Siebel Life Sciences Guide


How This Guide Is Organized

Revision History

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Getting Started

Siebel Life Sciences Administrative Setup Procedures

Understanding the My Team's Filter

Using Assignment Manager in Siebel Life Sciences

Predefined Assignment Objects

Contact Assignments in Siebel Life Sciences

Contact Denormalization Mode in Siebel Life Sciences

Setting Up Mobile Web Clients for Position Rollup

Samples and Lot Numbers

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Product Overview

About Siebel ePharma

About Siebel eMedical

About Siebel eClinical

Product Modules and Options

Business Functions of Screen Tabs in Siebel Life Sciences

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Managing Contacts

Business Scenario for Managing Contacts

Example Workflow for Managing Contacts

Administrator Procedures

End-User Procedures

Administrator Procedures

Primary Specialty and Unique Identifiers

Defining a Specialty

Merging Contact Records

Deleting a Contact

Defining a Brick

Associating a Contact with a Brick

Scores on Assessment Templates

End-User Procedures

Adding a Contact

Adding Category Information

Specifying the Best Time to Call Based on Address

Indicating Affiliations Between Contacts

Indicating Affiliations Between a Contact and an Account

Creating a Contact Assessment

Viewing Pre-call Information

Tracking Documentation Associated with a Contact

Information for Configurators

Modifying the Routing of Affiliated Contact Data

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Planning Calls

Tools for Planning Calls

Personal Lists


Understanding Routes

Understanding Activities

Business Scenarios for Planning Calls

Users Set Up Personal Lists

Users Create Target Lists

Users Define Route Plans

Users Create Activities

Example Workflow for Planning Calls

End-User Procedures

Creating a Personal List

Creating and Applying Target Lists

Defining a Route Plan

Creating Activities

Creating a Contact Call

Creating an Account Call

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Recording Calls

Understanding the Submit Button

Business Scenario for Recording Calls

Example Workflow for Recording Calls

End-User Procedures

Recording Contact Calls

Recording Account Calls

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Managing Samples

Understanding Samples Transactions

Inventory Reconciliation

How Siebel Samples Management Works with Calls

Business Scenarios

Administrator Establishes a Master Samples Inventory

Administrator and End Users Establish a Master Inventory

Users Transfers Samples to One Another

Administrator Procedures

How a Samples Transaction Works

Defining Lot Numbers

Disabling Lot Number Tracking

Establishing an Initial Inventory

Managing Inventory Tracking and Reconciliation Without Lot Numbers

Creating a Samples Transfer

Monitoring Samples Activities

Adjusting a Past Samples Transaction

Checking Electronic Signatures

End-User Procedures

About Establishing an Initial Inventory Count

Creating a Samples Order

Acknowledging Receipt of a Samples Transfer

Adjusting an Inventory Count

Recording Thefts and Losses

Reconciling an Inventory Period

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Administering and Managing Accounts

About Account Hierarchies

About Bricks

Business Scenario

Example Workflow for Managing Accounts

Administrator Procedures

End-User Procedures

Administrator Procedures

Specifying a Competitor

Deleting an Account

Generating Account Hierarchies

Associating a Brick with an Account Address

End-User Procedures

Adding an Account

Specifying an Account Profile

Viewing Account Hierarchies in Roll-up Views

Adding Category Information

Indicating an Affiliation Between an Account and a Contact

Indicating Affiliations Between Accounts

Adding Subaccounts

Viewing Pre-call Information

Adding Plan and Formulary Information

Associating Contact Information to Plans

Tracking Documentation Associated with an Account

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Creating Smart Calls

Business Scenarios

Administrator Procedures

End-User Procedures

Adding a Smart Call

About Applying a Smart Call Template to a Call

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Using Analysis

Business Scenario

Example Workflow for Analysis

Administrator Procedure

End-User Procedures

Defining Payer and Plan Information

End-User Procedures

Importing Syndicated Data Files

Siebel Life Sciences Views

Analyzing Brick-Level Syndicated Data

Working with Sales, Rx, and Call Data

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Tracking Time Off Territory

About Time Off Territory

Business Scenario for Time Off Territory

Example Workflow for Tracking Time Off Territory

End-User Procedures

Adding a Time Off Territory Record

Submitting a Time Off Territory Record

Viewing Time Off Territory Charts

Configuring Time Off Territory

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Managing MedEd Events

MedEd Terminology

About MedEd Event Types

Business Scenario

Example Workflow for Managing MedEd Events

Administrator Procedures

End-User Procedures

Administrator Procedures

Establishing Funds for MedEd Plans

Creating Master MedEd Plans

Creating a MedEd Activity Template

MedEd Lists of Values

Administering MedEd Literature

Designating MedEd Event Speakers

End-User Procedures

Setting Up a MedEd Plan

Setting Up MedEd Events

Tracking Costs of MedEd Activities

About Designating MedEd Event Speakers

Setting Up Sessions Within a MedEd Event

Inviting and Registering Prospective MedEd Attendees

Generating Correspondence for MedEd Event Invitees

Scheduling Calls to an Invitee

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Structuring Objectives

Business Scenario

Objectives Workflow

Administrator Setup Procedures

Creating an Objective

Creating Recurring Objectives

Adding Recommended Activities to an Objective

Targeting Accounts to an Objective

Adding Attachments to an Objective

Changing the Dates for Objectives

Loading Actual Amount Fields Using EIM

End-User Procedures

Reviewing Objectives

Changing the Status of Activities

Administrator and End-User Maintenance Procedures

Checking the Status of Objectives

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Setting Up and Carrying Out a Clinical Trial

Business Scenario

Example Workflow Managing Clinical Trials

Administrator Procedures

End-User Procedures

Administrator Procedures

Creating a Clinical Program

Adding a Protocol

Setting Up Regions

Defining a Subject Visit Template

Creating Documentation Tracking Activities

Revising Protocols

End-User Procedures

Adding an Account and Contacts

Adding a Site

Reviewing Documentation for Tracking

Adding a Subject and Setting Up Visits and Visit Activities

Updating a Protocol Version at a Site

Monitoring Subject Status and Enrollment Rates

Reviewing Protocol Payments

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Managing Sites and Clinical Contacts

Business Scenarios

At the Beginning of the Clinical Trial

At the End of the Clinical Trial

Workflow for Managing Site and Contact Information

Administrator Procedures

End-User Procedures

Administrator Procedures

Creating a Clinical Protocol Site Template

Creating an Assessment Template

Maintaining Contact and Account Information

End-User Procedures

Adding and Updating Site, Contact, and Account Records

Assigning Employees to the Site Team

Creating Site Activity Plans

Tracking and Adding Documents at Sites

Assessing an Investigator or Other Contact

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Setting Up and Making Subject Activity Payments

About Activity Payments

Business Scenario

Example Workflow for Setting Up and Making Subject Activity Payments

Administrator Procedures

End-User Procedures

Administrator Procedures

Setting Up Standard Payment Amounts in the Subject Visit Template

End-User Procedures

Setting Payment Exceptions for a Site

Marking Subject Activities Completed

Adjusting Payment Amounts and Generating Payments for Sites

Generating Ad Hoc Payments for Sites

Rolling Up Paid Amounts to the Protocol Level

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Administering and Using Clinical Trip Reports

Business Scenario

The Clinical Administrator

The CRAs

Example Workflow for Clinical Trip Reports

Administrator Procedure

End-User Procedures

Administrator Procedures

Creating a Trip Report Template

End-User Procedures

Creating a Trip Report Before a Site Visit

Completing a Trip Report After a Site Visit

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Managing Clinical Projects

Business Scenario

Project Manager Tasks

Example Workflow for Clinical Projects

Administrator Tasks

End-User Procedures

Administrator Procedures

About Administrator Procedures

Creating a Project Activity Template

About Setting Up Employee Profiles

Setting Up Position Types and Rate Lists for Billing

Mapping Siebel Project Fields to Microsoft Project Fields

End-User Procedures

About the Projects Screen

Creating a Project

Associating People and Accounts with Projects

Adding Activities and Tasks to a Project

Monitoring Project Costs

Managing Risk

About Exchanging Project Data with Microsoft Project

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Managing Products

How Siebel Life Sciences Stores Product Information

Business Scenario

Example Workflow for Managing Products

Administrator Procedures

Defining External Products

Defining Internal Products

Specifying Additional Product Information

Defining Price Lists

Managing Competitor Information

Defining Decision Issues

Adding Products to Catalogs

End-User Procedures

Viewing Product Information

Adding a Product Change Request

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Importing Data

About Data

Business Scenario

Administrator Procedures

Importing Data with Siebel EIM

Importing, Extracting, and Routing Syndicated Data

Summary Records

Extracting Data for Mobile Users

Troubleshooting Syndicated Data Loading

Views Requiring Syndicated Data Import

Data Loading Matrix for Syndicated Data

End-User Procedures

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Information for Siebel Application Developers

Targeting Configuration

New Visit Type Configuration

Sequential Priority Configuration

Charting Denormalized Syndicated Data

Schema for Territory Data Files

Enabling Inventory Reconciliation Without Lot Numbers

Retaining Sample Product Visibility

Business Component User Properties

General Business Component User Properties

Specific Business Component User Properties

Configuring the Submit Button

Changing Read-Only Fields

Special MedEd Classes—User Properties

Controlling Query Behavior in Multi-Value Group Fields

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 Siebel Life Sciences Guide 
 Published: 18 April 2003