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Siebel Life Sciences Guide
What's New in This Release
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Overview of Life Sciences
About Siebel Life Sciences
About Siebel Pharma
About Siebel Medical
About Siebel Clinical
Product Modules and Options
Business Functions of Screen Tabs in Siebel Life Sciences
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Getting Started with Life Sciences
About Getting Started with Life Sciences
Administrative Setup Tasks for Life Sciences
About 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
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Managing Contacts in Life Sciences
About Managing Contacts in Life Sciences
Scenario for Managing Contacts
Process of Managing Contacts
Setting Up Primary Specialties
Removing Contact Records
Administering Bricks
Creating a Contact
Specifying the Best Time to Call
Indicating Affiliations Between Contacts
Indicating Affiliations Between a Contact and an Account
Viewing Pre-Call Information
Tracking Documentation Associated with a Contact
Other Tasks for Managing Contacts
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Administering and Managing Accounts in Life Sciences
About Administering and Managing Accounts in Life Sciences
About Account Hierarchies
About Bricks
Scenario for Accounts
Process of Managing Accounts
Specifying a Competitor
Deleting an Account
Generating Account Hierarchies
Associating a Brick with an Account Address
Entering an Account
Specifying an Account Profile
Viewing Account Hierarchies in Roll-up Views
Creating Category Information for an Account
Indicating an Affiliation Between an Account and a Contact
Indicating Affiliations Between Accounts
Creating Subaccounts
Viewing Pre-Call Information
Viewing Departments and Contacts
Tracking Documentation Associated with Accounts
About Configuring the Generate Hierarchy Button
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Managing Products for Life Sciences
About Managing Products for Life Sciences
How Siebel Life Sciences Stores Product Information
Scenario for Managing Products
Process of Managing Products
Defining External Products
Defining Internal Products
Specifying Additional Product Information
Defining Price Lists
Managing Competitor Information
Defining Decision Issues
Adding Products to Catalogs
Creating the Product Catalog
Creating a Product Category
Adding Products to Catalogs and Categories
Adding Access Groups to Catalogs and Categories
Capturing Product Hierarchies for Medical Handheld
Viewing Product Information
Creating a Product Change Request
Configuring Lot Numbers for Other Products
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Planning Account and Contact Calls in Pharma
About Planning Account and Contact Calls in Pharma
Tools for Planning Account and Contact Calls
Scenario 1: Users Create Target Lists
Scenario 2: Users Define Route Plans
Scenario 3: Users Create Activities
Process of Planning Calls
Creating and Applying Target Lists
About Defining a Route Plan
Creating a Route
Adding Accounts to a Route
Using a Route to Schedule Calls
About Creating Activities
Creating a General Activity
Creating a General Activity in the Calendar
Setting Up a Meeting
Creating a Contact Call
Creating a Contact Call from the Activities Screen
Automatically Scheduling a Contact Call Using Auto Schedule
Manually Scheduling a Contact Call from the Contacts Screen
Scheduling a Contact Call in the Calendar
Creating an Account Call
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Recording Calls in Pharma
About Recording Calls in Pharma
About the Submit Button
About Electronic Signature Capture
Scenario for Recording Calls
Process of Recording Calls
(Optional) Recording Marketing Responses in Contact Calls
Recording and Submitting Contact Calls
Recording a Contact Call for a Different Contact at the Time of Signature Capture
Recording and Submitting Account Calls
Remaking Electronic Signatures
Configuring the New Call Button
Configuring the Submit Button
Configuring the Sign Button
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Managing Pharma Samples
About Managing Pharma Samples
About Samples Transactions
About Samples and Lot Numbers
About Scenarios for Managing Samples
Scenario 1: Administrator Establishes a Master Inventory
Scenario 2: Administrator and End Users Establish a Master Inventory
Scenario 3: Users Transfer Samples to One Another
Prerequisites for Managing Samples
About Samples Transactions
Defining Lot Numbers for Samples
Establishing an Initial Inventory
Managing Inventory Tracking and Reconciliation Without Lot Numbers
Allocating Samples
Creating a Samples Transfer
Monitoring Samples Activities
Adjusting a Past Samples Transaction
Checking Electronic Signatures
Managing Disclaimers
About Establishing an Initial Inventory Count
Creating a Samples Order
Acknowledging Full Receipt of a Samples Transfer
Acknowledging Partial Receipt of a Samples Transfer
Adjusting an Inventory Count
Recording Thefts and Losses
Reconciling an Inventory Period
Submitting a Location Audit Report
Submitting an Interim Count
Submitting a Closeout Count
Viewing Inventory Audit Report
Placing Sample Orders Request
Viewing Sample History
Viewing Sample History by Allocation
Viewing Orderable Items
Viewing My Product Focus
Performing Signature Audit
Setting Compliance Thresholds
Viewing Compliance Reports
Enabling Approval and Signature Processes
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Creating Smart Calls
About Creating Smart Calls
Scenario for Smart Calls
Administering Smart Calls
Creating a Smart Call
About Applying a Smart Call Template to a Call
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Managing Managed Care Accounts
About Managed Care in Siebel Life Sciences
Scenario for Managed Care
Process of Using Siebel Managed Care
Entering Health Plan and Formulary Information
Associating Contact Information with Health Plans
Creating a Business Plan for a Managed Care Organization
Entering Formulary Information for Managed Care Business Plans
Performing Business and SWOT Analysis for a Managed-Care Business Plan
Associating Contacts and Accounts with Managed-Care Business Plans
Setting Objectives for the Managed-Care Business Plan
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Managing Accounts Contacts in Life Sciences
About Japanese Pharmaceutical Market Features
About Accounts Contacts
Configuring Workflows for Accounts Contacts
Activating Workflows for Accounts Contacts
Enabling Server Components for Accounts Contacts
Managing Accounts Contacts
Loading and Distributing Accounts Contacts Targeting Data
Creating a New Targeting Period
Creating Accounts Contacts Targeting Product Data
Generating Column Maps for Display of Product Attribute Fields
Activating the New Accounts Contacts Targeting Data
Creating Account-Contact Target List Records Manually
Creating Accounts Contacts Call Detail Records
Planning Calls in the Weekly Call Planning Screen
Reporting Calls in the Weekly Call Planning Screen
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Analyzing Syndicated Data
About Analyzing Syndicated Data
Scenario for Analysis
Process of Analysis
Defining Payer and Plan Information
Importing Syndicated Data Files
Analyzing Brick-Level Syndicated Data
Working with Sales, Rx, and Call Data
Views in the Analysis Screen
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Tracking Time Off Territory
About Tracking Time Off Territory
Scenario for Time Off Territory
Process of Tracking Time Off Territory
Creating 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
About Managing MedEd Events
MedEd Terminology
About MedEd Event Types
Scenario for MedEd Events
Process of Managing MedEd Events
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
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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Setting and Achieving Objectives
About Setting and Achieving Objectives
Scenario for Objectives
Process of Objectives
Creating an Objective
Creating Recommended Activities for an Objective
Targeting Accounts to an Objective
Loading Actual Amount Fields Using EIM
Reviewing Objectives
Charting Objectives
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Importing Data into Life Sciences
Scenario for Importing Data
Process of Importing Data
Importing Data with Siebel EIM
Importing, Extracting, and Routing Syndicated Data
About Summary Records
Extracting Data for Mobile Users
Troubleshooting Syndicated Data Loading
Views Requiring Syndicated Data Import
Data Loading Matrix for Syndicated Data
Importing Syndicated Data Files
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Setting Up and Carrying Out a Clinical Trial
About Setting Up and Carrying Out a Clinical Trial
Scenario for Clinical Trials
Process of Managing Clinical Trials
Creating a Clinical Program
Setting Up a Protocol
Tracking and Revising Team Assignment History
Automatically Assign Team Members to a Protocol Using the Position Rolldown Button
Remove Team Members from the Team of a Protocol
Creating and Revising Protocol Versions
Setting Up Regions
Automatically Assign Team Members Using the Position Rollup and Rolldown Buttons
Creating Region Assignment Team History
Defining a Subject Visit Template
Creating an Account and Contacts
Creating a Site
Automatically Assign Team Members to a Site Using the Position Rollup Button
Creating Site Assignment Team History
Removing Team Members from the Team of a Site
Creating a Subject and Setting Up Visits and Visit Activities
Applying Protocol Amendments
Rules for Applying Protocol Amendments
Rules for Deleting Visits Deemed Non-applicable by Early Termination
About Subject Enrollment Information RollUp
Enabling Workflow Policies for LS Clinical Rollup
Monitoring Subject Status and Enrollment Rates
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Managing Clinical Study Sites and Clinical Contacts
About Managing Clinical Study Sites and Clinical Contacts
Scenario for Managing Clinical Study Sites and Clinical Contacts
Process of Managing Site and Contact Information
Creating a Clinical Protocol Site Template
Creating Contact and Account Assessment Templates
Maintaining Contact and Account Information
Associating Contracts with a Clinical Study Site
Creating and Managing Clinical Study Site Visits
Creating and Updating Site, Contact, and Account Records
Capturing Different Types of Addresses for Each Site
Assigning Employees to the Site Team
Creating Site Activity Plans
Applying Protocol Site Activity Templates
Tracking and Adding Documents at Sites
Creating Documentation Tracking Activities
Creating CRF Tracking Activities
Tracking Case Report Forms (CRFs)
Creating Site Correspondence Activities
Tracking Business Partner Correspondence
Adding Notes to a Site
Assessing Investigators and Hospitals or Other Contacts and Accounts
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Setting Up and Making Subject Activity Payments
About Setting Up and Making Subject Activity Payments
Scenario for Payments
Process of Setting Up and Making Payments
Setting Up Standard Payment Amounts in the Subject Visit Template
Setting Payment Exceptions for a Site
Marking Subject Activities Completed
Generating Unplanned Payments for Sites
Adjusting Payment Amounts and Generating Payments for Sites
Generating Final Payments for Sites
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Administering and Using Clinical Trip Reports
About Administering and Using Clinical Trip Reports
Scenario for Managing Clinical Trip Reports
Process of Administering Clinical Trip Reports
Creating a Trip Report Template
Selecting a Trip Report Template Before a Site Visit
Completing a Trip Report After a Site Visit
Approving Trip Reports
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Managing Clinical Projects
About Managing Clinical Projects
Scenario for Managing Clinical Projects
Process of Managing Clinical Projects
Creating a Project Activity Template
About Setting Up Employee Profiles
Setting Up Position Types and Rate Lists for Billing
Creating a Project
Associating People and Accounts with Projects
Creating Activities and Tasks for a Project
Monitoring Project Costs
Managing Risk
About Views in the Projects Screen
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Capturing Adverse Events and Complaints
About Adverse Events and Complaints Management
About Capturing Adverse Events and Complaints
Scenario for Capturing and Escalating Adverse Events and Complaints
Process of Capturing and Escalating Adverse Events and Complaints
Confirming Standard Setup for Service Requests
Setting Up Codes
Setting Up Lot Numbers for Medical Products
Capturing Adverse Events and Complaints as Service Requests
Escalating Adverse Events and Complaints as Product Issues
Adding Complaint-Specific Information to Product Issues
About Configuring Adverse Events and Complaints Capture
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Investigating Adverse Events and Complaints
About Investigating Adverse Events and Complaints
Scenario for Complaint Investigation
Process of Adverse Events and Complaints Investigation
Creating Product Issue Assessment Templates
Creating Product Issue Activity Templates
Reviewing and Editing the Product Issues
Creating Multiple Product Issues Related to One Service Request
Creating Product Issue Activity Plans
Assessing if a Product Issue Is Reportable
Completing Adverse Events and Complaints Reviews
About Configuring Create Related PI and Review Complete Buttons
LS Medical Product Issue Create Related PI Workflow
Changing Which Fields Are Copied to the New Product Issue
LS Medical Product Issue Review Complete Workflow
LS Medical User Verification Workflow
About the LS Medical Product Issue Service Business Service
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Recording Product Analysis for AECM
About Recording Product Analysis for AECM
Scenario for Product Analysis Arising From a Complaint
Process of Product Analysis Following a Product Issue
Creating Product Analysis Activity Templates
Setting Up Codes for Product Analysis
Creating Product Analysis Records from a Product Issue
Filling in Product Analysis Records
Completing Product Analysis and Creating CAPAs
Submitting Product Analysis Records
Approving or Rejecting Product Analysis Records
About Configuring Product Analysis Approvals
LS Medical PA Submit Workflow
LS Medical PA Withdraw Workflow
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Managing CAPAs
About Managing CAPAs
Scenario for Managing CAPAs
Process of Managing CAPAs
Creating Corrective Action Activity Templates
Setting Up Codes for CAPAs
Creating a CAPA Record
Managing CAPAs
Tracking Approvals and Other Changes to CAPAs
About Configuring CAPA Approvals
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Regulatory Reporting
About Regulatory Reporting
About Regulatory Reports
Scenario for Regulatory Reporting
Process of Regulatory Reporting
Setting Up Report Numbers
Creating and Populating New Regulatory Reports
Entering and Reviewing Data for 3500A Reports
Entering and Reviewing Data for MDV Reports
Running 3500A and MDV Reports
Which Sections of the MedWatch 3500A Form Get Filled In?
Generating Regulatory Report Numbers and Submitting Reports
Transmitting Electronic Medical Device Reporting Immediately
Managing Batch Electronic Medical Device Reporting
Reopening a Regulatory Report
Creating Supplemental or Follow-Up Regulatory Reports
Field Mapping for the MedWatch Report
Field Mapping for the MDV Report
About Configuring Buttons in Regulatory Reports
LS Medical Product Issue Populate Report Workflow
LS Medical Product Issue RR Submit Workflow
LS Medical Product Issue RR Reopen Workflow
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Closing Adverse Events and Complaints
About Closing Adverse Events and Complaints
Scenario for Closing Adverse Events and Complaints
Process of Closure for AECM
Closing Product Issues
Reopening Product Issues
Reviewing Approvals for Product Issues
Reviewing Lockdown Fields
Reviewing Changes Made to Fields
About Configuring Close and Reopen Buttons for Product Issues
Close Complaint Workflow
Reopen Complaint Workflow
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Communicating with Customers for AECM
About Communicating with Customers for AECM
Scenario for Customer Communication
Process of Customer Communication in AECM
Setting Up Proposals, Correspondence, and Presentations
Communicating about Product Issues Using Proposals
Communicating about Product Issues Using Correspondence
Communicating about Product Issues Using Presentations
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Using Personalized Content Delivery
About Personalized Content Delivery
Defining System Preferences for PCD
Managing Content for PCD
PCD Support for Content File Formats
Loading Content for PCD Usage
Associating Attributes with PCD Content
Adding Component Files to PCD Content
Verifying PCD Content
Providing Access to PCD Content
Working with Messaging Plans
Creating and Editing Messaging Plans
Updating Messaging Plans
Releasing a Messaging Plan
Providing Access to Messaging Plans
Associating Help to Messaging Plans
Revising Messaging Plans
Associating a Messaging Plans with an Objective
Associating a Messaging Plan with Contact Call Offers
Accessing and Delivering Messaging Plans
Decompressing PCD Content
Using the PCD Viewer
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Setting Up and Configuring Clinical Study Site Visit Data Integration
Overview of Clinical Study Site Visit Data Integration
Customizing Clinical Study Site Visit Data Integration Web Services
Process of Setting Up Clinical Study Site Visit Data Integration for Siebel Clinical
Activating Workflows for Clinical Study Site Visit Data Integration
Configuring Web Services for Clinical Study Site Visit Data Integration
Enabling Siebel Server Component Groups for Clinical Study Site Visit Data Integration
Exporting Clinical Study Site Visit Data from Siebel Clinical
Exporting Clinical Study Site Geographical Location Details to Siebel Clinical
Viewing Clinical Study Site Visit Geographical Location Details in the Trip Report
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Setting Up and Configuring Clinical Study Integration
Overview of Integrating Siebel Clinical with a Clinical Data Management System
Customizing Clinical Study Integration Web Service
Process of Setting Up Study Integration for Siebel Clinical
Configuring Siebel Tools for Clinical Study Integration
Activating Workflows for Clinical Study Integration
Configuring Web Services for Clinical Study Integration
Creating the Directory Structure on the Siebel Server for Clinical Study Integration
Creating the Oracle WebLogic Full Client JAR for Clinical Study Integration
Creating the JNDI Properties File for Clinical Study Integration
Configuring the JVM Subsystem for Clinical Study Integration
Configuring Java Message Service Parameters for Clinical Study Integration
Populating Domain Value Maps
Siebel Clinical and Oracle Clinical Integration Entities
Integrating an Oracle Clinical Study with a Siebel Clinical Protocol
Integrating Investigator Data
Integrating Clinical Visit Data with Activity Data
Activating the Synchronization of Protocol Site Data
Viewing Protocols Enabled for Synchronization
About Synchronizing Sites
How Subject Data Is Integrated
About the Integration of Activity Completion Data
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Setting Up and Configuring Clinical Trial Payments Integration
Overview of Integrating Clinical Trial Payments
Customizing Clinical Trial Payments Integration Web Service
Process of Setting Up Clinical Trial Payments Integration for Siebel Clinical
Configuring Siebel Tools for Clinical Trial Payments Integration
Activating Workflows for Clinical Trial Payments Integration
Configuring the Clinical Trial Payments Inbound Web Service
Configuring Java Message Service Parameters
Sending a Payment Request from Siebel Clinical to a Third-Party Application
Withdrawing a Payment Request
Viewing Feedback for Payment Requests
Verifying Processed Payments
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Setting Up and Configuring Safety System Integration
Overview of Safety System Integration
Customizing Safety System Integration Web Services
Process of Setting Up Safety System Integration for Siebel Medical
Activating Workflows for Safety System Integration
Configuring Web Services for Safety System Integration
Enabling Siebel Server Component Groups for Safety System Integration
Creating the Directory Structure on the Siebel Server for Safety System Integration
Creating the Oracle WebLogic Full Client JAR for Safety System Integration
Creating the JNDI Properties File for Safety System Integration
Creating the JVM Subsystem for Safety System Integration
Configuring Java Message Service Parameters for Safety System Integration
Configuring Siebel Medical for Safety System Integration
Logging a Product Issue for Safety System Integration
Reviewing a Product Issue for Safety System Integration
Sending a Product Issue to the Safety System
Sending Product Issue Follow-Up Information to the Safety System
Verifying Case Acceptance by the Safety System
Verifying Case Rejection by the Safety System
Voiding a Product Issue in Siebel Medical
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Configuring Siebel Life Sciences
Targeting Configuration
Configuring Buttons For Specific Visit Type Activities
Configuring Sequential Priority
Enabling Inventory Reconciliation Without Lot Numbers
Configuring the Visit Generation Buttons
Editing the Labels of the LS Pharma HI Activity Calendar View Buttons
Special MedEd Classes—User Properties
Submitting Contact Details from Third-Party Applications
Invoking the Submit Functionality from Third-Party Applications
Accounts Contacts Configuration
Configuring Personalized Content Delivery
Setting System Preferences for PCD
Availability of Messages in PCD Planner
Availability of Messaging Plans in the PCD Viewer
PCD Business Component Calculated Fields
About Recommended Messaging Plans
Optimize Detailing Plan Method
Identifying Recommended Messaging Plans
Scenario for Identifying Recommended Messaging Plans
Using Skins
Modifying a Tooltip in the PCD Viewer
User Properties of the PCD Applets
User Properties of LS PCD Business Service
API for Using Multi-file Content
API for Recording Section Data
Service User Properties
LS Pharma Validation Service User Properties
LS Pharma Validation Service CE User Properties
LS Pharma Call Utility Service User Properties
LS Pharma Smart Call Template User Properties
LS Pharma Sample Transaction Admin Service User Properties
LS Pharma Inventory Period Service User Properties
LS Pharma Inventory Administration Service User Properties
Siebel Clinical Business Component User Properties
CSSBCBCClinicalSubject Class User Properties
CSSBCVRecLSPopup Class User Properties
Siebel Pharma Business Component User Properties
CSSBCActivity Class Business Component User Properties
CSSBCPharmaCall Class Business Component User Properties
LS Pharma Audit Signature BC User Properties
LS Pharma Call Products Detailed Alloc VBC User Properties
LS Pharma Call Products Detailed VBC - CE User Properties
LS Pharma Call Promotional Items Dropped VBC - CE User Properties
LS Pharma Call Samples Dropped Alloc VBC User Properties
LS Pharma Call Samples Dropped VBC - CE User Properties
LS Pharma Call Samples Requested VBC - CE User Properties
LS Pharma Call Signature Audit BC User Properties
LS Pharma Contact Assessment Attribute - CE BC User Properties
LS Pharma Contact Assessment Template - CE BC User Properties
LS Pharma Disclaimer Rule Set BC User Properties
LS Pharma Inventory Audit Report BC User Properties
LS Pharma Inventory Period User Properties
LS Pharma Inventory Period Reconciliation BC User Properties
LS Pharma Location Audit Report BC User Properties
LS Pharma Promotional Items Dropped Alloc VBC User Properties
LS Pharma Samples Request BC User Properties
LS Pharma Samples Request VBC User Properties
LS Pharma Personal Inventory BC User Properties
LS Pharma Sample Received History Item BC User Properties
LS Pharma Sample Transaction History Item BC User Properties
LS Pharma Sample Transactions BC User Properties
LS Pharma Sample Transactions Attachment BC User Properties
LS Pharma Sample Transfer In Item BC User Properties
LS Pharma Samples Attachment BC User Properties
LS Pharma Sample Txn Signature BC User Properties
Pharma Account Call BC User Properties
Pharma Call Products Detailed - CE BC User Properties
Pharma Call Products Detailed - CE User Properties
Pharma Call Sample Dropped - CE User Properties
Pharma Call Samples Requested - CE User Properties
Pharma GA Call Products Detailed User Properties
Pharma Professional Call BC User Properties
Pharma Professional Call - CE BC User Properties
Pharma Promotional Items Dropped - CE User Properties
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Configuring Data for Oracle Pharma Sales Analytics
Transactional Data Requirements
Configuring Product Hierarchies and Product Costs
Configuring Product Catalog and Category Hierarchies
Setting Up Sales Objectives
Entering Call Activity Data
Configuring Sales Territories for Pharma Sales Analytics
Creating Primary Sales Force Hierarchies
Creating Sales Territories
Creating Alternate Sales Force Hierarchies
Creating Target Lists Using Oracle Business Intelligence
About Target List Creator
Creating a Siebel Target List Using Oracle Pharma Sales Disconnected Analytics Answers
Configuring Oracle Pharma Sales Disconnected Analytics Integration with Siebel Pharma Mobile Web Client
Using Target List Creator with Siebel Pharma Applications in Connected Mode
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