A - B - C - D - E - F - G - H - I - L - M - N - O - P - Q - R - S - T - U - V - W

A

access groups, adding to catalogs and categories   1

account call activities

Account view tab, using to manually schedule an account call   1

Activities screen, creating from   1 ,  2

activity type, about   1

calendar, scheduling an account call in   1

creating, about   1 ,  2

details about the call, entering   1

New Call button, using to add an account   1

Scheduling button, using to automatically schedule account call   1 ,  2

account calls

contact calls, and   1

recording   1

recording, about   1

account hierarchies

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

roll-up views, about viewing   1

account hierarchies, generating

about   1

default account hierarchies, about   1

default account hierarchy, generating   1

default account hierarchy, viewing if end users are using   1

dynamic account hierarchy of selected accounts, creating   1

account team

about visibility and Contact Denormalization process   1 ,  2

Account view tab

account call, using to manually schedule an account call   1

route, using to add account to   1

accounts

contact, indicating an affiliation between   1

routes, about adding to   1

routes, adding using the Accounts view tab   1

routes, adding using the Explorer view tab   1

Accounts Contacts   1 ,  2

Accounts Contacts Call   1

accounts contacts period   1

setup   1

Accounts screen and views   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, 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   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 and SWOT analysis, performing   1

business plan, creating for a MCO account   1

business plan, entering formulary information   1

business plans, associating contacts and accounts   1

category information, creating   1

competitor, specifying an account as   1

contact information, associating to plan   1

default account hierarchy, generating   1

default account hierarchy, viewing if end user are using   1

departments and contacts information, viewing   1

documentation, tracking associated with an account   1

dynamic account hierarchy of selected accounts, creating   1

formulary information, adding to an account   1

Generate Hierarchy button, about configuring   1

plan designs and formularies, about   1

plan information, adding to an account   1

pre-call information, viewing   1

process for managing accounts example   1

scenario   1

subaccounts, about and affect to data access   1

subaccounts, adding   1

subaccounts, entering detailed information for   1

upward and downward account affiliations, viewing for an account   1

activating new   1

activating new accounts

accounts contacts   1

activating targeting data   1

active inventory period   1

activities

about and activity types   1

account call, about creating an   1 ,  2

account call, adding an account using the New Call button   1

account call, automatically scheduling using the Schedule button   1 ,  2

account call, creating from the Activities screen   1 ,  2

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

contact call activities, automatically scheduling using the Schedule button   1

contact call activities, creating   1

contact call activities, creating from Activities screen   1 ,  2 ,  3

contact call activities, scheduling in the calendar   1

defined and about   1

general activity, adding   1

general activity, creating in the Calendar view   1

meeting, about setting up and list of tasks   1

meeting, adding a meeting invitee   1

meeting, adding a meeting speaker   1

meeting, creating   1

meeting, creating a meeting activity   1

meeting, updating the Cost field in the Meeting Invitees list   1

specialized activities, creating in Calendar view   1

Activities screen

account call, creating from   1 ,  2

contact call, using to add   1 ,  2 ,  3

views, description of   1

activity template

creating for MedEd event   1

Actual Amount fields

importing data for, about   1

loading, about using EIM   1

adding

account   1

accounts to a route using Accounts view tab   1

accounts to a route using the Explorer view tab   1

accounts to a route using the Target Accounts view tab   1

attachment to an contact   1

formulary information for an account   1

general activities   1

images to products   1

literature item to the application   1

lot number of product to catalog   1

meeting invitee   1

meeting speaker   1

product comparison information   1

time off territory record   1

adding component files   1

administrator tasks

list   1 ,  2

Manager List Mode user property, default settings   1 ,  2

My Team's filter, about   1 ,  2

adverse event and complaints management

about   1

capturing adverse events and complaints, about   1

capturing as service requests   1

codes, about   1

codes, setting up   1

codes, setting up example   1

configuring   1

confirming setup for service requests   1

escalating as product issues   1

integration with a safety system   1

integration with other applications   1

lot numbers, setting   1

process workflow   1

product issue, changing fields copied to   1

product issues, adding patient information to   1

scenario   1

terms defined   1

adverse event and complaints, communicating

about   1

process workflow   1

product issues, creating correspondence for   1

product issues, creating presentation for   1

product issues, creating report for   1

proposals, correspondence, and presentations, setting up   1

scenario   1

adverse events and complaints, closing

about   1

Close and Reopen buttons, configuring   1

fields, reviewing changes made to   1

Lockdown fields, reviewing   1

process workflow   1

product issues, closing   1

product issues, reopening   1

product issues, reviewing approvals for   1

scenario   1

adverse events and complaints, investigating

about   1

adverse events, completing and complaints reviews   1

Create Related PI workflow   1

Create Related PI, changing which fields are copied   1

Customizing the LS Medical Product Issue Service   1

LS Medical Product Issue Review Complete workflow   1

LS Medical User Verification workflow   1

multiple product issues, creating   1

process workflow   1

product issue activity plans, creating   1

product issue activity templates, creating   1

product issue assessment templates, creating   1

product issue, assessing if reportable   1

product issues, reviewing and editing   1

scenario   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   1

Analysis screen and views   1

analysis, using

brick-level syndicated data, analyzing   1

indirect sales by brick, correlating actual calls made with   1

prescription trends by brick, correlating actual calls made with   1

receiving data extracts, postponing   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

API

recording section data   1

approval history

tracking to CAPA records   1

approvals

configuring CAPA approvals, about   1

LS Medical PA Submit workflow   1

LS Medical PA Withdraw workflow   1

approving product analysis records   1

Assess   1

Assess Group   1

Assets screen and views   1

assigning tasks

contact assignments, about and example   1 ,  2

Contact Denormalization mode, rules, requirements, and exceptions   1 ,  2

predefined assignment objects, about and table of   1 ,  2

Siebel Assignment Manager, about using   1 ,  2

Assignment Item Type Industry Name

about support of   1 ,  2

Assignment Manager

See Using Assignment Manager in Siebel Pharma See Using Assignment Manager in Siebel Medical

assignment objects

about and table of   1 ,  2

opportunity   1

assignment rule   1

attachments

adding contact to   1

attendee calls

sample transactions, attendees recorded for an account call   1

Submit button, attendees recorded for an account call   1


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B

Batch mode

about running Contact Denormalization in   1 ,  2

bricks

about administering   1

about and how they work   1

account address, associating with   1

brick-level syndicated data, analyzing   1

contact, associating with   1

defining a brick   1

indirect sales by brick, correlating actual calls made with   1

Pharma, about how used in   1

prescription trends by brick, correlating actual calls made with   1

business component user properties

about   1

user properties for all business components (table)   1 ,  2 ,  3 ,  4 ,  5 ,  6 ,  7 ,  8 ,  9 ,  10 ,  11 ,  12 ,  13 ,  14 ,  15 ,  16 ,  17 ,  18 ,  19 ,  20 ,  21 ,  22 ,  23 ,  24 ,  25 ,  26 ,  27 ,  28 ,  29 ,  30 ,  31 ,  32 ,  33 ,  34 ,  35 ,  36

business functions, screen tabs   1

business plans

business and SWOT analysis, performing   1

contacts and accounts, associating with   1

formulary information, entering   1

MCO account, creating for   1

objectives, setting   1

Business Plans screen and views   1

business services

Customizing the LS Medical Product Issue Service   1

buttons

Close and Reopen buttons, configuring   1

Generate button, workflow initiated from   1

Populate button, workflow initiated from   1

Reopen button, workflow initiated from   1

reports, configuring in   1


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C

calendar

account call, scheduling in   1

contact call, scheduling in   1

general activity, creating in Calendar view   1

specialized activities, creating in Calendar view   1

Calendar screen and views   1

call data

displaying data   1

working with, about   1

calling

contact, specifying best time to   1

pre-call information, viewing   1

calls, planning

activities, user create scenario   1

caution, about adjusting scheduling conflicts   1

process of planning calls   1

route plans, users define scenario   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

routes, adding accounts using the Target Accounts view tab   1

target lists, creating   1

target lists, user create scenario   1

calls, recording

account call, recording   1

account calls, about recording   1

attendees calls, creating for each attendee   1

contact calls, recording   1

contact calls, recording offer responses   1

electronic signature capture, about   1

note about decision issues discussed during the call   1

process example   1

receipt, remaking   1

samples dropped, application activity   1

scenario   1

Sign button, configuring   1

Submit button, configuring   1

Submit button, effect on views   1

Submit button, effects when clicked   1

calls, scheduling

caution, about adjusting scheduling conflicts   1

route, using to schedule calls   1

Campaigns screen and views   1

CAPAs, creating   1

CAPAs, managing

about and terms defined   1

CAPA record, creating   1

codes, setting up   1

configuring CAPA approvals, about   1

corrective action and activity templates, creating   1

record, adding information to   1

scenario   1

tracking approval history and other changes   1

workflow processes   1

capturing adverse events and complaints

about   1

capturing as service requests   1

codes, about   1

codes, setting up   1

codes, setting up example   1

configuring   1

confirming setup for service requests   1

escalating as product issues   1

lot numbers, setting   1

process workflow   1

product issue, changing fields copied to   1

product issues, adding patient information to   1

scenario   1

terms defined   1

catalogs

adding product or lot number to a catalog   1

category

creating category information for an account   1

CFG File   1

charts

time off territory charts, viewing   1

checklist activities, about   1

Clinical Programs screen and views   1

clinical protocol site

activities, about   1

Close button

configuring   1

LS Medical Product Issue Close workflow   1

close complaint workflow

process steps   1

codes

about   1

CAPA, setting up for   1

codes, setting up   1

codes, setting up example   1

product analysis, setting up for   1

company features, defining   1

competitor

specifying an account as a   1

competitor information, managing

about   1

company features, defining   1

competitor comparison information, entering   1

product features, defining   1

complaints, investigating

about   1

adverse events, completing and complaints reviews   1

Create Related PI workflow   1

Create Related PI, changing which fields are copied   1

Customizing the LS Medical Product Issue Service   1

LS Medical Product Issue Review Complete workflow   1

LS Medical User Verification workflow   1

multiple product issues, creating   1

process workflow   1

product issue activity plans, creating   1

product issue activity templates, creating   1

product issue assessment templates, creating   1

product issue, accessing if reportable   1

product issues, reviewing and editing   1

scenario   1

Configuration   1

configuration changes   1

Configuration Changes to the Application .CFG File   1

configuring

contact data routing, modifying   1

inventory and reconciliation of samples without lot numbers, enabling   1

MedEd classes user properties, C++ classes created for   1

TargetCategory user property (table)   1

Configuring Call Activities   1

Configuring Data for Oracle Pharma Sales Analytics   1

Configuring Product Catalogue and Category Hierarchies   1

Configuring Product Hierarchies and Product Costs   1

Configuring Sales Objectives   1

Configuring Sales Territories for Pharma Analytics   1

Configuring the Application's Server Component Parameters and Enterprise Profile   1

configuring workflows   1

contact address, about editing   1

contact assessment, creating   1

contact assignments

about and example   1 ,  2

contact call activities

about creating   1

Activities screen, creating from   1 ,  2 ,  3

activity type, about   1

calendar, scheduling a contact call in   1

Schedule button, using to automatically schedule   1

contact calls

account calls, and   1

offer responses, recording   1

recording   1

Contact Denormalization mode

rules, requirements, and exceptions   1 ,  2

Contact Id, deleted, consequences of   1

contact information

associating to plans   1

contact records

blank last and first name, about and troubleshooting   1

merging, about   1

contacts

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

business plans, associating with   1

MedEd event, inviting to   1

MedEd speaker, designating as   1

viewing all regardless of assignment method   1 ,  2

contacts, managing

affiliations between contact and account, about   1

attachment, adding to a contact   1

best time to call a contact, specifying   1

brick, about administering   1

brick, about how used in Pharma   1

brick, associating a contact with   1

brick, defining   1

business scenario   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   1

contact, defined   1

contact, indicating affiliations between   1

deleting a contact   1

deleting an employee from a contact's team   1

documentation, tracking associated with a contact   1

merging contact records, about   1

pre-call information, viewing   1

primary speciality, about   1

speciality, defining   1

speciality, specifying   1

corrective action, defined   1

corrective actions and preventive actions

See About Managing Corrective and Preventative Actions

Corrective Actions screen and views   1

corrective activity templates

creating   1

correspondence

generating for MedEd event invitees   1

product issue, creating for   1

setting up   1

Cost Allocation field

total of values entered   1

Cost field

updating in the Meeting Invitees list   1

count adjustments

creating and submitting   1

create   1

Create Alternate Sales Force Hierarchies   1

Create Primary Sales Force Hierarchies   1

Create Related PI workflow

about   1

Create Related PI, changing which fields are copied   1

Create Sales Territories   1

Creating   1 ,  2

Creating a New Targeting Period   1

Creating an Accounts Contacts   1

Creating an Accounts Contacts (JPN)   1

creating detail records   1

Creating Sales Territories   1

creating target lists   1

Creating Target Lists Using Oracle Business Intelligence   1

customers, communicating with

about   1

process workflow   1

product issues, creating correspondence for   1

product issues, creating presentation for   1

product issues, creating report for   1

proposals, correspondence, and presentations, setting up   1

scenario   1

Customizing the LS Medical Product Issue Service   1


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D

data

original data, maintaining   1

types of   1

Data Loading Matrix

about   1

S_SYND_DATA attribute by data source (table)   1

table   1

data, importing

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

process for importing data   1

scenario   1

Siebel EIM, importing data with   1

SQL*Loader, using to load data   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

Visual Basic and COM, using to load data   1

decision issues, defining

about   1

creating a decision issue   1

note about recording information   1

decompress   1

deleting

account   1

contact   1

employees from a contact's team   1

objective, about   1

Smart Call, about   1

Departments and Contacts view tab

account departments and contacts information, viewing   1

Disburse on Signature Capture   1

Document Tracking screen and views   1

documentation

account, tracking associated with   1

contact, attaching to   1

contact, tracking associated with   1

MedEd session, associating with   1

MedEd session, specifying literature for   1

downward affiliations

account's upward and downward affiliations, viewing   1

list, about   1

dynamic account hierarchies

creating for selected accounts   1

Dynamic mode

about running Contact Denormalization in   1 ,  2


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E

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

eMDR

about   1

batches   1

FDA confirmation status   1

transmitting   1

employees

MedEd event, inviting to   1

Entering   1

Entering Call Activity Data   1

Event term, defined   1

events, investigating adverse events

about   1

adverse events, completing and complaints reviews   1

Create Related PI workflow   1

Create Related PI, changing which fields are copied   1

Customizing the LS Medical Product Issue Service   1

LS Medical Product Issue Review Complete workflow   1

LS Medical User Verification workflow   1

multiple product issues, creating   1

process workflow   1

product issue activity plans, creating   1

product issue activity templates, creating   1

product issue assessment templates, creating   1

product issue, assessing if reportable   1

product issues, reviewing and editing   1

scenario   1

expense reports

including time off territory costs   1

Expense Reports screen and views   1

Explorer view tab

using to add accounts to a route   1

external product table, about   1

extract, transform and load (ETL)   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


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F

fields, reviewing changes   1

follow-up reports, creating   1

Forecasts screen and views   1

formularies

about   1

business plan, entering information into   1

formulary information, adding to an account   1

plan information, adding to an account   1


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G

general activities

activity type, about   1

adding general activities   1

Calendar view, creating in   1

Calendar view, creating specialized activity in   1

meeting, about setting up and list of tasks   1

meeting, adding a meeting invitee   1

meeting, adding a meeting speaker   1

meeting, creating   1

meeting, creating a meeting activity   1

meeting, updating Cost field in the Meeting Invitees list   1

Generate button

workflow initiated   1

Generate Hierarchy button

about configuring   1

Global Harmonization Task Force

guidelines   1


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H

hierarchies

Generate Hierarchy button, about configuring   1

product hierarchies, capturing for handheld   1

Home screen and views   1


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I

importing

syndicated data extracts, postponing   1

syndicated data files, importing   1

inactive inventory period   1

initial inventory

about establishing   1

initial inventory count, about establishing   1

products, adding and submitting an initial count   1

Install and Configure   1

interface tables

in data import process   1

internal products

additional product information, specifying   1

creating   1

defining   1

images, adding   1

internal product table, about   1

product categorization settings   1

product comparison information, adding   1

product inactive, making   1

related literature, associating   1

samples and promotional items settings   1

inventory counts

adjusting and common reasons for   1

discrepancies, identifying   1

inventory period, reconciling   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   1

inventory counts, identifying discrepancies   1

inventory period, creating and submitting   1

multiple quantities, adjusting with a new adjustment transaction   1

reconciling   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

initial count adjustments, creating and submitting   1

initial inventory period, reconciling   1

managing without lot numbers, about   1

tracking and reconciling without lot numbers   1

invitee

calls, automatically scheduling   1

MedEd session, registering   1


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L

lead time

for MedEd activity defined   1

note, for MedEd activity defined   1

List Management screen and views   1

literature

MedEd session, associating with   1

MedEd session, specifying literature for   1

product, associating to   1

Literature screen and views   1

Lockdown fields, reviewing   1

loss, recording sample loss   1

lot numbers

catalog, adding to   1

defining lot numbers   1

defining, about   1

inventory and reconciliation of samples without lot numbers, enabling   1

lot number tracking, disabling   1

lot number tracking, enabling for a product   1

multiple lot numbers, about defining   1

Prescription Drug Marketing Act (PDMA) and lot numbers   1

setting up   1

Siebel Samples Management, implementation options   1

Lots for Disperse Only system preference

about setting to TRUE   1

LS Medical PA Submit workflow   1

LS Medical PA Withdraw workflow   1

LS Medical Product Issue Close workflow

Close button process steps   1

product issues, closing   1

LS Medical Product Issue Populate report workflow   1

LS Medical Product Issue Reopen workflow

product issues, reopening   1

Reopen button process steps   1

LS Medical Product Issue Review Complete workflow   1

LS Medical Product Issue RR Reopen workflow   1

LS Medical Product Issue RR Submit workflow   1

LS Medical User Verification workflow   1

LS Pharma Activity HI Calendar View, editing button labels   1


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M

managed care, managing

about   1

business and SWOT analysis, performing   1

business plan, creating for a MCO account   1

business plan, entering formulary information   1

business plans, associating contacts and accounts with   1

business plans, setting objectives   1

formulary information for an account, create   1

health plan and formulary information, entering   1

health plan information for an account, creating   1

health plans, associating contact information to   1

process of using   1

scenario   1

Manager List Mode user property

default settings   1 ,  2

managing   1

Managing Accounts Contacts   1

Managing Accounts Contacts in Life Sciences   1

managing PCD content   1

market, creating   1

marketing goal

See About Setting and Achieving Objectives

Master MedEd plans, creating   1

materials

specifying for MedEd session   1

MDV report

about   1

entering and reviewing data   1

field mapping   1

running   1

MedEd activity, about   1

MedEd classes user properties

C++ classes created for   1

MedEd events, managing

about   1

activity plan, creating from a MedEd event   1

aggregated activity costs, viewing for a MedEd plan   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, creating   1

MedEd literature, about administering   1

MedEd master plan, creating   1

MedEd plan, about establishing funds   1

MedEd plan, creating   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

process for managing MedEd events example   1

scenario   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

MedEd screen and views   1

MedEd Team term, defined   1

MedWatch 3500A report

about   1

creating   1

entering and reviewing data   1

field mapping   1

running   1

sections of the form filled in   1

meeting

activity type, about   1

Cost field, updating in the Meeting Invitees list   1

creating a meeting   1

invitee, adding   1

meeting activity, creating a   1

New Meeting button, note about using   1

setting up, about and list of tasks   1

speaker, adding   1

Messaging Plans

accessing and delivering   1

associate to an objective   1

associate to Contact Call Offers   1

associating help   1

configuring   1

creating   1

creating and editing   1

providing access   1

releasing   1

revising   1

updating   1

working with   1

Microsoft Word

product issue report, creating   1

product issues, creating correspondence for   1

product issues, creating presentation for   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

syndicated data, steps for loading and distributing   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, behavior of   1 ,  2


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N

Name field drop-down list

note about sample not appearing   1 ,  2

New Call button

using to add account call   1

New Meeting button

note about using   1

New Sample Drop button   1


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O

objectives

Actual Amount fields, about loading using EIM   1

business scenario   1

defined   1

deleting an objective, about   1

objective, creating   1

process of objectives   1

recommended activities, adding to objective   1

recurring objectives, about creating   1

reviewing objectives   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

Objectives screen and views   1

Opportunities screen and views   1

opportunity assignment object   1

Oracle Business Intelligence   1

Oracle Business Open Intelligence Interface   1

Oracle Pharma Sales Analytics

configuring   1

Orders screen and views   1


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P

Package Insert Delivery

see PID   1

patient information

adding to product issues   1

payer information

creating   1

PCD Content   1

decompression   1

PCD content   1

adding component files   1

verifying   1

PCD Viewer   1

access   1

using   1

PDMA

See About Samples Transactions

peer affiliations

account's upward and downward affiliations, viewing   1

list, about   1

Personalized Content Delivery

verifying PCD content   1

PID

about   1

creating an insert   1

managing   1

marking a call as complete   1

scheduling calls for   1

viewing upcoming calls   1

plan a call   1

plan designs

about   1

formulary information to an account, adding   1

plan information, adding to an account   1

Plan term, defined   1

planner

availability of messages   1

PMS

about   1

enabling a product   1

marking a call as complete   1

scheduling calls   1

viewing account attachments   1

viewing account products   1

viewing all contact attachments   1

viewing upcoming calls   1

visit timeline   1

Populate button

workflow initiated   1

Post Market Surveillance

see PMS   1

PowerPoint

creating presentation for product issues   1

Pre-Call view tab

account pre-call information, viewing   1

contacts pre-call information, viewing   1

Pre-Explain PMS

about   1

scheduling calls   1

viewing upcoming calls   1

Prescription Drug Marketing Act (PDMA)

inventory reconciliation, and   1

PDMA compliance and lot numbers   1

process issues   1

presentations

setting up   1

preventative action, defined   1

price lists

creating   1

product, associating with   1

Primary Specialty

data, about using EIM to load   1

field, about   1

product analysis activity templates

creating   1

product analysis, recording

about   1

codes, setting up   1

LS Medical PA Submit workflow   1

LS Medical PA Withdraw workflow   1

process workflow   1

product analysis activity templates, creating   1

product analysis records, approving/rejecting   1

product analysis records, completing   1

product issue, creating records from   1

root cause, adding and corrective actions   1

scenario   1

submitting   1

product catalog

adding access groups   1

adding products   1

creating   1

creating a category   1

product categorization settings   1

product category

adding access groups   1

adding products   1

product issue activity templates

creating   1

product issue assessment templates

creating   1

product issues

accessing if reportable   1

changing fields copied to product issue   1

Close and Reopen buttons, configuring   1

closing   1

correspondence, creating   1

escalating adverse events and complaints as   1

fields, reviewing changes made to   1

Lockdown fields, reviewing   1

logging for safety system integration   1

multiple product issues, creating   1

patient information, adding   1

presentation, creating   1

product analysis records, creating from   1

product issue activity plans, creating   1

reopening   1

report, creating   1

reviewing and editing   1

reviewing approvals   1

reviewing for safety system integration   1

voiding in Siebel Medical   1

Product Issues screen and views   1

product samples

implementation options for using Siebel Samples Management   1

products

adding products to catalogs and categories   1

creating a catalog   1

creating a catalog category   1

Products screen and views   1

products, managing

about   1

additional product information, specifying   1

catalogs, adding product or lot number to   1

competitor information, managing   1

decision issues, about defining   1

decision issues, creating   1

external product table   1

external products, defining   1

images, adding   1

internal product or a market, creating   1

internal product table   1

internal products, defining   1

lot number tracking, enabling   1

price list, associating with a product   1

price list, creating   1

process of managing products   1

product categorization settings   1

product change request record, creating   1

product comparison information, adding   1

product features, defining   1

product hierarchies, capturing for handheld   1

product inactive, making   1

product information, about   1

product information, viewing   1

related literature, associating   1

samples and promotional items settings   1

scenario   1

Professionals screen and views   1

promotional items and samples settings   1

proposals

product issues, creating for   1

setting up   1

proprietary data, about   1


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Q

Quotes screen and views   1


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R

receipt, remaking   1

Receiving screen and views   1

reconciled inventory period   1

Recording a Contact Call for a Different Contact at Time of Signature Capture   1

Recording and Submitting Account Calls   1

recording calls

See About the Submit Button

records

CAPA record, adding information to   1

CAPA record, creating   1

product analysis records, approving/rejecting   1

product analysis records, completing   1

product issue, creating product analysis records from   1

regulatory reporting

3500A and MDV reports, running   1

3500A reports, entering and reviewing data for   1

about   1

configuring buttons, about   1

Generate button, workflow initiated from   1

MDV report, field mapping for   1

MDV reports, about   1

MDV reports, entering and reviewing data for   1

MedWatch form, sections filled in   1

MedWatch report, field mapping for   1

MedWatch reports, about   1

Populate button, workflow initiated from   1

process workflow   1

regulator report numbers, generating   1

regulatory reports, about   1

regulatory reports, creating and populating   1

Reopen button, workflow initiated from   1

report numbers, setting up   1

report types   1

report, generating   1

report, reopening   1

scenario   1

supplemental, creating or follow-up reports   1

regulatory reports

See Creating and Populating New Regulatory Reports

Regulatory Reports screen and views   1

rejecting product analysis records   1

Reopen button

configuring   1

reopen complaint workflow process steps   1

workflow initiated   1

reopening a regulatory report   1

Rep Specialty drop-down list

about adding additional values to   1

Repairs screen and views   1

report numbers

regulatory report numbers, generating   1

report, generating   1

setting up   1

reporting

3500A and MDV reports, running   1

3500A reports, entering and reviewing data for   1

buttons, about configuring   1

Generate button, workflow initiated from   1

MDV report, field mapping for   1

MDV reports, about   1

MDV reports, entering and reviewing data for   1

MedWatch form, sections filled in   1

MedWatch report, field mapping for   1

MedWatch reports, about   1

Populate button, workflow initiated from   1

process workflow   1

regulatory report numbers, generating   1

regulatory reporting, about   1

regulatory reports, about   1

regulatory reports, creating and populating   1

Reopen button, workflow initiated from   1

report numbers, setting up   1

report types   1

report, generating   1

report, reopening   1

scenario   1

supplemental, creating or follow-up reports   1

reports

product issues, creating for   1

Retrieve Published Files option

using to delay receiving data extracts   1

returned samples, about   1

ROI (return on investment)

analysis, time off territory   1

routes

about   1

Accounts View tab, using to add accounts to   1

accounts, about adding to   1

caution, about adjusting scheduling conflicts   1

creating, about and list of tasks   1

Explorer View tab, add accounts to   1

route plans scenario   1

route, creating   1

schedule calls, using the My Routes view to   1

Target Accounts view tab, using to add accounts to   1

Routes screen and views   1

routing rules

about   1

Rx data

displaying data about   1

working with, about   1


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S

S_SYND_DATA table

about using to import syndicated data   1

safety system integration

about   1

case acceptance, verifying   1

case rejection, verifying   1

JMS parameters, configuring   1

JNDI properties file, creating   1

JVM Subsystem, creating   1

Oracle WebLogic full client JAR, creating   1

product issue, logging   1

product issue, reviewing   1

product issue, voiding   1

sending a product issue to the safety system   1

server component groups, enabling   1

setting up for Siebel Medical   1

Siebel Medical, configuring   1

Web services, configuring   1

workflows, activating   1

sales data

displaying data, about   1

working with, about   1

sales goal

See About Setting and Achieving Objectives

Sales Objectives   1

sales objectives

setting up   1

Sample Event Administration, displaying   1

Sample Management

See About Samples Transactions

sample theft or loss, recording   1

samples

captured signatures   1

inventory and reconciliation of samples without lot numbers, enabling   1

inventory, about active and inactive period   1

note, sample does not appear in Name field drop-down list   1 ,  2

recorded for the call, application activity   1

returns, about   1

samples activities, monitoring   1

Siebel Samples Management, implementation options   1

samples and promotional items settings   1

samples order, creating   1

Samples screen and views   1

samples transaction

Add, Adjust, and Submit buttons, about enabling or disabling   1

how it works   1

impact on inventory counts, list of   1

past samples transaction, about adjusting   1

prerequisites for managing samples   1

quantity, adjusting in   1

samples transfer

creating   1

creating, about   1

receipt of, acknowledging   1

samples, managing

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   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   1

master inventory, administrator and end users establish scenario   1

master samples inventory, administrator establishes scenario   1

multiple quantities, adjusting with a new adjustment transaction   1

prerequisites for managing samples   1

sample theft or loss, recording   1

sample transactions, about   1

samples activities, monitoring   1

samples order, creating   1

samples transaction, about adjusting a past transactions   1

samples transaction, adjusting a quantity in   1

samples transaction, how it works   1

samples transfer, about creating   1

samples transfer, acknowledging receipt of   1

samples transfer, creating   1

scenarios, about and list of   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 scenario   1

Schedule button

account call, using to automatically schedule   1 ,  2

contact call, using to automatically schedule   1

screen tabs, business functions   1

Service Request Workflow

product issue, changing fields copied to   1

product issue, creating from   1

service requests

capturing adverse events and complaints as   1

confirming standard setup   1

Service Requests screen and views   1

session freeze, fixing   1

Session term, defined   1

sessions, setting up within MedEd event

about   1

literature, specifying for a MedEd session   1

materials, specifying for a MedEd session   1

MedEd event, creating for   1

Setting   1

Setting up   1

Setting Up Sales Objectives   1

Setting Up Targeting Data for a New Period   1

setup   1

Shipping screen and views   1

sick days

recording as time off territory   1

Siebel Assignment Manager

about   1 ,  2

contact assignments, about and example   1 ,  2

Contact Denormalization mode, rules, requirements, and exceptions   1 ,  2

predefined assignment objects, about and table of   1 ,  2

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

interface tables   1

Siebel Literature   1

Siebel Pharma Applications in Connected Mode   1

Siebel Samples Management

calls, about working with   1

implementation options   1

Sign button

about   1

LS Pharma Call Signature form applet, configuring   1

signature capture, about   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

Smart Calls screen and views   1

Smart Calls templates, about   1

Smart Calls, creating

administering Smart Call, process of   1

defined   1

deleting a Smart Call, about   1

note, about entering dates and reference numbers for samples   1

scenario   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   1

Solutions screen and views   1

speakers

MedEd event speakers, viewing all   1

MedEd speaker, designating a contact as   1

meeting, adding a meeting speaker   1

SQL*Loader, using to load data   1

Status field

note about changing status to Submitted   1

subaccounts

about and affect to account data access   1

adding subaccounts   1

affiliation between a contact and a subaccount, indicating   1

detailed information for, entering   1

subject activities, about   1

Submit button

Contact Call Detail or Account Call Detail view, effects when clicked in   1

LOVs required for submit process   1

read-only fields, changing   1

requirements, changing   1

views, effect on   1

submitting

product analysis records   1

Submitting Contact Details from Third-Party Applications   1

summary records

about and loading into S_SYND_DATA table   1

supplemental reports, creating   1

SWOT analysis, performing   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 syndicated data files   1

importing, extracting, and routing, about   1

loading data into database   1

mobile users, steps for loading and distributing   1

SQL*Loader, using to load data   1

troubleshooting loading   1

views requiring syndicated data import (table)   1

Visual Basic and COM, using to load data   1

syndicated data extracts

receiving data extracts, postponing   1

syndicated data, analyzing

about   1

brick, displaying all contacts associated with   1

files, importing   1

indirect sales by brick, correlating actual calls made with   1

payer, defining and plan information   1

prescription trends by brick, correlating actual calls made with   1

process of analysis example   1

sales, Rx, and call data, about working with   1

sales, Rx, and call data, displaying data   1

scenario   1

Siebel Life Sciences views available from Analysis screen (table)   1

system preferences

note about setting   1


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T

Tansactional Data Requirements   1

target accounts

routes, adding using the Target Accounts view tab   1

target accounts or contacts

specifying for an objective   1

Target Accounts view tab

route, using to add account to   1

Target List

create using Oracle Business Intelligence   1

target lists

creating   1

scenario   1

targeting, about   1

TargetCategory user property   1

targeting data   1

templates

corrective action activity templates, creating   1

MedEd event, creating activity template for   1

note, making Smart Call template available to users   1

product analysis activity templates, creating   1

product issue activity templates, creating   1

product issue assessment templates, creating   1

Smart Call template, about   1

Smart Call template, applying to a call   1

termination, fixing   1

Territory Management   1

theft, recording sample theft   1

Time off territory activity, about   1

Time Off Territory screen and views   1

time off territory, tracking

about   1

completed time off territory record, submitting   1

configuring   1

process tracking time off territory example   1

scenario   1

time off territory charts, viewing   1

time off territory record, adding   1

Time Sheets screen and views   1

TOT by Creator

chart display described   1

TOT by Reason

chart display described   1

Transactional Data Requirements   1

troubleshooting

loading syndicated data   1


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U

upward affiliations

account's upward and downward affiliations, viewing   1

list, about   1

using   1

Using Target List Creator   1


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V

vacation

recording as time off territory   1

Visual Basic and COM

using to load data   1


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W

weekly call planning   1

Word

product issue report, creating   1

product issues, creating correspondence for   1

product issues, creating presentation for   1

workflows

Close Complaint workflow   1

Create Related PI workflow, about   1

Create Related PI workflow, changing which fields are copied   1

LS Medical PA Submit workflow   1

LS Medical PA Withdraw workflow   1

LS Medical Product Issue Populate Report   1

LS Medical Product Issue Review Complete workflow   1

LS Medical Product Issue RR Reopen workflow   1

LS Medical Product Issue RR Submit workflow   1

LS Medical User Verification workflow   1

Reopen Complaint workflow   1

Service Request workflow, changing fields copied to product issue   1

Service Request workflow, creating product issue from   1

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Siebel Life Sciences Guide Copyright © 2013, Oracle and/or its affiliates. All rights reserved. Legal Notices.