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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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