Bookshelf Home | Contents | Index | Search | PDF |
Siebel Life Sciences Guide > Product Overview >
Business Functions of Screen Tabs in Siebel Life Sciences
The Siebel Life Sciences interface provides various task-specific screens and views for administrative and end-user functions.
NOTE: Most administrative tasks are performed from administration screens that are accessed from the Site Map. You cannot access these from the screen tabs.
Table 5 lists the most frequently used Siebel Life Sciences screens and the functions of the views in those screens. The screens listed here appear on the screen tabs.
Table 5. Siebel Life Sciences Screens Screen Tab Functions For More Information Accounts Manage information about accounts (such as hospitals, HMOs, clinics, wholesalers, GPOs, and pharmacies) and affiliate accounts, contacts, and other information about a particular account. Administering and Managing Accounts in this guide Activities Manage activities with contacts and accounts, and create contact and account calls (with or without Smart Calls). Planning Calls in this guide and Siebel Call Center User Guide Agreements Manage information about agreements, administrative contracts, and entitlements. Siebel Field Service Guide, Siebel Sales User Guide Analysis Display prescriber, account, plan, payer, and territory-level sales and Rx data. Using Analysis in this guide Assets Manage information about products sold to accounts. Siebel Field Service Guide Calendar Create and display activities (including to-do activities) and share calendar information with coworkers. Planning Calls in this guide and Fundamentals Campaigns Manage outbound communications with prospects targeted for a particular marketing effort. Siebel Marketing Guide, Siebel Sales User Guide, Siebel Call Center User Guide Clinical Programs Manage information about clinical trial programs. Setting Up and Carrying Out a Clinical Trial in this guide Contacts Manage information about health care professionals (such as formulary directors, hospital administrators, pharmacists, and physicians) and their affiliations with other contacts and accounts. Managing Contacts in this guide Document Tracking Track documents at multiple levels (Site, Region, or Protocol) for multiple entities (Contact or Account) In this guide: Home This is the first screen you see when you log in to the Siebel Life Sciences application. It is a centralized screen that summarizes contacts, accounts, and activities. Fundamentals Literature Display company- and industry-related literature cataloged by the Siebel administrator. Siebel Sales User Guide MedEd Manage medical education events. Managing MedEd Events in this guide Objectives Define objectives for contacts and accounts and monitor progress made toward meeting goals. Objectives in this guide Opportunities Manage formulary opportunities and affiliate contacts, accounts, and other information with a particular opportunity. Siebel Sales User Guide Orders Manage information about samples ordered by physicians through your company's Web site, as well as all goods and service orders recorded by the service organization. Siebel Order Management Guide Payments Keep track of payments pertaining to clinical trial activities at sites. Setting Up and Making Subject Activity Payments in this guide Products Display current product information, including key features and product trends. Managing Products in this guide Protocols Maintain information about clinical trial protocols. Setting Up and Carrying Out a Clinical Trial in this guide Quotes Automatically generate quotes tailored to meet customer requirements. Product Administration Guide and Siebel Sales User Guide Regions Manage region or country level information about clinical trial protocols. Setting Up and Carrying Out a Clinical Trial in this guide Routes Create routes to schedule regular visits to groups of accounts. Planning Calls in this guide Samples Organize phases of samples workflow: shipments, orders, adjustments, inventory counts, and reconciliation. Managing Samples in this guide Service Requests Manage requests for medical or product information and related activities and attachments. Siebel Field Service Guide Site Management Manage information about a particular clinical trial site, including associated contacts, subjects, activities, payments, and site visits. Managing Sites and Clinical Contacts in this guide SmartScripts Define the application workflow for an interactive situation in a script. These interactive situations could include inbound communications (such as customer service) and outbound contacts (such as telemarketing). Siebel SmartScript Administration Guide Smart Calls Create and edit Smart Call templates that are applied in the Contact Call Detail and Account Call Detail views. Creating Smart Calls in this guide Solutions Enter and display resolutions successfully used for reported problems. Siebel Field Service Guide, Siebel Call Center User Guide Subjects Manage information about clinical trial subjects. Setting Up and Carrying Out a Clinical Trial in this guide Targeting Perform queries on profile information (such as best times to call and market ranking), as well as sales and Rx data, in order to generate target lists of contacts or accounts. Planning Calls in this guide Time Off Territory Manage information about time when sales representatives and field personnel are out of their territories, not working on activities directly associated with accounts, contacts, or opportunities. Tracking Time Off Territory in this guide
Bookshelf Home | Contents | Index | Search | PDF |
Siebel Life Sciences Guide Published: 18 April 2003 |