Workflows in Siebel Clinical

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