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About Creating Activities


End users use general activities to manage their own time and keep their manager informed of their workload. Managers can also create general activities and assign them to members of their teams. The kinds of activities that end users can create in Siebel Life Sciences include:

  • General. Used to track non-call and non-meeting tasks such as to-do items, personal events, and correspondence. Users can create an alert for a general activity to remind them of significant tasks or events.
  • Contact call. Used to track a planned or past call activity with a contact. Users can record details about contact calls such as the products detailed, the samples and promotional items dropped, and decision issues discussed. Before users can record details about a contact call, they must set up their personal lists. For more information, see Creating a Personal List (End User).
  • Account call. Used to track a planned or past call activity at an account. Users can record products detailed, attendees, promotional items dropped, and decision issues discussed. For more information, see Recording Calls in Pharma.
  • Meeting. Used to track meetings, such as a "lunch-and-learn" or a symposium, designed to increase sales through product awareness. A meeting typically involves one or more speakers who give presentations in support of one or more products. For more information, see Setting Up a Meeting (End User).
  • Time off territory. Used to track blocks of time that users spend on activities not directly associated with an account or contact. Examples of time off territory can include field training sessions, national sales meetings, vacations, or personal activities such as doctor's appointments. For more information on working with time off territory activities, see Tracking Time Off Territory.
  • MedEd activity. Used to track and plan medical education events such as a "lunch-and-learn" meetings or seminars. A MedEd event is similar to a meeting activity, but offers planning, budgeting, and cost aggregation functionality. MedEd activities are only associated with the separate Siebel MedEd module. For more information, see Process of Managing MedEd Events.
  • Subject activities. Used to track subject activities for a protocol. Subject activities are generated by applying the visit template based on the screening or enrollment date. Visit activities can also be created for a non-scheduled visit. For more information, see Creating a Subject and Setting Up Visits and Visit Activities (End User).
  • Clinical protocol site activities. Used to track the activities associated with initiating the protocol sites, for example, collecting the essential documents. For more information, see Creating Site Activity Plans (End User).
  • Checklist activities. Used to provide a checklist for clinical research associates (CRAs) to check activities associated with visiting a protocol site. Once a trip report record has been created, checklist activities are generated by selecting a trip report template. Checklist activities specific to a trip report can also be created for a trip report from the Trip Report Details view. For more information, see Selecting a Trip Report Template Before a Site Visit (End User).
  • Follow-up activities. Used to record follow-up issues for a trip report. Users can create a follow-up activity to a trip report from the Trip Report Details view. Only the follow-up activities with open status are listed in a Follow-up Activities report generated from the Reports menu. For more information, see Selecting a Trip Report Template Before a Site Visit (End User).
  • Project Activities. Used to track activities associated with clinical projects. These activities appear in the Projects screen and the Activities screen and can be created by project activity templates and by importing from Microsoft Project files. For more information, see Creating Activities and Tasks for a Project (End User).

For more general information on activities, see Activities and Scenario 4: Users Create Activities.

NOTE:  End users also use the Activities screen to record and submit details of contact and account calls. For more information, see Recording Calls in Pharma.

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