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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 Trial Management System
Features of Siebel Clinical Trial Management System
Product Modules and Options for Siebel Clinical Trial System
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Setting Up Siebel Clinical
About Setting Up Siebel Clinical
Configuring Properties for Siebel Clinical in Siebel Tools
Enabling or Disabling Siebel Open UI for Siebel Clinical
Enabling Siebel Server Component Groups for Siebel Clinical
Activating Workflow Policies for Siebel Clinical
Configuring Web Services for Siebel Clinical
Setting Up Mobile Integration for 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 Siebel 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 Clinical Trials
About Setting Up Clinical Trials
Scenario for Clinical Trials
Process of Managing Clinical Trials
Creating Clinical Programs
Setting Up Clinical Protocols
Tracking and Revising Team Assignment History
Creating and Revising Versions for Clinical Protocols
Associating Clinical Protocols with Accounts
Setting Up Clinical Regions
Associating Clinical Regions with Accounts
Creating Accounts and Contacts for Clinical Trials
Creating Sites for Clinical Trials
Associating Sites with Accounts
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Administering Clinical Subjects and Clinical Visits
About Subject Visit Templates
Process of Defining Subject Visit Templates
Creating Subject Visit Templates
Defining Versions for Subject Visit Templates
Defining Subject Visits
Defining Planned Subject Visits
Defining Activities for Subject Visits
Approving Subject Visit Templates
About Automatic Tracking of Subject Status
Creating Records for Clinical Subjects
Scheduling Clinical Subjects
Rescheduling Clinical Subjects
Administering Subject Visits in Batch Mode
Screening Clinical Subjects
Rescreening Clinical Subjects
Enrolling Clinical Subjects
Randomizing Clinical Subjects
Overriding Initial Subject Status
Creating Unscheduled Subject Visits
Terminating Clinical Trials Early for Clinical Subjects
Applying Protocol Amendments to Sites and Clinical Subjects
Applying Revised Subject Visit Templates to Sites
Applying Revised Subject Visit Templates to Clinical Subjects
Rules for Applying Protocol Amendments
Rules for Deleting Subject Visits When Deemed Non-Applicable by Early Termination
About Rolling Up Information for Subject Enrollment
Viewing Status Accruals for Clinical Subjects of Sites
Viewing Status Accruals for Clinical Subjects of Clinical Regions
Viewing Status Accruals for Clinical Subjects of Clinical Protocols
Monitoring Rates for Subject Enrollment
Monitoring Status Accruals for Clinical Subjects by Visit Type
Using Audit Trail for Changes to Subject Status
Generating Oracle BI Publisher Reports for Site Enrollment Status
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Managing Sites and Contacts for Clinical Trials
About Managing Sites and Contacts for Clinical Trials
Scenario for Managing Sites and Contacts for Clinical Trials
Process of Managing Sites and Contacts for Clinical Trials
Creating Clinical Protocol Site Templates
Creating Contact and Account Assessment Templates
Maintaining Contacts and Accounts
Associating Contracts with Sites
Associating Accounts with Contracts
Creating and Managing Site Visits
Creating and Updating Sites, Contacts, and Accounts
Adding Address Types for Sites
Assigning Employees to Site Teams
Creating Activity Plans for Sites
Applying Activity Templates to Sites
Tracking and Adding Documents at Sites
Creating Activities for Document Tracking
Creating Tracking Activities for Case Report Forms
Tracking Case Report Forms
Creating Correspondence Activities for Sites
Adding Notes to Sites
Assessing Contacts and Accounts
Generating Oracle BI Publisher Reports for Document Tracking
Generating Reports for Actual Visits
Generating Reports for Planned and Actual Dates of Subject Visits
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Managing Partial Source Data Verification
About Partial Source Data Verification
Setting Up Partial Source Data Verification for Clinical Protocols
Setting Up Partial Source Data Verification for Clinical Regions
Setting Up Partial Source Data Verification for Subject Visit Templates
Setting Up Partial Source Data Verification for Sites
Setting Up Partial Source Data Verification for Clinical Subjects
Viewing Case Report Forms for Partial Source Data Verification
Recalculating Clinical Subjects Requiring Source Data Verification
About Partial Source Data Verification for Protocol Amendments
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Setting Up and Making Clinical Payments
About Setting Up and Making Clinical Payments for Subject Activities
Scenario for Clinical Payments
Setting Up Standard Payment Amounts in Subject Visit Templates
Setting Payment Exceptions for Sites
Splitting Payment Activities Between Multiple Payees
Copying Details for Payment Splits
Reversing Splits for Payment Activities
Marking Subject Activities as Completed
Creating Payment Activities for Sites
Generating Payment Records for Sites
Generating Payment Records for Unplanned Payment Activities
Adjusting Payment Amounts and Generating Payment Records for Sites
Generating Final Payments for Sites
Reverting Payment Records
Generating Oracle BI Publisher Reports for 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 Questions for Clinical Trip Reports Using Siebel SmartScript
Creating Clinical Trip Report Templates
Applying Clinical Trip Report Templates
Completing Clinical Trip Reports
Completing Questionnaires for Clinical Trip Reports
Deleting Unanswered Questions from Questionnaires of Clinical Trip Reports
Tracking Case Report Forms
Automated Validation and Notification Messages for Clinical Trip Reports
Tracking Completion Status for Clinical Trip Reports
Tracking Status Accruals for Clinical Subjects of Sites
Viewing Universal Inbox Notifications for Action Items of Clinical Trip Reports
Reviewing Clinical Trip Reports
Approving Clinical Trip Reports
Viewing Geographical Location Details for Clinical Trip Reports
Using Audit Trail for Reviews and Approvals of Clinical Trip Reports
Using Audit Trail for Changes to Clinical Trip Reports
Deleting Clinical Trip Reports
Generating Oracle BI Publisher Reports for Site Visits
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Managing Clinical Projects
About Managing Clinical Projects
Scenario for Managing Clinical Projects
Process of Managing Clinical Projects
Creating Activity Templates for Clinical Projects
Setting Up Employee Profiles for Clinical Projects
Setting Up Position Types and Rate Lists for Billing
Creating Clinical Projects
Associating People and Accounts with Clinical Projects
Creating Activities and Tasks for Clinical Projects
Monitoring Costs for Clinical Projects
Managing Risk for Clinical Projects
About Views in the Projects Screen
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Setting Up and Configuring Clinical Operations Integration
Overview of Clinical Operations Integration
About Customizing Web Services for Clinical Operations Integration
Process of Setting Up ClearTrial Integration
Completing Prerequisites for ClearTrial Integration
Activating Workflows for ClearTrial Integration
Configuring Web Services for ClearTrial Integration
Configuring the Date and Time Format for ClearTrial Integration
Configuring System Preferences for Clinical Operations Integration
Configuring Protocol Integration Fields for ClearTrial Integration
Importing Plan Data From Budgeting Applications
About Exporting Data for Sites
About Exporting Data for Clinical Subjects
About Exporting Data for Case Report Forms
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Setting Up and Configuring Site Visit Data Integration
Overview of Site Visit Data Integration
About Customizing Web Services for Site Visit Data Integration
Process of Setting Up Site Visit Data Integration
Activating Workflows for Site Visit Data Integration
Configuring Web Services for Site Visit Data Integration
Enabling Siebel Server Component Groups for Site Visit Data Integration
About Exporting Data for Site Visits
About Exporting Geographical Location Details for Sites
Viewing Geographical Location Details for Site Visits in Clinical Trip Reports
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Setting Up and Configuring Mobile Integration of Clinical Trip Reports
Overview of Mobile Integration for Clinical Trip Reports
About Customizing Web Services for Mobile Integration of Clinical Trip Reports
Workflows for Mobile Integration of Clinical Trip Reports
LS Clinical Protocol Site Get Sites Workflow
LS Clinical Get Site Snapshot Service Workflow
Process of Setting Up Mobile Integration for Clinical Trip Reports
Completing Integration Prerequisites for Mobile Integration
Activating Workflows for Mobile Integration
Configuring Web Services for Mobile Integration
About Exporting Data for Lists of Values
About Exporting Data for Clinical Templates
About Exporting Data for Siebel Clinical Users
About Adding Users to MVG for Assigned To Fields
About Exporting Data for Contacts of Sites
About Exporting Data for Subject Visits
About Exporting Data for Sites
About Exporting and Importing Data for Clinical Trip Reports
About Exporting State Transition Data for Clinical Trip Reports
About Exporting Snapshot Data for Site Enrollments
About Exporting Template Data for Clinical Trip Reports
About Exporting SmartScript Metadata for Clinical Trip Reports
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Setting Up and Configuring Clinical Data Capture and Query Management System Integration
Overview of Clinical Data Capture and Query Management System Integration
Process of Setting Up Clinical Data Capture and Query Management System Integration
Activating Workflows for Clinical Data Capture and Query Management System Integration
Setting Up LS Clinical Integration Workflow Monitor Agent for Clinical Data Capture and Query Management System Integration
Configuring Web Services for Clinical Data Capture and Query Management System Integration
Configuring Protocol Integration Fields for Oracle InForm Integration
Integrating Data for Subject Visits with Data for Activities
About Exporting Data for Sites
About Integrating Data for Activity Completion
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Setting Up and Configuring Clinical Data Management System Integration
Overview of Clinical Data Management System Integration
About Customizing Web Services for Clinical Data Management System Integration
Process of Setting Up Clinical Data Management System Integration
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 Directory Structure on Siebel Server for Clinical Data Management System Integration
Creating Oracle WebLogic Full Client JAR for Clinical Data Management System Integration
Creating JNDI Properties File for Clinical Data Management System Integration
Configuring JVM Subsystem for Clinical Data Management System Integration
Configuring Java Message Service Parameters for Clinical Data Management System Integration
Populating Domain Value Maps
Integration Entitles for Siebel Clinical and Oracle Clinical
Integrating Oracle Clinical Studies with Siebel Clinical Protocols
About Integrating Data for Investigators
Integrating Data for Subject Visits with Data for Activities
Activating Synchronization of Data for Sites
Viewing Clinical Protocols Enabled for Synchronization
About Synchronizing Sites
About Integrating Data for Clinical Subjects
About Integrating Data for Activity Completion
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Setting Up and Configuring Clinical Payments Integration
Overview of Clinical Payments Integration
About Customizing Web Services for Clinical Payments Integration
Process of Setting Up Clinical Payments Integration
Configuring Siebel Tools for Clinical Payments Integration
Activating Workflows for Clinical Payments Integration
Configuring the Inbound Web Service for Clinical Payments Integration
Configuring Java Message Service Parameters for Clinical Payments Integration
Sending Payment Requests to Third-Party Payments Application
Withdrawing Payment Requests
Viewing Feedback for Payment Requests
Verifying Processed Payments
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ClearTrial Clinical Trial Management System Connector
About the ClearTrial Clinical Trial Management System Connector
Supported Integration Points for the ClearTrial Clinical Trial Management System Connector
About Logging for the ClearTrial Clinical Trial Management System Connector
Sample Configuration Files for the ClearTrial Clinical Trial Management System Connector
Configuring the ClearTrial Clinical Trial Management System Connector
Configuring Security for the ClearTrial Clinical Trial Management System Connector
Importing Data from Siebel Clinical to ClearTrial Track
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Developer's Reference for Siebel Clinical
Overview of User Properties for Siebel Clinical
User Properties for Business Components in Siebel Clinical
User Properties for Business Services in Siebel Clinical
Applet Properties in Siebel Clinical
Field Properties in Siebel Clinical
System Preferences in Siebel Clinical
Workflows in Siebel Clinical
Web Services in Siebel Clinical
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