Siebel CRM Siebel Clinical Trial Management System Guide Siebel Innovation Pack 2016 E52416-01 |
|
Previous |
Next |
View PDF |
Table A-6 lists the required workflows for Siebel Clinical core functionality and for integrating Siebel Clinical with third-party applications. For more information about each workflow, see the corresponding functional area in this guide. You can use Siebel Business Process Designer to modify the workflows to suit your own business model. For information about configuring workflows, see Siebel Business Process Framework: Workflow Guide.
Table A-6 Workflows in Siebel Clinical
Workflow Name | Siebel Clinical Functionality |
---|---|
Clinical Assign Position From Protocol |
Clinical Protocol |
Clinical Assign Position From Region Rolldown |
Clinical Region |
Clinical Assign Position From Region |
Clinical Region |
Clinical Assign Position From Site Rollup |
Clinical Site |
Clinical Assign Position From Site |
Clinical Site |
Clinical Protocol Position History Update |
Clinical Protocol |
Clinical Region Delete Rollup |
Clinical Region |
Clinical Region First Site Initiation Date Upsert Rollup |
Clinical Region |
Clinical Region First Subject Enrolled Date Upsert Rollup |
Clinical Region |
Clinical Region Last Site Terminated Date Upsert Rollup |
Clinical Region |
Clinical Region Last Subject Off Study Date Upsert Rollup |
Clinical Region |
Clinical Region Position History Update |
Clinical Region |
Clinical Region Status Fields Rollup |
Clinical Region |
Clinical Remove Position From Protocol |
Clinical Protocol |
Clinical Remove Position From Region |
Clinical Region |
Clinical Remove Position From Site |
Clinical Site |
Clinical Rollup Batch Process |
Clinical Site |
Clinical Site Delete Rollup to Protocol |
Clinical Site |
Clinical Site Delete Rollup to Region |
Clinical Site |
Clinical Site Delete Rollup |
Clinical Site |
Clinical Site First Subject Enrolled Date Upsert Rollup |
Clinical Subject |
Clinical Site Initiation Completed Date Upsert Rollup |
Clinical Site |
Clinical Site Last Subject Off Study Date Upsert Rollup |
Clinical Site |
Clinical Site Position History Update |
Clinical Site |
Clinical Site Status Fields Rollup |
Clinical Site |
Clinical Site Termination Date Upsert Rollup (With Subject Info) |
Clinical Site |
Clinical Site Termination Date Upsert Rollup (Without Subject Info) |
Clinical Site |
Clinical Status Delete Rollup |
Clinical Subject |
Clinical Status Upsert Rollup |
Clinical Subject |
Clinical Subject Delete Rollup |
Clinical Subject |
LS Clinical - ApplyTemplates Process |
Clinical Template |
LS Clinical - DeleteNonAppVisits Process |
Clinical Subject Visits |
LS Clinical - SubjectVisits Process |
Clinical Subject Visits |
LS Clinical Contract Rollup |
Clinical Contract |
LS Clinical Create Inbox Item for New Trip Report Owner |
Clinical Trip Report |
LS Clinical Create Inbox Item for Trip Report Approver |
Clinical Trip Report |
LS Clinical Create Inbox Item for Trip Report Owner |
Clinical Trip Report |
LS Clinical Create Inbox Item for Trip Report Reviewer |
Clinical Trip Report |
LS Clinical Earned To Date Rollup |
Clinical Payments |
LS Clinical - Generate Bulk Payment Process |
Clinical Payments |
LS Clinical Get Site Snapshot Service |
Clinical Trip Report |
LS Clinical Set Study Plan Information |
Clinical operations integration |
LS Clinical Paid To Date Rollup |
Clinical Payments |
LS Clinical Payment Delete Rollup |
Clinical Payments |
LS Clinical Payments Outbound |
Third-party payments application integration |
LS Clinical Protocol Delete Rollup |
Clinical Protocol |
LS Clinical Protocol Site Get Sites |
Clinical Site |
LS Clinical Protocol Site Get User Position |
Clinical Site |
LS Clinical Protocol Training Rollup |
Clinical Training |
LS Clinical Questions Batch Clean-up |
Clinical Trip Report |
LS Clinical Region Training Rollup |
Clinical Training |
LS Clinical Site Accruals Rollup |
Clinical Site |
LS Clinical Site Subject Delete Accruals Rollup |
Clinical Subject |
LS Clinical State Validation |
Third-party payments application integration |
LS Clinical Total Contract Amount Rollup |
Clinical operations integration |
LS Clinical Training Implementation |
Clinical Training |
LS Clinical Trip Report Approval |
Clinical Trip Report |
LS Clinical VAT Amount Rollup |
Clinical Payments |
LS ClinicalProtocolSite Outbound - NewSite |
Site visit data integration |
LS ClinicalProtocolSite Outbound - UpdatedSite |
Clinical Protocol |
SWI LS Clinical Create Site Visit Geo Location |
Site visit data integration |
SWI LS Clinical Payments Inbound |
Third-party payments application integration |
SWI LS Clinical Query Protocol Site_Site Visits |
Site visit data integration |
SWI LS Clinical Subject Inbound - Activity |
Clinical data management system integration |
SWI LS Clinical Subject Inbound - Subject |
Clinical data management system integration |
SWI LS Clinical Subject Inbound |
Clinical data management system integration |
SWI - Protocol Number Lookup |
Clinical data management system integration |