Siebel Life Sciences Guide > Managing MedEd Events > End-User Procedures >

Inviting and Registering Prospective MedEd Attendees

After an end user has scheduled a MedEd event and decided what sessions will be offered, the next step is to invite participants.

End users who have purchased and set up the optional eMedEd module can also use this procedure to let each invited contact view information about an event on their Physician Portal Web site. For those users who are not using eMedEd, the Invitee information indicates that the call center agents or sales representatives need to convey the invitation to the invitee.

To invite a contact or an employee to a MedEd event

  1. Navigate to the MedEd screen.
  2. In the MedEd Events list, select an event.
  3. Click the Invitees view tab.
  4. In the Invitees list, add a record.
  5. In the Invitees dialog box, select individuals to be invited to the MedEd event, and click OK.

    6. NOTE:  The Pick Invitees dialog box displays those employees and contacts that are on the same team as the user.

  6. In the Role field of the Invitees list, select the value that best describes each individual's role at the session.
  7. In the Comments field, enter any additional information.

    8. As soon as you leave the current record, information about the selected session becomes available to the designated invitee at the Physician Portal Web site.

    NOTE:  When the event status is Completed, the event and its children records—such as Invitees, Sessions, Material, Activities, and Activity Plan—are locked and become read-only lists.

The following procedure describes how to register a contact or employee for a MedEd session by using the dedicated client software. This procedure can be used whether or not you are using the optional eMedEd module for the Physician Portal Web site.

To register an invitee for a MedEd session

  1. Invite the contact or employee to the MedEd event as described in To invite a contact or an employee to a MedEd event.
  2. In the Invitees list, select the invitee to be registered by clicking any field except Last Name.
  3. Scroll down to the Sessions list and add a record.
  4. In the Sessions field, click the select button.
  5. In the Pick Session dialog box that appears, select the sessions the invitee will be attending and click OK.
  6. In the Registration Status field, change the status to Confirmed.

Repeat Step 3 through Step 6 for each additional session the invitee will attend.


 Siebel Life Sciences Guide 
 Published: 18 April 2003