Creating Activity Plans for Sites

An activity plan for a site is a list of activities and documents associated with the site.

Although you can create activities without a template, using a clinical protocol site template as described in this topic makes creating activities for sites more efficient. For more information, see Creating Clinical Protocol Site Templates.

This task is a step in Process of Managing Sites and Contacts for Clinical Trials.

To create an activity plan for a site

1. Navigate to the Site Management screen, then the Protocol Site List view.

2. In the Protocol Site list, drill down on the site number field of the site to which you want to assign activities.

3. Navigate to the Activity Plans view.

4. In the Activity Plans list, create a new record and complete the necessary fields as shown in the following table.

   Field	Comments
   Planned Start	Select the date and time to start the activity plan. Make sure that this date is correct before you choose a template. The due dates for the template-generated activities are based on this start date and on the lead time in the template.
   Template	Select the template for the activity plan. Only templates with a type of Clinical Protocol Site and with a protocol that matches the protocol at the site are available for selection. Only activities with type of Document or Site-Initiation appear in the document tracking views.
   Lock Assignment	Select this field as necessary. If the activity is locked, then Assignment Manager cannot access it. If it is unlocked, then Assignment Manager can reassign it.

5. Edit the activities in the Activities list as shown in the following table, or create more activities.

   Note: To view additional fields in this list, click Menu (the cogwheel icon) and select Columns Displayed.

   Field	Comments
   Expected Date	Select the expected date for the activity. For document tracking, this field denotes date that the site is expected to return the signed document.
   Sent Date	Select the sent date for the activity. For document tracking, this field denotes the date that you send the document to the site.
   Received Date	Select the received date for the activity. For document tracking, this field denotes the date that the site returns the signed document.
   Expiration Date	Select the expiration date for the activity. When you enter a date in this field, the Status field is automatically set to Done.
   Status	Select the status of the activity. When you set this field to Done, the Completed Date field is automatically set to the current date.
   Suppress Calendar	Select this field to indicate that the activity does not appear on the user’s calendar.