Configuring Advanced Coaching Reports

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

To configure Advanced Coaching reports for all users:

  1. Grant the following permissions to the appropriate users based on the required role:

    Designers

    Objects

    OLS

    		 Record Types Fields FLS

    Survey_vod

    CRUD

    		 Coaching_Report_vod n/a n/a

    Survey_Question_vod

    CRU

    n/a

    		 n/a n/a

    Question_vod

    R

    		 n/a n/a n/a

    Product_vod

    R

    		 n/a n/a n/a

    Coaches

    Objects

    OLS

    		 Record Types Fields FLS

    Survey_vod

    R

    		 n/a
    • Start_Date_vod
    • End_Date_vod
    • Territories_vod
    		 Read

    Survey_Question_vod

    R

    		 n/a n/a n/a

    Question_vod

    R

    		 n/a n/a n/a

    Survey_Target_vod

    CRUD

    		 Coaching_Report_vod
    • Employee_vod
    • Coach_vod
    • Report_Status_vod

    Edit

    Question_Response_vod

    CRUD

    		 CRM_Coaching_vod Edit

    Product_vod

    R

    n/a

    		 n/a n/a

    Employees

    Objects

    OLS

    		 Record Types Fields FLS

    Survey_vod

    R

    		 n/a
    • Start_Date_vod
    • End_Date_vod
    • Territories_vod
    		 Read

    Survey_Question_vod

    R

    		 n/a n/a n/a

    Survey_Target_vod

     

    RU

     

    		 n/a

     
    • Employee_vod
    • Coach_vod
    		 Read
    Report_Status_vod

    Edit

    Question_Response_vod

    R

    		 n/a n/a n/a

    Product_vod

    R

    		 n/a n/a n/a
  2. Add the Employee_vod field to the appropriate Survey_Target_vod object page layout.

  3. Add the Calculate_Sharing_vod button to the Survey_vod object page layout in the Advanced Sharing section.

  4. Add the Territories_vod field to the Survey_vod page layouts.

  5. Remove the Territory_vod field from the Survey_Target_vod and Survey_vod page layouts.

  6. Modify the following VMOCs:
    • Modify the Survey_Target_vod__c VMOC for Survey with the following WHERE clause:
      WHERE  ((Account_vod__r.Name != null OR User_vod__c = @@VOD_SF_USER_ID@@ OR Coach_vod__c = @@VOD_SF_USER_ID@@ OR OwnerId = @@VOD_SF_USER_ID@@) AND Status_vod__c != 'Development_vod' AND Start_Date_vod__c <= TODAY)
    • Enable Enhanced Sync for the existing Survey_vod VMOC. This ensures that if any Coaching Report Survey visibility settings change, or the record flips between the Published and Development states, the records are added or removed from the device appropriately.
    • If using the Recall feature, enable Enhanced Sync for Survey_Target_vod. This ensures that when ownership changes to the Survey_Target_vod, the record is removed from the device.
  7. Enable the ENHANCED_COACHING_MODE_vod Veeva Setting with a value of 1.
  8. Edit the ENHNCD_COACHING_COLS Veeva Message to list the Coaching Report columns to display in the tab.
  9. Grant coaches page layout level read-only access to the following system controlled fields on the Survey_Target_vod object (or remove from the page layout):
    • Territories_vod
    • Product_vod
    • Detail_Group_vod
    • Profile_Name_vod
    • Share_Team_vod
    • Coach_vod
    • Report_Status_vod
    • Status_
  10. Assign the Advanced_Coaching_Reports_vod Visualforce tab to the appropriate profiles.
  11. Grant coaches access to the following Visualforce pages:
    • Advanced_Coaching_Reports_vod
    • New_Coaching_Report_vod
    • Add_Survey_Target_vod
    • Survey_Edit_vod
    • Survey_Management_vod
    • Survey_Target_Edit_vod
    • Survey_Target_Execution_vod

  12. Grant employees access to the following Visualforce pages:

    • Advanced_Coaching_Reports_vod
    • Survey_Edit_vod
    • Survey_Target_Execution_vod