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A
account call activities
See also Understanding Activities
Account view tab, using to manually schedule an account call 1
Activities screen, adding from 1
activity type, about 1
calendar, scheduling an account call in 1
creating, about 1
details about the call, entering 1
New Call button, using to add an account 1
Scheduling button, using to automatically schedule account call 1
Account Call Detail view, about displaying 1
account calls
See also Creating Smart Calls
Account Call Detail view, displaying 1
attendee information, entering for an account call 1
completed account call, submitting 1
general activities, entering for an account call 1
mobile users, about submitting account calls 1
products detailed information, entering for an 1
recording, about 1
account hierarchies
See also Viewing Account Hierarchies in Roll-up Views
aggregated activities for an account, viewing 1
aggregated coverage team for an account hierarchy, viewing 1
aggregated list of contacts for an account, viewing 1
aggregated opportunities for an account hierarchy, viewing 1
error message that record is not included as defined hierarchy 1
roll-up views, about viewing 1
account hierarchies, generating
See also Generating Account Hierarchies
about 1
default account hierarchies, about 1
default account hierarchy, generating (procedure) 1
default account hierarchy, viewing if end users are using the app 1
dynamic account hierarchy of selected accounts, creating 1
account team, about visibility and Contact Denormalization process 1
Account view tab
account call, using to manually schedule an account call 1
route, using to add account to 1
accounts
adding for clinical trial 1
calling, specifying best time to call 1
contact, indicating an affiliation between 1
projects, about associating with 1
role, specifying for an affiliated account 1
routes, about adding to 1
routes, adding using the Accounts view tab 1
routes, adding using the Explorer view tab 1
Accounts screen and views, described 1
accounts, administering and managing
account address, about editing 1
account hierarchies in roll-up views, about viewing 1
account hierarchies, about 1
account hierarchies, error message that record is not included as defined hierarchy 1
account hierarchies, generating 1
account profile information, adding for an account 1
account, adding 1
account, deleting 1
accounts, about 1
accounts, defined 1
affiliated contact, adding new role for 1
affiliation between a contact and a subaccount, indicating 1
affiliation between account, indicating (procedure) 1
affiliation between and account and a contact, indicating 1
affiliations between accounts, about indicating and upward and downward affiliations 1
aggregated activities for an account, viewing 1
aggregated coverage team for an account hierarchy, viewing 1
aggregated list of contacts for an account, viewing 1
aggregated opportunities for an account hierarchy, viewing 1
brick, associating with an existing account address 1
bricks, about and how they work 1
business scenario 1
category information for an account, adding 1
competitor, specifying an account as 1
contact information, about associating to plan 1
contact's role, updating 1
contacts, associating with account plans 1
default account hierarchy, generating (procedure) 1
default account hierarchy, viewing if end user are using the app 1
documentation, tracking associated with an account 1
dynamic account hierarchy of selected accounts, creating 1
formulary information, adding to an account 1
plan designs and formularies, about 1
plan information, adding to an account 1
pre-call information, about viewing 1
pre-call information, viewing (procedure) 1
subaccounts, about and affect to data access (table) 1
subaccounts, adding 1
subaccounts, entering detailed information for 1
upward and downward account affiliations, viewing for an account 1
workflow for managing accounts example 1
active inventory period, about 1
activities
See also Creating Activities
about and activity types 1
account call, about creating an 1
account call, adding an account using the New Call button 1
account call, adding from the Activities screen 1
account call, automatically scheduling using the Schedule button 1
account call, entering details about the call 1
account call, manually schedule an account call in the Account view tab 1
account call, scheduling an account call in the calendar 1
Activities list, creating activity in 1
business scenario 1
calendar, giving others access to 1
contact call activities, automatically scheduling using the Schedule button 1
contact call activities, creating 1
contact call activities, creating from Activities screen 1
contact call activities, manually scheduling a call using the Calls view 1
contact call activities, scheduling in the calendar 1
defined and about 1
general activity, adding 1
general activity, creating in the Calendar view 1
general activity, editing an activity 1
meeting, about setting up and list of tasks 1
meeting, adding (procedure) 1
meeting, adding a meeting activity 1
meeting, adding a meeting invitee 1
meeting, adding a meeting speaker 1
meeting, updating the Cost field in the Meeting Invitees list 1
project, adding to using a project activity template 1
site, assigning to using a template 1
specialized activities, creating in Calendar view 1
status of activities associated with an objective, changing 1
Activities screen
account call, adding from 1
contact call, using to add 1
views, description of 1
activity payments
about 1
currencies and exchange rate dates, about setting 1
standard payment amounts, setting up in the subject visit template 1
activity template, creating for MedEd event 1
Actual Amount fields
importing data for, about 1
loading, about using EIM 1
adjustment transaction, about submitting 1
administrator tasks
Manager List Mode user property, default settings (table) 1
My Team's filter, about 1
table of 1
affiliated contact data, modifying the routing of 1
affiliations
account and a contact, indicating between 1
accounts, about indicating between 1
affiliated contact, adding new role for 1
contact and a subcontact, indicating between 1
independent accounts, about using Account Sub Account view 1
aggregated activities for an account, viewing 1
Agreements screen and views, described 1
Analysis screen and views, described 1
analysis, using
brick, displaying all contacts associated with 1
brick-level syndicated data, about analyzing 1
business scenario 1
indirect sales by brick, correlating actual calls made with 1
payer information, adding 1
prescription trends by brick, correlating actual calls made with 1
receiving data extracts, postponing 1
sales, Rx, and call data, about filtering data 1
sales, Rx, and call data, about working with 1
sales, Rx, and call data, displaying data 1
Siebel Life Sciences views available from Analysis screen (table) 1
syndicated data extracts, importing 1
workflow for analysis example 1
assessment template
creating 1
purpose of 1
scores, about ranking a contact 1
Assets screen and views, described 1
assigning tasks
contact assignments, about and example 1
Contact Denormalization mode, differences from Assignment Manager 1
Contact Denormalization mode, rules, requirements, and exceptions 1
predefined assignment objects, about and table of 1
Siebel Assignment Manager, about using 1
Assignment Item Type Industry Name, about support of 1
assignment objects, about and table of 1
attachments
contact, adding to 1
objective, adding to 1
attendee calls
sample transactions, attendees recorded for an account call 1
Submit button, attendees recorded for an account call 1
attendee information, entering for account call 1
audience for guide 1
B
Batch mode, about running Contact Denormalization in 1
bricks
about and how they work 1
account address, associating with 1
brick, displaying all contacts associated with 1
brick-level syndicated data, about analyzing 1
contact, associating with 1
defined 1
defining (procedure) 1
ePharma, about how used in 1
indirect sales by brick, correlating actual calls made with 1
prescription trends by brick, correlating actual calls made with 1
business component user properties
See also Business Component User Properties
about 1
group 1 business components (table) 1
group 2 business components (table) 1
group 3 business components (table) 1
group 4 business components (table) 1
user properties for all business components (table) 1
visit generation button, configuring 1
C
calendar
access, giving others access to 1
account call, scheduling in 1
contact call, scheduling in 1
current view, printing 1
general activity, creating in Calendar view 1
specialized activities, creating in Calendar view 1
Calendar screen and views, described 1
call data
displaying data 1
filtering data, about 1
working with, about 1
calling
affiliated account, specifying best time to call 1
contact, specifying best time to 1
pre-call information, viewing 1
Calls view, using to manually schedule a contact call 1
calls, planning
See also Users Create Activities
activities, user create business scenario 1
personal lists, about creating 1
personal lists, adding product to 1
personal lists, users set up business scenario 1
route plans, users define business scenario 1
route, about adjusting scheduling conflicts 1
route, creating (procedure) 1
route, using to schedule calls 1
routes, about adding accounts to a route 1
routes, about creating and list of tasks 1
routes, adding accounts using the Accounts view tab 1
routes, adding accounts using the Explorer view tab 1
scheduling conflicts, about adjusting 1
target lists, about assigning to a route 1
target lists, about targeting 1
target lists, applying one or more lists 1
target lists, assigning to a route (procedure) 1
target lists, creating (procedure) 1
target lists, deleting 1
target lists, merging 1
target lists, steps to create 1
target lists, user create business scenario 1
tools for planning calls, list of 1
workflow example for planning calls 1
calls, recording
Account Call Detail view, displaying 1
account calls, about recording 1
account calls, entering products detailed information for an 1
attendee information, entering for an account call 1
attendees calls, creating for each attendee 1
business scenario 1
completed account call, submitting 1
completed contact call, submitting 1
Contact Call Detail view, displaying 1
decision issues discussed during the call, recording information about 1
general activities, entering for an account call 1
products detailed, recording information about 1
promotional items dropped, recording information about 1
samples dropped, application activity 1
samples dropped, recording information about 1
Submit button, effect on views (table) 1
Submit button, effects when clicked in Contact Call Detail or Account Call Detail view 1
workflow example 1
calls, scheduling
See also Creating a Personal List
route, about adjusting scheduling conflicts 1
route, using to schedule calls 1
scheduling conflicts, about adjusting 1
Campaigns screen and views, described 1
case report form tracking activity, creating 1
catalog, adding product or lot number to catalog 1
category information
about adding 1
account, adding for 1
change request record, adding for a product 1
charts
graphical charts, creating for clinical trials 1
time off territory charts, viewing 1
checklist activities, about 1
clinical program, adding new clinical program 1
Clinical Programs screen and views, described 1
clinical projects, managing
activities, defined 1
activity, adding to a project using a project activity template 1
business scenario 1
contact, adding to a project using the Organization Analysis view 1
employee profiles, setting up 1
Microsoft Project, about exchanging project data with 1
partner account, adding to a project 1
people and accounts, about associating with projects 1
position types and rate lists, about setting up for billing 1
position types, adding as products 1
project activity template, about creating 1
project activity template, creating (procedure) 1
project costs, about and displaying cost items 1
project costs, viewing associated with a project 1
Project screen views (table) 1
project, adding employees to 1
project, creating (procedure) 1
rate list, creating 1
risk and resolution activities, adding to a project 1
Siebel Project fields, mapping to Microsoft Project fields 1
task, creating and associating activities to the task 1
task, defined 1
workflow example 1
clinical protocol site activities, about 1
clinical protocol site template
about creating 1
creating (procedure) 1
clinical research associates
See also Business Scenarios
documentation milestones, tracking 1
documentation, adding to a site 1
investigator or contact, assessing 1
site team, assigning employees to 1
clinical trial, setting up and carrying out
account, adding 1
accounts and contacts, defined and about adding 1
business scenario 1
contact, adding 1
documentation tracking activities, creating 1
documentation, reviewing and tracking 1
existing documentation, updating and adding for tracking 1
graphical charts, creating 1
hierarchical relationship of programs, protocols, regions, and sites (diagram) 1
new clinical program, adding 1
new protocol, adding 1
protocol payments, reviewing 1
regions, about setting up 1
regions, adding to a protocol 1
site, adding 1
subject visit template, about defining 1
subject visit template, adding a subject visit template 1
subject visit template, applying a new version for an enrolled subject 1
subject visit template, applying new version to a site 1
subject visit template, creating new a version 1
subject visit template, examples (diagram) 1
subject, enrolling in study 1
subject, entering and screening 1
subject, rescreening a subject 1
workflow managing clinical trials example 1
clinical trip reports, administering and using
case report form tracking activity, creating 1
clinical administrator business scenario 1
clinical research associates business scenario 1
trip report template, creating 1
trip report, about and Trip Report view 1
trip report, about completing after site visit 1
trip report, completing after site visit (procedure) 1
trip report, creating (procedure) 1
trip report, distributing and archiving 1
trip report, printing or emailing 1
workflow example 1
clinical trip template, creating (procedure) 1
Company Identifier field, about 1
competitor information, managing
See also Managing Competitor Information
about 1
company features, defining 1
competitor comparison information. entering 1
product features, defining 1
competitor, specifying an account as a 1
configuring
See also Schema for Territory Data Files
contact data routing, modifying 1
denormalized syndicated data, charting 1
inventory and reconciliation of samples without lot numbers, enabling 1
MedEd classes user properties, C++ classes created for 1
Multi-Value Group fields, controlling query behavior 1
read-only fields, changing 1
sequential numbering in the Priority field, enabling 1
Submit button, about and user property values 1
TargetCategory user property (table) 1
TargetCategory user property (table), example 1
TargetID user property (table) 1
visit generation buttons, configuring 1
visit-type activities, creating 1
contact address, about editing 1
contact assessment, creating 1
contact assignments, about and example 1
contact call activities
See also Understanding Activities
about 1
about creating 1
Activities screen, creating from 1
activity type, about 1
calendar, scheduling a contact call in 1
Call view, using to manually schedule contact call 1
Schedule button, using to automatically schedule 1
Contact Call Detail view, displaying 1
contact calls
See also Creating Smart Calls
mobile users, about submitting contact calls 1
Contact Denormalization mode
Assignment Manager, differences from 1
rules, requirements, and exceptions 1
Contact Id, deleted, consequences of 1
contact information, about associating to plans 1
contact records
blank last and first name, about and troubleshooting 1
merging, about 1
contacts
See also Associating Contact Information to Plans
account plans, associating with 1
adding for clinical trial 1
affiliated contact, adding new role 1
affiliation between a contact and a subaccount, indicating 1
affiliation between an account and a contact, indicating 1
aggregated list of contacts for an account, viewing 1
contact's role, updating 1
fitness, assessing 1
MedEd event, inviting to 1
MedEd speaker, designating as 1
project, adding using the Organization Analysis view 1
projects, about associating with 1
site, associating with 1
targeting (procedure) 1
viewing all regardless of assignment method 1
contacts, managing
See also Adding a Contact
adding, about 1
affiliated account, specifying best time to call 1
attachment, adding to a contact 1
best time to call a contact, specifying 1
brick, about how used in ePharma 1
brick, associating a contact with 1
brick, defined 1
brick, defining (procedure) 1
business scenario 1
category information, adding 1
contact address, about editing 1
contact and an account, indicating an affiliation between 1
contact assessment, creating 1
contact data routing, modifying 1
contact, adding (procedure) 1
contact, defined 1
contact, indicating affiliations between 1
contact's primary specialty, specifying 1
deleting a contact (procedure) 1
deleting a contact, about 1
deleting a contact, alternative to 1
documentation, tracking associated with a contact 1
merging contact records, about 1
pre-call information, viewing 1
primary speciality and unique identifier information, about 1
ranking a contact, about 1
role, specifying for an affiliated account 1
speciality, defining 1
correspondence, generating for MedEd event invitees 1
Cost Allocation field, total of values entered 1
Cost field, updating in the Meeting Invitees list 1
count adjustments, creating and submitting 1
currencies, setting for protocols 1
D
Data Loading Matrix
about 1
S_SYND_DATA attribute by data source (table) 1
table 1
data tables, data EIM can process 1
data, importing
business scenario 1
data, types of 1
extracting data for mobile users, about 1
extracting data for mobile users, about full and partial data extracts 1
extracting data for mobile users, about possible data loss 1
extracting data for mobile users, associating nodes with rule 1
extracting data for mobile users, creating data extraction rule 1
extracting data for mobile users, general steps for 1
extracting data for mobile users, performing data extraction 1
extracting data for mobile users, setting the environment 1
extracting data for mobile users, specifying data routed to mobile users 1
Siebel EIM, importing data with 1
summary records, about and loading into S_SYND_DATA table 1
syndicated data loading, troubleshooting 1
syndicated data, about importing, extracting and routing 1
syndicated data, Data Loading Matrix for 1
syndicated data, Data Loading Matrix for (table) 1
syndicated data, importing 1
syndicated data, loading data in database 1
syndicated data, S_SYND_DATA attribute by data source (table) 1
syndicated data, steps for loading and distributing to mobile users 1
views requiring syndicated data import (table) 1
data, types of 1
decision issues, defining
about 1
adding decision issue 1
decision issues, recording information about 1
deleting
account 1
contact 1
contact, alternative to 1
objective, about 1
Smart Call, about 1
target list 1
denormalized syndicated data, charting
See also Schema for Territory Data Files
schema for territory data files 1
direct sales, defined 1
discrepancies, tracking 1
documentation
account, tracking associated with 1
clinical trial, reviewing and tracking 1
contact, attaching to 1
contact, tracking associated with 1
existing documentation, updating and adding for tracking 1
literature items, requesting when using local database 1
MedEd session, associating with 1
MedEd session, specifying literature for 1
milestones, tracking 1
site, adding documentation to 1
tracking activities, creating 1
downward affiliations
account's upward and downward affiliations, viewing 1
list, about 1
DTE maps
exporting from the server database to an XML file 1
importing to local client from an XML file 1
dynamic account hierarchies, creating for selected accounts 1
Dynamic mode, about running Contact Denormalization in 1
E
EIM
ePharma data EIM can process 1
interface tables 1
electronic signatures
about checking 1
receipts, generating for calls with electronic signatures 1
Signature Audit Administration, displaying 1
Signature form, last name and first name fields empty 1
emailing, print report 1
employee profiles, setting up 1
employees
MedEd event, inviting to 1
project, adding to 1
projects, associating with 1
site team, assigning to 1
Event term, defined 1
Exception Amount, editing for multiple activities 1
exchange dates, setting for protocol 1
EXISTS statement, disabling 1
expense reports, including time off territory costs 1
Explorer view tab, using to add accounts to a route 1
exporting
DTE data maps from the server database to an XML file 1
workflow process from the server database to an XML file 1
external products
about defining 1
adding (procedure) 1
table, about 1
extracting data for mobile users
about 1
data extraction rule, creating 1
data loss, about possibility 1
data, specifying that is routed to 1
environment, setting 1
full and partial data extracts, about 1
general steps for 1
nodes. associating with extraction rule 1
performing (procedure) 1
F
follow-up activities, about 1
formularies
about 1
formulary information, adding to an account 1
plan information, adding to an account 1
G
general activities
account call, entering for 1
activity type, about 1
adding (procedure) 1
Calendar view, creating in 1
Calendar view, creating specialized activity in 1
calendar, giving others access to 1
editing an activity 1
meeting, about setting up and list of tasks 1
meeting, adding (procedure) 1
meeting, adding a meeting activity 1
meeting, adding a meeting invitee 1
meeting, adding a meeting speaker 1
meeting, updating Cost field in the Meeting Invitees list 1
guide
audience for guide 1
organization of 1
I
images, about associating with products 1
importing
DTE maps to a local client from an XML file 1
syndicated data extracts, postponing 1
syndicated data files, importing 1
workflow processes to a local client from an XML file 1
inactive inventory period, about 1
indirect sales, defined 1
initial inventory
about establishing 1
initial inventory count, about establishing 1
products, adding and submitting a initial count 1
interface tables
data the EIM can process, table of 1
in data import process 1
internal products
adding 1
defining, about 1
internal products, making inactive 1
product categorization settings (table) 1
samples and promotional items settings, about 1
table, about 1
Intersection of Lists option
target lists, applying one or more lists 1
target lists, merging 1
inventory counts
adjusting and common reasons for 1
discrepancies, identifying 1
inventory period, reconciling (procedure) 1
multiple quantities, adjusting with a new adjustment transaction 1
inventory periods
about and types of (table) 1
creating and submitting 1
initial inventory period, reconciling (procedure) 1
inventory counts, identifying discrepancies 1
inventory period, creating and submitting 1
multiple quantities, adjusting with a new adjustment transaction 1
reconciling (procedure) 1
reconciling, about and prerequisites 1
inventory reconciliation
about and the Prescription Drug Marketing Act 1
inventory periods, about and types of (table) 1
PDMA compliance and lot numbers 1
inventory tracking
See also Managing Inventory Tracking and Reconciliation Without Lot Numbers
initial count adjustments, creating and submitting 1
initial inventory period, reconciling 1
managing without lot numbers, about 1
tracking and reconciling without lot numbers (procedure) 1
investigator, assessing fitness of 1
invitee
calls, automatically scheduling 1
MedEd session, registering 1
L
lead time, for MedEd activity defined 1
License Number field, about 1
literature
local database, requesting when using 1
MedEd session, associating with 1
MedEd session, specifying literature for 1
product information, associating 1
Literature screen and views, described 1
loss, recording sample loss 1
lot numbers
See also Managing Inventory Tracking and Reconciliation Without Lot Numbers
catalog, adding to 1
defining (procedure) 1
defining, about 1
inventory and reconciliation of samples without lot numbers, enabling 1
lot number tracking, disabling 1
multiple lot numbers, about defining 1
Prescription Drug Marketing Act (PDMA) and lot numbers 1
Siebel Samples Management, implementation options 1
Lots for Disperse Only system preference, about setting to TRUE 1
M
Manager List Mode user property
default settings (table) 1
mapping template, creating 1
market, adding 1
materials, specifying for MedEd session 1
MedEd activity, about 1
MedEd classes user properties, C++ classes created for 1
MedEd event term, defined 1
MedEd events, managing
activity plan, creating from a MedEd event 1
aggregated activity costs, viewing for a MedEd plan 1
business scenario 1
call to an invitee, automatically scheduling 1
contact or employee, inviting to a MedEd event 1
correspondence, generating for multiple invitees 1
event types, about 1
invitee, registering for a MedEd session 1
lead time for MedEd activities, defined 1
literature item, adding to the application 1
MedEd activities, about tracking costs 1
MedEd activity, recording cost of 1
MedEd attendees, about inviting and registering 1
MedEd event, creating an activity template for 1
MedEd events, about 1
MedEd events, creating 1
MedEd literature, about administering 1
MedEd master plan, creating 1
MedEd plan, about establishing funds 1
MedEd plan, creating 1
MedEd plan, specify which plan to charge for event costs 1
MedEd plan, steps to establish a fund and associate with plan 1
MedEd plan, verifying that a fund is available for association with 1
MedEd settings, lists of values for (table) 1
MedEd speaker, designating a contact as 1
sessions, about setting up within MedEd event 1
sessions, creating for MedEd event 1
sessions, specifying literature for a MedEd session 1
sessions, specifying material for a MedEd session 1
speakers, viewing all 1
subplan, creating 1
terminology 1
workflow for managing MedEd events example 1
MedEd screen and views, described 1
MedEd Team term, defined 1
meeting
activity type, about 1
Cost field, updating in the Meeting Invitees list 1
invitee, adding 1
meeting activity, adding a 1
meeting, adding a 1
New Meeting button, about using 1
setting up, about and list of tasks 1
speaker, adding 1
Microsoft Project
project data, about exchanging with 1
Siebel Project fields, mapping to 1
mobile users
data, specifying that is routed to 1
environment, setting 1
extracting data, about 1
extracting data, about full and partial data extracts 1
extracting data, about possible data loss 1
extracting data, creating data extraction rule 1
extracting data, general steps for 1
extracting data, performing (procedure) 1
nodes, associating with an extraction rule 1
Smart Call, about synchronizing before using 1
submitting account calls, about 1
submitting contact calls, about 1
syndicated data, steps for loading and distributing 1
mobile Web clients
position rollup, setting up for 1
site team, about assigning employees to 1
Multi-Value Group fields, controlling query behavior 1
My Routes view, using to schedule calls 1
My Team's Contacts view, 7.0.3 version contact changes 1
My Team's filter, understanding behavior of 1
N
Name field drop-down list, about sample not appearing 1
New Call button, using to add account call 1
New Meeting button, about using 1
O
objectives
Actual Amount fields, about loading using EIM 1
attachments, adding to an objective 1
business scenario 1
creating an objective 1
dates, changing for an objective 1
defined 1
deleting an objective, about 1
literature items, requesting when using local database 1
Objectives screen, views available from (table) 1
recommended activities, about adding to objective 1
recommended activities, adding to an objective (procedure) 1
recurring objectives, about creating 1
reviewing objectives 1
status of activities associated with an objective, changing 1
status of an objective, checking 1
status of an objective, checking using charts 1
target accounts or contacts, specifying for an objective 1
teams and individuals, about defining objectives for 1
workflow (diagram) 1
Objectives screen and views, described 1
Opportunities screen and views, described 1
Orders screen and views, described 1
Organization Analysis view, using to add a contact to a project 1
organization of guide 1
P
partner account, adding to a project 1
payer information, adding 1
payment amounts
ad hoc payments, generating 1
final adjustments, making and generate payment 1
protocol, rolling up paid amounts 1
subject visit activities, setting site-specific payment amounts 1
payment exceptions, about setting payment exceptions for a site 1
Payment Flag, about using to indicate payment subject activities 1
payment subject activities, about 1
Payments screen and views, described 1
peer affiliations
account's upward and downward affiliations, viewing 1
list, about 1
personal lists
about 1
business scenario 1
creating about 1
product, adding to a personal list 1
plan designs
about 1
formulary information to an account, adding 1
plan information, adding to an account 1
Plan term, defined 1
position rollup, setting up for mobile Web clients 1
position types, adding as products 1
Pre-Call view tab
pre-call information, about viewing 1
pre-call information, viewing 1
pre-call information, viewing (procedure) 1
Prescription Drug Marketing Act (PDMA)
inventory reconciliation, and 1
PDMA compliance and lot numbers 1
workflow issues 1
price lists, defining
See also Defining Price Lists
about price lists 1
price list, adding 1
product, associating with a price list 1
Primary Specialty
data, about using EIM to load 1
field, about 1
printing
current Calendar view 1
trip report 1
Priority field, enabling sequential numbering 1
product information
See also Specifying Additional Product Information
product comparison information, adding 1
product features, specifying additional 1
related literature, associating 1
related products, adding information on 1
product samples, implementation options for using Siebel Samples Management 1
products
See also Defining Price Lists
price list, associating with a product 1
Products screen and views, described 1
products, managing
See also Managing Competitor Information
business scenario 1
decision issues, about 1
decision issues, adding decision issue 1
external product table, about 1
external product, adding (procedure) 1
external products, about defining 1
images, about associating with products 1
internal product or a market, adding 1
internal product table, about 1
internal product, making inactive 1
internal products, about defining 1
lot number, adding to a catalog 1
product categorization settings (table] 1
product change request record, adding 1
product comparison information, adding 1
product features, specifying additional 1
product information, viewing 1
product, adding to a catalog 1
related literature, associating 1
related products. adding information on 1
samples and promotional items settings, about 1
workflow example 1
Professionals screen and views, described 1
project activities, about 1
project activity template
about creating 1
activity, using to add to a project 1
creating (procedure) 1
project costs, monitoring
about and displaying cost items 1
costs, viewing associated with a project 1
Project screen view (table) 1
projects
activity, adding to project using a project activity template 1
contact, adding using the Organization Analysis view 1
creating (procedure) 1
employees, adding to project 1
partner account, adding to 1
people and accounts, about associating with projects 1
promotional items dropped, recording information about 1
proprietary data, about 1
protocols
See also Creating a Clinical Protocol Site Template
currencies and exchange rate dates, about setting 1
new protocol, adding 1
payment amounts, rolling up 1
project, about associating with 1
protocol payments, reviewing 1
regions, adding to 1
revising and creating a new subject visit template 1
Protocols screen and views, described 1
Q
Quotes screen and views, described 1
R
rate list, creating 1
read-only fields, changing 1
received quantities, tracking discrepancies 1
reconciled inventory period, about 1
regions, setting up
about 1
protocol, adding regions to 1
Rep Specialty drop-down list, about adding additional values to 1
resolution activities, adding to a project 1
Retrieve Published Files option, using to delay receiving data extracts 1
returned samples, about 1
risk activities, adding to project 1
ROI (return on investment)
analysis, time off territory 1
role, specifying for affiliated account 1
routes
about 1
Accounts View tab, using to add accounts to 1
accounts, about adding to 1
creating, about and list of tasks 1
Explorer View tab, using to add accounts to 1
route plans business scenario 1
route, creating (procedure) 1
routing rules, about 1
schedule calls, using the My Routes view to 1
schedule calls, using the Target Accounts view to 1
scheduling conflicts, about adjusting 1
target lists, about assigning to 1
target lists, assigning to (procedure) 1
target lists, merging 1
Rx data
displaying data about 1
filtering data, about 1
working with, about 1
S
S_PROD_EXT table, about 1
S_PROD_INT table, about 1
S_SYND_DATA table, about using to import syndicated data 1
sales data
displaying data, about 1
filtering data, about 1
working with, about 1
Sample Event Administration, displaying 1
sample theft or loss, recording 1
samples
captured signatures 1
inventory and reconciliation of samples without lot numbers, enabling 1
Name field drop-down list, sample does not appear 1
recorded for the call, application activity 1
returns, about 1
samples dropped, recording information about 1
Siebel Samples Management, implementation options 1
samples activities, monitoring (procedure) 1
samples inventory, about active and inactive period 1
samples order, creating (procedure) 1
Samples screen and views, described 1
samples transaction
Add, Adjust, and Submit buttons, about enabling or disabling 1
how it works 1
impact on inventory counts, list of 1
line items 1
past samples transaction, about adjusting 1
product, adding to samples transaction 1
quantity, adjusting in 1
samples transfer
creating (procedure) 1
creating, about 1
receipt of, about acknowledging 1
receipt of, acknowledging (procedure) 1
samples, managing
business scenarios, about and list of 1
electronic signatures, about checking 1
electronic signatures, generating receipts for calls with 1
initial count adjustments, creating and submitting 1
initial inventory count, about establishing 1
initial inventory period, reconciling 1
initial inventory, about establishing 1
inventory count, adjusting and common reasons for 1
inventory count, creating and submitting 1
inventory counts, identifying discrepancies 1
inventory period, about reconciling and prerequisites 1
inventory period, reconciling (procedure) 1
inventory reconciliation, about 1
inventory tracking and reconciliation, about managing without lot numbers 1
inventory, adding products and submitting an initial count 1
inventory, tracking and reconciling without lot numbers 1
lot number tracking, disabling 1
lot numbers, about defining 1
lot numbers, about defining multiple lot numbers 1
lot numbers, defining (procedure) 1
master inventory, administrator and end users establish business scenario 1
master samples inventory, administrator establishes business scenario 1
multiple quantities, adjusting with a new adjustment transaction 1
sample theft or loss, recording 1
sample transactions, understanding 1
samples activities, monitoring 1
samples order, creating 1
samples transaction, about adjusting a past transactions 1
samples transaction, adding a product to 1
samples transaction, adjusting a quantity in 1
samples transaction, how it works 1
samples transfer, about acknowledging receipt of 1
samples transfer, about creating 1
samples transfer, acknowledging receipt of (procedure) 1
samples transfer, creating (procedure) 1
Siebel Samples Management, about working with calls 1
Signature Audit Administration, displaying 1
Signatures form, last name and first name fields empty 1
users transfer samples to one another business scenario 1
Schedule button
account call, using to automatically schedule 1
contact call, using to automatically schedule 1
screens, views and functions described (table) 1
Service Requests screen and views, described 1
Session term, defined 1
sessions, setting up within MedEd event
about 1
creating for MedEd event (procedure) 1
literature, specifying for a MedEd session 1
materials, specifying for a MedEd session 1
shipped quantities, tracking discrepancies 1
sick days, recording as time off territory 1
Siebel Assignment Manager
about 1
contact assignments, about and example 1
Contact Denormalization mode, differences from Assignment Manager 1
Contact Denormalization mode, rules, requirements, and exceptions 1
predefined assignment objects, about and table of 1
Siebel eClinical, setting up mobile Web clients for position rollup 1
Siebel EIM, using to import data
about 1
data and related interface tables 1
data and related interface tables (table) 1
import order, recommended 1
Siebel Project
Microsoft Project fields, mapping to Project fields 1
Microsoft Project, about exchanging data with 1
Siebel Samples Management
calls, about working with 1
implementation options 1
Siebel Tools
Submit button, about configuring and user property values 1
visit generation buttons, configuring 1
visit-type activities, creating 1
signatures
electronic signatures, checking 1
receipts, generating for calls with electronic signatures 1
Signature Audit Administration, displaying 1
Signature form, last name and first name fields empty 1
Site Management screen and views, described 1
sites
activities, assigning to using a template 1
ad hoc payments, generating 1
adding for clinical trial 1
contacts, associating with a 1
documentation, adding documentation to 1
payment amounts for subject visit activities, setting site-specific 1
payment amounts, making final adjustments and generating payments 1
payment exceptions, about setting 1
subject visit template, applying new version to a site 1
sites and clinical contacts, managing
activities, assigning to a site using a template 1
assessment template, creating 1
assessment template, purpose of 1
business scenarios 1
clinical protocol site template, about creating 1
clinical protocol site template, creating (procedure) 1
contact and account information, about managing 1
document, adding to a site 1
documentation milestones, tracking 1
investigator or contact, assessing 1
site team, assigning to 1
site, associating contacts with 1
workflow examples 1
Smart Calls templates, about 1
Smart Calls, creating
business scenario 1
dates and reference numbers for samples, about entering 1
defined 1
deleting a Smart Call, about 1
Smart Call information, entering as an administrator 1
Smart Call information, entering as an end user 1
Smart Call template, applying to a call 1
Smart Call template, making available to users 1
Smart Call, adding as an administrator 1
Smart Call, adding as an end user 1
SmartScript screen and views, described 1
Solutions screen and views, described 1
speakers
MedEd event speakers, viewing all 1
MedEd speaker, designating a contact as 1
meeting, adding a meeting speaker 1
standalone activities, about 1
Status field, changing status to Submitted 1
subaccounts
about and affect to account data access (table) 1
adding subaccounts 1
affiliation between a contact and a subaccount, indicating 1
detailed information for, entering 1
subject activities, about 1
subject activity payments, setting up and making
activity payment amounts, about 1
ad hoc payments, generating 1
business scenario 1
currency and exchange rate dates, about setting 1
payment amounts, making final adjustments and generate payments 1
payment exceptions for a site, about setting 1
protocol, rolling up paid amounts to 1
standard payment amounts, setting up in the subject visit template 1
subject activities, marking as completed 1
subject visit activities, setting site-specific payment amounts 1
subject visit template
about defining 1
adding a subject visit template 1
creating new a version 1
examples (diagram) 1
new version, applying for an enrolled subject 1
new version, applying to a site 1
standard payment amounts, setting up 1
subjects
enrolling in study 1
entering and screening 1
rescreening a subject 1
subject activities, marking as completed 1
subject visit template, applying new version for an enrolled subject 1
Subjects screen and views, described 1
Submit button
about configuring and user property values 1
Contact Call Detail or Account Call Detail view, effects when clicked in 1
views, effect on (table) 1
summary records, about and loading into S_SYND_DATA table 1
syndicated data
about 1
Data Loading Matrix (table) 1
Data Loading Matrix, about 1
Data Loading Matrix, S_SYND_DATA attribute by data source (table) 1
importing (procedure) 1
importing, extracting, and routing, about 1
loading data into database 1
mobile users, steps for loading and distributing 1
troubleshooting loading 1
views requiring syndicated data import (table) 1
syndicated data extracts
importing 1
receiving data extracts, postponing 1
system preferences, setting 1
T
target accounts or contacts, specifying for an objective 1
Target Accounts view, using to schedule calls 1
target lists
business scenario 1
creating (procedure) 1
creating, steps to create 1
deleting a target list 1
merging a target list 1
one or more lists, applying 1
route, about assigning to 1
route, assigning to (procedure) 1
Union of Lists option, applying one or more lists 1
Union of Lists option, merging target lists 1
TargetCategory user property
example (table) 1
table 1
TargetID user property (table) 1
Targeting screen and views, described 1
tasks
creating and associating activities to the task 1
defined 1
templates
activities, assigning to a site using a template 1
assessment template, creating 1
assessment template, purpose of 1
clinical protocol site template, about creating 1
clinical protocol site template, creating 1
mapping template, creating 1
MedEd event, creating activity template for 1
project activity template, about creating 1
project activity template, creating (procedure) 1
project activity template, using to add an activity to a project 1
Smart Call template, about 1
Smart Call template, applying to a call 1
Smart Call template, making available to users 1
subject visit template, about defining 1
subject visit template, adding a subject visit template 1
subject visit template, applying new version for an enrolled subject 1
subject visit template, applying new version to a site 1
subject visit template, creating a new version 1
subject visit template, examples (diagram) 1
subject visit template, setting up standard payment amounts 1
trip report template, creating 1
theft, recording sample theft 1
Time off territory activity, about 1
time off territory, tracking
about 1
business scenario 1
completed time off territory record, submitting 1
routing rules, amending for Time Off Territory records 1
time off territory charts, viewing 1
time off territory record, adding 1
workflow tracking time off territory example 1
TOT by Creator, chart display described 1
TOT by Reason, chart display described 1
Trip Report button, caution about using 1
trip report template, creating 1
trip reports
about and Trip report view 1
case report form tracking activity, creating 1
completing a trip report (procedure) 1
completing after site visit, about 1
creating (procedure) 1
distributing and archiving 1
printing or emailing 1
troubleshooting, loading syndicated data 1
U
Union of Lists option
target lists, applying one or more list 1
target lists, merging 1
upward affiliations
account's upward and downward affiliations, viewing 1
list, about 1
V
vacation, recording as time off territory 1
visit generation buttons, configuring 1
Visual Basic, using to load data 1
W
workflow processes
exporting from the server database to an XML file 1
importing to a local client from an XML file 1
X
XML file
DTE maps, exporting from the server database to an XML file 1
DTE maps, importing from a local client 1
exporting workflow processes from the server database to 1
importing workflow processes to a local client from 1
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Siebel Life Sciences Guide Published: 18 April 2003 |