| Siebel CRM Siebel Clinical Trial Management System Guide Siebel Innovation Pack 2017, Rev. A E52416-01 |
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| Siebel CRM Siebel Clinical Trial Management System Guide Siebel Innovation Pack 2017, Rev. A E52416-01 |
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After administrators create training plans, they publish the training plans so that the training topics in those plans are automatically associated with the appropriate contacts for the appropriate sites. The Role field value for the training topics in the plans determines the appropriate contacts. The plan criteria determines the appropriate sites.
The publishing process for a training plan is a batch job that runs in the background. Consequently, users are not prevented from using other functionality in Siebel Clinical while this batch job runs. To optimally run this batch job, administrators can set the Clinical_Training_Commit_Freq system preference. For more information about this system preference, see "System Preferences in Siebel Clinical".
The duration of the publishing process for a training plan is determined by the following factors:
The number of training topics in the plan
The number of site records to associate with the training topics in the plan
The number of contact records to associate with the training topics in the plan
When a user creates a site record after an administrator publishes a training plan that applies to that site, the topics in that plan are automatically associated with the new site. Likewise, the topics in that plan are automatically associated with the contacts for the new site if the Role field in the topics is blank or a Role field value in the topics is the same as the Role field value in the contact records. If the administrator populates the Obsolete Date field (in the Training Topics view of the Administration - Clinical screen) for some topics in a plan after the plan publication, then those topics are not automatically associated with a new site even though the topics exist in the training plan.
When a user creates a new contact record for an existing site after an administrator publishes a training plan that applies to that site, the topics in that plan are automatically associated with the new contact if the Role field in the topics is blank or a Role field value in the topics is the same as the Role field value in the new contact record. If the administrator populates the Obsolete Date field (in the Training Topics view of the Administration - Clinical screen) for some topics in a plan after the plan publication, then those topics are not automatically associated with a new contact even though the topics exist in the training plan.
