Index
A B C D E F G M N O P R S T U V W X
A
- account assessment templates, creating, 6.5
- accounts
-
- assessing, 6.25
- associating clinical protocols with, 4.8
- associating clinical regions with, 4.10
- associating sites with, 4.13
- associating with clinical projects, 10.8
- associating with contracts, 6.8
- associating with sites, 6.9
- creating for clinical trials, 4.11
- maintaining, 6.6
- action items, viewing universal inbox notifications for, 9.13
- activities
-
- associating with sites, 6.10
- creating for clinical projects, 10.9
- creating for document tracking, 6.19
- defining for subject visits, 5.2.5
- integrating data for subject visits with data for, 12.4, 13.4
- activity completion, about integrating data for, 12.6, 13.6
- activity plans, creating for sites, 6.16
- activity templates
-
- applying to sites, 6.17
- creating for clinical projects, 10.4
- address types, adding for sites, 6.14
- administrative setup tasks, for Siebel Clinical, 3.7
- applet properties, in Siebel Clinical, A.5
- assignment objects, predefined, 3.9.1
- audit trail
-
- using for changes to clinical trip reports, 9.21
- using for changes to subject status, 5.26
- using for reviews and approvals of clinical trip reports, 9.20
- automated notification messages, for clinical trip reports, 9.10
- automated validation messages, for clinical trip reports, 9.10
B
- batch mode, administering subject visits in, 5.8
- business components, user properties for in Siebel Clinical, A.3
- business services, user properties for in Siebel Clinical, A.4
C
- case report forms
-
- managing tracking activities for, 6.20
- tracking, 6.21, 9.9
- tracking for partial source data verification during site visits, 7.8
- viewing for partial source data verification, 7.7
- clinical data capture and query management system integration
-
- activating workflows for, 12.2.1
- configuring Web services for, 12.2.2
- overview of, 12.1
- process of setting up, 12.2
- clinical data management system integration
-
- about customizing Web services for, 13.2
- activating workflows for, 13.3.1
- configuring Web services for, 13.3.2
- overview of, 13.1
- process of setting up, 13.3
- clinical payments
-
- about setting up and making for subject activities, 8.1
- generating Oracle BI Publisher reports for, 8.16
- scenario for, 8.2
- clinical programs, creating, 4.4
- clinical projects
-
- about managing, 10.1
- associating people and accounts with, 10.8
- creating, 10.7
- creating activities and tasks for, 10.9
- creating activity templates for, 10.4
- managing risk for, 10.11
- monitoring costs for, 10.10
- process of managing, 10.3
- scenario for managing, 10.2
- setting up employee profiles for, 10.5
- clinical protocol site templates, creating, 6.4
- clinical protocols
-
- associating with accounts, 4.8
- creating and revising versions for, 4.7
- generating payment records for sites associated with, 8.11
- setting up, 4.5
- setting up partial source data verification for, 7.2
- viewing status accruals for clinical subjects of, 5.23
- viewing training information for, 11.12
- clinical regions
-
- associating with accounts, 4.10
- generating payment records for sites associated with, 8.11
- setting up, 4.9
- setting up partial source data verification for, 7.3
- viewing status accruals for clinical subjects of, 5.22
- viewing training information for, 11.13
- clinical subjects
-
- about integrating data for, 13.5
- applying protocol amendments to, 5.19
- applying revised subject visit templates to, 5.19.2
- creating records for, 5.5
- enrolling, 5.11
- monitoring status accruals for by visit type, 5.25
- randomizing, 5.12
- recalculating requiring source data verification, 7.9
- rescheduling, 5.7
- rescreening, 5.10
- scheduling, 5.6
- screening, 5.9
- setting up partial source data verification for, 7.6
- terminating clinical trials early for, 5.18
- tracking status accruals for, 9.12
- transfer information, viewing, 5.15, 5.16
- transferring, 5.14
- viewing status accruals for, 5.21, 5.22, 5.23
- clinical training
-
- about managing, 11.1
- setting up training topics for, 11.2
- clinical trials
-
- about setting up, 4.1
- creating accounts and contacts for, 4.11
- creating satellite sites for, 4.12.2
- creating sites for, 4.12
- performing risk assessments for, 4.14.2
- process of managing, 4.3
- risk assessment templates, creating, 4.14.1
- risk assessments, about, 4.14
- scenario for, 4.2
- terminating early for clinical subjects, 5.18
- clinical trip report templates
-
- applying, 9.5
- creating, 9.4
- clinical trip reports
-
- about administering and using, 9.1
- approving, 9.15
- automated validation and notification messages for, 9.10
- completing, 9.6
- completing questionnaires for, 9.7
- creating new versions of, 9.17
- creating questions for using Siebel SmartScript, 9.3
- deleting unanswered questions form questionnaires of, 9.8
- obsolete, 9.16
- scenario for managing, 9.2
- tracking completion status for, 9.11
- using audit trail for changes to, 9.21
- using audit trail for reviews and approvals of, 9.20
- version information, viewing, 9.18
- viewing, 9.14
- viewing geographical location details for, 9.19
- viewing universal inbox notifications for action items of, 9.13
- completed training
-
- designating for contacts, 11.11
- designating for training topics, 11.10
- completion status, tracking for clinical trip reports, 9.11
- contact assessment templates, creating, 6.5
- contact assignments, in Siebel Clinical, 3.9.2
- Contact Denormalization mode, in Siebel Life Sciences, 3.9.3
- contacts
-
- about managing for clinical trials, 6.1
- assessing, 6.25
- creating for clinical trials, 4.11
- designating completed training for, 11.11
- maintaining, 6.6
- managing for sites, 6.13
- process of managing for clinical trials, 6.3
- scenario for managing for clinical trials, 6.2
- contracts
-
- associating accounts with, 6.8
- associating with sites, 6.7
- correspondence activities, creating for sites, 6.22
- criteria, adding to training plans, 11.4
D
- document tracking
-
- creating activities for, 6.19
- generating Oracle BI Publisher reports for, 6.26
- documents
-
- associating with sites, 6.11
- tracking and adding at sites, 6.18
- DTE data maps
-
- exporting from server database to XML file, 3.10.1.1
- importing to local client from XML file, 3.10.1.2
E
- employee profiles, setting up for clinical projects, 10.5
F
- field properties, in Siebel Clinical, A.6
- final payments, generating for sites, 8.14
G
- geographical location details
-
- viewing for clinical trip reports, 9.19
M
- mobile Web clients, setting up for position rollup, 3.10
- My Team’s filter, about, 3.8
N
- notes, adding to sites, 6.23
O
- Oracle BI Publisher reports
-
- generating for clinical payments, 8.16
- generating for document tracking, 6.26
- generating for site enrollment status, 5.27
- generating for site visits, 9.22
- Oracle Health Sciences InForm integration, configuring protocol integration fields for, 12.3
P
- partial source data verification
-
- about, 7.1
- about for protocol amendments, 7.10
- setting up for clinical protocols, 7.2
- setting up for clinical regions, 7.3
- setting up for clinical subjects, 7.6
- setting up for sites, 7.5
- setting up for subject visit templates, 7.4
- tracking case report forms for during site visits, 7.8
- viewing case report forms for, 7.7
- payees, splitting payment activities between multiple, 8.5
- payment activities
-
- creating for sites, 8.9
- generating payment records for unplanned, 8.12
- reversing splits for, 8.7
- splitting between multiple payees, 8.5
- payment amounts, adjusting and generating payment records for sites, 8.13
- payment exceptions, setting up for sites, 8.4
- payment records
-
- creating for sites, 8.10
- generating for sites, 8.13
- generating for sites associated with clinical protocols and clinical regions, 8.11
- generating for unplanned payment activities, 8.12
- reverting, 8.15
- payment splits, copying details for, 8.6
- people, associating with clinical projects, 10.8
- position rollup, setting up for mobile Web clients, 3.10
- position types, setting up for billing, 10.6
- Projects screen, about views in, 10.12
- protocol amendments
-
- about partial source data verification for, 7.10
- applying to sites and clinical subjects, 5.19
- rules for applying, 5.19.3
- protocol integration fields
-
- configuring for Oracle Health Sciences InForm integration, 12.3
R
- rate lists, setting up for billing, 10.6
- risk assessments
-
- for clinical trials, about, 4.14
- performing for clinical trials, 4.14.2
- templates, creating for clinical trials, 4.14.1
S
- satellite sites
-
- creating for clinical trials, 4.12.2
- Siebel Assignment Manager, using in Siebel Clinical, 3.9
- Siebel Clinical
-
- about setting up, 3.1
- activating workflow policies for, 3.5
- administrative setup tasks for, 3.7
- configuring properties for in Siebel Tools, 3.2
- configuring Siebel Mobile disconnected application for, 14.3
- configuring Web services for, 3.6
- contact assignments in, 3.9.2
- enabling or disabling Siebel Open UI for, 3.3
- enabling Siebel Server component groups for, 3.4
- using Siebel Assignment Manager in, 3.9
- Siebel Clinical Trial Management System
-
- about, 2.1
- features of, 2.2
- product modules and options for, 2.3
- using Siebel REST API with, A.1
- Siebel Mobile disconnected application
-
- about, 14.1
- configuring for Siebel Clinical, 14.3
- for Siebel Clinical, about, 14.2
- for Siebel Clinical, managing site visits, 14.5
- for Siebel Clinical, managing sites, 14.6
- for Siebel Clinical, using, 14.4
- Siebel Open UI, enabling or disabling for Siebel Clinical, 3.3
- Siebel Server component groups
-
- enabling for Siebel Clinical, 3.4
- Siebel SmartScript, creating questions for clinical trip reports using, 9.3
- Siebel Tools
-
- configuring properties for Siebel Clinical in, 3.2
- site enrollment status, generating Oracle BI Publisher reports for, 5.27
- site teams, assigning employees to, 6.15
- site visits
-
- creating and managing, 6.12
- generating Oracle BI Publisher reports for, 9.22
- tracking case reports forms for partial source data verification during, 7.8
- sites
-
- about exporting data for, 12.5
- about managing for clinical trials, 6.1
- adding address types for, 6.14
- adding notes to, 6.23
- adding training plans to, 11.8
- adjusting payment amounts and generating payment records for, 8.13
- applying activity templates to, 6.17
- applying protocol amendments to, 5.19
- applying revised subject visit templates to, 5.19.1
- associating contracts with, 6.7
- associating with accounts, 4.13, 6.9
- associating with activities, 6.10
- associating with documents, 6.11
- changing training topics for, 11.9
- creating activity plans for, 6.16
- creating correspondence activities for, 6.22
- creating for clinical trials, 4.12
- creating payment activities for, 8.9
- generating final payments for, 8.14
- generating payment records for, 8.10, 8.11
- managing contacts for, 6.13
- process of managing for clinical trials, 6.3
- scenario for managing for clinical trials, 6.2
- setting up partial source data verification for, 7.5
- setting up payment exceptions for, 8.4
- tracking and adding documents at, 6.18
- tracking status accruals for clinical subjects of, 9.12
- viewing status accruals for clinical subjects of, 5.21
- viewing status history for, 6.24
- source data verification, recalculating clinical subjects requiring, 7.9
- standard payment amounts, setting up in subject visit templates, 8.3
- status accruals
-
- monitoring for clinical subjects by visit type, 5.25
- tracking for clinical subjects of sites, 9.12
- viewing for clinical subjects of clinical protocols, 5.23
- viewing for clinical subjects of clinical regions, 5.22
- viewing for clinical subjects of sites, 5.21
- status history, viewing for sites, 6.24
- subject activities
-
- about setting up and making clinical payments for, 8.1
- marking as complete, 8.8
- subject enrollment
-
- about rolling up information for, 5.20
- monitoring rates for, 5.24
- subject status
-
- about automatic tracking of, 5.4
- overriding initial, 5.13
- using audit trail for changes to, 5.26
- subject visit templates
-
- about, 5.1
- applying to clinical subjects, 5.19.2
- applying to sites, 5.19.1
- approving, 5.3
- creating, 5.2.1
- defining versions for, 5.2.2
- process of defining, 5.2
- setting up partial source data verification for, 7.4
- setting up standard payment amounts in, 8.3
- subject visits
-
- administering in batch mode, 5.8
- creating unscheduled, 5.17
- defining, 5.2.3
- defining activities for, 5.2.5
- defining planned, 5.2.4
- generating reports for actual, 6.27
- generating reports for planned and actual dates of, 6.28
- integrating data with data for activities, 12.4, 13.4
- rules for deleting when deemed non-applicable by early termination, 5.19.4
- system preferences
-
- in Siebel Clinical, A.7
T
- tasks, creating for clinical projects, 10.9
- team assignment history, tracking and revising, 4.6
- tracking activities, managing for case report forms, 6.20
- training plans
-
- about publishing, 11.6
- adding criteria to, 11.4
- adding to clinical sites, 11.8
- creating, 11.3
- creating versions of, 11.5
- publishing, 11.7
- training topics
-
- changing for clinical sites, 11.9
- designating completed training for, 11.10
- setting up for clinical training, 11.2
U
- universal inbox notifications, viewing for action items of clinical trip reports, 9.13
- user properties
-
- for business components in Siebel Clinical, A.3
- for business services in Siebel Clinical, A.4
- overview of for Siebel Clinical, A.2
V
- versions
-
- creating and revising for clinical protocols, 4.7
- creating for training plans, 11.5
- defining for subject visit templates, 5.2.2
- visit type, monitoring status accruals for clinical subjects by, 5.25
W
- Web services
-
- about customizing for clinical data management system integration, 13.2
- configuring for clinical data capture and query management system integration, 12.2.2
- configuring for clinical data management system integration, 13.3.2
- configuring for Siebel Clinical, 3.6
- in Siebel Clinical, A.9
- workflow policies, activating for Siebel Clinical, 3.5
- workflows
-
- activating for clinical data capture and query management system integration, 12.2.1
- activating for clinical data management system integration, 13.3.1
- in Siebel Clinical, A.8
X
- XML file
-
- exporting DTE data maps from server database to, 3.10.1.1
- importing DTE data maps from local client to, 3.10.1.2
