Accessing ISI and PI Documents for CLM Content in the HCP Content Player

  • CRM Desktop (Mac, Windows)
  • iPad
  • iPhone

When users send web links for CLM content, links to the associated Important Safety Information (ISI) and Prescribing Information (PI) documents are included in the HCP Content Player, allowing HCPs to access both the CLM content and the ISI and PI documents from the same web link. This ensures users satisfy compliance regulations requiring ISI and PI documents to be available to HCPs whenever they view promotional content. In Vault, content creators indicate if the web link for a presentation includes ISI and PI documents. Both ISI and PI documents must exist in Vault. Content creators must create ISI and PI documents for the same product and language as the presentation in Vault. These documents must be in Steady State.

Configuring Associated ISI and PI Documents for CLM Content

To enable associated ISI or PI documents for CLM content:

  1. Ensure Sharing CLM Content via Web Link or QR Code is configured.
  2. Grant the CLM integration user the following permissions:

    Object

    OLS

    Record Type Access

    Fields

    FLS

    CLM_Presentation_vod

    n/a

    n/a

    • ISI_Document_vod
    • PI_Document_vod

    Edit

    Key_Message_vod

    n/a

    n/a

    • ISI_Document_vod
    • PI_Document_vod

    Edit

    Reference_Document_vod

    CRU

    • ISI_vod
    • PI_vod
    • Document_Id_vod
    • Language_vod
    • Name
    • Product_vod
    • Status_vod
    • Vault_DNS_vod
    • Vault_GUID_vod
    • Vault_External_Id_vod
    • Vault_Last_Modified_Date_Time_vod
    • Version_vod
    • VExternal_Id_vod

    Edit

  3. Grant end users the following permissions:

    Object

    OLS

    Record Type Access

    Fields

    FLS

    CLM_Presentation_vod

    n/a

    n/a

    • ISI_Document_vod
    • PI_Document_vod

    Read

    To allow users to send custom presentations with associated ISI and PI documents via web link, grant FLS Edit permission.

    Key_Message_vod

    n/a

    n/a

    • ISI_Document_vod
    • PI_Document_vod

    Read

    To allow users to send custom presentations with associated ISI and PI documents via web link, grant FLS Edit permission.

    Reference_Document_vod

    R

    		n/a
    • Document_Id_vod
    • Language_vod
    • Name
    • Product_vod
    • Status_vod
    • Vault_DNS_vod
    • Vault_GUID_vod
    • Vault_External_Id_vod
    • Vault_Last_Modified_Date_Time_vod
    • Version_vod
    • VExternal_Id_vod

    Read

  4. Activate the Full Sync VMOC for the Reference_Document_vod object for the appropriate platform.

Syncing ISI and PI Documents

To allow ISI and PI documents to sync to CRM, content admins in Vault must perform the following steps:

  1. Add the CRM Web Link Include ISI and PI (crm_web_link_include_isi_and_pi__v) field to the Multichannel Presentation Document Type, and any other document type with the Publish to CRM (CLM) (publish_for_web_link__v) field added.
  2. Select Yes for the CRM Web Link Include ISI and PI (crm_web_link_include_isi_and_pi__v) field on the document in Vault. Ensure Yes is also selected for the Publish for CRM (CLM) (publish_for_web_link__v) field.

Only the following document types and subtypes are supported for ISI and PI documents in Vault:

Vault Type

Document Type

Subtypes

PromoMats

reference__c*
  • important_safety_information__c
  • fpi_full_prescribing_information__c

PromoMats

reference_document__vs
  • important_safety_information__vs
  • prescribing_information__vs
MedComms

medical_library__c*
  • important_safety_information_isi__c
  • prescribing_information__c
MedComms

medical_library__vs
  • important_safety_information_isi__vs
  • prescribing_information__vs

* If this document and its subtypes do not exist in your Vault, create them manually.

To sync ISI and PI documents along with CLM content in CRM, CRM admins must perform the following steps:

  1. Navigate to the CLM Admin Console.
  2. Select Edit for the appropriate Vault connection in the Vault Connection Management section. Populate the Reference Documents WHERE Clause field. This step is optional.

  3. Select View Map for the same Vault connection.
  4. Select Compare CRM to Vault to update the field mappings.
  5. Ensure Vault_ISI_Document_Id_vod and Vault_PI_Document_Id_vod display in the System Mapping section. Since Related ISI and PI are relationships in Vault, these fields are not mapped to any Vault fields.
  6. Select Return to Previous Page.
  7. Select Sync in the CLM Subscription History section.
    • A Reference_Document_vod record is created for each available ISI document and PI document. The ISI_vod and PI_vod fields on CLM_Presentation_vod and Key_Message_vod records are populated with the associated Reference_Document_vod records.

      For each combination of language and product for an ISI document, for example, English and Cholecap, only one Reference_Document_vod record is created. Similarly, for each combination of language and product for a PI document, only one Reference_Document_vod record is created.

  8. Confirm the ISI_vod and PI_vod lookup fields on each CLM_Presentation_vod and Key_Message_vod record are populated with the Reference_Document_vod records that have the same Language_vod and Product_vod values, including empty values.

Viewing Associated ISI and PI Documents for CLM Content in the HCP Content Player

When an HCP selects the web link for CLM content with associated ISI or PI documents, the content displays in the HCP Content Player in the browser and the associated ISI and PI documents for each slide are available as links below the slide in the bottom left corner of the window.

Selecting the link for an ISI or PI document displays the document in a new tab. Views and downloads of the documents are tracked on Message_Activity_vod records in CRM.

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