How To Customize Copy Of Principal Investigator In From Clinical Protocol Site To Site Contacts

(Doc ID 1591957.1)

Last updated on MARCH 02, 2017

Applies to:

Siebel Tools - Version SIA [21238] and later
Information in this document applies to any platform.


We have a requirement is to maintain the history of Previous Principal Investigators for a Site using Start and End Dates.
The planned implementation of this requirement is to create a record in Site Contacts.
1). whenever a new Site is created, Create a new Site Contacts record with Role set to 'Principal Investigator' (alredy exists) and set the Start Date (new functinality).
2). whenever a PI is updated in same Site- Create a new record in Site Contacts its role set to 'Principal Investigator' and set the Start Date on the new record and maintain the history of previous Site Contact record with Role 'Principal Investigator' and Set the End

How do we implement it without script?


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