9Completing Contact and Account Call Activities
Completing Contact and Account Call Activities
This chapter covers contact and account call activities, samples disbursement, inventory counts, and electronic signature capture. It includes the following topics:
About Contact and Account Call Activities
This chapter describes how to record account and contact calls in Siebel Life Sciences. For more information on planning account and contact calls, see Planning Calls.
Using the procedures in this chapter, you can perform the end-user tasks of recording contact and account calls such as adding information about products detailed, capturing signatures electronically, and submitting calls.
If you are using Siebel Pharma Campaigns, you can record contacts responses to campaign offers to achieve closed-loop marketing.
Contact and account calls are both types of activity records. Although you can create contact and account calls in the Contacts and Accounts screens, you can only record the details of calls in the Call Activities screen.
Transaction Processing for Call Activities
This topic covers transaction processing for contact and account call activities. Clicking the Submit button on Pharma call activity views causes a number of important events to occur within the application. The following table describes the specific actions that occur when clicking the Submit button on each listed Pharma view.
Table Effects of the Submit Button on Siebel Life SciencesViews
| View | Access Path | Transaction Type | Clicking the Submit button... |
|---|---|---|---|
Contact Call Detail |
Call Activities screen, then the Contact Call Detail view |
Disbursement |
Changes the contact call detail Status field to Submitted. Except for the Comment field, sets the record to read-only. Sets all child records to read-only.
Note: The Disburse on Signature Capture system parameter is set to TRUE by default. This means that when the user clicks the Save button on Signature Capture view, the application decrements the inventory count for Samples Dropped only. For Promotional Items Dropped, transaction records are generated upon submitting the call.
If samples were dropped, and the Disburse on Signature Capture system parameter is set to FALSE, then clicking the Submit button creates a Samples Transaction History record. |
Account Call Detail |
Call Activities screen, then the Account Call Detail view |
Disbursement |
Changes the account call detail Status field to Submitted. Except for the Comment field, sets the record to read-only. Sets all child records to read-only. If the Disburse on Signature Capture system parameter is set to TRUE, the application decrements the inventory count for Samples Dropped only when the user clicks the Save button on Signature Capture view. If samples were dropped, clicking the Submit button creates a Samples Transaction History record only if the Disburse on Signature Capture system parameter is set to FALSE. |
Received Samples |
Samples screen, Transaction, and then the Received Samples view |
Transfer In if the approval flow is enabled. Otherwise, the status changes to Processed. |
Updates the user inventory to reflect the quantity entered in Received Quantity field of the Line Items list. Updates Sample Invoices by setting the Active flag to N (No). If the Invoice Status is processed, the application updates the Line Items list by:
Note: A dialog box displays if Acknowledged Qty is not equal to the Shipped Qty. You can close the transaction with discrepancy, or keep the transaction open with partial received. A notification is created for both the sender and the reviewer when the transaction status is Processed with Discrepancies.
|
Admin view: Sample Order |
Sample Order Management screen, then the Samples Orders view |
Sample Order |
Updates the Samples Orders list by setting the Active flag to N (No). If the Order Status is submitted, the application updates the Line Items list by:
|
Inventory Adjustments |
Samples screen, Transaction, and then the Inventory Adjustments view |
Inventory Adjustment |
Updates the user inventory to reflect the quantity entered in Quantity field of the Line Items list. Updates Sample Adjustments by changing the Active flag to N (No). If the Transfer Status is Submitted, the application updates Line Items list by:
Note: The status of the original transaction changes to Adjusted and excluded from the inventory count. The Adjust Transaction status changes to Processed.
|
Sent Samples |
Samples screen, Transaction, and then the Sent Samples view |
Transfer Out |
Updates the user inventory to reflect the quantity entered in Line Items list Quantity field. Updates My Sent Samples by setting the Active Flag to N (No), Changes the Status to Submitted. If the Transfer Status is Processed, the application updates the Line Items list by:
Note: A corresponding Received Samples transaction is created for the receiver.
|
When a user clicks the Submit button in either the Contact Call Detail or Account Call Detail views, the application verifies that:
At least one product has been recorded and detailed.
This requirement can be changed by the administrator. For more information, see Siebel Pharma Developer’s Reference.
The call’s date and time is the same as or earlier than the current date and time. A call cannot be submitted with a future date.
The application checks if dropped samples are recorded for the call:
The samples exist in the inventory for the period indicated by the call’s date and time.
The period into which the samples will be recorded is an unreconciled period. If it is a reconciled period, a warning message appears.
A valid lot number has been specified for dropped samples tracked by lot number.
The Ref # field is not empty (paper signature only).
If the call passes these checks, the application:
-
Creates a samples disbursement transaction, with a line item for each dropped sample recorded for the call.Note: If the Disburse on Signature Capture system parameter is set to TRUE, the application decrements the inventory count for Samples Dropped only when the user clicks the Save button on Signature Capture view.
Submits a disbursement transaction to update the samples inventory. If the submission of the disbursement transaction is successful, the application changes the call’s Status field to Submitted.
Sets the Last Call Date field for the contact or account to the date of the submitted call, and many fields in the call record become read-only.
The Siebel administrator can change the fields that become read-only after a call is submitted (or synchronized with the Siebel Mobile application for Siebel Pharma on a mobile device). For information, see Siebel Pharma Developer’s Reference
Note: If attendees are recorded in an account call, an attendee call is created for each attendee, and the previous process described is performed for each attendee call. Attendee calls are the same as contact calls except that they do not appear in the Activities view, and they are submitted automatically when the account call is submitted.
About Electronic Signature Capture
Users can capture signatures for samples disbursement within Siebel Pharma running on a mobile client. End users can capture signatures directly on the screen for samples dropped to qualified contacts.
For information about configuring logic behind the Sign button and the appearance of the LS Pharma Call Signature Form Applet, see Configuring Signature Capture.
Electronic signature capture is supported on mobile devices such as tablets and smartphones. For more information, see the Siebel Mobile Guides on Siebel Bookshelf.
Scenario for Completing Call Activities
This topic outlines an example process performed by end users when recording contact and account calls. Your company might follow a different process according to its business requirements. A sales representative for a pharmaceutical company has a busy day of calls to both individual physicians and to accounts.
Recording Call Information
As he makes calls, the sales representative records the information about the call. He records information relating to samples delivered to the physicians during the call, including details such as the lot number and the quantity.
The sales representative records information about the products discussed and the indications for which the products were promoted. The representative also delivers promotional items, a coffee mug and some memo pads, which he also records as part of the call information. He logs the issues that the contact raised during the call so he can follow up on them prior to his next visit.
Obtaining Signatures for Dropped Samples
This sales representative is using the electronic signature capture: the physician acknowledges receipt of dropped samples by using a stylus to sign directly on screen, and the signature is recorded in the Pharma application. (Alternatively, sales representatives can collect paper signatures and record a reference number for the paper signature in the Pharma application.)
Delivering Marketing Messages and Recording the Contact’s Response
Some of the physicians he visits have been targeted in specific marketing campaigns. Information about these campaigns appears automatically in the appropriate contact call records—this reminds the sales representative to deliver the marketing messages. The sales representative enters the physicians’ responses to the messages.
(The response information is later reviewed by the marketing manager; she uses the information for refining segmentation and targeting.)
Submitting the Call
After making sure that all data about the call is correctly entered, the sales representative submits the calls. This changes most fields to read-only so that the call records cannot be accidentally changed or tampered with.
In the Event of a Mistake, Remaking Electronic Signatures
Unfortunately, after submitting the final account call, the sales representative realizes that the two doctors attending the call mistakenly signed for each other’s samples. The next day, the sales representative returns to the account and the doctors sign again for their samples.
Process of Completing Call Activities
This example process represents the tasks that are carried out in the Scenario for Completing Call Activities. Your company might follow a different process according to its business requirements.
Recording Marketing Responses in Contact Calls. (Requires Siebel Pharma Campaigns.)
Recording a Contact Call for a Different Contact at the Time of Signature Capture.
Remaking Electronic Signatures. If you are using electronic signature capture and you discover after submitting a call that a professional signed the wrong receipt, you can re-create the receipt.
Recording Marketing Responses in Contact Calls
If your license includes Siebel Pharma Campaigns, information about the contact’s response to campaign offers can be recorded for the contact call, through the Contact Call Detail - Marketing view.
Campaign offers can be actual offers, such as an invitation to an event. The offers can also be messages about products that the sales representative conveys during the contact call. These messages augment the call products detailed by delivering more granular information and by recording the responses received during detailing. These messages are part of marketing campaigns, and responses must be recorded in order to capture the bidirectional flow of information.
The contact’s response also appears in the Track Results view for the campaign; this closes the loop on the marketing strategy and allows the marketing manager to assess the effectiveness of the campaign and to further refine segmentation and targeting.
This task is a step in Process of Completing Call Activities.
To record offer responses in contact calls
Display the call in the Contact Call Detail - Marketing view, for example, in one of the following ways:
Navigate to the Activities screen, then the Activities List view, and drill down on a planned contact call activity.
Navigate to the Contacts screen, then the Contacts List view, drill down on a contact, click the Calls tab, and drill down on the call.
Note: For more information on scheduling and creating contact calls, see Creating a Contact Call.
In the Marketing Communications list, select an offer.
This list displays campaign offers where:
The offer is of channel type Contact Call
The contact is a prospect associated with the offer’s campaign
In the Response list, create a new record and complete the necessary fields.
The choices for the Response field are restricted to the response templates set up for the offer. For more information, see about contact call offers in the Siebel Marketing User Guide.
After the call is submitted, the responded to offer record will not be available for future calls to that contact. If no response was recorded for the offer, the offer record is not included in the submitted call and will be available for future calls to the contact.
Recording and Submitting Contact Calls
Some end users carry their laptops with them throughout the day and enter call information as they make the calls. (This is necessary if signatures are captured electronically when samples are dropped.) Others choose to enter all call details at the end of the day.
End users track details about calls made on a contact with contact call records. Although users can create and display contact calls on the Contacts screen, they enter details about the actual call in the Activities screen. To record a contact call, users must complete the following procedures:
Display the Contact Call Detail view
Enter information on products detailed
Enter information about any samples dropped and obtain signatures for these dropped samples
Enter information about any promotional items dropped
Record any decision issues discussed during the call
Submit the call
Note: End users can view all activities, contacts, and opportunities associated with an account and its child accounts on the account hierarchy tree. For more information, see Administering and Managing Accounts in Life Sciences.
This task is a step in Process of Completing Call Activities.
To record and submit contact calls
Display the call in the Contact Call Detail view, for example, in one of the following ways:
Navigate to the Activities screen, then the Activities List view, and drill down on a planned contact call activity.
Navigate to the Contacts screen, then the Contacts List view, drill down on a contact, click the Calls tab, and drill down on the call.
Note: For more information on scheduling and creating contact calls, see Creating a Contact Call.In the Product Detailed applet, add products to detail.
The pop-up which opens lists all the products which can be detailed.
Enter priorities for the products you want and click OK.
Some fields are described in the following table.
Field Comments Indication
The purpose or therapeutic area for which a drug is designed.
Priority
Priority of this product relative to others discussed during the call.
Product
The product detailed during the call.
In the Samples Dropped applet, create a new record for each product dropped during the call and complete the necessary fields in the pop-up that is displayed.
The Samples Dropped applet shows all sample products available to the user and Lot# from Personal Inventory. You can click on Show All which will show all Valid Product Lot# combinations.
If there are two active allocations for a given product, the application displays the same lot# of each allocation record. If this is the case, ensure that the allocation records loaded do not have overlapping dates.
Some fields are described in the following table.
Field Comments Available Qty
Quantity available in the sales representative’s inventory.
Cut Off Date
Date after which it is not advisable to sample the product.
Expiry Date
Date on which the product expires.
Lot #
The lot number (if applicable) of the products dropped during the call. If tracking samples by lot number, select a lot number in the Pick Lot dialog box. For more information, see Defining Lot Numbers for Samples.
Max Quantity
The maximum quantity that a sales representative can sample.
Name
The name of the products dropped during the call. The products appearing in this drop-down list are based on the products available in your samples inventory. For more information on samples, see Managing Pharma Samples
Quantity
The quantity of sample dropped during the call.
Stop Sampling
A flag which identifies that this sample cannot be disbursed anymore.
Note: If the sample you dropped does not appear in the Name field drop-down list, the sample has not been defined as a product. It is the responsibility of your administrator to define products.If you select a Smart Call Template, the application populates the Qty values based on the Smart Call Template. If there are two active Lot # for a product, Qty values are applied by the application based on the cut off date and the Last Physical Count value being greater than zero.
In the Samples Request applet, create a new record for each product dropped during the call and complete the necessary fields in the pop-up that is displayed.
Some fields are described in the following table.
Field Comments Name
Name of the sample.
Stop Sampling
A flag to indicate if the stop sampling field is set.
Min Quantity
The minimum number of samples that a sales representative should deliver.
Max Quantity
The maximum number of samples that a sales representative can request
Available Quantity
The number of samples that a sales representative has.
Quantity
Enter the number of samples requested by the doctor.
The Direct Send products will not have an opening count, closing count, physical count. The sales representative cannot transfer, return, adjust, report loss or theft for these samples because they do not have possession of the samples. The Sample Carry Process and the Inventory Period will be used only for sample carry products.
(Optional) Click the Validate link in the Call Details view.
The validation engine validates the call against sample eligibility rules without navigating to the Signature Capture screen. The sales representative can validate the call prior to meeting the professional and ensure all business rules are met.
The validation process uses all rules defined by the Administrator for sampling. A message applet shows all warning and error messages, if any. If there are issues that must be fixed, then the sales representative can correct them first and then click Sign. The validation process will also copy the correct State Lic# and DEA# details to the call, based on the selected Address for the call.
If you are collecting an electronic signature for the dropped samples:
Click Sign.
Obtain the professional’s signature.
Enter sample reference number (if required) in the Ref # field.
Save the record.
If you are collecting a paper signature for the dropped samples:
Select the Paper Sign check box.
Obtain the professional’s signature on the paper record.
Enter sample reference number (if required) in the Ref # field.
Note: If you want to create a new activity for a different contact at the time of capturing a signature, click New Sample Drop button. The Pick Contact Applet is displayed.In the Promotional Items Dropped list, create a new record for each item dropped during the call and complete the necessary fields.
Some fields are described in the following table.
Field Comments Name
The promotional item dropped during the call.
Quantity
The quantity of the promotional item dropped during the call.
In the Issues list, create a new record for each issue discussed during the call and complete the necessary fields.
Note: Decision issues are the objectives a contact can raise when evaluating a product before making a prescribing decision. For more information, see Defining Decision Issues.Verify that all information entered is correct and click Submit.
Note: Once you submit a call, you cannot delete the call nor modify any fields except the Comment field.
Recording a Contact Call for a Different Contact at the Time of Signature Capture
A sales representative creates a call for a contact, but prior to saving the signature, sales representative might need to choose a different contact or change the address of the call. The representative might need to create a new sample drop call for another contact whom he or she might have met while waiting for the first contact to arrive.
A representative can change an existing call, and click Pick And Sign to quickly navigate back to the Signature Capture view.
A representative can also create a new Call record based on an existing call directly from within the Contact Call view. The New Sample Drop button on the Contacts Call applet enables users to create a Contact Call record with contact Id, address and samples dropped based on data setup from an existing call. The created Call records are displayed in the Contacts Call Detail view under Activities. The user is prompted to select the contact name, and click Pick And Sign to capture the signature.
This task is a step in Process of Completing Call Activities.
Creating a New Sample Drop For a New Contact By Using an Existing Contact Call
The following procedure shows you how to use an existing contact call to create a new sample drop for a new contact.
To create a new Sample Drop for a new contact by using an existing contact call
Navigate to the Contacts List screen.
Select a Contact record from the list.
Click New Call.
A new Contact record is created and the Contact Call Detail view is displayed.
Add Sample Drop records or choose a Smart Call Template to prepare the sample drops.
Click Sign.
If all the business rules are valid, the signature capture window is launched.
Verify the contact’s name, address, DEA number and license number displayed in the call header.
Changing the Contact Address for an Existing Call
The following procedure shows you how to change the contact address for an existing call.
To change the contact or address of an existing call
Click Cancel on Signature Capture view.
Click the look up icon on the Last Name field.
The Pick Contact Applet is displayed. You can query All Contacts, Affiliated Contacts, and By Location to find the relevant contacts.
Select a contact from the list, and click Pick And Sign to navigate back to the Signature Capture view.
Click the look up icon on the Address field.
The Pick Address Applet is displayed.
Select the correct address from the list, and click Pick And Sign to navigate back to the Signature Capture view.
Creating a New Sample Drop Contact Call By Using an Existing Call
The following procedure shows you how to use an existing call to create a new sample drop contact call.
To create a new Sample Drop contact call by using an existing call
Click Cancel on Signature Capture view.
Click New Sample Drop in the Contact Call Detail view.
The Pick Contact Applet is displayed. You can query All Contacts, Affiliated Contacts, and By Location to find the relevant contacts.
Select a contact from the list, and click Pick And Sign to navigate back to the Signature Capture view.
Note: The sample drop records are copied when the user clicks New Sample Drop. The details, promotional items, and decision issues are not copied over.Save the signature of the contact.
This action decrements the inventory and creates sample transaction history records.
Recording and Submitting Account Calls
End users track details about calls made on an account with account call records. Although users can create and display account calls on the Accounts screen, they enter details about the actual call on the Activities screen. To record an account call, users must complete the following procedures:
Display the Account Call Detail view
Enter information on products detailed
Enter attendee information (the names of contacts met and any samples dropped)
Obtain signatures for dropped samples
Enter information about any activities related to the call (optional)
Submit the call
This task is a step in Process of Completing Call Activities.
To record and submit account calls
Display the account call in the Account Call Detail view, for example, in one of the following ways:
Navigate to the Activities screen, then the Activities List view, and drill down on a planned account call activity.
Navigate to the Accounts screen, then the Accounts List view, drill down on an account, click the Calls tab, and drill down on the call.
Note: For more information on scheduling and creating account calls, see Creating an Account Call.
In the Call Products Detailed list, create a new record for each product detailed during the call and complete the necessary fields.
Some fields are described in the following table.
Field Comments Indication
The purpose or therapeutic area for which a drug is designed.
Priority
Priority of this product relative to others discussed during the call.
Note: This field can be configured to automatically assign 1 to the first record and then sequentially number each additional record. For more information, see Siebel Pharma Developer’s Reference.Product
The product detailed during the call.
For each contact and employee who attended the account call: Create a new record in the Attendees list and complete the necessary fields.
Some fields are described in the following table.
Field Comments Name
The Add Attendees dialog box displays both contacts and employees. Affiliated contacts are those associated with the account. For more information, see Indicating an Affiliation Between an Account and a Contact.
Samples Dropped
Remember to specify quantity and lot number (if required).
Sample Reference Number
Reference number for any samples dropped.
This reference number becomes the transaction number (Transaction # field) for a samples transaction corresponding to this call. For information on samples transactions, see Managing Pharma Samples.
The application creates an attendee call record (similar to a contact call) for each contact you include as an attendee of the account call. These attendee call records are child records of the account call and appear in the Activities screen under each contact’s name.
Drill down on the Name field for each attendee added to the account call.
In the Contact Call Detail view:
Enter any further information such as promotional items dropped and issues discussed.
Obtain a paper or an electronic signature for the dropped samples.
For more information, see Step 7 or Step 8 in the topic Recording and Submitting Contact Calls.
Return to the parent account call in the Account Call Detail view by clicking the back button.
In the Activities applet, add any general activities records for the call, such as a reminder to send information about an upcoming medical education event.
Verify that all information entered is correct and click Submit.
Note: Once you submit a call, you cannot delete the call nor modify any fields except the Comment field.Caution: If you are a mobile user, submit your calls before connecting to the server, and then synchronize. Mobile users should not submit calls while connected to the server or they run the risk of introducing errors into their inventory counts.
Remaking Electronic Signatures
The sales representative can create an updated sample receipt and signature in the event that the original call information was incorrect.
For example, if Dr. Smith mistakenly signs for the receipt of samples on a request form having a different physician's name (such Dr. Jones), then the sample form is inaccurate. In this example, the sales representative must change the name on the original call to the correct physician (Dr. Smith) and have Dr. Smith sign again.
Using the Recreate Receipt button, the sales representative can capture a second signature on the corrected sample form. The Pharma application automatically tracks the appropriate audit trail information required by the FDA and similar agencies in other countries in the recreate receipt functionality.
This task is a step in Process of Completing Call Activities.
To remake a receipt
Display the submitted call in the Contact Call Detail view, for example, in one of the following ways:
Navigate to the Activities screen, then the Activities List view, and drill down on the contact call activity.
Navigate to the Contacts screen, then the Contacts List view, drill down on a contact, click the Calls tab, and drill down on the call.
Navigate to the Accounts screen, then the Accounts List view, drill down on an account, click the Calls tab, and drill down on the Attendee’s name.
- Navigate to the Activities screen, then the Activities List view, drill down on a planned account call activity, and drill down on the Attendee’s name.
- Click Recreate Receipt.
- Edit the name and address fields for the professional.
- Click Sign.
Obtain the professional’s signature and save the record.
Note: Signature records are not sent to the local database in order to avoid sizing issues, and in case your local database is re-extracted.
The Recreate Receipt process first attempts to deactivate current signatures before capturing a new one. If you re-extracted your local database after having captured a signature, the original signature record will not be available to you, hence the process is aborted and you will not be able to capture a recreated receipt signature. Nothing happens when you click the Recreate Receipt button for calls created and signed prior to the re-extraction of your local database.
If you require that local signatures are downloaded from the server to your local database, contact your Oracle sales representative for Oracle Advanced Customer Services to request assistance from Oracle's Application Expert Services.
Configuring the New Call Button
Your administrator can specify what View to display when you click on the New Call button. A user property can be defined and used in conjunction with Contact Call, Account Call, or Accounts Contacts Call New Call button. Administrators can specify the fields to be copied over to the new call. Administrators can also enable automatically setting the call type, for example, Sample Drop, Detail, or Detail with Sample Drop.
Configuring the Submit Button
This topic provides information about how to configure the Submit button.
Changing the Requirement That One Product Must Be Detailed
When you click the Submit button in either the Contact Call Detail and Account Call Detail views, the application verifies that at least one product has been recorded and detailed. The table in the topic Transaction Processing for Call Activities describes the specific actions that occur when clicking the Submit button in the views in which it appears.
This one-product-dropped requirement can be changed by the administrator in the Siebel runtime repository. The validation engine controls all the user properties related to the Submit and Sign button. When you click the Submit button in either the Contact Call Detail and Account Call Detail views, all sample records with quantity less than or equal to zero are deleted. All detail records with priority (if any), and all promotional items with quantity less than or equal to zero are also deleted.
LOVs That Should Not be Changed
The following information lists LOVs that are required in the submit process. Do not delete or inactivate these LOVs.
Table LOVs Required for the Submit Process
| Type | Language-Independent Code |
|---|---|
SAMPLE_INVOICE_TYPE |
Return |
SAMPLE_INVOICE_TYPE |
Transfer In |
| SAMPLE_INVOICE_TYPE | Transfer Out |
| SAMPLE_INVOICE_TYPE | Inventory Adjustment |
| SAMPLE_INVOICE_TYPE | Invoice Receipt |
| SAMPLE_INVOICE_TYPE | Disbursement |
| SAMPLE_INVOICE_TYPE | Sample Order |
SAMPLE_TXN_STATUS |
Submitted |
| SAMPLE_TXN_STATUS | In Progress |
Changing Read-Only Fields
As mentioned in this chapter and in Managing Pharma Samples the Siebel administrator can change the fields that become read-only after a call is submitted or synchronized with the Siebel Mobile application for Siebel Pharma on a mobile device. By default, only Comment is editable after clicking the Submit button. Edit the Update After Submit user property to change which fields are editable after a call is submitted. See the table in the topic CSSBCPharmaCall Class Business Component User Properties for details.
Configuring Signature Capture
This topic provides information about how to configure signature capture in Siebel Open UI, including how to configure the Sign button for electronic signature capture and how to configure the LS Pharma Call Signature form applet. Information about the following is included in this topic:
About the Sign Button
Every time a user clicks the Sign button, a special validation process is carried out before the physician can sign for dropped samples. When a user clicks the Sign button, the Signature Capture view with Sample Dropped applet with products quantity greater than zero, Signature Header, Signature Control, Disclaimer Text, Save, Clear, Cancel and Change Professional (Same as Cancel) buttons are displayed.
The disclaimer text is a concatenation of multiple disclaimer statements based on type of professional, location of sample drop, and type of product. For more information about disclaimers, see Managing Disclaimers.
If any of checks are not met, the Signature Capture view does not display and an error message specifies the specific point of failure.
Because not all pharmaceutical companies require validation, Siebel Pharma can be configured to turn the validations on or off using user properties in the validation engine.
Validate Sign Lot Number
Validate OK to Sample
SRE Professional Types
Validate License Number
Validate License Number Status
Validate License Number Expiration
Validate DEA Number
Validate DEA Expiration
Validate Professional Profile
User properties can be used to alter the Sign button’s validation logic.
Configuring the LS Pharma Call Signature Form Applet
Various display features of the LS Pharma Call Signature Form Applet can be edited. See the following table.
Table User Properties for the Signature Capture Control in the LS Pharma Call Signature Form Applet
| User Property | Description | Default |
|---|---|---|
AxProperty: ActiveBorderColor |
Border color when the control has the focus |
10485760 |
AxProperty: BackgroundColor |
Background color of the control window |
null (equals white) |
AxProperty: BorderColor |
Border color when the control is enabled but does not have focus |
10485760 |
AxProperty: BorderStyle |
Single, double, 3D, or no border on the window |
1 |
AxProperty: DisabledBorderColor |
Border color when the control is disabled |
null (equals white) |
AxProperty: DisabledColor |
Ink color when the window is disabled |
null (equals white) |
AxProperty: InkColor |
Current color of pen input |
10485760 |
AxProperty: InkWidth |
Current width of pen input |
3 |
AxProperty: CompressionEnabled |
Enables/Disables compression of the ink data |
0 |
AxProperty: CompressionLevel |
The compression level for compression of the ink data (0 - 5, with best fidelity at level 0 and highest compression at level 5) |
0 |
AxProperty: DisplayMode |
0 - Normal - Ink is displayed as collected without any scaling or offsetting. This is the default. 1 - Force To Fit 2 - Shift To Control 3 - Proportional Fit 4 - Custom |
0 |
AxProperty: WritingGuide |
Either no guide, letter guide, signature guide 0- No Line 1- Single Line 2- Signature Guide |
0 |
Workflows for Sample Transaction Management and Signature Capture in Siebel Open UI
The following workflows must be upgraded and activated to manage sample transactions and signature capture functionality in Siebel Pharma for Siebel Open UI.
LS Pharma Sample Transaction Submit
LS Pharma Location Audit Submit
LS Pharma Interim Inventory Count
LS Pharma CloseOut Inventory Count
For more information about upgrading and activating these workflows, see the following topics:
You can modify workflows to suit your own business model using Siebel Business Process Designer. For more information, see Siebel Business Process Framework: Workflow Guide.
Configuring the Signature Applet in Siebel Open UI
The following procedure provides one example of how to configure signature capture in Siebel Open UI. The example describes how to configure the Signature applet in Siebel Open UI.
To configure the Signature applet in Siebel Open UI
Copy a signature form applet that comes predefined with Siebel Open UI:
Open Siebel Web Tools.
For more information, see Configuring Siebel Business Applications.
In the Object Explorer, click Applet.
In the Applets list, locate an applet that includes a signature capture configuration.
For example, locate the following applet: LS Pharma Signature Capture Form Applet.
This example uses Siebel Pharma as an example. You can modify the objects for your Siebel application, as necessary.
Right-click the applet you located in Step c, and then click Copy Record.
Add an _PUI suffix to the name. For example:
LS Pharma Signature Capture Form Applet_PUI
Add applet user properties:
In the Object Explorer, expand the Applet tree, and then click Applet User Prop.
In the Applet User Props list, add the following applet user properties.
Name Value CanInvokeMethod: ClearSignature
TRUE
Signature Min Length
5
Update the existing control properties:
In the Object Explorer, click Control.
In the Controls list, update the following controls.
Name Description Clear Signature
Set the MethodInvoked property to ClearSignature.
Signature Capture
Set the following properties:
Set the Field property to Signature.
Set the HTML Type property to InkData.
Set the Field Type property to BC Field.
Disclaimer Text
Set the Read Only property to TRUE.
Add an applet web template:
In the Object Explorer, click Applet Web Template.
In the Applet Web Templates list, right-click the Base applet web template, and then click Copy Record.
Set the following properties.
Property Value Name
Edit
Type
Edit
- Deploy LS Pharma Signature Capture Form Applet_PUI.
Add the LS Pharma Signature Capture Form Applet_PUI to the LS Pharma Location Audit Signature Capture View:
Go to the LS Pharma Location Audit Signature Capture View in the Siebel runtime repository and lock the object.
Right-click the object and select Edit Web Layout.
Go to the Signature applet.
In the empty template, select the LS Pharma Signature Capture Form Applet_PUI move it after the Signature applet.
Go to the Web Template Item view, query for the LS Pharma Signature Capture Form Applet_PUI, and then change the Applet Mode to Edit
Deploy the LS Pharma Location Audit Signature Capture View.
Add the applet LS Pharma Signature Capture Form Applet_PUI to the manifest administration:
Log in to the client with administrative privileges.
Navigate to the Administration - Application screen, and then the Manifest Administration view.
Under UI Objects, create a new record with the following values:
Interactive Flag Type Usage Type Name N
Applet
Physical Renderer
LS Pharma Signature Capture Form Applet_PUI
Under Object Expression, add the following child applet for the record created in Step c.
Interactive Flag Expression Level N
Desktop
1
Under Files, set the following file values:
Interactive Flag Name N
3rdParty/jquery.signaturepad.min.js
-
Navigate to the Administration - Personalization - Applets view.
Query for and select the LS Pharma Signature Capture Form Applet and set following values:
Field Value Start Date
NULL
End Date
NULL
Conditional Expression
GetProfileAttr("IsOpenUI") < 1 OR GetProfileAttr("IsOpenUI") IS NULLCreate a copy of the LS Pharma Signature Capture Form Applet and name it LS Pharma Signature Capture Form Applet_PUI.
Set the following values for the LS Pharma Signature Capture Form Applet_PUI:
Field Value Start Date
NULL
End Date
NULL
Conditional Expression
GetProfileAttr("IsOpenUI") > 0
Customizing Applets to Capture Signatures in Siebel Open UI
This example describes how to customize applets to capture signatures for calls in Siebel Open UI. For more information about this example, see the topic about Customizing Applets to Capture Signatures in Configuring Siebel Open UI.
Rendering Signatures in the UI
The following procedure shows you how to dynamically render signatures in the UI.
To dynamically render signatures in the UI
Perform the following runtime repository changes:
Log in to Siebel Web Tools and go to the Signature display applet.
Note: If configuring signature capture and display using the same applet, then it is recommended that you create a new applet for display purposes by cloning the existing applet.Create a new applet control with the properties shown in the following table to display the signatures in the UI.
Name Field HTML Type HTML Attribute Caption - String Reference HTML Height HTML Width Signature Image
SignatureImg
InkData
Migrated
SGL_Signature-1005113048-35Y
150
450
Query for the control that displays Open UI signatures and add the property shown in the following table to the control.
HTML Attributes Open UI
- Ensure that the controls mentioned in the previous steps are shown in the UI.
Perform the following seed data changes:
Navigate to Site Map, Administration - Application, and then the Manifest Files view.
Create a record with the values shown in the following table.
Inactive Flag Name N
siebel/dynamicsignctrlrenderer.js
Navigate to Site Map, Administration - Application, and then the Manifest Administration view.
Go to the UI Objects applet and create a record with the values shown in the following table.
Inactive Flag Type Usage Type Name N
Applet
Physical Renderer
Type in the (Signature Display Applet Name).
Go to the Object Expression applet and create a record with the values shown in the following table.
Inactive Flag Expression Level N
Desktop
1
Go to the Files applet and create two records with the values shown in the following table.
Inactive Flag Sequence Name N
1
siebel/dynamicsignctrlrenderer.js
N
2
3rdParty/jquery.signaturepad.min.js
Marking Package Insert Delivery and Post Market Surveillance Calls as Complete
After Package Insert Delivery (PID) and Post Market Surveillance (PMS) calls have been completed, sales representatives will need to mark them as complete in Siebel Pharma.
This section contains instructions about marking PID and PMS calls as complete.
For information about PID and PMS calls, see Call Planning Features Specific to the Japanese Pharmaceutical Market.
Marking a PID Call as Complete
The following instructions explain how to mark a PID call as complete.
To mark a PID call as complete
Navigate to the Package Insert Delivery screen, then the Mark Completion view.
Select an insert from the Products list.
Select the account from the Mark Completion list.
Select the check-box in the Executed column.
The status of the activity will change to In Progress if there are multiple inserts associated with the activity or Complete if this is the only insert associated with the activity.
Marking a PMS Call as Complete
The following instructions explain how to mark a PMS call as complete.
To mark a PMS call as complete
Navigate to the Post Market Surveillance screen, then the Activity Details view.
Select an Account Product combination.
Select an Activity.
Click Submit.