Bookshelf v7.5: Business Functions of Screen Tabs in Siebel Life Sciences

The Siebel Life Sciences interface provides various task-specific screens and views for administrative and end-user functions.

NOTE: Most administrative tasks are performed from administration screens that are accessed from the Site Map. You cannot access these from the screen tabs.

Table 5 lists the most frequently used Siebel Life Sciences screens and the functions of the views in those screens. The screens listed here appear on the screen tabs.

Table 5. Siebel Life Sciences Screens
Screen Tab	Functions	For More Information
Accounts	Manage information about accounts (such as hospitals, HMOs, clinics, wholesalers, GPOs, and pharmacies) and affiliate accounts, contacts, and other information about a particular account.	Administering and Managing Accounts in this guide
Activities	Manage activities with contacts and accounts, and create contact and account calls (with or without Smart Calls).	Planning Calls in this guide and Siebel Call Center User Guide
Agreements	Manage information about agreements, administrative contracts, and entitlements.	Siebel Field Service Guide, Siebel Sales User Guide
Analysis	Display prescriber, account, plan, payer, and territory-level sales and Rx data.	Using Analysis in this guide
Assets	Manage information about products sold to accounts.	Siebel Field Service Guide
Calendar	Create and display activities (including to-do activities) and share calendar information with coworkers.	Planning Calls in this guide and Fundamentals
Campaigns	Manage outbound communications with prospects targeted for a particular marketing effort.	Siebel Marketing Guide, Siebel Sales User Guide, Siebel Call Center User Guide
Clinical Programs	Manage information about clinical trial programs.	Setting Up and Carrying Out a Clinical Trial in this guide
Contacts	Manage information about health care professionals (such as formulary directors, hospital administrators, pharmacists, and physicians) and their affiliations with other contacts and accounts.	Managing Contacts in this guide
Document Tracking	Track documents at multiple levels (Site, Region, or Protocol) for multiple entities (Contact or Account)	In this guide: Setting Up and Carrying Out a Clinical Trial Managing Sites and Clinical Contacts Administering and Managing Accounts Managing Contacts
Home	This is the first screen you see when you log in to the Siebel Life Sciences application. It is a centralized screen that summarizes contacts, accounts, and activities.	Fundamentals
Literature	Display company- and industry-related literature cataloged by the Siebel administrator.	Siebel Sales User Guide
MedEd	Manage medical education events.	Managing MedEd Events in this guide
Objectives	Define objectives for contacts and accounts and monitor progress made toward meeting goals.	Objectives in this guide
Opportunities	Manage formulary opportunities and affiliate contacts, accounts, and other information with a particular opportunity.	Siebel Sales User Guide
Orders	Manage information about samples ordered by physicians through your company's Web site, as well as all goods and service orders recorded by the service organization.	Siebel Order Management Guide
Payments	Keep track of payments pertaining to clinical trial activities at sites.	Setting Up and Making Subject Activity Payments in this guide
Products	Display current product information, including key features and product trends.	Managing Products in this guide
Protocols	Maintain information about clinical trial protocols.	Setting Up and Carrying Out a Clinical Trial in this guide
Quotes	Automatically generate quotes tailored to meet customer requirements.	Product Administration Guide and Siebel Sales User Guide
Regions	Manage region or country level information about clinical trial protocols.	Setting Up and Carrying Out a Clinical Trial in this guide
Routes	Create routes to schedule regular visits to groups of accounts.	Planning Calls in this guide
Samples	Organize phases of samples workflow: shipments, orders, adjustments, inventory counts, and reconciliation.	Managing Samples in this guide
Service Requests	Manage requests for medical or product information and related activities and attachments.	Siebel Field Service Guide
Site Management	Manage information about a particular clinical trial site, including associated contacts, subjects, activities, payments, and site visits.	Managing Sites and Clinical Contacts in this guide
SmartScripts	Define the application workflow for an interactive situation in a script. These interactive situations could include inbound communications (such as customer service) and outbound contacts (such as telemarketing).	Siebel SmartScript Administration Guide
Smart Calls	Create and edit Smart Call templates that are applied in the Contact Call Detail and Account Call Detail views.	Creating Smart Calls in this guide
Solutions	Enter and display resolutions successfully used for reported problems.	Siebel Field Service Guide, Siebel Call Center User Guide
Subjects	Manage information about clinical trial subjects.	Setting Up and Carrying Out a Clinical Trial in this guide
Targeting	Perform queries on profile information (such as best times to call and market ranking), as well as sales and Rx data, in order to generate target lists of contacts or accounts.	Planning Calls in this guide
Time Off Territory	Manage information about time when sales representatives and field personnel are out of their territories, not working on activities directly associated with accounts, contacts, or opportunities.	Tracking Time Off Territory in this guide