Plans for Existing Protocols

The following procedure shows how to create activity plans for existing protocols using Siebel Clinical task-based UI.

To create an activity plan for an existing protocol

1. Click the Tasks icon on the application taskbar to open the Task Pane applet for Siebel Clinical.

2. Click Other Protocol Tasks in the Task Pane applet.

3. Select the record that you want in the Protocols list and then click Next.

4. Select Yes for Activity Plans and then click Next.

5. Enter activity plan details on the page that appears - all fields are described Creating Activity Plans for Sites.

6. If required, click the plus (+) icon to create additional activity plans.

7. 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.

8. If required, click Cancel at any time to cancel the task.

9. Click the check box next to each activity plan that you want to associate with the protocol and then click Submit to submit the task - that is, create the activity plan(s) for the protocol.