Siebel Life Sciences Guide > Managing Pharma Medical Education Events > Process of Managing MedEd Events >

Setting Up MedEd Events

This task is a step in Process of Managing MedEd Events.

A MedEd event is a database record that describes an educational event attended by physicians or medical professionals. An event can consist of single or multiple-sessions and functions as a forum for exchanging information on a particular disease, illness, therapeutic class, or product.

The cost of a MedEd event can be allocated across multiple products and across team members. Users who have purchased and installed the optional Pharma Sales Analytics product can use cost allocations as input when creating return on investment (ROI) analysis reports.

NOTE:  Users who have purchased and installed the optional MedEd for Customers module can also display MedEd event information to selected professionals on their Physician Portal Web site.

Creating a MedEd Event

The following procedure shows you how to create a MedEd event.

To create a MedEd event

1. Navigate to the MedEd screen, then the MedEd Events view.
2. In the MedEd Events list, create a new record and complete the necessary fields.

   Some fields are described in the following table.

   Field	Comments
   Accreditation	The organization that will be giving Continued Medical Education (CME) credits for attending the event.
   Budget	The amount of money budgeted for the event.
   CME Credit	Number of CME (Continued Medical Education) credits that can be earned at the event. For MedEd for Customers, this field appears on the Physician Portal Web site.
   Confirm Date	Date on which MedEd team members should send any confirmation reminder messages to registered invitees.
   Confirmation	Indicates whether MedEd team members should send messages to registered invitees prior to the event reminding them to attend and asking them to reconfirm their attendance.
   Created By	User name for the person who created the MedEd event.
   End	Date and time that the event ends. Set the time fields before clicking a calendar day. For MedEd for Customers, this field appears on the Physician Portal Web site.
   Fee Required	Indicates whether the event requires an attendance fee.
   Location	City and address or venue where the event is to take place. For MedEd for Customers, this field appears on the Physician Portal Web site.
   MedEd ID	The application automatically creates this alphanumeric value when you create the event.
   MedEd Team	A group of employees who will be responsible for planning, managing, and carrying out the MedEd event. Event costs can be allocated across team members as well as across product lines. For more information, see To allocate event costs across team members.
   Name	The name of the event. If you are using MedEd with MedEd for Customers, this field appears to selected contacts on your Physician Portal Web site.
   Objective	The overall goal for the people attending the event. For MedEd for Customers, this field appears on the Physician Portal Web site.
   Products	One or more products targeted for discussion at the event.Event costs can be allocated across products. For more information, see To allocate event costs across product lines.
   Registration Fee	The amount of any fee required for attending the event.
   Status	Indicates whether the event is active, cancelled, completed, in progress, inactive, or planned. For MedEd for Customers, this field appears on the Physician Portal Web site. NOTE:  When the status is Completed, the event and its children records—such as Invitees, Sessions, Material, Activities, and Activity Plan—are locked. If the event status needs to be changed, the administrator can make changes in Data Administration screen, then the MedEd Event Details.
   Type	The category of medical education event being offered. For MedEd for Customers, this field appears on the Physician Portal Web site.

3. In the MedEd Team field, click the multiple select button.

   All available team members appear in the Event Team dialog box.

Allocating Event Costs Across Team Members

The following procedure shows you how to allocate event costs across team members.

To allocate event costs across team members

1. Navigate to the MedEd screen, then the MedEd Events view.
2. In the MedEd Events list, drill down on an event.
3. Click the Cost Allocation tab.
4. For each team member, enter the percentage of the event costs that will be charged to that team member.

   For example, if an event team consists of three employees, one employee might be allocated 40% of the cost and the remaining two employees might be allocated 30% of the cost.

   NOTE:  The total of the values you enter for Cost Allocation across team members should equal 100%.

5. Select your own record, specify a plan, and then click OK.

   Each MedEd Team member must log in to Siebel Life Sciences, and specify which MedEd plan will be charged for his or her portion of the event's costs.

Allocating Event Costs Across Product Lines

The following procedure shows you how to allocate event costs across product lines.

To allocate event costs across product lines

1. Navigate to the MedEd screen, then the MedEd Events view.
2. In the MedEd Events list, drill down on an event.
3. In the Product field, click the multiple select button,

   The Products dialog box appears.

4. In the Products dialog box, add one or more products that will be discussed at the event.
5. In the Cost Allocation field for each product, enter the percentage of the event costs that will be charged to each product.

   NOTE:  The total of the values you enter for Cost Allocation across products should equal 100%.