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Siebel CRM Siebel Clinical Trial Management System Guide
Siebel Innovation Pack 2017, Rev. A
E52416-01
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Administrative Setup Tasks for Siebel Clinical

Table 3-1 lists the administrative setup procedures that are specific to Siebel Clinical and procedures that might differ from the procedures of the other Siebel Business Applications. The table also refers to documentation containing information about each task.

When setting up Siebel Clinical, use Table 3-1 in combination with the main resource, Siebel Applications Administration Guide.

Table 3-1 Tasks for Siebel Clinical Administration

Administrative Task Description For More Information

Managing accounts contacts in Siebel Life Sciences

  • Activating workflows for accounts contacts

  • Enabling server components for accounts contacts

  • Generating column maps for accounts contacts list

  • Creating product data to appear in accounts contacts list

Siebel Life Sciences Guide

Creating a clinical program

  • Creating protocols

  • Revising protocols

  • (Optional) Setting up regions

  • Defining a subject visit template

Chapter 4, "Setting Up Clinical Trials"

Chapter 5, "Administering Clinical Subjects and Clinical Visits"

Chapter 6, "Managing Sites and Contacts for Clinical Trials"

Managing sites

  • Creating protocol site templates

  • Creating assessment templates for contacts and accounts

  • Maintaining contact and account information

  • Setting up contracts for sites

Chapter 6, "Managing Sites and Contacts for Clinical Trials"

Setting up clinical payments

  • Setting up standard payment amounts in subject visit templates

  • Adjusting payment amounts and generating payments for sites

Chapter 8, "Setting Up and Making Clinical Payments"

Creating trip report templates

  • Creating trip report templates

  • Approving trip report templates

Chapter 9, "Administering and Using Clinical Trip Reports"

Creating activity templates for projects

  • Creating activity templates for projects

Chapter 10, "Managing Clinical Projects"

Importing data

  • Importing data with Siebel Enterprise Integration Manager

  • Importing, extracting, and routing syndicated data

  • Charting denormalized syndicated data

Siebel Life Sciences Guide

Configuring Siebel Clinical

  • Configuring user properties for business components

  • Configuring user properties for business services

  • Configuring applet properties

  • Configuring field properties

  • Configuring workflows

  • Customizing Web services

Appendix A, "Developer's Reference for Siebel Clinical,"