Siebel Life Sciences Guide

What's New in This Release

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Overview of 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 (End User)

Specifying the Best Time to Call (End User)

Indicating Affiliations Between Contacts (End User)

Indicating Affiliations Between a Contact and an Account

Viewing Pre-Call Information (End User)

Tracking Documentation Associated with a Contact (End User)

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 (End User)

Specifying an Account Profile (End User)

Viewing Account Hierarchies in Roll-up Views (End User)

Creating Category Information for an Account (End User)

Indicating an Affiliation Between an Account and a Contact (End User)

Indicating Affiliations Between Accounts (End User)

Creating Subaccounts (End User)

Viewing Pre-Call Information (End User)

Tracking Documentation Associated with Accounts (End User)

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 (End User)

Creating a Product Change Request (End User)

Configuring Lot Numbers for Other Products

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Planning Calls in Pharma

About Planning Calls in Pharma

Tools for Planning Calls

Scenario 1: Users Set Up Personal Lists

Scenario 2: Users Create Target Lists

Scenario 3: Users Define Route Plans

Scenario 4: Users Create Activities

Process of Planning Calls

Creating a Personal List (End User)

Creating and Applying Target Lists (End User)

About Defining a Route Plan (End User)

Creating a Route (End User)

Adding Accounts to a Route (End User)

Using a Route to Schedule Calls (End User)

About Creating Activities

Creating a General Activity (End User)

Creating a General Activity in the Calendar (End User)

Setting Up a Meeting (End User)

Creating a Contact Call (End User)

Creating an Account Call (End User)

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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 and Submitting Account Calls

Remaking Electronic Signatures

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

Creating a Samples Transfer

Monitoring Samples Activities

Adjusting a Past Samples Transaction

Checking Electronic Signatures

About Establishing an Initial Inventory Count (End User)

Creating a Samples Order (End User)

Acknowledging Receipt of a Samples Transfer (End User)

Adjusting an Inventory Count (End User)

Recording Thefts and Losses (End User)

Reconciling an Inventory Period (End User)

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Creating Smart Calls

About Creating Smart Calls

Scenario for Smart Calls

Administering Smart Calls

Creating a Smart Call (End User)

About Applying a Smart Call Template to a Call

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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 (End User)

Analyzing Brick-Level Syndicated Data (End User)

Working with Sales, Rx, and Call Data (End User)

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 (End User)

Submitting a Time Off Territory Record (End User)

Viewing Time Off Territory Charts (End User)

Configuring Time Off Territory

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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 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 (End User)

Setting Up MedEd Events (End User)

Tracking Costs of MedEd Activities (End User)

About Designating MedEd Event Speakers (End User)

Setting Up Sessions Within a MedEd Event (End User)

Inviting and Registering Prospective MedEd Attendees (End User)

Generating Correspondence for MedEd Event Invitees (End User)

Scheduling Calls to an Invitee (End User)

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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 (End User)

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 (End User)

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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

Creating and Revising Protocol Versions

Setting Up Regions

Defining a Subject Visit Template

Creating an Account and Contacts (End User)

Creating a Site (End User)

Creating a Subject and Setting Up Visits and Visit Activities (End User)

Applying Protocol Amendments (End User)

About Subject Enrollment Information Roll-Up

Monitoring Subject Status and Enrollment Rates (End User)

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Managing Sites and Clinical Contacts

About Managing Sites and Clinical Contacts

Scenario for Managing 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 Site

Creating and Managing Site Visits

Creating and Updating Site, Contact, and Account Records (End User)

Assigning Employees to the Site Team (End User)

Creating Site Activity Plans (End User)

Tracking and Adding Documents at Sites (End User)

Creating Documentation Tracking Activities

Assessing Investigators and Hospitals or Other Contacts and Accounts (End User)

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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 (End User)

Marking Subject Activities Completed (End User)

Generating Ad Hoc Payments for Sites (End User)

Adjusting Payment Amounts and Generating Payments for Sites

Generating Final Payments for Sites (End User)

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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 (End User)

Completing a Trip Report After a Site Visit (End User)

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

Mapping Siebel Project Fields to Microsoft Project Fields

Creating a Project (End User)

Associating People and Accounts with Projects (End User)

Creating Activities and Tasks for a Project (End User)

Monitoring Project Costs (End User)

Managing Risk (End User)

Exchanging Project Data with Microsoft Project (End User)

About Views in the Projects Screen

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Siebel Advanced Contracts

About Advanced Contracts

Scenario for Advanced Contracts

Process of Managing Advanced Contracts

Creating Term Templates

Creating Benefit and Condition Templates

Adding Terms to Agreements

Adding Benefits to Agreements

Adding Conditions to Benefits

Verifying Compliance

About Workflows for Advanced Contracts

About Business Services for Advanced Contracts

Contracts Accumulator Service

Contracts Resolver Service

Condition Evaluator Service

About Configuring the Revise Button

About Configuring the Add Benefits Button

About Configuring the Entitle Button

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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 (End User)

Escalating Adverse Events and Complaints as Product Issues (End User)

Adding Complaint-Specific Information to Product Issues (End User)

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 (End User)

Creating Multiple Product Issues Related to One Service Request (End User)

Creating Product Issue Activity Plans (End User)

Assessing if a Product Issue Is Reportable (End User)

Completing Adverse Events and Complaints Reviews (End User)

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 (End User)

Filling in Product Analysis Records (End User)

Completing Product Analysis and Creating CAPAs (End User)

Submitting Product Analysis Records (End User)

Approving or Rejecting Product Analysis Records (End User)

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 (End User)

Managing CAPAs (End User)

Tracking Approvals and Other Changes to CAPAs (End User)

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 (End User)

Entering and Reviewing Data for 3500A Reports (End User)

Entering and Reviewing Data for MDV Reports (End User)

Running 3500A and MDV Reports (End User)

Which Sections of the MedWatch 3500A Form Get Filled In?

Generating Regulatory Report Numbers and Submitting Reports (End User)

Reopening a Regulatory Report (End User)

Creating Supplemental or Follow-Up Regulatory Reports (End User)

Field Mapping for the MedWatch Report (Reference)

Field Mapping for the MDV Report (Reference)

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 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 (End User)

Communicating about Product Issues Using Correspondence (End User)

Communicating about Product Issues Using Presentations (End User)

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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 (End User)

Reopening Product Issues (End User)

Reviewing Approvals for Product Issues (End User)

Reviewing Lockdown Fields (End User)

Reviewing Changes Made to Fields (End User)

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 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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Configuring Siebel Life Sciences

Targeting Configuration

New Visit Type Configuration

Sequential Priority Configuration

Enabling Inventory Reconciliation Without Lot Numbers

Business Component User Properties

Configuring the Visit Generation Buttons

Editing the Labels of the LS Pharma Activity HI Calendar View Buttons

Special MedEd Classes—User Properties

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

Recommended Messaging Plans

Optimize Detailing Plan Method

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

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