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Setting Up Mobile Web Clients for Position Rollup

In Siebel eClinical, a clinical research associate (CRA) can create sites and assign employees to positions at the site level. When the CRA clicks the position rollup button, these positions become visible at the region and protocol levels. Typically, the CRA works in a disconnected mode, on a laptop computer.

The administrator must set up each mobile Web client to enable position rollups. The setup requires the following steps in Siebel eClinical:

NOTE:  Users of the local client must have Workflow Process Definition, EAI DATA Map View, and EAI Data Map Editor in their user responsibilities to accept imported workflow processes and data maps.

To export workflow processes from the server database to an XML file

  1. In Siebel eClinical, connect to the server database.
  2. From the application level menu, choose View > Site Map > Business Process Administration > Workflow Processes.
  3. In the Workflow Processes list, query for Clinical Assign*.

    4. The query returns two records, Clinical Assign Position From Region and Clinical Assign Position From Site.

  4. Select one of these records and select Import Workflow from the drop-down menu.
  5. In the dialog box, select Save to Disk, select a location, and save the XML file with a unique name.
  6. Repeat Step 4 and Step 5 for the second record.

To export DTE data maps from the server database to an XML file

  1. In Siebel eClinical, connect to the server database.
  2. From the application level menu, choose View > Site Map > Integration Administration > Data Maps.
  3. In the Integration Object Map list, query for Clinical*.

    4. The query returns four records—Clinical Region Position to Protocol Position Map, Clinical Site Position to Account Position Map, Clinical Site Position to Protocol Position Map, and Clinical Site Position to Region Position Map.

  4. In the drop-down menu, select Export Data Map.
  5. In the dialog box, check Export All Rows in Current Query and click Export.
  6. In the dialog box, select Save to Disk, select a location, and save the data maps as PositionRollupDataMap.xml.

To import workflow processes to a local client from an XML file

  1. In Siebel eClinical, connect to the local client.
  2. From the application level menu, choose View > Site Map > Business Process Administration > Workflow Processes.
  3. In the Workflow Processes list, select Import Workflow in the drop-down menu.
  4. In the dialog box, select Browse and find the workflow XML files created in the first procedure in this section, To export workflow processes from the server database to an XML file.
  5. Import one of the XML files.
  6. Repeat Step 4 and Step 5 to import the second XML file.
  7. In the Workflow Processes list, query for Clinical Assign*.

    8. The query returns two records, Clinical Assign Position From Region and Clinical Assign Position From Site, both with a status of In Progress.

  8. Select both records and click Activate.

    9. The status of both records becomes Active.

To import DTE data maps to a local client from an XML file

  1. In Siebel eClinical, connect to the local client.
  2. From the application level menu, choose View > Site Map > Integration Administration > Data Maps.
  3. In the Integration Object Map list, select Import Data Map from the drop-down menu.
  4. In the dialog box, select Browse and find PositionRollupDataMap.xml created in the second procedure in this section, To export DTE data maps from the server database to an XML file.
  5. In the Integration Object Map list, query for Clinical*.

    6. The query returns four records—Clinical Region Position to Protocol Position Map, Clinical Site Position to Account Position Map, Clinical Site Position to Protocol Position Map, and Clinical Site Position to Region Position Map.


 Siebel Life Sciences Guide 
 Published: 18 April 2003