Creating RACT Assessments for Existing Protocols

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

To create a risk assessment 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 RACT Assessment and then click Next.

  5. Enter risk assessment details on the page that appears as follows:

    • In the Assessments Templates applet, select the assessment template in the Template Name field.

    • If required, click the plus (+) icon to create additional assessment template records.

    • In the Assessment Questions applet, complete the necessary fields for each question that you want to assess. For more information, see Creating Risk Assessment Templates.

  6. 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.

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

  8. Click the check box next to each assessment template and assessment question that you want to associate with the protocol and then click Submit to submit the task - that is, create the risk assessment(s) for the protocol.