Siebel Clinical Trial Management System Guide
What's New in This Release
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Overview of Siebel Clinical Trial Management System
About Siebel Clinical
Product Modules and Options
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Setting Up Siebel Clinical
About Setting Up Siebel Clinical
Configuring Siebel Clinical Properties in Siebel Tools
Enabling or Disabling Siebel Open UI for Siebel Clinical
Enabling Server Component Groups for Siebel Clinical
Activating Workflow Policies for Siebel Clinical
Configuring Web Services for Siebel Clinical
Setting Up Mobile Integration for Siebel Clinical Trip Reports
Setting Up Siebel Clinical for Integration with a Third-Party Payments Application
Administrative Setup Tasks for Siebel Clinical
About the My Team's Filter
Using Assignment Manager in Siebel Clinical
Predefined Assignment Objects
Contact Assignments in Siebel Clinical
Contact Denormalization Mode in Siebel Life Sciences
Setting Up Mobile Web Clients for Position Rollup
Setting Up Left-Hand Navigation
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Setting Up a Clinical Trial
About Setting Up a Clinical Trial
Scenario for Clinical Trials
Process of Managing Clinical Trials
Creating a Clinical Program
Setting Up a Clinical Protocol
Tracking and Revising Team Assignment History
Automatically Assign Team Members to a Protocol Using the Position Rolldown Button
Remove Team Members from the Team of a Protocol
Creating and Revising Protocol Versions
Associating a Clinical Protocol with an Account
Setting Up Clinical Regions
Automatically Assign Team Members Using the Position Rollup and Rolldown Buttons
Creating Region Assignment Team History
Associating a Clinical Region with an Account
Creating a Clinical Trial Account and Contacts
Creating a Clinical Trial Site
Automatically Assign Team Members to a Site Using the Position Rollup Button
Creating Site Assignment Team History
Removing Team Members from the Team of a Site
Associating a Clinical Site with an Account
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Administering Clinical Subjects and Clinical Visits
About Clinical Subject Visit Templates
Process of Defining a Clinical Subject Visit Template
Creating a Clinical Subject Visit Template
Defining the Clinical Subject Visit Template Version
Defining Clinical Subject Visits
Defining Planned Clinical Subject Visits
Defining Clinical Subject Visit Activities
Approving a Clinical Subject Visit Template
About Automatic Subject Status Tracking
Creating a Clinical Trial Subject Record
Scheduling a Clinical Subject
Rescheduling a Clinical Subject
Administering Clinical Subject Visits in Batch Mode
Screening a Clinical Subject
Rescreening a Clinical Subject
Enrolling a Clinical Subject
Randomizing a Clinical Subject
Overriding Initial Clinical Subject Status
Creating an Unscheduled Subject Visit
Terminating a Clinical Subject's Trial Early
Applying Protocol Amendments to Clinical Sites and Subjects
Applying a Revised Subject Visit Template to a Site
Applying a Revised Subject Visit Template to a Subject
Rules for Applying Protocol Amendments
Rules for Deleting Visits Deemed Non-applicable by Early Termination
About Subject Enrollment Information RollUp
Viewing Clinical Subject Status Accruals for a Site
Viewing Clinical Subject Status Accruals for a Region
Viewing Clinical Subject Status Accruals for a Protocol
Monitoring Clinical Subject Enrollment Rates
Monitoring Clinical Subject Status Accruals by Visit Type
Using Audit Trail for Clinical Subject Status
Generating Oracle BI Publisher Reports for Clinical Site Enrollment Status
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Managing Clinical Trial Sites and Clinical Contacts
About Managing Clinical Trial Sites and Clinical Contacts
Scenario for Managing Clinical Trial Sites and Clinical Contacts
Process of Managing Clinical Trial Site and Contact Information
Creating a Clinical Protocol Site Template
Creating Contact and Account Assessment Templates
Maintaining Contact and Account Information
Associating Contracts with a Clinical Trial Site
Associating Accounts with a Clinical Trial Site Contract
Creating and Managing Clinical Trial Site Visits
Creating and Updating Site, Contact, and Account Records
Capturing Different Types of Addresses for Each Site
Assigning Employees to the Site Team
Creating Site Activity Plans
Applying Protocol Site Activity Templates
Tracking and Adding Documents at Sites
Creating Documentation Tracking Activities
Creating CRF Tracking Activities
Tracking Case Report Forms (CRFs)
Creating Site Correspondence Activities
Tracking Business Partner Correspondence
Adding Notes to a Site
Assessing Investigators and Hospitals or Other Contacts and Accounts
Generating Oracle BI Publisher Reports for Clinical Document Tracking
Generating Reports for Clinical Site Level Document Tracking
Generating Reports for Clinical Protocol Level Document Tracking
Generating Reports for Clinical Region Level Document Tracking
Generating Reports for Clinical Protocol Document Tracking Across Sites
Generating Reports for Clinical Regional Document Tracking Across Sites
Generating Reports for Completed Clinical Subject Visits
Generating Reports for Planned and Completed Clinical Subject Visit Dates
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Setting Up and Making Clinical Payments
About Setting Up and Making Subject Activity Payments
Scenario for Payments
Setting Up Standard Payment Amounts in the Subject Visit Template
Setting Payment Exceptions for a Site
Splitting Payment Activities Between Multiple Payees
Copying Payment Split Details
Reversing Payment Activity Splits
Marking Subject Activities Completed
Creating a Payment Activity for a Site
Generating Payment Records for Clinical Sites
Generating Payment Records for Unplanned Payment Activities
Adjusting Payment Amounts and Generating Payment Records for Sites
Generating Final Payments for Sites
Reverting a Payment Record
Generating Oracle BI Publisher Reports for Siebel Clinical Payments
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Administering and Using Clinical Trip Reports
About Administering and Using Clinical Trip Reports
Scenario for Managing Clinical Trip Reports
Creating Clinical Trip Report Questions Using Siebel SmartScript
Creating a Clinical Trip Report Template
Applying a Clinical Trip Report Template
Completing a Clinical Trip Report
Completing a Clinical Trip Report Questionnaire
Deleting Unanswered Questions from a Clinical Trip Report Questionnaire
Tracking Case Report Forms
Automated Validation and Notification Messages for Clinical Trip Reports
Tracking Clinical Trip Report Completion Status
Tracking Subject Status Accruals for a Site
Viewing Universal Inbox Notifications for Clinical Trip Report Action Items
Reviewing a Clinical Trip Report
Approving a Clinical Trip Report
Viewing Clinical Trip Report Geographical Location Details
Using Audit Trail for Clinical Trip Report Reviews and Approvals
Using Audit Trail for Clinical Trip Report Changes
Deleting a Clinical Trip Report
Generating BI Publisher Reports for Clinical Site Visits
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Managing Clinical Projects
About Managing Clinical Projects
Scenario for Managing Clinical Projects
Process of Managing Clinical Projects
Creating a Project Activity Template
About Setting Up Employee Profiles
Setting Up Position Types and Rate Lists for Billing
Creating a Project
Associating People and Accounts with Projects
Creating Activities and Tasks for a Project
Monitoring Project Costs
Managing Risk
About Views in the Projects Screen
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Setting Up and Configuring Clinical Trial Site Visit Data Integration
Overview of Clinical Trial Site Visit Data Integration
Customizing Clinical Trial Site Visit Data Integration Web Services
Process of Setting Up Clinical Trial Site Visit Data Integration for Siebel Clinical
Activating Workflows for Clinical Trial Site Visit Data Integration
Configuring Web Services for Clinical Trial Site Visit Data Integration
Enabling Siebel Server Component Groups for Clinical Trial Site Visit Data Integration
Exporting Clinical Trial Site Visit Data from Siebel Clinical
Exporting Clinical Trial Site Geographical Location Details to Siebel Clinical
Viewing Clinical Trial Site Visit Geographical Location Details in the Trip Report
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Setting Up and Configuring Mobile Integration for Siebel Clinical Trip Reports
Overview of Mobile Integration for Siebel Clinical Trip Reports
Customizing Siebel Clinical Trial Management System Mobile Integration Web Services
Process of Setting Up Mobile Integration for Siebel Clinical Trip Reports
Setting Up Trial Site Visit Data Integration Prerequisites
Activating the LS Clinical Workflow for Mobile Integration
Configuring Web Services for Mobile Integration
Exporting List of Value Records for Mobile Integration
Exporting Clinical Template Details for Mobile Integration
Exporting Siebel Clinical Users for Mobile Integration
Adding Users to the Assigned To MVG
Exporting Clinical Site Contact Records
Exporting Subject Visit Records for Mobile Integration
Exporting Site Records for Mobile Integration
Exporting and Importing Clinical Trip Report Records for Mobile Integration
Exporting Clinical Trip Report State Transition Data
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Setting Up and Configuring Clinical Data Management System Integration
Overview of Integrating Siebel Clinical with a Clinical Data Management System
Customizing Clinical Data Management System Integration Web Service
Process of Setting Up Clinical Data Management System Integration for Siebel Clinical
Configuring Siebel Tools for Clinical Data Management System Integration
Activating Workflows for Clinical Data Management System Integration
Setting Up the LS Clinical Integration Workflow Monitor Agent for Clinical Data Management System Integration
Configuring Web Services for Clinical Data Management System Integration
Creating the Directory Structure on the Siebel Server for Clinical Data Management System Integration
Creating the Oracle WebLogic Full Client JAR for Clinical Data Management System Integration
Creating the JNDI Properties File for Clinical Data Management System Integration
Configuring the JVM Subsystem for Clinical Data Management System Integration
Configuring Java Message Service Parameters for Clinical Data Management System Integration
Populating Domain Value Maps
Siebel Clinical and Oracle Clinical Integration Entities
Integrating an Oracle Clinical Study with a Siebel Clinical Protocol
Integrating Investigator Data
Integrating Clinical Visit Data with Activity Data
Activating the Synchronization of Protocol Site Data
Viewing Protocols Enabled for Synchronization
About Synchronizing Sites
How Subject Data Is Integrated
About the Integration of Activity Completion Data
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Setting Up and Configuring Clinical Trial Payments Integration
Overview of Integrating Clinical Trial Payments
Customizing Clinical Trial Payments Integration Web Service
Process of Setting Up Clinical Trial Payments Integration for Siebel Clinical
Configuring Siebel Tools for Clinical Trial Payments Integration
Activating Workflows for Clinical Trial Payments Integration
Configuring the Clinical Trial Payments Inbound Web Service
Configuring Java Message Service Parameters
Sending a Payment Request from Siebel Clinical to a Third-Party Application
Withdrawing a Payment Request
Viewing Feedback for Payment Requests
Verifying Processed Payments
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Siebel Clinical Developer's Reference
Overview of User Properties for Siebel Clinical
Siebel Clinical Business Component User Property Reference
Siebel Clinical Business Service User Property Reference
Siebel Clinical Applet Property Reference
Siebel Clinical Field Property Reference
Siebel Clinical Workflow Reference
Siebel Clinical Web Services Reference
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