Setting Up Mobile Web Clients for Position Rollup

In Siebel Clinical, a CRA (clinical research associate) can create sites and assign employees to positions at the site level. When the CRA clicks the Position Rollup button, these positions become visible at the region and protocol levels. Typically, the CRA works in a disconnected mode, on a laptop computer.

The administrator must set up each mobile Web client to allow position rollups. The setup requires the following steps in Siebel Clinical:

• The administrator exports data maps from the server database to XML files.

• The administrator connects to a local client, imports the XML files to the client database.

  Note: Users of the local client must have EAI DATA Map View, and EAI Data Map Editor in their user responsibilities to accept imported workflow processes and data maps.