Creating RACT Assessments for Sites

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

To create a risk assessment for a site

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

2. Complete one of the following to create a risk assessment for a new or an existing site.

   1. To create a risk assessment for a new site:

      • Click Create Site in the Task Pane applet.

      • Enter site data on the page that appears - all fields are described in Creating Sites.

      • Select Yes for RACT Assessment and then click Submit.

   2. To create a risk assessment for an existing site:

      • Click Other Site Tasks in the Task Pane applet.

      • Select the record that you want in the Sites list and then click Submit.

      • Select Yes for RACT Assessment and then click Submit.

3. 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.

4. 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.

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

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