Bookshelf v7.8: Administrative Setup Tasks for Life Sciences

Table 6 lists the administrative setup procedures that are specific to Siebel Life Sciences and procedures that might differ from those of the other Siebel Business Applications. The table also directs you to documentation containing information about each task.

When setting up your application, use Table 6 in combination with the main resource, Siebel Applications Administration Guide.

Table 6. Siebel Life Sciences Administration Tasks
Administrative Task	Description	For More Information
Define sales territories	Define sales territories and set up the territory assignment process	Siebel Assignment Manager Administration Guide
Define medical specialties	Defining medical specialties Defining account specialties Specifying a contact's primary specialty	Managing Contacts in Life Sciences
Set up bricks	Defining bricks Associating a brick with a contact address	Managing Contacts in Life Sciences
Define decision issues	Defining decision issues	Managing Contacts in Life Sciences Managing Products for Life Sciences
Managing Samples	Establishing and reconciling initial master inventory Transferring inventory to end users Monitoring samples activities (disbursements, orders, transfers between employees, user inventory counts, and inventory adjustments) Setting up and maintaining a home-office master inventory (optional) Defining lot numbers (optional) Managing electronic signatures Identifying sample locations in the event of recalls Determine the number of open (unreconciled) inventory periods allowed Disabling samples tracking by lot number Allowing sample product reconciliation without lot numbers (optional)	Managing Pharma Samples Configuring Siebel Life Sciences
Specifying a Competitor	Deleting an account Creating or identifying a competitor	Administering and Managing Accounts in Life Sciences Managing Contacts in Life Sciences Recording Calls in Pharma
Administer Smart Calls	Creating a smart call template and making it available to end users	Creating Smart Calls Managing Pharma Samples
Configuring Time Off Territory	Configuring Time Off Territory approval process	Tracking Time Off Territory
Administering MedEd	Setting up funds for medical education plans and associating them Creating MedEd master plans Creating MedEd activity templates Customizing the list of available drop-down values and adding literature items to the application Designating contacts as medical education speakers	Managing MedEd Events Siebel Enterprise Integration Manager Administration Guide
Creating a Clinical Program	Creating a protocol Revising protocols Setting up regions (Optional) Defining a subject visit template	Setting Up and Carrying Out a Clinical Trial Managing Products for Life Sciences Managing Sites and Clinical Contacts
Managing Sites	Creating a protocol site template Creating contact and account templates Maintaining contact and account information Setting up site contracts	Managing Sites and Clinical Contacts
Setting Up Standard Payments	Setting up standard payment amounts in subject visit templates Adjusting payment amounts and generating payments for sites	Setting Up and Making Subject Activity Payments
Creating Trip Report Templates	Creating trip report templates Approving trip report templates	Administering and Using Clinical Trip Reports
Setting up Microsoft Project Integration	Setting up data exchange between Siebel Clinical Projects and Microsoft Project	Managing Clinical Projects
Creating Project Templates	Creating project templates	Managing Clinical Projects
Importing Data	Importing data with EIM Importing, extracting, and routing syndicated data Charting denormalized syndicated data	Importing Data into Life Sciences Configuring Siebel Life Sciences
Administering products	Creating an external product Creating an internal product or a market Making a product inactive Specifying additional product features Entering information on related products Associating related literature Entering product comparison information Creating a price list Associating a price list with a product Decision issues or product issues	Managing Products for Life Sciences
Configuring Siebel Life Sciences	Targeting New visit type Charting denormalized syndicated data Modifying business component user properties Configuring the Submit button Changing read-only status of fields MedEd special C++ classes	Configuring Siebel Life Sciences
Editing the epharma.cfg	If you are using Siebel Pharma Field Analytics, edit the epharma.cfg file to allow: Integration of Pharma Analytics Home Page with Pharma Field Analytics Importation of target list contacts into Siebel Pharma Field Analytics Client	The Siebel Analytics Installation and Configuration Guide (Integrating Siebel Analytics Dashboards With Siebel Analytics Applications)

Siebel Life Sciences Guide		Copyright © 2008, Oracle. All rights reserved.