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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 Clinical
About Siebel Medical
About Siebel Pharma
Product Modules and Options
Business Functions of Screen Tabs in Siebel Life Sciences
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Setting Up Siebel Medical
About Setting Up Siebel Medical
Enabling Siebel Server Component Groups for Siebel Medical
Activating Workflows for Siebel Medical
Configuring Web Services for Siebel Medical
Setting Up Siebel Medical for Integration with a Third-Party Safety System
Administrative Setup Tasks for Siebel Medical
About the My Team's Filter
Using Assignment Manager in Siebel Medical
Predefined Assignment Objects
Contact Assignments in Siebel Medical
Contact Denormalization Mode in Siebel Life Sciences
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Setting Up Siebel Pharma
About Setting Up Siebel Pharma
Configuring Pharma Properties in Siebel Tools
Enabling Server Component Groups for Siebel Pharma
Activating Workflows for Siebel Pharma
Administrative Setup Tasks for Siebel Pharma
About the My Team's Filter
Using Assignment Manager in Siebel Pharma
Predefined Assignment Objects
Contact Assignments in Siebel Life Sciences
Contact Denormalization Mode in Siebel Life Sciences
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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 Life Sciences Products
Process of Managing Products
Defining External Products
Defining Internal Products
Specifying Additional Product Information
Specifying Product Recommendations
Specifying Product Collateral
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 Calls
About Planning Calls
Tools for Planning 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
About Features for Call Planning Specific to the Japanese Pharmaceutical Market
Visit Timeline During the PMS Period
Managing the PMS and Pre-Explain PMS Features
Enabling a Product for PMS
Scheduling Calls for Pre-Explain PMS
Scheduling Calls for PMS
Viewing or Editing PMS Account Products
Viewing Upcoming Pre-Explain PMS and PMS Calls for All Accounts
Viewing All Missed Calls for Account Contacts
Viewing All Account and Contact Level Attachments for a PMS Call
Managing the PID Feature
Creating a Package Insert
Scheduling a Call for PID
Viewing All Upcoming PID Calls for All Accounts
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Recording Calls
About Recording Calls
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
Marking Package Insert Delivery and Post Market Surveillance Calls as Complete
Marking a PID Call as Complete
Marking a PMS Call as Complete
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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
Deleting Multiple Calls in the Accounts Contacts Call Planning Screen
Switching to Reporting Mode in the Accounts Contacts Call Planning Screen
Displaying Calls Created by Other Representatives
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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 Pharma Medical Education 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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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 Adverse Events and Complaints Management
About Recording Product Analysis for Adverse Events and Complaints Management
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 Corrective and Preventive Actions
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 Corrective and Preventative Actions
About Managing Corrective and Preventative Actions
Scenario for Managing Corrective and Preventive Actions
Process of Managing Corrective and Preventive Actions
Creating Corrective Action Activity Templates
Setting Up Codes for Corrective and Preventive Actions
Creating a CAPA Record
Managing Corrective and Preventive Actions
Tracking Approvals and Other Changes to Corrective and Preventive Actions
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 Are 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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Communicating with Customers for Adverse Events and Complaints Management
About Communicating with Customers for Adverse Events and Complaints Management
Scenario for Customer Communication
Process of Customer Communication for Adverse Events and Complaints Management
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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Closing Adverse Events and Complaints
About Closing Adverse Events and Complaints
Scenario for Closing Adverse Events and Complaints
Process of Closure for Adverse Events and Complaints Management
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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Using Personalized Content Delivery
About Personalized Content Delivery
Defining System Preferences for Personalized Content Delivery
Managing Content for Personalized Content Delivery
Personalized Content Delivery Support for Content File Formats
Loading Content for Personalized Content Delivery Usage
Associating Attributes with Personalized Content Delivery Records
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 Signature Control for Personalized Content Delivery
Using the PCD Viewer
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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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Siebel Medical Developer's Reference
Siebel Medical Workflow Reference
Siebel Medical Web Services Reference
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Siebel Pharma Developer's Reference
Overview of User Properties for Siebel Pharma
Targeting Configuration
Enabling Inventory Reconciliation Without Lot Numbers
Editing the Labels of the LS Pharma HI Activity Calendar View Buttons
Configuring the EditMode User Property
Submitting Contact Details from Third-Party Applications
Invoking the Submit Functionality from Third-Party Applications
Configuring Account Contacts
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
Pharma 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 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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