Table 7. Siebel Life Sciences Administration Tasks
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Define sales territories |
- Define sales territories and set up the territory assignment process
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Siebel Assignment Manager Administration Guide and Siebel Territory Management Guide |
Define medical specialties |
- Defining medical specialties
- Defining account specialties
- Specifying a contact's primary specialty
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Managing Contacts in Life Sciences |
Set up bricks |
- Defining bricks
- Associating a brick with a contact address
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Managing Contacts in Life Sciences |
Define decision issues |
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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)
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Managing Pharma Samples Configuring Siebel Life Sciences |
Specifying a Competitor |
- Deleting an account
- Creating or identifying a competitor
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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
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Creating Smart Calls Managing Pharma Samples |
Managing Accounts Contacts in Life Sciences |
- Activating workflows for accounts contacts
- Enabling server components for accounts contacts
- Setting up targeting data for a new period
- Activating new targeting data
- Generating column maps for accounts contacts list
- Creating product data to display in accounts contacts List
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Managing Accounts Contacts in Life Sciences |
Configuring Time Off Territory |
- Configuring Time Off Territory approval process
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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
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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
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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
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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
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Setting Up and Making Subject Activity Payments |
Creating Trip Report Templates |
- Creating trip report templates
- Approving trip report templates
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Administering and Using Clinical Trip Reports |
Creating Project Templates |
- Creating project templates
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Managing Clinical Projects |
Importing Data |
- Importing data with EIM
- Importing, extracting, and routing syndicated data
- Charting denormalized syndicated data
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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
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Managing Products for Life Sciences |
Configuring Siebel Life Sciences |
- Targeting
- New visit type
- Charting denormalized syndicated data
- Modifying business component user properties
- Configuring the visit generation buttons
- Changing read-only status of fields
- MedEd special C++ classes
- Submitting contact details from third-party applications
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Configuring Siebel Life Sciences |
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 Oracle Pharma Sales Analytics
- Creating target lists using Oracle Business Intelligence
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Configuring Data for Oracle Pharma Sales Analytics |
Editing the epharma.cfg |
If you are using Oracle Pharma Sales Disconnected Analytics, edit the epharma.cfg file to allow:
- Integration of Pharma Sales Analytics Home Page with Pharma Sales Disconnected Analytics
- Importation of target list contacts into Oracle Pharma Sales Disconnected Analytics Client
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The Siebel Analytics Installation and Configuration Guide (Integrating Oracle BI Delivers with Oracle Business Intelligence Applications) |
