How to Personalize Your Siebel Clinical User Interface
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Transcript of How to Personalize Your Siebel Clinical User Interface
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How to Personalize Your Siebel Clinical User Interface
April 26, 2012
Param Singh Vice President of Clinical Trial Management Solutions BioPharm Systems, Inc.
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Welcome & Introductions
Param Singh Vice President of Clinical Trial Management Solutions
• 4+ years with BioPharm
• 11+ years of experience implementing Siebel Clinical
• 15+ Siebel Clinical implementations
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Welcome & Introductions
CTMS Practice Services
Implementation Manage implementations of Siebel Clinical, whether custom builds or our out-of-the-box accelerator, ASCEND.
Integration Build interfaces between Siebel Clinical and other clinical and non-clinical systems.
Training Develop and/or deliver standard and custom training classes and materials.
Process Guidance Provide insight, advice, and solutions to specific CTMS issues based on industry best practices.
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Today’s Agenda
Time (CDT) Topic
9:00-9:10 Welcome and Introductions
9:10-9:15 Home Screen
9:15-9:25 List Applets
9:25-9:35 Saved Queries
9:35-9:45 User Preferences
9:45-10:00 Q&A
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Home Screen
• Feature: Using the [Edit Layout] button, you can customize the following: – Visible applets
– Hidden applets
– Order in which applets appear
• Benefit: – Places the records you need most often at
your fingertips the moment you log in
• No need to navigate through screens and views to find the records you need
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Siebel Clinical ASCEND: Home Screen
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List Applets
• Feature: Choose which columns are visible and the order in which they appear – Once organized to your liking, freeze the first
few columns so that they show even when you scroll to the right
• Benefit: – Each list applet that you use displays only the
columns that are relevant to you, in the order that is most useful to you
• Reduces time spent hunting for data
• Increases productivity
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Siebel Clinical ASCEND: List Applets
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Saved Queries
• Feature: Using the Save Query function, you can save your most common queries and re-run them at any time – Essentially creating your own custom
searches and reports
• Benefit: – Significant time savings in searching for
commonly needed records
– Significant time savings in answering commonly asked questions about CTMS data
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Siebel Clinical ASCEND: Queries
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User Preferences
• Feature: Provides user with ability to view /change several system defaults – User account information
– Initial screen displayed upon login
– Screen and view tab order
– Quick Print behavior
– Saved Queries list
– Broadcast Messaging behavior
• Benefit: – Ultimate customization for the savvy user
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Siebel Clinical ASCEND: User Preferences
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Summary
Siebel Clinical is highly configurable, even for individual users • Home Screen and List Applets can be modified
to show only the most relevant records/data in the order that is most useful to you
• Queries/Ad Hoc Reports can be saved, re-run, and shared with others
• User Preferences screen allows you to view your account information and modify your settings for tab orders, printing, communications, etc.
Investing a few minutes in making these modifications can make SC your CTMS
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Q&A
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Closing
Thank you for attending!
This webinar will be posted on www.biopharm.com
within 24 hours
+1 877-654-0033
+44 (0) 1865 910200