Configuring Call Sampling

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

Prerequisites

Ensure the following is complete before configuring Call Sampling:

Configuring Call Sampling for Admins

  1. Grant admins at least the following permissions:

  2. Object

    OLS

    Record Types

    Fields

    FLS

    Address_vod

    CRUD

    • Company Maintained
    • Rep Maintained
    • DEA License Fields (optional)
    • License_vod
    • License_Expiration_Date_vod
    • License_Status_vod
    • License_Valid_to_Sample_vod
    • Sample_Send_Status_vod
    • Sample_Status_vod

    Edit

    Call2_vod

    CRUD

    Call Report
    • DEA License Fields (optional)
    • Is_Sampled_Call_vod
    • License_vod
    • License_Expiration_Date_vod
    • License_Status_vod
    • Sample_Card_vod
    • Sample_Card_Reason_vod
    • Sample_Send_Card_vod
    • Ship_Address_Line_1_vod
    • Ship_Address_Line_2_vod
    • Ship_City_vod
    • Ship_Country_vod
    • Ship_License_vod
    • Ship_License_Expiration_Date_vod
    • Ship_License_Status_vod
    • Ship_State_vod
    • Ship_To_Address_vod
    • Ship_To_Address_Text_vod
    • Ship_Zip_vod
    • Ship_Zip_4_vod
    • Signature_vod
    • Signature_Captured_Share_Link_vod
    • Signature_Date_vod
    • Signature_Timestamp_vod
    • zvod_Address_Sample_Send_Status_vod
    • zvod_Address_vod__c_DEA_Status_vod
    • zvod_Address_vod__c_Sample_Status_vod
    • zvod_Samples_vod

    Edit

    Call2_Detail_vod

    CRUD

    n/a

    • Detail_Priority_vod
    • Product_vod
    • Type_vod

    Edit

    Call2_Sample_vod

    CRUD

    n/a

    • Account_vod
    • Apply_Limit_vod
    • Call_vod
    • Date_vod
    • Distributor_vod
    • Lot_vod
    • Limit_Applied_vod
    • Manufacturer_vod
    • Product_vod
    • Quantity_vod

    Edit

    Inventory_Order_vod

    View All, Modify All

    n/a

    All Fields

    Edit

    Inventory_Order_Allocation_vod

    View All, Modify All

    n/a

    All Fields

    Edit

    Inventory_Order_Line_vod

    View All, Modify All

    n/a

    All Fields

    Edit

    Lot_Catalog_vod

    CRUD

    n/a

    • Active_vod
    • Expiration_Date_vod
    • Item_ID_vod
    • Sample_vod
    • Sample_Description_vod
    • U_M_vod

    Edit

    My_Setup_Products_vod

    CRUD

    n/a

    • Favorite_vod
    • Product_vod

    Edit

    Product_vod

    CRUD

    n/a

    • Distributor_vod
    • Sample_Quantity_Picklist_vod
    • Sample_Quantity_Bound_vod
    • Sample_U_M_vod

    Edit

    Rep_Roster_vod

    View All, Modify All

    n/a

    All Fields

    Edit

    Sample_Inventory_vod

    View All, Modify All

    n/a

    All Fields

    Edit

    Sample_Inventory_Item_vod

    View All, Modify All

    n/a

    All Fields

    Edit

    Sample_Lot_vod

    View All, Modify All

    n/a

    All Fields

    Edit

    Sample_Lot_Add_vod

    View All, Modify All

    n/a

    All Fields

    Edit

    Sample_Order_Transaction_vod

    View All, Modify All

    • Adjustment_vod
    • BRC
    • Receipt_vod
    • Transfer_vod

    All Fields

    Edit

    Sample_Order_Transaction_Audit_vod

    View All, Modify All

    n/a

    All Fields

    Edit

    Sample_Transaction_vod

    R

    • Adjustment_vod
    • Disbursement_vod
    • Receipt_vod
    • Return_vod
    • Transfer_vod
    • DEA_vod (optional)
    • DEA_Expiration_Date_vod (optional)
    • License_vod
    • License_Expiration_Date_vod
    • License_Status_vod

    Edit

    Sample_Transaction_Audit_vod

    R

    n/a

    • DEA_vod (optional)
    • DEA_Expiration_Date_vod (optional)
    • License_vod
    • License_Expiration_Date_vod
    • License_Status_vod

    Edit

  3. Grant admins access to the following tabs:

    • My Samples
    • Lot Catalog
    • Sample Transactions
    • Sample Inventory

Do not create tabs for the Sample Transaction Audit, Sample Lot, and Sample Inventory Item objects. Sample management is conducted through the Sample Transactions, Lot Catalog, and Sample Inventory objects, respectively. See Sample Management Overview for more information.

Configuring Call Sampling for Users

  1. Grant end users the following permissions:

    Object

    OLS

    Record Types

    Fields

    FLS

    Address_vod

    R

    Rep Maintained

    • DEA License Fields (optional)
    • License_vod
    • License_Expiration_Date_vod
    • License_Status_vod
    • License_Valid_to_Sample_vod
    • Sample_Status_vod

    Read

    Call2_vod

    CRU

    Call Report

    • DEA License Fields (optional)
    • Is_Sampled_Call_vod
    • License_vod
    • License_Expiration_Date_vod
    • License_Status_vod
    • Sample_Card_vod
    • Sample_Card_Reason_vod
    • Signature_vod
    • Signature_Captured_Share_Link_vod
    • Signature_Date_vod
    • Signature_Timestamp_vod
    • zvod_Account_Sample_Status_vod
    • zvod_Samples_vod

    Edit

    Call2_Detail_vod

    CRUD

    n/a

    • Detail_Priority_vod
    • Product_vod
    • Type_vod

    Edit

    Call2_Sample_vod

    CRUD

    n/a

    • Account_vod
    • Call_vod
    • Date_vod
    • Distributor_vod
    • Lot_vod
    • Manufacturer_vod
    • Product_vod
    • Quantity_vod

    Edit

    Inventory_Order_vod

    CRUD

    n/a

    • Order_Create_Date_vod
    • Order_For_User_vod
    • Order_Status_vod
    • Order_Type_vod
    • Require_Approval_vod

    Edit

    • Approved_vod
    • Approved_By_vod
    • Approved_Date_vod
    • Order_Submit_Date_vod
    • Total_Order_Fulfilled_Quantity_vod

    Read

    Inventory_Order_Allocation_vod

    R

    n/a

    • Active_vod
    • Allocation_End_Date_vod
    • Allocation_Start_Date_vod
    • Allow_Date_Exceptions_vod
    • Allow_Quantity_Exceptions_vod
    • Description_vod
    • Minimum_Single_Order_Quantity_vod
    • Order_End_Date_vod
    • Order_Start_Date_vod
    • Product_vod
    • Product_Order_Allocation_Quantity_vod
    • User_vod

    Edit

    • Total_Order_Fulfilled_Quantity_vod

    Read

    Inventory_Order_Line_vod

    CRUD

    n/a

    • Inventory_Order_Allocation_vod
    • Inventory_Order_Header_vod
    • Order_Fulfilled_Quantity_vod
    • Order_Quantity_vod
    • Order_Quantity_UOM_vod
    • Product_vod
    • Requested_Delivery_Date_vod

    Edit

    • Inventory_Order_Line_Status_vod

    Read

    Lot_Catalog_vod

    R

    n/a

    • Expiration_Date_vod
    • Lot_vod
    • Sample_vod

    Edit

    • Active_vod
    • Item_ID_vod
    • Sample_Description_vod
    • U_M_vod

    Read

    My_Setup_Products_vod

    R

    n/a

    • Favorite_vod (optional)
    • Product_vod

    Read

    Product_vod

    RU

    n/a

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

    Read

    Rep_Roster_vod

    CRU

    n/a

    • Address_Line_1_vod
    • Address_Line_2_vod
    • City_vod
    • Home_Phone
    • Mobile_Number
    • State_vod
    • Zip_vod

    Edit

    Sample_Inventory_vod

    CRU

    n/a

    • Audit_vod
    • Inventory_Date_Time_vod
    • Inventory_For_vod
    • Inventory_Type_vod
    • Previous_Inventory_Date_Time_vod

    Edit

    • Inventory_From_Date_vod
    • Status_vod
    • Submitted_Date_vod

    Read

    Sample_Inventory_Item_vod

    CRU

    n/a

    • Count_vod
    • Expected_Quantity_vod
    • Expiration_Date_vod
    • Inventory_Name_vod
    • Lot_vod
    • Sample_vod
    • U_M_vod

    Edit

    • Difference_vod

    Read

    Sample_Lot_vod

    RU

    n/a

    • Active_vod
    • Lot_vod
    • Sample_vod
    • Sample_Lot_Id_vod

    Edit

    • Calculated_Quantity_vod
    • Expiration_Date_vod
    • U_M_vod

    Read

    Sample_Order_Transaction_vod

    R

    n/a

    • Signature_Captured_Share_Link_vod

    Edit

    Sample_Order_Transaction_Audit_vod

    R

    n/a

    • Signature_Captured_Share_Link_vod

    Edit

    Sample_Receipt_vod

    CRU

    n/a

    • Comments_vod
    • Confirmed_Quantity_vod
    • Lot_vod
    • Lot_Name_vod
    • Quantity_vod
    • Sample_vod
    • Shipment_Id_vod
    • Transferred_Date_vod
    • Transferred_From_vod
    • Transferred_From_Name_vod
    • U_M_vod

    Edit

    Sample_Transaction_vod

    R

    n/a

    • Call_Name_vod
    • DEA_vod (optional)
    • DEA_Expiration_Date_vod (optional)
    • Disbursed_To_vod
    • Disclaimer_vod
    • License_vod
    • License_Expiration_Date_vod
    • License_Status_vod
    • Lot_vod
    • Quantity_vod
    • Sample_vod
    • Sample_Card_vod
    • Signature_Date_vod
    • Status_vod
    • Submitted_Date_vod
    • Type_vod

    Edit

    Sample_Transaction_Audit_vod

    R

    n/a

    • Call_Name_vod
    • DEA_vod (optional)
    • DEA_Expiration_Date_vod (optional)
    • Disbursed_To_vod
    • Disclaimer_vod
    • License_vod
    • License_Expiration_Date_vod
    • License_Status_vod
    • Lot _vod
    • Quantity_vod
    • Sample_vod
    • Sample_Card_vod
    • Signature_Date_vod

    Read

  2. Grant users access to the following tabs:
    • My Samples
    • Sample Transactions

General Configuration

  1. Add the following fields to the appropriate page layouts on the Call2_vod object:

    • Enabling Controlled Substance Sampling (optional)
    • License_vod
    • License_Expiration_Date_vod
    • License_Status_vod
    • Sample_Card_vod
    • Sample_Card_Reason_vod
    • zvod_Address_vod_Sample_Status_vod
    • zvod_Samples_vod
  2. Add the --gp and --pg section signals to the end of the section header for the Samples and Promotional Items section (optional).
  3. Add the following fields to the appropriate page layouts on the Sample_Transaction_vod and Sample_Transaction_Audit_vod objects:
    • License_vod
    • License_Expiration_Date_vod
    • License_Status_vod
  4. Enable the following Veeva Setting check boxes:
    • ENABLE_IPAD_MYSAMPLES
    • ENABLE_SAMPLE_CARD_LICENSE_CHECK
  5. Populate the maximum samples Veeva Setting for the appropriate platforms:
    • iPad: Populate the iPad Maximum Samples Veeva Setting with the maximum number of samples allowed to be signed for on the iPad. The default value is 8.
    • Windows: Populate the MAXIMUM_SAMPLES Veeva Setting with the maximum number of samples allowed to be signed for on the Windows platform. The default value is 20.

    Increasing the number may result in scrolling samples. The TOO_MANY_SAMPLES Veeva message displays an error if the number of samples exceeds the iPad Maximum Samples setting.

  6. Set the MAX_SAMPLE_LINES Veeva Setting to a number under 100 (optional). This setting defines the maximum number of sample lines in a group. The default value is 10.

  7. Set the MY_SAMPLES_LAYOUT_EDIT Veeva Setting to read MY_SAMPLES_LAYOUT_EDIT;;SAMPLES_MGMT. This setting references the MY_SAMPLES_LAYOUT_EDIT Veeva Message, which enables CSS styling for the My Samples edit page.

  8. Set the MY_SAMPLES_LAYOUT_VIEW Veeva Setting to read MY_SAMPLES_LAYOUT_VIEW;;SAMPLES_MGMT. This setting references the MY_SAMPLES_LAYOUT_VIEW Veeva Message, which enables additional CSS styling for the My Samples page.

  9. Select the check box for the ENABLE_EXPIRATION_FILTER Veeva Setting to filter expired sample lots (optional). This ensures sample lots with an expiration date earlier than the current date do not display on the call report, so users cannot select samples from an expired lot.

  10. Update the DISCLAIMER Veeva Message with the required wording for the sample signature page disclaimer. If Country-Specific Disclaimers are configured, update the appropriate disclaimer records on the Signature_Page_vod object.

  11. Update the SAMPLE_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 card numbers. This can significantly reduce data issues resulting from invalid sample card numbers.

    For example, to enforce a value that begins with a capital letter and is followed by exactly 4 numeric characters, enter the regular expression \b[A-Z][0-9]{4}\b in the message’s text field.

  12. Ensure VMobile Object Configurations (VMOCs) exist for all appropriate objects detailed in the configuration above and for the appropriate platforms. If not, create them.

Additional VMOC configuration is required for Displaying Country-Specific Disclaimers (see Displaying Country-Specific Disclaimers for more information).