Setting Up Mobile Web Clients for Position Rollup

In Siebel Clinical, a CRA (clinical research associate) can create sites and assign employees to positions at the site level. When the CRA clicks the Position Rollup button, these positions become visible at the region and protocol levels. Typically, the CRA works in a disconnected mode, on a laptop computer.

The administrator must set up each mobile Web client to allow position rollups. The setup requires the following steps in Siebel Clinical:

• The administrator exports workflow processes and data maps from the server database to XML files.

• The administrator connects to a local client, imports the XML files to the client database and activates the workflow processes on the local client.

  
  

  Note: Users of the local client must have Workflow Process Definition, EAI DATA Map View, and EAI Data Map Editor in their user responsibilities to accept imported workflow processes and data maps.

  
  

Exporting Workflow Processes to the Local Client

Complete the procedure in this topic to export the workflow processes to the local client.

To export the workflow processes to the local client  

1. Export the Clinical Assign Position From Region and Clinical Assign Position From Site workflows to XML files.

2. Import the two XML files to the local client, and activate the workflows.

   For information about exporting and importing workflow processes, see Siebel Business Process Framework: Workflow Guide.

Exporting DTE Data Maps From the Server Database to an XML File

Complete the procedure in this topic to export DTE data maps from the server database to an XML file.

To export DTE data maps from the server database to an XML file  

1. In Siebel Clinical, connect to the server database.

2. Navigate to the Administration - Integration screen, then the Data Maps view.

3. In the Integration Object Map list, query for Clinical*.

   The query returns the following records: Clinical Region Position to Protocol Position Map, Clinical Site Position to Account Position Map, Clinical Site Position to Protocol Position Map, and Clinical Site Position to Region Position Map.

4. Click Menu (the cogwheel icon), and select Export Data Map.

5. In the dialog box, check Export All Rows in Current Query and click Export.

6. In the dialog box, select Save to Disk, select a location, and save the data maps as PositionRollupDataMap.xml.

Importing DTE Data Maps to a Local Client From an XML File

Complete the procedure in this topic to import DTE data maps to a local client from an XML file.

To import DTE data maps to a local client from an XML file  

1. In Siebel Clinical, connect to the local client.

2. Navigate to the Administration - Integration screen, then the Data Maps view.

3. In the Integration Object Map list, click Menu (the cogwheel icon), and select Import Data Map.

4. In the dialog box, select Browse and find PositionRollupDataMap.xml.

   For information about creating this file, see "Exporting DTE Data Maps From the Server Database to an XML File".

5. In the Integration Object Map list, query for Clinical*Position*.