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

Inviting and Registering Prospective MedEd Attendees

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

After an end user has scheduled a MedEd event and decided what sessions will be offered, the next step is to invite participants.

End users who have purchased and set up the optional MedEd for Customers module can also use this procedure to let each invited contact view information about an event on their Physician Portal Web site. For those users who are not using MedEd for Customers, the Invitee information indicates that the call center agents or sales representatives need to convey the invitation to the invitee.

Inviting a Contact to a MedEd Event

The following procedure shows you how to invite a contact to a MedEd event.

To invite a contact or an employee to a MedEd event

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 Invitees tab.
4. In the Contacts list, create a new record and complete the necessary fields.
   1. In the Role field, select the value that best describes each individual's role at the session.
   2. In the Comments field, enter any additional information.

      As soon as you leave the current record, information about the selected session becomes available to the designated invitee at the Physician Portal Web site.

      NOTE:  When the event status is Completed, the event and its children records—such as Invitees, Sessions, Material, Activities, and Activity Plan—are locked and become read-only lists.

Registering an Invitee for a MedEd Session

The following procedure describes how to register a contact or employee for a MedEd session by using the dedicated client software. This procedure can be used whether or not you are using the optional MedEd for Customers module for the Physician Portal Web site.

To register an invitee for a MedEd session

1. Invite the contact or employee to the MedEd event as described in Inviting a Contact to a MedEd Event.
2. In the Contacts list, select the contact (invitee) to be registered.
3. Click the Sessions tab.
4. In the Sessions list, create a new record and complete the necessary fields.
5. In the Registration Status field, change the status to Confirmed.

Repeat Step 3 through Step 5 for each additional session the invitee will attend.