2. Welcome & Introductions
Sally Sweeney
Senior Consultant – BioPharm
Systems, Inc.
• 5 years of experience in Siebel
• 7 implementations of Siebel
Clinical
• Participated in implementations,
integrations, enhancement
releases, and upgrades
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3. Tutorial Agenda
Time Topic
4:30 pm Welcome and Introductions
4:35 pm Benefits of SmartScripts
4:40 pm Features and Functions of
SmartScripts
4:50 pm Demonstration of a Clinical
Business Process as a
SmartScript
5:20 pm Interactive Discussion
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4. Benefits of Siebel SmartScripts
• Provides the ability to enforce
business processes
• Guides users through the steps
of the processes
• Easy to use
• Reduces Training Time
• Implementation does not require
configuration
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5. Benefits of Siebel SmartScripts
• Provides the ability to enforce
and standardize business
processes
Siebel SmartScripts is a software-
controlled workflow that provides a
way to create an enforceable
business process as a “script”.
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6. Benefits of Siebel SmartScripts
• Guides users through the steps
of the processes
The Script is “smart” in that it guides
the user through the business
process by presenting questions then
automatically executing decision logic
to lead the user through the script,
depending on the responses given.
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7. Benefits of Siebel SmartScripts
• Easy to use
A user does not need to know how
to navigate through the Siebel
hierarchy in order to complete the
tasks
Descriptive information can be
presented within a script, when
necessary, to further aid in the
user’s understanding of certain
tasks and steps.
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8. Benefits of Siebel SmartScripts
• Reduces Training Time
Users whose only responsibility is
to carryout the business process
within a SmartScript may not need
full Siebel Clinical training.
If Siebel access is restricted
appropriately, these users need
only be trained on the few
SmartScripts screens and views to
which they would have visibility
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9. Benefits of Siebel SmartScripts
• Implementation does not
require configuration
Anyone with Administrative privileges
and knowledge of Siebel UI standards
can create and update a basic
SmartScript
Advanced scripting of SmartScripts does
require knowledge of Siebel VB or
eScript programming and information
relating to your installation of Siebel
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10. Features and Functions of Siebel
SmartScripts
• SmartScript administration
– Terminology, Navigation, UI
– How to Create a SmartScript
• SmartScript execution
– Navigation and User Interface
– How to run a SmartScript
• Reviewing stored SmartScript data
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11. Features and Functions of Siebel
SmartScripts
• SmartScript Terminology
Term Description
script Topmost object of a SmartScript. Includes the
pages, questions, and branches of the script
page Grouping of questions that are presented in
the script together on a single “page”
question The message or question to be presented to
the user within the script
answer The answer of the script question.
translation Defines the language in which the script is
displayed
branch Defines the path, sequence, and display of the
pages or questions in a script
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12. Features and Functions of Siebel
SmartScripts
• Script Script
Hierarchy Page
Question
Answer Answer
Page
Question
Answer Answer
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13. Features and Functions of Siebel
SmartScripts
• Script Creation Process Flow
Create
Create Create
Create Pages
Answer Script
Questions consisting of
types consisting of
based off Questions &
based off Pages of
process Answers to
process Questions &
map be presented
map Answers
together
Important: Have the business process scenarios
mapped out before you start to construct a
SmartScript.
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27. Features and Functions of Siebel
SmartScripts
Storing Entered Data:
– Answer Table can be used for data
extracted for an external system to
process.
– Data can also be stored within
Siebel in a business component
field
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28. Siebel SmartScript Examples
Examples of clinical business
processes to script:
– Evaluate a PI
– Start-up a Site
– Schedule a Site Visit
– Record Site Visit events and details
– Collect Subject Information
– Collect Subject Visit Information
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33. Conclusion
• SmartScript is a versatile tool in Siebel that
can be used to enforce Siebel task based
business processes.
• Remember to start with a firmly established
design for the business process scenarios
• For more information about Siebel
SmartScripts, refer to Siebel Bookshelf –
there is a very in-depth and useful guide for
Siebel SmartScript Administration (much of
this presentation was derived from there).
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35. Closing
Thank you for attending!
This tutorial will be posted on the
OHSUG Website
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36. Contact Info
Sally Sweeney
ssweeney@biopharm.com
http://www.BioPharm.com
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37. Speaker Bio
Sally Sweeney
Sally Sweeney is a Senior Consultant in
BioPharm’s Clinical Trial Management
practice and has worked in the biotech
industry for nearly twenty years. She has
experience as a Siebel Systems Analyst
specializing in System Development Life
Cycle (SDLC) documentation and has
participated in implementation,
integration, enhancement release, and
upgrade efforts. Sally is based in San
Diego, California and has been with
BioPharm since 2009.
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