Contents

• Title and Copyright Information
• Preface

1 What's New in This Release

• What’s New in Siebel Life Sciences Guide, Siebel CRM 21.6 Update
• What’s New in Siebel Life Sciences Guide, Siebel CRM 20.1 Update

2 Overview of Life Sciences

• Overview of Life Sciences
• About Siebel Life Sciences
• About Siebel Clinical
• About Siebel Medical
• About Siebel Pharma
• Product Modules and Options
• Business Functions of Screen Tabs in Siebel Life Sciences

3 Setting Up Siebel Medical

• Setting Up Siebel Medical
• About Setting Up Siebel Medical
  • Enabling Siebel Server Component Groups for Siebel Medical
  • Activating Workflows for Siebel Medical
  • Configuring Web Services for Siebel Medical
  • Setting Up Siebel Medical for Integration with a Third-Party Safety System
• Administrative Setup Tasks for Siebel Medical
• About the My Team’s Filter
• Using Assignment Manager in Siebel Medical
  • Predefined Assignment Objects
  • Contact Assignments in Siebel Medical
  • Contact Denormalization Mode in Siebel Life Sciences

4 Setting Up Siebel Pharma

• Setting Up Siebel Pharma
• About Setting Up Siebel Pharma
  • Configuring Pharma Properties in the Siebel Runtime Repository
  • Enabling Server Component Groups for Siebel Pharma
  • Activating Workflows for Siebel Pharma
  • Upgrading Workflows for Sample Transaction Management and Signature Capture in Siebel Open UI
  • Setting Navigation Options
• Administrative Setup Tasks for Siebel Pharma
• About the My Team’s Filter
• Using Assignment Manager in Siebel Pharma
  • Predefined Assignment Objects
  • Contact Assignments in Siebel Life Sciences
  • Contact Denormalization Mode in Siebel Life Sciences
• Enforcing Siebel Life Sciences Activity Status Behavior in Other Siebel Applications

5 Managing Contacts in Life Sciences

• Managing Contacts in Life Sciences
• About Managing Contacts in Life Sciences
• Scenario for Managing Contacts
• Process of Managing Contacts
  • Administrator Procedures
  • End-User Procedures
  • Setting Up Primary Specialties
    • Defining a Speciality
    • Specifying Specialties for Contacts
  • Removing Contact Records
    • Merging Contact Records
    • Removing Employees from a Contact’s Team
    • Deleting a Contact
  • Administering Bricks
    • About Bricks in Siebel Pharma
    • Defining a Brick
    • Associating a Contact with a Brick
  • Creating a Contact
  • Specifying the Best Time to Call
  • Indicating Affiliations Between Contacts
  • Indicating Affiliations Between a Contact and an Account
  • Viewing Pre-Call Information
  • Tracking Documentation Associated with a Contact
    • Adding an Attachment to a Contact
    • Tracking Documentation Associated With a Contact
  • Other Tasks for Managing Contacts

6 Administering and Managing Accounts in Life Sciences

• Administering and Managing Accounts in Life Sciences
• About Administering and Managing Accounts in Life Sciences
• About Account Hierarchies
• About Bricks
  • How Bricks Work in Siebel Pharma
• Scenario for Accounts
• Process of Managing Accounts
  • Administrator Procedures
  • End-User Procedures
  • Specifying a Competitor
  • Deleting an Account
  • Generating Account Hierarchies
    • Default Account Hierarchies
    • Custom Account Hierarchies
  • Associating a Brick with an Account Address
  • Creating an Account
  • Specifying an Account Profile
  • Viewing Account Hierarchies in Roll-up Views
    • Viewing Aggregated Activities For an Account
    • Viewing the Aggregated Coverage Team For an Account Hierarchy
    • Viewing Aggregated Opportunities For an Account Hierarchy
    • Viewing an Aggregated List of Contacts For an Account
  • Creating Category Information for an Account
  • Indicating an Affiliation Between an Account and a Contact
    • Creating a New Role For an Affiliated Contact
  • Indicating Affiliations Between Accounts
    • Viewing an Account’s Upward and Downward Account Affiliations
  • Creating Subaccounts
    • Indicating an Affiliation Between a Contact and a Subaccount
  • Viewing Pre-Call Information
  • Viewing Departments and Contacts
    • Setting Up Departments and Contacts Information
    • Viewing Departments and Contacts Information
  • Tracking Documentation Associated with Accounts
• About Configuring the Generate Hierarchy Button

7 Managing Products for Life Sciences

• Managing Products for Life Sciences
• About Managing Products for Life Sciences
• How Siebel Life Sciences Stores Product Information
  • About the Internal Product Table
  • About the External Product Table
• Scenario for Managing Life Sciences Products
• Process of Managing Products
  • Administrator Procedures
  • End-User Procedures
  • Defining External Products
  • Defining Internal Products
    • Product Categorization Settings
    • About Samples and Promotional Items Settings
    • Creating an Internal Product or a Market
    • Making a Product Inactive
  • Specifying Additional Product Information
    • Specifying Product Recommendations
    • Specifying Product Collateral
  • Defining Price Lists
    • Creating a Price List
    • Associating a Price List with a Product
  • Managing Competitor Information
    • Defining Company Features
    • Defining Product Features
    • Entering Competitor Comparison Information
  • Defining Decision Issues
  • Adding Products to Catalogs
    • Creating the Product Catalog
    • Creating a Product Category
    • Adding Products to Catalogs and Categories
    • Adding Access Groups to Catalogs and Categories
  • Viewing Product Information
• Creating a Product Change Request
• Capturing Product Hierarchies for Siebel Medical
• Configuring Lot Numbers for Other Products

8 Planning Calls

• Planning Calls
• About Planning Calls
• Tools for Planning Calls
  • Targeting
  • Routes
  • Activities
  • Contact and Account Calls
  • Gantt Chart for Contact and Account Calls
• Scenario 1: Users Create Target Lists
• Scenario 2: Users Define Route Plans
  • Sales Representative Creates Routes to Schedule Account Calls
  • Sales Manager Creates Routes for New Direct Report
• Scenario 3: Users Create Activities
• Process of Planning Calls
  • Creating and Applying Target Lists
  • About Defining a Route Plan
  • Creating a Route
  • Adding Accounts to a Route
    • Adding Accounts to Routes Using the Accounts View
    • Adding Accounts to Routes Using the Explorer View
    • Adding Accounts to Routes Using the Target Accounts View
  • Using a Route to Schedule Calls
  • About Creating Activities
  • Creating a General Activity
  • Creating a General and Specialized Activity in the Calendar
    • Creating General Activities in the Calendar View
    • Creating Specialized Activities in the Calendar View
  • Setting Up a Meeting
    • Creating a Meeting
    • Creating a Meeting Activity
    • Adding a Meeting Speaker
    • Adding a Meeting Invitee
    • Updating the Cost Field in the Meeting Invitees List
• Creating a Contact Call
  • Creating a Contact Call from the Activities Screen
  • Automatically Scheduling a Contact Call Using Auto Schedule
  • Manually Scheduling a Contact Call from the Contacts Screen
  • Scheduling a Contact Call in the Calendar
• Creating an Account Call
  • Creating an Account Call From the Activities Screen
  • Automatically Scheduling an Account Call Using the Schedule Button
  • Manually Scheduling an Account Call in the Accounts View
  • Creating an Account Call Using the New Call Button
  • Scheduling an Account Call in the Calendar
• Call Planning Features Specific to the Japanese Pharmaceutical Market
  • Visit Timeline During the PMS Period
• Managing the PMS and Pre-Explain PMS Features
  • Enabling a Product for PMS
  • Scheduling Calls for Pre-Explain PMS
  • Scheduling Calls for PMS
  • Viewing or Editing PMS Account Products
  • Viewing Upcoming Pre-Explain PMS and PMS Calls for All Accounts
  • Viewing All Missed Calls for Account Contacts
  • Viewing All Account and Contact Level Attachments for a PMS Call
• Managing the PID Feature
  • Creating a Package Insert
  • Scheduling a Call for PID
  • Viewing All Upcoming PID Calls for All Accounts

9 Completing Contact and Account Call Activities

• Completing Contact and Account Call Activities
• About Contact and Account Call Activities
• Transaction Processing for Call Activities
• About Electronic Signature Capture
• Scenario for Completing Call Activities
  • Recording Call Information
  • Obtaining Signatures for Dropped Samples
  • Delivering Marketing Messages and Recording the Contact’s Response
  • Submitting the Call
  • In the Event of a Mistake, Remaking Electronic Signatures
• Process of Completing Call Activities
  • Recording Marketing Responses in Contact Calls
  • Recording and Submitting Contact Calls
  • Recording a Contact Call for a Different Contact at the Time of Signature Capture
    • Creating a New Sample Drop For a New Contact By Using an Existing Contact Call
    • Changing the Contact Address for an Existing Call
    • Creating a New Sample Drop Contact Call By Using an Existing Call
  • Recording and Submitting Account Calls
• Remaking Electronic Signatures
• Configuring the New Call Button
• Configuring the Submit Button
  • Changing the Requirement That One Product Must Be Detailed
  • LOVs That Should Not be Changed
  • Changing Read-Only Fields
• Configuring Signature Capture
  • About the Sign Button
  • Configuring the LS Pharma Call Signature Form Applet
  • Workflows for Sample Transaction Management and Signature Capture in Siebel Open UI
  • Configuring the Signature Applet in Siebel Open UI
  • Customizing Applets to Capture Signatures in Siebel Open UI
• Rendering Signatures in the UI
• Marking Package Insert Delivery and Post Market Surveillance Calls as Complete
  • Marking a PID Call as Complete
  • Marking a PMS Call as Complete

10 Managing Pharma Samples

• Managing Pharma Samples
• About Managing Pharma Samples
• About Samples Transactions
  • Inventory Reconciliation
  • PDMA Compliance and Lot Numbers
  • Inventory Periods
  • How Siebel Samples Management Works with Calls
• About Samples and Lot Numbers
• Scenarios for Managing Samples
  • Scenario 1: Administrator Establishes a Master Inventory
    • Administrator Procedures
    • End-User Procedures
  • Scenario 2: Administrator and End Users Establish a Master Inventory
    • Administrator Procedures
    • End-User Procedures
  • Scenario 3: Users Transfer Samples to One Another
• Managing Samples Transactions
• Managing Pharma Samples
  • Prerequisites for Managing Samples
  • Defining Lot Numbers for Samples
    • Disabling Lot Number Tracking
  • Establishing an Initial Inventory
    • Adding Products to an Inventory
    • Submitting an Initial Count
    • About Establishing an Initial Inventory Count
  • Managing Inventory Tracking and Reconciliation Without Lot Numbers
    • Tracking and Reconciling Inventory Without Lot Numbers
    • Creating and Submitting an Initial Count Adjustment
    • Reconciling the Initial Inventory Period
  • Allocating Samples
  • Creating a Samples Transfer
  • Monitoring Samples Activities
  • Adjusting a Past Samples Transaction
    • Adding Additional Samples
    • Adjusting the Quantity in a Samples Transaction
  • Checking Electronic Signatures
    • Performing Signature Audit
    • Generating a Receipt for Calls with Electronic Signatures
  • Managing Disclaimers
    • Creating and Activating a New Static Disclaimer
    • Creating a New Dynamic Disclaimer
  • Creating a Samples Order
  • Acknowledging Full Receipt of a Samples Transfer
  • Acknowledging Partial Receipt of a Samples Transfer
  • Adjusting an Inventory Count
  • Recording Thefts and Losses
  • Reconciling an Inventory Period
    • Creating and Submitting a Closeout Inventory Count
    • Identifying Discrepancies in Inventory Counts
    • Adjusting Multiple Quantities with a New Adjustment Transaction
    • Reconciling an Inventory Period
  • Submitting a Location Audit Report
  • Submitting an Interim Count
  • Submitting a Closeout Count
  • Viewing Inventory Audit Report
  • Placing Sample Orders Request
  • Viewing Sample History
  • Viewing Sample History by Allocation
  • Setting Compliance Thresholds
  • Viewing Compliance Reports
  • Enabling Approval and Signature Processes
  • Viewing Orderable Items
  • Viewing My Product Focus

11 Creating Smart Calls

• Creating Smart Calls
• About Creating Smart Calls
• Scenario for Smart Calls
• Administering Smart Calls
  • Creating Smart Calls (Administrator Task)
  • Entering Smart Call Information (Administrator Task)
  • Making Smart Call Templates Available To End Users
• Creating a Smart Call (End-User Task)
  • Entering Smart Call Information (End-User Task)
• About Applying a Smart Call Template to a Call

12 Managing Managed Care Accounts

• Managing Managed Care Accounts
• About Managed Care in Siebel Life Sciences
• Scenario for Managed Care
  • Managed-Care Account Manager Maintains HMO Account Data
  • Sales Representative Reviews and Enters HMO Account Data
  • Managed-Care Account Manager Prepares a Business Plan for the HMO Account
• Process of Using Siebel Managed Care
  • Entering Health Plan and Formulary Information
    • Who Owns the Formulary?
    • Creating Health Plan Information For an Account
    • Creating Formulary Information For an Account
  • Associating Contact Information with Health Plans
  • Creating a Business Plan for a Managed Care Organization
  • Entering Formulary Information for Managed Care Business Plans
  • Performing Business and SWOT Analysis for a Managed-Care Business Plan
  • Associating Contacts and Accounts with Managed-Care Business Plans
  • Setting Objectives for the Managed-Care Business Plan

13 Managing Account Contacts in Life Sciences

• Managing Account Contacts in Life Sciences
• About Japanese Pharmaceutical Market Features
• About Account Contacts
• Configuring Workflows for Account Contacts
  • Activating Workflows for Account Contacts
  • Enabling Server Components for Account Contacts
• Managing Account Contacts
  • Loading and Distributing Account Contacts Targeting Data
  • Creating a New Targeting Period
  • Creating Account Contacts Targeting Product Data
  • Generating Column Maps for Display of Product Attribute Fields
  • Activating New Account Contacts Targeting Data
  • Creating Account-Contact Target List Records Manually
  • Creating Account Contacts Call Detail Records
• Planning Calls in the Call Planning Screens
  • Updating Calls in the Call Planning Screens
  • Selecting and Moving Activities on the Calendar
  • Deleting Calls in the Call Planning Screens
  • Displaying Calls Created by Other Representatives
  • Switching to Reporting Mode in the Account Contacts Call Planning Screen
  • Customizing the Call Planning Calendar

14 Analyzing Syndicated Data

• Analyzing Syndicated Data
• About Analyzing Syndicated Data
• Scenario for Analysis
• Process of Analysis
  • Administrator Procedure
  • End-User Procedures
  • Defining Payer and Plan Information
  • Importing Syndicated Data Files
  • Analyzing Brick-Level Syndicated Data
    • Displaying All Contacts Associated with a Brick
    • Correlating Actual Calls Made with Indirect Sales By Brick
    • Correlating Actual Calls Made With Prescription Trends By Brick
    • Working with Sales, Rx, and Call Data
• Views in the Analysis Screen

15 Tracking Time Off Territory

• Tracking Time Off Territory
• About Tracking Time Off Territory
• Scenario for Time Off Territory
• Process of Tracking Time Off Territory
  • Creating a Time Off Territory Record
  • Submitting a Time Off Territory Record
  • Viewing Time Off Territory Charts
• Configuring Time Off Territory

16 Managing Pharma Medical Education Events

• Managing Pharma Medical Education Events
• About Managing MedEd Events
• MedEd Terminology
• About MedEd Event Types
• Scenario for MedEd Events
• Process of Managing MedEd Events
  • Administrator Procedures
  • End-User Procedures
  • Establishing Funds for MedEd Plans
  • Creating Master MedEd Plans
  • Creating a MedEd Activity Template
  • MedEd Lists of Values
  • Administering MedEd Literature
  • Designating MedEd Event Speakers
    • Reviewing the List of Available Speakers
  • Setting Up a MedEd Plan
    • Creating a MedEd Plan
    • Creating a Subplan
  • Setting Up MedEd Events
    • Creating a MedEd Event
    • Allocating Event Costs Across Team Members
    • Allocating Event Costs Across Product Lines
  • Tracking Costs of MedEd Activities
    • Creating an Activity Plan for a MedEd Event
    • Recording the Cost of an Activity
    • Viewing Aggregated Activity Costs For a MedEd Plan
  • Setting Up Sessions Within a MedEd Event
    • Creating a MedEd Event Session
    • Specifying Literature for a MedEd Session
    • Specifying Materials for a MedEd Session
  • Inviting and Registering Prospective MedEd Attendees
    • Inviting a Contact to a MedEd Event
    • Registering an Invitee for a MedEd Session
  • Generating Correspondence for MedEd Event Invitees
  • Scheduling Calls to an Invitee

17 Setting and Achieving Objectives

• Setting and Achieving Objectives
• About Setting and Achieving Objectives
  • Structuring Objectives
• Scenario for Objectives
• Process of Setting Up Objectives
  • Administrator Procedures
  • End-User Procedures
  • Creating an Objective
    • Creating Recurring Objectives
  • Creating Recommended Activities for an Objective
  • Targeting Accounts to an Objective
  • Loading Actual Amount Fields Using EIM
  • Reviewing Objectives
  • Charting Objectives

18 Importing Data into Life Sciences

• Importing Data into Life Sciences
• Scenario for Importing Data
• Process of Importing Data
  • Administrator Procedures
  • End-User Procedure
  • Importing Data with Siebel EIM
  • Stages of the Data Import Process
  • Recommended Import Order
  • Data and Related Interface Tables
• Importing, Extracting, and Routing Syndicated Data
  • Loading Data into the Siebel Life Sciences Database
  • Using SQL*Loader to Load the Data
  • Alternative Method: Using Visual Basic and COM to Load the Data
  • About Summary Records
• Extracting Data for Mobile Users
  • Creating a Data Extraction Rule
  • Associating Nodes with an Extract Rule
  • Specifying the Data to Route to Mobile Users
  • Setting the Environment
  • Performing a Data Extraction
    • Full and Partial Data Extracts
    • Possible Data Loss
• Troubleshooting Syndicated Data Loading
• Views Requiring Syndicated Data Import
• Data Loading Matrix for Syndicated Data
• Importing Syndicated Data Files

19 Capturing Adverse Events and Complaints

• Capturing Adverse Events and Complaints
• About Adverse Events and Complaints Management
  • Siebel Adverse Events and Complaints Management
  • Related Topics
  • Integration with Other Siebel Business Applications
• About Capturing Adverse Events and Complaints
  • Siebel AECM Terms
• Scenario for Capturing and Escalating Adverse Events and Complaints
  • Introduction
  • The Siebel Administrator
  • The Call Center Agent
• Process of Capturing and Escalating Adverse Events and Complaints
  • Administrator Procedures
  • End-User Procedures
  • Confirming Standard Setup for Service Requests
    • Setting up Products, Product Lines, Categories, Assets, Activity Templates, Solutions, and LOVs
  • Setting Up Codes
    • An Example
    • How to Set Up Codes
  • Setting Up Lot Numbers for Medical Products
  • Capturing Adverse Events and Complaints as Service Requests
  • Escalating Adverse Events and Complaints as Product Issues
  • Adding Complaint-Specific Information to Product Issues
• About Configuring Adverse Events and Complaints Capture
  • Create a Product Issue from a Service Request Workflow
  • Changing Which Fields Are Copied to the Product Issue

20 Investigating Adverse Events and Complaints

• Investigating Adverse Events and Complaints
• About Investigating Adverse Events and Complaints
  • Related Topics
• Scenario for Complaint Investigation
  • The Siebel Administrator
  • The Quality Manager
• Process of Adverse Events and Complaints Investigation
  • Administrator Procedures
  • End-User Procedures
  • Creating Product Issue Assessment Templates
  • Creating Product Issue Activity Templates
  • Reviewing and Editing the Product Issues
  • Creating Multiple Product Issues Related to One Service Request
  • Creating Product Issue Activity Plans
  • Assessing If a Product Issue Is Reportable
  • Completing Adverse Events and Complaints Reviews
• About Configuring Create Related PI and Review Complete Buttons
  • LS Medical Product Issue Create Related PI Workflow
  • Changing Which Fields Are Copied to the New Product Issue
  • LS Medical Product Issue Review Complete Workflow
  • LS Medical User Verification Workflow
• About the LS Medical Product Issue Service Business Service
  • Customizing the LS Medical Product Issue Service
  • The LS Medical Product Issue Service Business Service Methods

21 Recording Product Analysis for Adverse Events and Complaints Management

• Recording Product Analysis for Adverse Events and Complaints Management
• About Recording Product Analysis for Adverse Events and Complaints Management
  • Related Topics
• Scenario for Product Analysis Arising from a Complaint
  • Introduction
  • The Siebel Administrator
  • Quality Manager
  • Member of the Product Analysis Team
  • Quality Manager and Product Analysis Manager
• Process of Product Analysis Following a Product Issue
  • Administrator Procedures
  • End-User Procedures
  • Creating Product Analysis Activity Templates
  • Setting Up Codes for Product Analysis
  • Creating Product Analysis Records from a Product Issue
  • Filling in Product Analysis Records
  • Completing Product Analysis and Creating Corrective and Preventive Actions
  • Submitting Product Analysis Records
  • Approving or Rejecting Product Analysis Records
    • Approving Product Analysis Records
    • Rejecting Product Analysis Records
• About Configuring Product Analysis Approvals
  • LS Medical PA Submit Workflow
  • LS Medical PA Withdraw Workflow

22 Managing Corrective and Preventative Actions

• Managing Corrective and Preventative Actions
• About Managing Corrective and Preventative Actions
  • Related Topics
• Scenario for Managing Corrective and Preventive Actions
  • The Siebel Administrator
  • The Corrective and Preventive Action Team Members
• Process of Managing Corrective and Preventive Actions
  • Administrator Procedures
  • End-User Procedures
  • Creating Corrective Action Activity Templates
  • Setting Up Codes for Corrective and Preventive Actions
  • Creating a CAPA Record
  • Managing Corrective and Preventive Actions
  • Tracking Approvals and Other Changes to Corrective and Preventive Actions
  • About Configuring CAPA Approvals

23 Regulatory Reporting

• Regulatory Reporting
• About Regulatory Reporting
  • Where to Find More Information
• About Regulatory Reports
  • About Report Types
  • About Electronic Medical Device Reporting
  • About FDA Confirmations for Electronic Medical Device Reporting
• Scenario for Regulatory Reporting
  • Introduction
  • The Siebel Administrator
  • Quality Manager
• Process of Regulatory Reporting
  • Administrator Procedures
  • End-User Procedures
  • Additional End-User Procedure
  • Setting Up Report Numbers
  • Creating and Populating New Regulatory Reports
  • Entering and Reviewing Data for 3500A Reports
  • Entering and Reviewing Data for MDV Reports
  • Running 3500A and MDV Reports
  • Which Sections of the MedWatch 3500A Form Are Filled In?
  • Generating Regulatory Report Numbers and Submitting Reports
  • Transmitting Electronic Medical Device Reporting Immediately
  • Managing Batch Electronic Medical Device Reporting
  • Reopening a Regulatory Report
  • Creating Supplemental or Follow-Up Regulatory Reports
• Field Mapping for the MedWatch Report
• Field Mapping for the MDV Report
• About Configuring Buttons in Regulatory Reports
  • LS Medical Product Issue Populate Report Workflow
  • LS Medical Product Issue RR Submit Workflow
  • LS Medical Product Issue RR Reopen Workflow

24 Communicating with Customers for Adverse Events and Complaints Management

• Communicating with Customers for Adverse Events and Complaints Management
• About Communicating with Customers for Adverse Events and Complaints Management
  • Where to Find More Information
• Scenario for Customer Communication
  • The Siebel Administrator
  • The Quality Manager
• Process of Customer Communication for Adverse Events and Complaints Management
  • Administrator Procedures
  • End-User Procedures
  • Setting Up Proposals, Correspondence, and Presentations
  • Communicating about Product Issues Using Proposals
  • Communicating about Product Issues Using Correspondence
  • Communicating about Product Issues Using Presentations

25 Closing Adverse Events and Complaints

• Closing Adverse Events and Complaints
• About Closing Adverse Events and Complaints
  • Where to Find More Information
• Scenario for Closing Adverse Events and Complaints
  • The Quality Manager
• Process of Closure for Adverse Events and Complaints Management
  • End-User Procedures
  • Closing Product Issues
  • Reopening Product Issues
  • Reviewing Approvals for Product Issues
  • Reviewing Lockdown Fields
  • Reviewing Changes Made to Fields
• About Configuring Close and Reopen Buttons for Product Issues
  • Close Complaint Workflow
  • Reopen Complaint Workflow

26 Using Personalizing Content Delivery

• Using Personalizing Content Delivery
• About Personalized Content Delivery
• Defining System Preferences for Personalized Content Delivery
• Managing Content for Personalized Content Delivery
  • Personalized Content Delivery Support for Content File Formats
  • Loading Content for Personalized Content Delivery Usage
    • Creating a Literature Record
    • Creating a Literature Record and Attaching a Thumbnail Image
  • Associating Attributes with Personalized Content Delivery Records
  • Adding Component Files to Personalized Content Delivery Content
  • Providing Access to Personalized Content Delivery Content
• Working with Messaging Plans
  • Creating Messaging Plans
  • Updating Messaging Plans
  • Defining Access to, Releasing, and Revising Messaging Plans
    • Providing Access to Messaging Plans
    • Releasing a Messaging Plan
    • Revising Messaging Plans
  • Associating Help With Messaging Plans
  • Associating a Messaging Plan with an Objective
    • Specifying a Segment Code for a Target
    • Associating a Messaging Plan With an Objective
  • Associating a Messaging Plan with Contact Call Offers
  • Personalizing Messaging Plans
• Accessing and Delivering Messaging Plans Using the PCD Viewer
  • Showing Presentations Using the PCD Viewer
  • Recording Responses to Presentations
  • Decompressing PCD Content
  • PCD Viewer APIs
• Using Signature Control for Personalized Content Delivery
  • About Loading Signature Control
  • Configuring Signature Control Modes
    • Configuring Mode 1 Signature Control
    • Configuring Mode 2 Signature Control
  • Signature Capable Messages
    • Member Variable Requirement for Signature Capable Messages
    • Method Requirements for Signature Capable Messages
    • FlexApp Examples
    • FlexApp appLoaded Example
    • FlexApp LoadSignCtrl Example
    • FlexApp InvokeSignCtrlMethod Example
  • Capturing a Signature
  • Modifying Contacts in the Signature Component
  • Deleting a Sample Row
  • Cancelling a Transaction
  • Viewing all Captured Signature Data

27 Setting Up and Configuring Safety System Integration

• Setting Up and Configuring Safety System Integration
• Overview of Safety System Integration
• Customizing Safety System Integration Web Services
• Process of Setting Up Safety System Integration for Siebel Medical
  • Activating Workflows for Safety System Integration
  • Configuring Web Services for Safety System Integration
  • Enabling Siebel Server Component Groups for Safety System Integration
  • Creating the Directory Structure on the Siebel Server for Safety System Integration
  • Creating the Oracle WebLogic Full Client JAR for Safety System Integration
  • Creating the JNDI Properties File for Safety System Integration
  • Creating the JVM Subsystem for Safety System Integration
  • Configuring Java Message Service Parameters for Safety System Integration
  • Configuring Siebel Medical for Safety System Integration
• Logging a Product Issue for Safety System Integration
• Reviewing a Product Issue for Safety System Integration
• Sending a Product Issue to the Safety System
• Sending Product Issue Follow-Up Information to the Safety System
• Verifying Case Acceptance by the Safety System
• Verifying Case Rejection by the Safety System
• Voiding a Product Issue in Siebel Medical

28 Siebel Medical Developer's Reference

• Siebel Medical Developer's Reference
• Siebel Medical Workflow Reference
• Siebel Medical Web Services Reference

29 Siebel Pharma Developer's Reference

• Siebel Pharma Developer's Reference
• Overview of User Properties for Siebel Pharma
• Targeting Configuration
• Enabling Inventory Reconciliation Without Lot Numbers
  • Retaining Sample Product Visibility
  • Reconfiguring Fields and Replacing Business Components
  • Changing System Preferences and Enabling Lot Number Tracking
• Editing the Labels of the LS Pharma HI Activity Calendar View Buttons
• Configuring the EditMode User Property
• Submitting Contact Details from Third-Party Applications
  • Invoking the Submit Functionality from Third-Party Applications
    • Invoking Submit Functionality From the UI Layer
    • Invoking Submit Functionality From the Business Object Layer
    • Invoking Submit from the Contact Call Detail View
• Configuring Account Contacts
• Configuring Personalized Content Delivery
  • Setting the Server Uncompression Location and Other System Preferences
  • Availability of Messages in PCD Planner
  • Availability of Messaging Plans in the PCD Viewer
  • PCD Business Component Calculated Fields
  • About Recommended Messaging Plans
    • Configuring Target Segment Fields for Contact Call and Account Contact Call Views
    • Configuring Target Segment Fields for Account Call View
    • Configuring Fields For Account Call View When Objectives are Associated With the Account Call
  • Optimize Detailing Plan Method
  • Identifying Recommended Messaging Plans
  • Scenario for Identifying Recommended Messaging Plans
  • Modifying a Tooltip in the PCD Viewer
  • User Properties of the PCD Applets
  • User Properties of LS PCD Business Service
  • API for Using Multi-file Content
  • API for Recording Section Data
• Pharma Service User Properties
  • LS Pharma Validation Service User Properties
    • Format for Validation Rule N User Property in LS Pharma Validation Service
  • LS Pharma Validation Service CE User Properties
  • LS Pharma Call Utility Service User Properties
  • LS Pharma Smart Call Template User Properties
  • LS Pharma Sample Transaction Admin Service User Properties
  • LS Pharma Inventory Period Service User Properties
  • LS Pharma Inventory Administration Service User Properties
• Siebel Pharma Business Component User Properties
  • CSSBCActivity Class Business Component User Properties
  • CSSBCPharmaCall Class Business Component User Properties
  • LS Pharma Audit Signature BC User Properties
  • LS Pharma Call Products Detailed Alloc VBC User Properties
  • LS Pharma Call Products Detailed VBC - CE User Properties
  • LS Pharma Call Promotional Items Dropped VBC - CE User Properties
  • LS Pharma Call Samples Dropped Alloc VBC User Properties
  • LS Pharma Call Samples Dropped VBC - CE User Properties
  • LS Pharma Call Samples Requested VBC - CE User Properties
  • LS Pharma Call Signature Audit BC User Properties
  • LS Pharma Contact Assessment Attribute - CE BC User Properties
  • LS Pharma Contact Assessment Template - CE BC User Properties
  • LS Pharma Disclaimer Rule Set BC User Properties
  • LS Pharma Inventory Audit Report BC User Properties
  • LS Pharma Inventory Period User Properties
  • LS Pharma Inventory Period Reconciliation BC User Properties
  • LS Pharma Location Audit Report BC User Properties
  • LS Pharma Promotional Items Dropped Alloc VBC User Properties
  • LS Pharma Samples Request BC User Properties
  • LS Pharma Samples Request VBC User Properties
  • LS Pharma Personal Inventory BC User Properties
  • LS Pharma Sample Received History Item BC User Properties
  • LS Pharma Sample Transaction History Item BC User Properties
  • LS Pharma Sample Transactions BC User Properties
  • LS Pharma Sample Transactions Attachment BC User Properties
  • LS Pharma Sample Transfer In Item BC User Properties
  • LS Pharma Samples Attachment BC User Properties
  • LS Pharma Sample Txn Signature BC User Properties
  • Pharma Account Call BC User Properties
  • Pharma Call Products Detailed - CE BC User Properties
  • Pharma Call Products Detailed - CE User Properties
  • Pharma Call Sample Dropped - CE User Properties
  • Pharma Call Samples Requested - CE User Properties
  • Pharma GA Call Products Detailed User Properties
  • Pharma Professional Call BC User Properties
  • Pharma Professional Call - CE BC User Properties
  • Pharma Promotional Items Dropped - CE User Properties
  • Action BC User Properties

30 Configuring Data for Oracle Pharma Sales Analytics

• Configuring Data for Oracle Pharma Sales Analytics
• Transactional Data Requirements
• Configuring Product Hierarchies and Product Costs
• Configuring Product Catalog and Category Hierarchies
• Setting Up Sales Objectives
• Entering Call Activity Data
• Configuring Sales Territories for Pharma Sales Analytics
  • Creating Primary Sales Force Hierarchies
  • Creating Sales Territories
  • Creating Alternate Sales Force Hierarchies
• Creating Target Lists Using Oracle Business Intelligence
  • About Target List Creator
    • Components
    • Functional Overview and Process
• Using Target List Creator with Siebel Pharma Applications in Connected Mode
  • Install and Configure the Oracle Business Open Intelligence Interface
  • Configuration Changes to the Siebel Business Application
  • Configuring the Application's Server Component Parameters and Enterprise Profile