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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 3 lists the most frequently used Siebel Life Sciences screens and the functions of the views in those screens.

Table 3. 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 Life Sciences

Accounts Contacts

Manage information about account-contact affiliations within dedicated Accounts Contacts List views, and also within an Accounts Contacts Weekly Call Planning screen. The Account-Contact records displayed in these screens are managed within the Siebel Pharma application as a set of separate Targeting records for each Sales Representative Position.

Managing Accounts Contacts in Life Sciences 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 Applications Administration Guide

Agreements

Manage information about agreements, administrative contracts, and entitlements.

Siebel Field Service Guide

Analysis

Display prescriber, account, plan, payer, and territory-level sales and Rx data.

Analyzing Syndicated Data in this guide

Assets

Manage information about products sold to accounts.

Siebel Field Service Guide

Business Plans

Create business plans for MCO (Managed Care Organizations) and PBMs (Pharmacy Benefit Managers).

Managing Managed Care Accounts in this guide

Calendar

Create and display activities (including to-do activities) and share calendar information with coworkers.

Planning Calls in this guide and Siebel Fundamentals

Campaigns

Manage outbound communications with prospects targeted for a particular marketing effort.

Siebel Marketing Installation and Administration Guide and Siebel Marketing User Guide

Clinical Programs

Manage information about clinical trial programs.

Siebel Clinical Trial Management System 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 Life Sciences in this guide

Corrective Actions

Manage corrective actions for adverse events and complaints.

Managing Corrective and Preventative Actions in this guide

Document Tracking

Track documents at multiple levels (Site, Region, or Protocol) for multiple entities (Contact or Account)

Administering and Managing Accounts in Life Sciences

Managing Contacts in Life Sciences

Siebel Clinical Trial Management System Guide

Expense Reports

Manage expense report information for your expenses, or your team's expenses.

Siebel Project and Resource Management Administration Guide

Forecasts

Create business forecasts based on opportunities or products.

Siebel Forecasting Guide

Home

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.

Siebel Fundamentals

List Management

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

Literature

Display company- and industry-related literature cataloged by the Oracle administrator.

Siebel Applications Administration Guide

MedEd

Manage medical education events.

Managing Pharma Medical Education Events in this guide

Objectives

Define objectives for contacts and accounts and monitor progress made toward meeting goals.

Setting and Achieving Objectives in this guide

Opportunities

Manage formulary opportunities and affiliate contacts, accounts, and other information with a particular opportunity.

Siebel Applications Administration 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

Product Issues

Managing adverse events and complaints made against medical products.

Investigating Adverse Events and Complaints Communicating with Customers for Adverse Events and Complaints Management and Communicating with Customers for Adverse Events and Complaints Management in this guide

Products

Display current product information, including key features and product trends.

Managing Products for Life Sciences in this guide

Quotes

Automatically generate quotes tailored to meet customer requirements.

Siebel Order Management Guide

Receiving

Record and review information relating to a physical receipt of material.

Siebel Field Service Guide

Regulatory Reports

Create Managing complaints made against medical products.

Regulatory Reporting in this guide

Repairs

Track defective products returned to a service center for repair.

Analyzing Syndicated Data in this guide and Siebel Field Service 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 Pharma Samples in this guide

Service Requests

Manage requests for medical or product information, adverse events, complaints, and related activities and attachments.

Capturing Adverse Events and Complaints in this guide and Siebel Field Service Guide

Shipping

Record and review information relating to a physical shipment of material.

Siebel Field Service 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

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

Solutions

Enter and display resolutions successfully used for reported problems.

Siebel Field Service 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

Time Sheets

Track employee time, by project, for compensation and billing purposes.

Siebel Project and Resource Management Administration Guide

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