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Siebel Life Sciences Administrative Setup Procedures
Understanding the My Team's Filter
Using Assignment Manager in Siebel Life Sciences
Contact Assignments in Siebel Life Sciences
Contact Denormalization Mode in Siebel Life Sciences
Setting Up Mobile Web Clients for Position Rollup
Business Functions of Screen Tabs in Siebel Life Sciences
Business Scenario for Managing Contacts
Example Workflow for Managing Contacts
Primary Specialty and Unique Identifiers
Associating a Contact with a Brick
Scores on Assessment Templates
Specifying the Best Time to Call Based on Address
Indicating Affiliations Between Contacts
Indicating Affiliations Between a Contact and an Account
Tracking Documentation Associated with a Contact
Modifying the Routing of Affiliated Contact Data
Business Scenarios for Planning Calls
Example Workflow for Planning Calls
Creating and Applying Target Lists
Understanding the Submit Button
Business Scenario for Recording Calls
Example Workflow for Recording Calls
Understanding Samples Transactions
How Siebel Samples Management Works with Calls
Administrator Establishes a Master Samples Inventory
Administrator and End Users Establish a Master Inventory
Users Transfers Samples to One Another
How a Samples Transaction Works
Establishing an Initial Inventory
Managing Inventory Tracking and Reconciliation Without Lot Numbers
Adjusting a Past Samples Transaction
Checking Electronic Signatures
About Establishing an Initial Inventory Count
Acknowledging Receipt of a Samples Transfer
Reconciling an Inventory Period
Administering and Managing Accounts
Example Workflow for Managing Accounts
Generating Account Hierarchies
Associating a Brick with an Account Address
Viewing Account Hierarchies in Roll-up Views
Indicating an Affiliation Between an Account and a Contact
Indicating Affiliations Between Accounts
Adding Plan and Formulary Information
Associating Contact Information to Plans
Tracking Documentation Associated with an Account
About Applying a Smart Call Template to a Call
Defining Payer and Plan Information
Importing Syndicated Data Files
Analyzing Brick-Level Syndicated Data
Working with Sales, Rx, and Call Data
Business Scenario for Time Off Territory
Example Workflow for Tracking Time Off Territory
Adding a Time Off Territory Record
Submitting a Time Off Territory Record
Viewing Time Off Territory Charts
Configuring Time Off Territory
Example Workflow for Managing MedEd Events
Establishing Funds for MedEd Plans
Creating a MedEd Activity Template
Administering MedEd Literature
Designating MedEd Event Speakers
Tracking Costs of MedEd Activities
About Designating MedEd Event Speakers
Setting Up Sessions Within a MedEd Event
Inviting and Registering Prospective MedEd Attendees
Generating Correspondence for MedEd Event Invitees
Scheduling Calls to an Invitee
Administrator Setup Procedures
Adding Recommended Activities to an Objective
Targeting Accounts to an Objective
Adding Attachments to an Objective
Changing the Dates for Objectives
Loading Actual Amount Fields Using EIM
Changing the Status of Activities
Administrator and End-User Maintenance Procedures
Checking the Status of Objectives
Setting Up and Carrying Out a Clinical Trial
Example Workflow Managing Clinical Trials
Defining a Subject Visit Template
Creating Documentation Tracking Activities
Adding an Account and Contacts
Reviewing Documentation for Tracking
Adding a Subject and Setting Up Visits and Visit Activities
Updating a Protocol Version at a Site
Monitoring Subject Status and Enrollment Rates
Managing Sites and Clinical Contacts
At the Beginning of the Clinical Trial
At the End of the Clinical Trial
Workflow for Managing Site and Contact Information
Creating a Clinical Protocol Site Template
Creating an Assessment Template
Maintaining Contact and Account Information
Adding and Updating Site, Contact, and Account Records
Assigning Employees to the Site Team
Tracking and Adding Documents at Sites
Assessing an Investigator or Other Contact
Setting Up and Making Subject Activity Payments
Example Workflow for Setting Up and Making Subject Activity Payments
Setting Up Standard Payment Amounts in the Subject Visit Template
Setting Payment Exceptions for a Site
Marking Subject Activities Completed
Adjusting Payment Amounts and Generating Payments for Sites
Generating Ad Hoc Payments for Sites
Rolling Up Paid Amounts to the Protocol Level
Administering and Using Clinical Trip Reports
Example Workflow for Clinical Trip Reports
Creating a Trip Report Template
Creating a Trip Report Before a Site Visit
Completing a Trip Report After a Site Visit
Example Workflow for Clinical Projects
About Administrator Procedures
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
Associating People and Accounts with Projects
Adding Activities and Tasks to a Project
About Exchanging Project Data with Microsoft Project
How Siebel Life Sciences Stores Product Information
Example Workflow for Managing Products
Specifying Additional Product Information
Managing Competitor Information
Adding a Product Change Request
Importing Data with Siebel EIM
Importing, Extracting, and Routing Syndicated Data
Extracting Data for Mobile Users
Troubleshooting Syndicated Data Loading
Views Requiring Syndicated Data Import
Data Loading Matrix for Syndicated Data
Information for Siebel Application Developers
Sequential Priority Configuration
Charting Denormalized Syndicated Data
Schema for Territory Data Files
Enabling Inventory Reconciliation Without Lot Numbers
Retaining Sample Product Visibility
Business Component User Properties
General Business Component User Properties
Specific Business Component User Properties
Special MedEd Classes—User Properties
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Siebel Life Sciences Guide Published: 18 April 2003 |