Detailing Products on the Call Report

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Product detailing provides a way for users to select which products and detail topics are discussed in a call. This enables users to record key information about their activities during a call. Product detailing information may also be important for maintaining compliance with regulations and conducting audits.

For example, Sarah Jones provides contraindications about Cholecap to Dr. Ackerman during a call. To capture this information on the call report, Sarah selects Cholecap in the detailing priority section.

Ensure initial configuration is complete to use this functionality.

Using Product Detailing

Users indicate which product was detailed and in which order using the check boxes. By default, one product detail is required to save a call. Users can control which products display by default (and are available immediately to select) in the detailing priority section on the call report by selecting them as a Favorite (starred) in My Setup. Products not marked as favorites in My Setup can still be added to the call by clicking Add Other in the detailing priority section to open the detail selector, then searching for and selecting the product.

The list of available products and detail topics is based on selections made in the user’s My Setup page, any product restrictions specified at the account level, and any allowed products stored in TSF. When a user has access to detail groups and detail topics, the product detailing section organizes products and topics by detail group. For more information on detail groups and topics see the Detail Group section in the Product Catalog topic.

Defining Product Detail and Discussion Behavior

Admins can define the behavior of product details and discussions for users with only one product available for detailing. This feature provides flexibility and cross-platform consistency for users who focus on a single product.

This feature is enabled by default with the Product_Detail_Discussion_Default_vod Veeva Setting value = 1. Update it by selecting one of the other settings as described below:

Setting

Number of Products

Behavior

1 (default)

1

  • Product detail is selected by default
  • Product discussion record is not created automatically

Example: Sarah Jones is assigned only to Cholecap. When Sarah creates a call report, Cholecap is automatically selected in the detailing priority section. A product discussion record is not automatically created against the selected Cholecap detail.

2

1

  • Product detail is selected by default
  • Product discussion record is created automatically
  • Product field is pre-populated with the CLM

Example: Sarah Jones is assigned only to Cholecap. When Sarah creates a call report, Cholecap is selected in the detailing priority section, the product discussion record is created automatically, and the product field is pre-populated with the CLM presentation’s product.

0

Any

Product detail is not selected by default

Example: Sarah Jones is assigned only to Cholecap. When Sarah creates a call report, the product detail is not selected.

Considerations

  • Product details and discussion do not default for calls in a planned state until the user edits the call report
  • If the user has more than one detailing option, defaulting does not occur. This includes users assigned to a single product and multiple detail groups associated to that product.

Optional Product Detailing Configuration

The behavior of the product detailing section can be changed by adding section signals to the section header.

Section Signal Description

--rd

  • Makes at least one detail required in order to submit a call
  • If Enable Samples on Save is configured, this section signal disables the ability to save the call if it does not have details

--sd --so

  • Used together, this enables the Sign button and permits navigation to the signature page where the products detailed display beneath the account information. After a signature is captured, the details section on the call report is locked down and cannot be edited.
  • The disclaimer used for detail only signatures is defined by the Veeva message referenced by the DISCLAIMER_DETAIL_ONLY_vod Veeva setting
--htp
  • Highlights targeted detail products in Cycle Plan Details in the current and active cycle plan
  • The highlighted products are those that exist as cycle plans and the number of planned details is more than zero. If the user has read access to the Priority_vod field on the Cycle_Plan_Detail_vod object, only products where the Priority_vod field is populated display as highlighted.

The territory on the current and active cycle plan must also match the territory on the call. The Territory field must be on the Call2_vod page layout.

To add a section signal to the section header:

  1. Select the appropriate page layout on the Call2_vod object.
  2. Select the Properties icon for the Product Detailing section.
  3. Add the section signal at the end of the section label.

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