Bookshelf v7.5: Siebel Life Sciences Administrative Setup Procedures

Table 2 lists the administrative setup procedures that are specific to Siebel Life Sciences and procedures that might differ from those of the other Siebel eBusiness Applications. The table also directs you to documentation containing information about each task.

When setting up your application, use Table 2 in combination with the main resource, Applications Administration Guide.

Table 2. 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 Managing Contacts
Define medical specialties	Defining medical specialties Defining account specialties Specifying a contacts's primary specialty	Managing Contacts
Set up bricks	Defining bricks Associating a brick with a contact address	Managing Contacts
Define decision issues	Defining decision issues	Managing Contacts Managing Products
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 Samples Information for Siebel Application Developers
Specifying a Competitor	Deleting an account Creating or identifying a competitor	Administering and Managing Accounts Managing Contacts Recording Calls
Administer Smart Calls	Creating a smart call template and making it available to end users	Creating Smart Calls Managing 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 Interface Tables Reference for Siebel Industry Applications Siebel Enterprise Integration Manager Administration Guide
Creating a Clinical Program	Adding a protocol Setting up regions (Optional) Defining a subject visit template Revising protocols	Setting Up and Carrying Out a Clinical Trial Managing Products Managing Sites and Clinical Contacts
Creating and Modifying a Site	Setting site-level budgeting Entering information for subjects Setting up visits and activities for subjects Creating activity plans	Managing Sites and Clinical Contacts
Setting Up Standard Payments	Standard payment amounts in subject visit template	Setting Up and Making Subject Activity Payments
Creating Trip Report Templates	Creating trip report templates	Administering and Using Clinical Trip Reports
Setting up Microsoft Project Integration	Setting up data exchange between Siebel eClinical 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 Information for Siebel Application Developers
Administering products	Adding an external product Adding an internal product or a market Making a product inactive Specifying additional product features Adding information on related products Associating related literature Adding product comparison information Adding a price list Associating a price list with a product Decision issues or product issues	Managing Products
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	Information for Siebel Application Developers