Configuring Sample Requests (BRCs) for Users

Initial configuration includes the setup of all default functionality for BRCs in Call Sampling. Advanced functionality requires additional configuration.

To configures sample requests (BRCs) for users:

1. Grant the following additional field permissions for end users creating sample requests (BRCs):

   Users making sample requests should not have any level of access (Create/Read/Update/Delete) to the Sample Order Transaction Audit object.

   Object	OLS	Record Types	Fields	FLS
   Address_vod	R	n/a	Sample_Send_Status_vod	Edit
   Call2_vod	CRU	n/a	Sample_Send_Card_vod Ship_Address_Line_1_vod Ship_Address_Line_2_vod Ship_City_vod Ship_Country_vod Ship_DEA_vod (optional; used for Controlled Substance Sampling) Ship_DEA_Expiration_Date_vod (optional; used for Controlled Substance Sampling) Ship_License_vod Ship_License_Expiration_Date_vod Ship_License_Status_vod Ship_State_vod Ship_To_Address_vod Ship_Zip_vod Ship_Zip_4_vod The Ship_To_Address_Text_vod formula field on the Call2_vod object can be used in reports instead of the individual fields above. If users are granted FLS edit permission to the Ship_To_Address_Text_vod field and it is placed on the appropriate Call2_vod page layouts, the full Ship To Address text value (with untranslated State and Country picklist values) displays. zvod_Address_Sample_Send_Status_vod	Edit
   Call2_Sample_vod	CRUD	n/a	Delivery_Status_vod	Edit
   Call2_Sample_Cancel_vod	C	n/a	n/a
   Sample_Order_Transaction_vod	R	BRC	Account_vod Call_Date_vod Call_Datetime_vod City_vod Comments_vod Confirmed_Quantity_vod Credentials_vod Delivery_Status_vod Distributor_vod Manufacturer_vod Quantity_vod Reason_vod Receipt_Comments_vod Received_vod Ref_Order_Transaction_Id_vod Salutation_vod Sample_vod Sample_Card_Reason_vod Sample_Send_Card_vod Sample_U_M Ship_Address_Line_1_vod Ship_Address_Line_2_vod Ship_City_vod Ship_License_vod Ship_License_Expiration_Date_vod Ship_License_Status_vod Ship_State_vod Ship_Zip_vod Ship_Zip_4_vod Ship_Country_vod Shipment_Id_vod Signature_Date_vod State_vod Status_vod Submitted_Date_vod Territory_vod U_M_vod Zip_vod Zip_4_vod	Read

2. Create a Sample Order Transaction Tab and grant access for all profiles making BRC sample calls.

3. Add the following fields to the appropriate Call2_vod page layouts to display license information (optional):

   • Sample_Send_Card_vod
   • Ship_DEA_vod (used for Controlled Substance Sampling)
   • Ship_DEA_Expiration_Date_vod (used for Controlled Substance Sampling)
   • Ship_License_vod
   • Ship_License_Expiration_Date_vod
   • Ship_License_Status_vod
   • zvod_Address_Sample_Send_Status_vod
     • Place the zvod_Address_Sample_Send_Status_vod field in the same section on the page layout as the zvod_Samples_vod field

4. Add the following fields to the appropriate page layouts on the Product_vod object:

   • Distributor_vod
   • Manufacturer_vod
   • Sample_Quantity_Bound_vod
   • Sample_Quantity_Picklist_vod
   • Sample_U_M_vod
   • User_Aligned_vod

5. Add the following fields to the Sample Order Transaction page layouts on the Sample_Order_Transaction_vod and Sample_Order_Transaction_Audit_vod objects:

   • Ship_License_vod
   • Ship_License_Expiration_Date_vod
   • Ship_License_Status_vod

6. Add the Call Samples related list to the appropriate page layouts on the PersonAccount object.

7. Select the Properties icon on the Call Samples related list and edit the list layout as follows:

   • Remove the New and Change Owner buttons
   • Add the Cancel Sample Send button
   • Add any desired columns to the list (optional)

8. Update the SAMPLE_SEND_CARD_REG_EXPRESS Veeva Message text field with a regular expression (optional). Expressions in this field validate and enforce text length, alphanumeric constraints, capitalization, and checksums for sample send card numbers. This can significantly reduce data issues resulting from invalid sample send card numbers.

   For example, to enforce a value that is exactly 10 numeric characters, enter the regular expression ^[0-9]{10}$ .