This document outlines how to personalize the Siebel Clinical user interface. It discusses customizing the home screen by editing the visible and ordered applets. It also discusses customizing list applets by choosing which columns appear and their order. Additionally, it discusses saving common queries for easy re-use. Finally, it discusses using the user preferences screen to modify account settings, screen behavior, and other defaults. The goal of these customizations is to optimize the interface and increase productivity by focusing on relevant data in a useful layout and order.

1. How to Personalize Your
Siebel Clinical User Interface
April 26, 2012
Param Singh
Vice President of
Clinical Trial Management Solutions
BioPharm Systems, Inc.

2. 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

3. 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.

4. 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

5. 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

6. Siebel Clinical ASCEND: Home Screen

7. 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

8. Siebel Clinical ASCEND: List Applets

9. 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

10. Siebel Clinical ASCEND: Queries

11. 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

12. Siebel Clinical ASCEND: User Preferences

13. 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

14. Q&A

15. Closing
Thank you for attending!
This webinar will be posted on
www.biopharm.com
within 24 hours
psingh@biopharm.com
+1 877-654-0033
+44 (0) 1865 910200