Bookshelf v7.7: Index

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A - B - C - D - E - F - G - H - I - L - M - N - O - P - Q - R - S - T - U - V - W - X

A

account call activities

Account view tab, using to manually schedule an account call 1

Activities screen, creating from 1

activity type, about 1

calendar, scheduling an account call in 1

creating, about 1

details about the call, entering 1

New Call button, using to add an account 1

Scheduling button, using to automatically schedule account call 1

account calls

contact calls, and 1

recording 1

recording, about 1

account hierarchies

aggregated activities for an account, viewing 1

aggregated coverage team for an account hierarchy, viewing 1

aggregated list of contacts for an account, viewing 1

aggregated opportunities for an account hierarchy, viewing 1

roll-up views, about viewing 1

account hierarchies, generating

about 1

default account hierarchies, about 1

default account hierarchy, generating 1

default account hierarchy, viewing if end users are using 1

dynamic account hierarchy of selected accounts, creating 1

account team

about visibility and Contact Denormalization process 1

Account view tab

account call, using to manually schedule an account call 1

route, using to add account to 1

accounts

clinical trial, adding for 1

contact, indicating an affiliation between 1

projects, about associating with 1

routes, about adding to 1

routes, adding using the Accounts view tab 1

routes, adding using the Explorer view tab 1

Accounts screen and views 1

accounts, administering and managing

account address, about editing 1

account hierarchies in roll-up views, about viewing 1

account hierarchies, about 1

account hierarchies, generating 1

account profile information, adding for an account 1

account, adding 1

account, deleting 1

accounts, about 1

accounts, defined 1

affiliated contact, adding new role for 1

affiliation between a contact and a subaccount, indicating 1

affiliation between account, indicating 1

affiliation between and account and a contact, indicating 1

affiliations between accounts, about indicating and upward and downward affiliations 1

aggregated activities for an account, viewing 1

aggregated coverage team for an account hierarchy, viewing 1

aggregated list of contacts for an account, viewing 1

aggregated opportunities for an account hierarchy, viewing 1

brick, associating with an existing account address 1

bricks, about and how they work 1

business and SWOT analysis, performing 1

business plan, creating for a MCO account 1

business plan, entering formulary information 1

business plans, associating contacts and accounts 1

category information, creating 1

competitor, specifying an account as 1

contact information, associating to plan 1

default account hierarchy, generating 1

default account hierarchy, viewing if end user are using 1

documentation, tracking associated with an account 1

dynamic account hierarchy of selected accounts, creating 1

formulary information, adding to an account 1

Generate Hierarchy button, about configuring 1

plan designs and formularies, about 1

plan information, adding to an account 1

pre-call information, viewing 1

process for managing accounts example 1

scenario 1

subaccounts, about and affect to data access 1

subaccounts, adding 1

subaccounts, entering detailed information for 1

upward and downward account affiliations, viewing for an account 1

active inventory period 1

activities

about and activity types 1

account call, about creating an 1

account call, adding an account using the New Call button 1

account call, automatically scheduling using the Schedule button 1

account call, creating from the Activities screen 1

account call, entering details about the call 1

account call, manually schedule an account call in the Account view tab 1

account call, scheduling an account call in the calendar 1

contact call activities, automatically scheduling using the Schedule button 1

contact call activities, creating 1

contact call activities, creating from Activities screen 1

contact call activities, manually scheduling a call using the Calls view 1

contact call activities, scheduling in the calendar 1

defined and about 1

general activity, adding 1

general activity, creating in the Calendar view 1

meeting, about setting up and list of tasks 1

meeting, adding a meeting invitee 1

meeting, adding a meeting speaker 1

meeting, creating 1

meeting, creating a meeting activity 1

meeting, updating the Cost field in the Meeting Invitees list 1

project, adding to using a project activity template 1

specialized activities, creating in Calendar view 1

task, creating and associating activities 1

Activities screen

account call, creating from 1

contact call, using to add 1

views, description of 1

activity payments

about 1

currencies and exchange rate dates, about setting 1

standard payment amounts, setting up in the subject visit template 1

activity template

creating for MedEd event 1

Actual Amount fields

importing data for, about 1

loading, about using EIM 1

ad hoc payments

generating for sites 1

Add Benefits button

about configuring 1

adding

account 1

accounts to a route using Accounts view tab 1

accounts to a route using the Explorer view tab 1

accounts to a route using the Target Accounts view tab 1

attachment to an contact 1

conditions to benefits 1

contact to a project 1

employees to project 1

formulary information for an account 1

general activities 1

information on related products 1

literature item to the application 1

lot number of product to catalog 1

meeting invitee 1

meeting speaker 1

new clinical program 1

new protocol record 1

partner account to a project 1

product comparison information 1

product to a samples transaction 1

region records for a protocol 1

sites for clinical trial 1

time off territory record 1

adjustment transaction

about submitting 1

administrator tasks

list 1

Manager List Mode user property, default settings 1

My Team's filter, about 1

adverse event and complaints management

about 1

capturing adverse events and complaints, about 1

capturing as service requests 1

codes, about 1

codes, setting up 1

codes, setting up example 1

configuring 1

confirming setup for service requests 1

escalating as product issues 1

integration with other applications 1

lot numbers, setting 1

process workflow 1

product issue, changing fields copied to 1

product issues, adding patient information to 1

scenario 1

terms defined 1

adverse event and complaints, communicating

about 1

process workflow 1

product issues, creating correspondence for 1

product issues, creating presentation for 1

product issues, creating report for 1

proposals, correspondence, and presentations, setting up 1

scenario 1

adverse events and complaints, closing

about 1

Close and Reopen buttons, configuring 1

fields, reviewing changes made to 1

Lockdown fields, reviewing 1

process workflow 1

product issues, closing 1

product issues, reopening 1

product issues, reviewing approvals for 1

scenario 1

adverse events and complaints, investigating

about 1

adverse events, completing and complaints reviews 1

Create Related PI workflow 1

Create Related PI, changing which fields are copied 1

Customizing the LS Medical Product Issue Service 1

LS Medical Product Issue Review Complete workflow 1

LS Medical User Verification workflow 1

multiple product issues, creating 1

process workflow 1

product issue activity plans, creating 1

product issue activity templates, creating 1

product issue assessment templates, creating 1

product issue, accessing if reportable 1

product issues, reviewing and editing 1

scenario 1

affiliated contact data, modifying the routing of 1

affiliations

account and a contact, indicating between 1

accounts, about indicating between 1

affiliated contact, adding new role for 1

contact and a subcontact, indicating between 1

independent accounts, about using Account Sub Account view 1

aggregated activities for an account

viewing 1

agreements

benefits, creating for 1

terms, adding to 1

Agreements screen and views 1

Analysis screen and views 1

analysis, using

brick-level syndicated data, analyzing 1

indirect sales by brick, correlating actual calls made with 1

prescription trends by brick, correlating actual calls made with 1

receiving data extracts, postponing 1

sales, Rx, and call data, about working with 1

sales, Rx, and call data, displaying data 1

Siebel Life Sciences views available from Analysis screen (table) 1

syndicated data extracts, importing 1

approval history

tracking to CAPA records 1

approvals

configuring CAPA approvals, about 1

LS Medical PA Submit workflow 1

LS Medical PA Withdraw workflow 1

approving product analysis records 1

assessment template

creating 1

Assets screen and views 1

assigning tasks

contact assignments, about and example 1

Contact Denormalization mode, rules, requirements, and exceptions 1

predefined assignment objects, about and table of 1

Siebel Assignment Manager, about using 1

Assignment Item Type Industry Name

about support of 1

Assignment Manager

See Using Assignment Manager in Siebel Life Sciences

assignment objects

about and table of 1

opportunity 1

attachments

adding contact to 1

attendee calls

sample transactions, attendees recorded for an account call 1

Submit button, attendees recorded for an account call 1

B

Batch mode

about running Contact Denormalization in 1

benefit template, creating 1

benefits

conditions, adding to 1

creating for an agreement 1

billing

setting up position types and rate lists 1

bricks

about administering 1

about and how they work 1

account address, associating with 1

brick-level syndicated data, analyzing 1

contact, associating with 1

defining a brick 1

indirect sales by brick, correlating actual calls made with 1

Pharma, about how used in 1

prescription trends by brick, correlating actual calls made with 1

business component user properties

about 1

group 1 business components (table) 1

group 2 business components (table) 1

group 3 business components (table) 1

group 4 business components (table) 1

user properties for all business components (table) 1

visit generation button, configuring 1

business functions, screen tabs 1

business plans

business and SWOT analysis, performing 1

contacts and accounts, associating with 1

formulary information, entering 1

MCO account, creating for 1

objectives, setting 1

Business Plans screen and views 1

business services

Condition Evaluator Service 1

Contracts Accumulator Service 1

Contracts Resolver Service 1

Customizing the LS Medical Product Issue Service 1

buttons

Add Benefits, about configuring 1

Close and Reopen buttons, configuring 1

Entitle button, about configuring 1

Generate button, workflow initiated from 1

Populate button, workflow initiated from 1

Reopen button, workflow initiated from 1

reports, configuring in 1

Revise, about configuring 1

C

calendar

account call, scheduling in 1

contact call, scheduling in 1

general activity, creating in Calendar view 1

specialized activities, creating in Calendar view 1

using to monitor site visits 1

Calendar screen and views 1

call data

displaying data 1

working with, about 1

calling

contact, specifying best time to 1

pre-call information, viewing 1

Calls view

using to manually schedule a contact call 1

calls, planning

activities, user create scenario 1

caution, about adjusting scheduling conflicts 1

personal lists, adding product to 1

personal lists, users set up scenario 1

process of planning calls 1

route plans, users define scenario 1

route, using to schedule calls 1

routes, about adding accounts to a route 1

routes, about creating and list of tasks 1

routes, adding accounts using the Accounts view tab 1

routes, adding accounts using the Explorer view tab 1

routes, adding accounts using the Target Accounts view tab 1

target lists, creating 1

target lists, user create scenario 1

tools for planning calls, list of 1

calls, recording

account call, recording 1

account calls, about recording 1

attendees calls, creating for each attendee 1

contact calls, recording 1

contact calls, recording offer responses 1

electronic signature capture, about 1

note about decision issues discussed during the call 1

process example 1

receipt, remaking 1

samples dropped, application activity 1

scenario 1

Sign button, configuring 1

Submit button, configuring 1

Submit button, effect on views 1

Submit button, effects when clicked 1

calls, scheduling

caution, about adjusting scheduling conflicts 1

route, using to schedule calls 1

Campaigns screen and views 1

CAPAs, creating 1

CAPAs, managing

about and terms defined 1

CAPA record, creating 1

codes, setting up 1

configuring CAPA approvals, about 1

corrective action and activity templates, creating 1

record, adding information to 1

scenario 1

tracking approval history and other changes 1

workflow processes 1

capturing adverse events and complaints

about 1

capturing as service requests 1

codes, about 1

codes, setting up 1

codes, setting up example 1

configuring 1

confirming setup for service requests 1

escalating as product issues 1

lot numbers, setting 1

process workflow 1

product issue, changing fields copied to 1

product issues, adding patient information to 1

scenario 1

terms defined 1

case report form tracking activity

creating 1

catalogs

adding product or lot number to a catalog 1

D

data

original data, maintaining 1

types of 1

Data Loading Matrix

about 1

S_SYND_DATA attribute by data source (table) 1

table 1

data, importing

data, types of 1

extracting data for mobile users, about 1

extracting data for mobile users, about full and partial data extracts 1

extracting data for mobile users, about possible data loss 1

extracting data for mobile users, associating nodes with rule 1

extracting data for mobile users, creating data extraction rule 1

extracting data for mobile users, general steps for 1

extracting data for mobile users, performing data extraction 1

extracting data for mobile users, setting the environment 1

extracting data for mobile users, specifying data routed to mobile users 1

process for importing data 1

scenario 1

Siebel EIM, importing data with 1

SQL*Loader, using to load data 1

summary records, about and loading into S_SYND_DATA table 1

syndicated data loading, troubleshooting 1

syndicated data, about importing, extracting and routing 1

syndicated data, Data Loading Matrix for 1

syndicated data, Data Loading Matrix for (table) 1

syndicated data, importing 1

syndicated data, loading data in database 1

syndicated data, S_SYND_DATA attribute by data source (table) 1

syndicated data, steps for loading and distributing to mobile users 1

views requiring syndicated data import (table) 1

Visual Basic and COM, using to load data 1

decision issues, defining

about 1

creating a decision issue 1

note about recording information 1

deleting

account 1

contact 1

employees from a contact's team 1

objective, about 1

Smart Call, about 1

denormalized syndicated data, charting

schema for territory data files 1

discrepancies, tracking 1

Document Tracking screen and views 1

documentation

account, tracking associated with 1

contact, attaching to 1

contact, tracking associated with 1

existing documentation, updating and adding for tracking 1

MedEd session, associating with 1

MedEd session, specifying literature for 1

tracking activities, creating 1

documents

milestones, tracking 1

tracking and adding at sites 1

downward affiliations

account's upward and downward affiliations, viewing 1

list, about 1

DTE maps

exporting from the server database to an XML file 1

importing to local client from an XML file 1

dynamic account hierarchies

creating for selected accounts 1

Dynamic mode

about running Contact Denormalization in 1

E

electronic signatures

about checking 1

new disclaimer text for signature display, creating 1

receipts, generating for calls with electronic signatures 1

Signature Audit Administration, displaying 1

Signature form, last name and first name fields empty 1

emailing

trip report 1

employees

MedEd event, inviting to 1

profiles, setting up 1

project, adding to 1

projects, associating with 1

site team, assigning 1

Entitle button

about configuring 1

Event term, defined 1

events, investigating adverse events

about 1

adverse events, completing and complaints reviews 1

Create Related PI workflow 1

Create Related PI, changing which fields are copied 1

Customizing the LS Medical Product Issue Service 1

LS Medical Product Issue Review Complete workflow 1

LS Medical User Verification workflow 1

multiple product issues, creating 1

process workflow 1

product issue activity plans, creating 1

product issue activity templates, creating 1

product issue assessment templates, creating 1

product issue, accessing if reportable 1

product issues, reviewing and editing 1

scenario 1

exchange dates

setting for protocol 1

expense reports

including time off territory costs 1

Expense Reports screen and views 1

Explorer view tab

using to add accounts to a route 1

exporting

DTE data maps from the server database to an XML file 1

workflow processes to local client 1

external product table, about 1

extracting data for mobile users

about 1

data extraction rule, creating 1

data loss, about possibility 1

data, specifying that is routed to 1

environment, setting 1

full and partial data extracts, about 1

general steps for 1

nodes. associating with extraction rule 1

performing (procedure) 1

F

features, new in this release 1

fields, reviewing changes 1

follow-up activities, about 1

follow-up reports, creating 1

Forecasts screen and views 1

formularies

about 1

business plan, entering information into 1

formulary information, adding to an account 1

plan information, adding to an account 1

G

general activities

activity type, about 1

adding general activities 1

Calendar view, creating in 1

Calendar view, creating specialized activity in 1

meeting, about setting up and list of tasks 1

meeting, adding a meeting invitee 1

meeting, adding a meeting speaker 1

meeting, creating 1

meeting, creating a meeting activity 1

meeting, updating Cost field in the Meeting Invitees list 1

Generate button

workflow initiated 1

Generate Hierarchy button

about configuring 1

Global Harmonization Task Force

guidelines 1

H

hierarchies

Generate Hierarchy button, about configuring 1

product hierarchies, capturing for handheld 1

Home screen and views 1

hospitals, accessing 1

I

importing

DTE maps to a local client from an XML file 1

syndicated data extracts, postponing 1

syndicated data files, importing 1

inactive inventory period 1

initial inventory

about establishing 1

initial inventory count, about establishing 1

products, adding and submitting an initial count 1

interface tables

in data import process 1

internal products

additional product information, specifying 1

creating 1

defining 1

internal product table, about 1

product categorization settings 1

product comparison information, adding 1

product inactive, making 1

related literature, associating 1

related products, adding information on 1

samples and promotional items settings 1

inventory counts

adjusting and common reasons for 1

discrepancies, identifying 1

inventory period, reconciling 1

multiple quantities, adjusting with a new adjustment transaction 1

inventory periods

about and types of (table) 1

creating and submitting 1

initial inventory period, reconciling 1

inventory counts, identifying discrepancies 1

inventory period, creating and submitting 1

multiple quantities, adjusting with a new adjustment transaction 1

reconciling 1

reconciling, about and prerequisites 1

inventory reconciliation

about and the Prescription Drug Marketing Act 1

inventory periods, about and types of (table) 1

PDMA compliance and lot numbers 1

inventory tracking

initial count adjustments, creating and submitting 1

initial inventory period, reconciling 1

managing without lot numbers, about 1

tracking and reconciling without lot numbers 1

investigators, accessing 1

invitee

calls, automatically scheduling 1

MedEd session, registering 1

L

lead time

for MedEd activity defined 1

note, for MedEd activity defined 1

List Management screen and views 1

literature

MedEd session, associating with 1

MedEd session, specifying literature for 1

product, associating to 1

Literature screen and views 1

local client

exporting workflow processes to 1

Lockdown fields, reviewing 1

loss, recording sample loss 1

lot numbers

catalog, adding to 1

defining lot numbers 1

defining, about 1

inventory and reconciliation of samples without lot numbers, enabling 1

lot number tracking, disabling 1

lot number tracking, enabling for a product 1

multiple lot numbers, about defining 1

Prescription Drug Marketing Act (PDMA) and lot numbers 1

setting up 1

Siebel Samples Management, implementation options 1

Lots for Disperse Only system preference

about setting to TRUE 1

LS Medical PA Submit workflow 1

LS Medical PA Withdraw workflow 1

LS Medical Product Issue Close workflow

Close button process steps 1

product issues, closing 1

LS Medical Product Issue Populate report workflow 1

LS Medical Product Issue Reopen workflow

product issues, reopening 1

Reopen button process steps 1

LS Medical Product Issue Review Complete workflow 1

LS Medical Product Issue RR Reopen workflow 1

LS Medical Product Issue RR Submit workflow 1

LS Medical User Verification workflow 1

M

managed care, managing

about 1

business and SWOT analysis, performing 1

business plan, creating for a MCO account 1

business plan, entering formulary information 1

business plans, associating contacts and accounts with 1

business plans, setting objectives 1

formulary information for an account, create 1

health plan and formulary information, entering 1

health plan information for an account, creating 1

health plans, associating contact information to 1

process of using 1

scenario 1

Manager List Mode user property

default settings 1

mapping template, creating 1

market, creating 1

marketing goal

See About Setting and Achieving Objectives

Master MedEd plans, creating 1

materials

specifying for MedEd session 1

MDV report

about 1

entering and reviewing data 1

field mapping 1

running 1

MedEd activity, about 1

MedEd classes user properties

C++ classes created for 1

MedEd events, managing

about 1

activity plan, creating from a MedEd event 1

aggregated activity costs, viewing for a MedEd plan 1

call to an invitee, automatically scheduling 1

contact or employee, inviting to a MedEd event 1

correspondence, generating for multiple invitees 1

event types, about 1

invitee, registering for a MedEd session 1

lead time for MedEd activities, defined 1

literature item, adding to the application 1

MedEd activities, about tracking costs 1

MedEd activity, recording cost of 1

MedEd attendees, about inviting and registering 1

MedEd event, creating an activity template for 1

MedEd events, creating 1

MedEd literature, about administering 1

MedEd master plan, creating 1

MedEd plan, about establishing funds 1

MedEd plan, creating 1

MedEd plan, steps to establish a fund and associate with plan 1

MedEd plan, verifying that a fund is available for association with 1

MedEd settings, lists of values for (table) 1

MedEd speaker, designating a contact as 1

process for managing MedEd events example 1

scenario 1

sessions, about setting up within MedEd event 1

sessions, creating for MedEd event 1

sessions, specifying literature for a MedEd session 1

sessions, specifying material for a MedEd session 1

speakers, viewing all 1

subplan, creating 1

terminology 1

MedEd screen and views 1

MedEd Team term, defined 1

MedWatch 3500A report

about 1

creating 1

entering and reviewing data 1

field mapping 1

running 1

sections of the form filled in 1

meeting

activity type, about 1

Cost field, updating in the Meeting Invitees list 1

creating a meeting 1

invitee, adding 1

meeting activity, creating a 1

New Meeting button, note about using 1

setting up, about and list of tasks 1

speaker, adding 1

Microsoft Project

project data, exchanging with 1

Siebel Project fields, mapping to 1

Microsoft Word

product issue report, creating 1

product issues, creating correspondence for 1

product issues, creating presentation for 1

mobile users

data, specifying that is routed to 1

environment, setting 1

extracting data, about 1

extracting data, about full and partial data extracts 1

extracting data, about possible data loss 1

extracting data, creating data extraction rule 1

extracting data, general steps for 1

extracting data, performing (procedure) 1

nodes, associating with an extraction rule 1

Smart Call, about synchronizing before using 1

syndicated data, steps for loading and distributing 1

mobile Web clients

setting up for position rollup 1

My Routes view

using to schedule calls 1

My Team's Contacts view

7.0.3 version contact changes 1

My Team's filter, behavior of 1

N

Name field drop-down list

note about sample not appearing 1

New Call button

using to add account call 1

New Meeting button

note about using 1

O

objectives

Actual Amount fields, about loading using EIM 1

business scenario 1

defined 1

deleting an objective, about 1

objective, creating 1

process of objectives 1

recommended activities, adding to objective 1

recurring objectives, about creating 1

reviewing objectives 1

status of an objective, checking using charts 1

target accounts or contacts, specifying for an objective 1

teams and individuals, about defining objectives for 1

Objectives screen and views 1

Opportunities screen and views 1

opportunity assignment object 1

Orders screen and views 1

Organization Analysis view

using to add a contact to a project 1

P

partner account

adding to a project 1

patient information

adding to product issues 1

payer information

creating 1

payment amounts

ad hoc payments, generating 1

final adjustments, making and generate payment 1

final payments for sites, generating 1

subject visit activities, setting site-specific payment amounts 1

Payment Flag

about using to indicate payment subject activities 1

payment subject activities

about 1

Payments screen and views 1

PDMA

See About Samples Transactions

peer affiliations

account's upward and downward affiliations, viewing 1

list, about 1

personal lists

about 1

product, adding to a personal list 1

scenario 1

plan designs

about 1

formulary information to an account, adding 1

plan information, adding to an account 1

Plan term, defined 1

Populate button

workflow initiated 1

position rollup

setting up for mobile Web clients 1

position types, setting up 1

PowerPoint

creating presentation for product issues 1

Pre-Call view tab

account pre-call information, viewing 1

contacts pre-call information, viewing 1

Prescription Drug Marketing Act (PDMA)

inventory reconciliation, and 1

PDMA compliance and lot numbers 1

process issues 1

presentations

setting up 1

preventative action, defined 1

price lists

creating 1

product, associating with 1

Primary Specialty

data, about using EIM to load 1

field, about 1

printing

trip report 1

Priority field

enabling sequential numbering 1

product analysis activity templates

creating 1

product analysis, recording

about 1

codes, setting up 1

LS Medical PA Submit workflow 1

LS Medical PA Withdraw workflow 1

process workflow 1

product analysis activity templates, creating 1

product analysis records, approving/rejecting 1

product analysis records, completing 1

product issue, creating records from 1

root cause, adding and corrective actions 1

scenario 1

submitting 1

product categorization settings 1

product issue activity templates

creating 1

product issue assessment templates

creating 1

product issues

accessing if reportable 1

changing fields copied to product issue 1

Close and Reopen buttons, configuring 1

closing 1

correspondence, creating 1

escalating adverse events and complaints as 1

fields, reviewing changes made to 1

Lockdown fields, reviewing 1

multiple product issues, creating 1

patient information, adding 1

presentation, creating 1

product analysis records, creating from 1

product issue activity plans, creating 1

reopening 1

report, creating 1

reviewing and editing 1

reviewing approvals 1

Product Issues screen and views 1

product samples

implementation options for using Siebel Samples Management 1

Products screen and views 1

products, managing

about 1

additional product information, specifying 1

catalogs, adding product or lot number to 1

competitor information, managing 1

decision issues, about defining 1

decision issues, creating 1

external product table 1

external products, defining 1

internal product or a market, creating 1

internal product table 1

internal products, defining 1

lot number tracking, enabling 1

price list, associating with a product 1

price list, creating 1

process of managing products 1

product categorization settings 1

product change request record, creating 1

product comparison information, adding 1

product features, defining 1

product hierarchies, capturing for handheld 1

product inactive, making 1

product information, about 1

product information, viewing 1

related literature, associating 1

related products, adding information on 1

samples and promotional items settings 1

scenario 1

Professionals screen and views 1

project activities, about 1

project activity template

activity, using to add to a project 1

creating 1

project costs, monitoring

about and displaying cost items 1

costs, viewing associated with a project 1

Project screen view 1

projects

activity, adding to project using a project activity template 1

contact, adding 1

creating 1

employees, adding to project 1

partner account, adding to 1

people and accounts, about associating with projects 1

promotional items and samples settings 1

proposals

product issues, creating for 1

setting up 1

proprietary data, about 1

protocols

currencies and exchange rate dates, about setting 1

new protocol record, adding 1

new protocol version, creating 1

project, about associating with 1

regions, adding to 1

Protocols screen and views 1

Q

Quotes screen and views 1

R

rate lists, setting up 1

receipt, remaking 1

received quantities

tracking discrepancies 1

Receiving screen and views 1

reconciled inventory period 1

recording calls

records

CAPA record, adding information to 1

CAPA record, creating 1

product analysis records, approving/rejecting 1

product analysis records, completing 1

product issue, creating product analysis records from 1

Regions screen and views 1

regions, setting up

protocol, adding regions to 1

regulatory reporting

3500A and MDV reports, running 1

3500A reports, entering and reviewing data for 1

about 1

configuring buttons, about 1

Generate button, workflow initiated from 1

MDV report, field mapping for 1

MDV reports, about 1

MDV reports, entering and reviewing data for 1

MedWatch form, sections filled in 1

MedWatch report, field mapping for 1

MedWatch reports, about 1

Populate button, workflow initiated from 1

process workflow 1

regulator report numbers, generating 1

regulatory reports, about 1

regulatory reports, creating and populating 1

Reopen button, workflow initiated from 1

report numbers, setting up 1

report types 1

report, generating 1

report, reopening 1

scenario 1

supplemental, creating or follow-up reports 1

regulatory reports

See Creating and Populating New Regulatory Reports (End User)

Regulatory Reports screen and views 1

rejecting product analysis records 1

release, new features 1

Reopen button

configuring 1

reopen complaint workflow process steps 1

workflow initiated 1

reopening a regulatory report 1

Rep Specialty drop-down list

about adding additional values to 1

Repairs screen and views 1

report numbers

regulatory report numbers, generating 1

report, generating 1

setting up 1

reporting

3500A and MDV reports, running 1

3500A reports, entering and reviewing data for 1

buttons, about configuring 1

Generate button, workflow initiated from 1

MDV report, field mapping for 1

MDV reports, about 1

MDV reports, entering and reviewing data for 1

MedWatch form, sections filled in 1

MedWatch report, field mapping for 1

MedWatch reports, about 1

Populate button, workflow initiated from 1

process workflow 1

regulatory report numbers, generating 1

regulatory reporting, about 1

regulatory reports, about 1

regulatory reports, creating and populating 1

Reopen button, workflow initiated from 1

report numbers, setting up 1

report types 1

report, generating 1

report, reopening 1

scenario 1

supplemental, creating or follow-up reports 1

reports

product issues, creating for 1

resolution activities

adding to a project 1

Retrieve Published Files option

using to delay receiving data extracts 1

returned samples, about 1

Revise button, about configuring 1

risk activities, adding to project 1

ROI (return on investment)

analysis, time off territory 1

routes

about 1

Accounts View tab, using to add accounts to 1

accounts, about adding to 1

caution, about adjusting scheduling conflicts 1

creating, about and list of tasks 1

Explorer View tab, using to add accounts to 1

route plans scenario 1

route, creating 1

routing rules, about 1

schedule calls, using the My Routes view to 1

Target Accounts view tab, using to add accounts to 1

Routes screen and views 1

Rx data

displaying data about 1

working with, about 1

S

S_SYND_DATA table

about using to import syndicated data 1

sales data

displaying data, about 1

working with, about 1

sales goal

See About Setting and Achieving Objectives

Sample Event Administration, displaying 1

Sample Management

See About Samples Transactions

sample theft or loss, recording 1

samples

captured signatures 1

inventory and reconciliation of samples without lot numbers, enabling 1

inventory, about active and inactive period 1

note, sample does not appear in Name field drop-down list 1

recorded for the call, application activity 1

returns, about 1

samples activities, monitoring 1

Siebel Samples Management, implementation options 1

samples and promotional items settings 1

samples order, creating 1

Samples screen and views 1

samples transaction

Add, Adjust, and Submit buttons, about enabling or disabling 1

how it works 1

impact on inventory counts, list of 1

past samples transaction, about adjusting 1

prerequisites for managing samples 1

product, adding to samples transaction 1

quantity, adjusting in 1

samples transfer

creating 1

creating, about 1

receipt of, acknowledging 1

samples, managing

electronic signatures, about checking 1

electronic signatures, generating receipts for calls with 1

initial count adjustments, creating and submitting 1

initial inventory count, about establishing 1

initial inventory period, reconciling 1

initial inventory, about establishing 1

inventory count, adjusting and common reasons for 1

inventory count, creating and submitting 1

inventory counts, identifying discrepancies 1

inventory period, about reconciling and prerequisites 1

inventory period, reconciling 1

inventory reconciliation, about 1

inventory tracking and reconciliation, about managing without lot numbers 1

inventory, adding products and submitting an initial count 1

inventory, tracking and reconciling without lot numbers 1

lot number tracking, disabling 1

lot numbers, about defining 1

lot numbers, about defining multiple lot numbers 1

lot numbers, defining 1

master inventory, administrator and end users establish scenario 1

master samples inventory, administrator establishes scenario 1

multiple quantities, adjusting with a new adjustment transaction 1

new disclaimer text for signature display, creating 1

prerequisites for managing samples 1

sample theft or loss, recording 1

sample transactions, about 1

samples activities, monitoring 1

samples order, creating 1

samples transaction, about adjusting a past transactions 1

samples transaction, adding a product to 1

samples transaction, adjusting a quantity in 1

samples transaction, how it works 1

samples transfer, about creating 1

samples transfer, acknowledging receipt of 1

samples transfer, creating 1

scenarios, about and list of 1

Siebel Samples Management, about working with calls 1

Signature Audit Administration, displaying 1

Signatures form, last name and first name fields empty 1

users transfer samples to one another scenario 1

Schedule button

account call, using to automatically schedule 1

contact call, using to automatically schedule 1

screen tabs, business functions 1

Service Request Workflow

product issue, changing fields copied to 1

product issue, creating from 1

service requests

capturing adverse events and complaints as 1

confirming standard setup 1

Service Requests screen and views 1

session freeze, fixing 1

Session term, defined 1

sessions, setting up within MedEd event

about 1

literature, specifying for a MedEd session 1

materials, specifying for a MedEd session 1

MedEd event, creating for 1

shipped quantities

tracking discrepancies 1

Shipping screen and views 1

sick days

recording as time off territory 1

Siebel Advanced Contracts

about 1

Add Benefits button, about configuring 1

benefit, creating for an agreement 1

common agreement types 1

compliance, verifying 1

Condition Evaluator Service 1

conditions, adding to benefits 1

Contracts Accumulator Service 1

Contracts Resolver Service 1

Entitle button, about configuring 1

managing advanced contracts, process of 1

new benefit template, creating 1

new condition template, creating 1

Revise button, about configuring 1

scenario 1

term templates, creating 1

terms defined 1

terms, adding to agreements 1

workflows, about 1

Siebel Assignment Manager

about 1

contact assignments, about and example 1

Contact Denormalization mode, rules, requirements, and exceptions 1

predefined assignment objects, about and table of 1

Siebel Clinical

setting up mobile Web clients for position rollup 1

Siebel EIM, using to import data

about 1

data and related interface tables 1

data and related interface tables (table) 1

import order, recommended 1

interface tables 1

Siebel Project

Microsoft Project fields, mapping to Project fields 1

Microsoft Project, exchanging data with 1

Siebel Samples Management

calls, about working with 1

implementation options 1

Siebel Tools

visit generation buttons, configuring 1

visit-type activities, creating 1

Sign button

about 1

LS Pharma Call Signature form applet, configuring 1

signature capture, about 1

signatures

electronic signatures, checking 1

new disclaimer text for signature display, creating 1

receipts, generating for calls with electronic signatures 1

Signature Audit Administration, displaying 1

Signature form, last name and first name fields empty 1

site activity plans

creating 1

Site Management screen and views 1

site team

assigning employees 1

Site Visits screen and views, described 1

sites

ad hoc payments, generating 1

clinical trial, adding for 1

document milestones, tracking 1

documents, tracking and adding 1

final payments for sites, generating 1

payment amounts for subject visit activities, setting site-specific 1

payment amounts, making final adjustments and generating payments 1

subject visit template, applying new version to a site 1

trip report template, selecting before visit 1

sites and clinical contacts, managing

administrator and end user tasks 1

assessment template, creating 1

clinical contract, associating with a site 1

clinical protocol site template, creating 1

contracts, associating with a site 1

document milestones, tracking 1

documents, tracking and adding at sites 1

employees, assigning to the site team 1

information, process of maintaining 1

information, process of managing 1

investigators and hospitals, accessing 1

scenario 1

site activity plans, creating 1

sites visits

creating a site visit 1

creating and managing, about 1

monitoring using the calendar 1

Smart Calls screen and views 1

Smart Calls templates, about 1

Smart Calls, creating

administering Smart Call, process of 1

defined 1

deleting a Smart Call, about 1

note, about entering dates and reference numbers for samples 1

scenario 1

Smart Call information, entering as an administrator 1

Smart Call information, entering as an end user 1

Smart Call template, applying to a call 1

Smart Call template, making available to users 1

Smart Call, adding as an administrator 1

Smart Call, adding as an end user 1

SmartScript screen and views 1

Solutions screen and views 1

speakers

MedEd event speakers, viewing all 1

MedEd speaker, designating a contact as 1

meeting, adding a meeting speaker 1

SQL*Loader, using to load data 1

standalone activities, about 1

Status field

note about changing status to Submitted 1

subaccounts

about and affect to account data access 1

adding subaccounts 1

affiliation between a contact and a subaccount, indicating 1

detailed information for, entering 1

subject activities, about 1

subject activity payments, setting up and making

activity payment amounts, about 1

ad hoc payments, generating 1

currency and exchange rate dates, about setting 1

final payments for sites, generating 1

payment amounts, making final adjustments and generate payments 1

scenario 1

setting up and making payments, process of 1

standard payment amounts, setting up in the subject visit template 1

subject activities, marking as completed 1

subject visit activities, setting site-specific payment amounts 1

subject visit template

adding a subject visit template 1

examples 1

new version, applying for an enrolled subject 1

new version, applying to a site 1

setting up standard payment amounts 1

subjects

enrolling in study 1

enrollment information rollup, about 1

entering and screening 1

rescreening a subject 1

subject activities, marking as completed 1

subject visit template, applying new version for an enrolled subject 1

terminating trial early 1

Subjects screen and views 1

Submit button

Contact Call Detail or Account Call Detail view, effects when clicked in 1

LOVs required for submit process 1

read-only fields, changing 1

requirements, changing 1

views, effect on 1

submitting

product analysis records 1

summary records

about and loading into S_SYND_DATA table 1

supplemental reports, creating 1

SWOT analysis, performing 1

syndicated data

about 1

Data Loading Matrix (table) 1

Data Loading Matrix, about 1

Data Loading Matrix, S_SYND_DATA attribute by data source (table) 1

importing syndicated data files 1

importing, extracting, and routing, about 1

loading data into database 1

mobile users, steps for loading and distributing 1

SQL*Loader, using to load data 1

troubleshooting loading 1

views requiring syndicated data import (table) 1

Visual Basic and COM, using to load data 1

syndicated data extracts

receiving data extracts, postponing 1

syndicated data, analyzing

about 1

brick, displaying all contacts associated with 1

files, importing 1

indirect sales by brick, correlating actual calls made with 1

payer, defining and plan information 1

prescription trends by brick, correlating actual calls made with 1

process of analysis example 1

sales, Rx, and call data, about working with 1

sales, Rx, and call data, displaying data 1

scenario 1

Siebel Life Sciences views available from Analysis screen (table) 1

system preferences

note about setting 1

T

target accounts

routes, adding using the Target Accounts view tab 1

target accounts or contacts

specifying for an objective 1

Target Accounts view tab

route, using to add account to 1

target lists

creating 1

scenario 1

targeting, about 1

TargetCategory user property 1

tasks

creating and associating activities to the task 1

defined 1

templates

assessment template, creating 1

benefit template, creating 1

clinical protocol site template, creating 1

corrective action activity templates, creating 1

mapping template, creating 1

MedEd event, creating activity template for 1

new condition template, creating 1

note, making Smart Call template available to users 1

product analysis activity templates, creating 1

product issue activity templates, creating 1

product issue assessment templates, creating 1

project activity template, creating 1

project activity template, using to add an activity to a project 1

site activity plans, creating 1

Smart Call template, about 1

Smart Call template, applying to a call 1

subject visit template, adding 1

subject visit template, applying new version for an enrolled subject 1

subject visit template, applying new version to a site 1

subject visit template, examples 1

subject visit template, setting up standard payment amounts 1

term templates, creating 1

trip report template, creating 1

trip report template, printing or emailing 1

trip report template, selecting before site visit 1

term templates, creating 1

termination, fixing 1

terms

adding agreements to 1

theft, recording sample theft 1

Time off territory activity, about 1

Time Off Territory screen and views 1

time off territory, tracking

about 1

completed time off territory record, submitting 1

configuring 1

process tracking time off territory example 1

scenario 1

time off territory charts, viewing 1

time off territory record, adding 1

Time Sheets screen and views 1

TOT by Creator

chart display described 1

TOT by Reason

chart display described 1

trip report template

creating 1

printing or emailing 1

site visit, selecting before 1

trip reports

administering and using, about 1

approving 1

case report form tracking activity, creating 1

clinical research associates scenario 1

completing a trip report 1

distributing and archiving 1

printing or emailing 1

process example 1

scenario 1

trip report template, creating 1

trip report template, selecting before site visit 1

troubleshooting

loading syndicated data 1

U

upward affiliations

account's upward and downward affiliations, viewing 1

list, about 1

V

vacation

recording as time off territory 1

version 7.7

new features 1

rev A, new features 1

rev B, new features 1

visit generation buttons, configuring 1

Visual Basic and COM

using to load data 1

W

Word

product issue report, creating 1

product issues, creating correspondence for 1

product issues, creating presentation for 1

workflow processes, exporting to local client 1

workflows

Close Complaint workflow 1

Create Related PI workflow, about 1

Create Related PI workflow, changing which fields are copied 1

LS Medical PA Submit workflow 1

LS Medical PA Withdraw workflow 1

LS Medical Product Issue Populate Report 1

LS Medical Product Issue Review Complete workflow 1

LS Medical Product Issue RR Reopen workflow 1

LS Medical Product Issue RR Submit workflow 1

LS Medical User Verification workflow 1

Reopen Complaint workflow 1

Service Request workflow, changing fields copied to product issue 1

Service Request workflow, creating product issue from 1

Siebel Advanced Contracts, about 1

X

XML file

DTE maps, exporting from the server database to an XML file 1

DTE maps, importing from a local client 1

Siebel Life Sciences Guide		Copyright © 2007, Oracle. All rights reserved.