Displaying Events in My Schedule
- Browser
- iPad
To avoid scheduling conflicts, users can view Events Management and Medical Events in My Schedule if they are the event owner or an attendee.
Prerequisites
- Ensure initial configuration is complete before enabling this functionality
- Ensure Event Start and End Times in Events Management and Medical Events
- Ensure Configuring Medical Events is complete, if using Medical Events
- Ensure Configuration for Events Management is complete, if using Events Management
Configuring Events in My Schedule
To enable events in My Schedule:
- Select the ENABLE_SCHEDULE_MEDICAL_EVENT_vod Veeva Setting check box.
- Ensure there is an active VMOC for the Medical_Event_vod object for offline platforms.
Viewing Medical Events in My Schedule
Events display in My Schedule’s Agenda View, Week View, and Map View. To view or edit the event, select the event detail popover.
Events where the status is Rejected or Canceled do not display.
To record a call related to the event, select Record a Call from the More Actions menu in Agenda View.
Platform Specific Details
iPad and iPhone
In My Schedule’s Agenda View, the following event details display for Events Management events:
- Name
- Location
- Start date/time
- End date/time
- Product
- Owner, if the current user is not the owner (iPad only)
- Record type
- Event format icon (for virtual, hybrid, or Engage events only)
For Medical Events, only the following event details display:
- Location
- Owner, if the current user is not the owner (iPad only)
- Record type
Browser and iPad
On the Browser platform, and in My Schedule's Week View and Map View on the iPad platform, the event details popover displays the following information for Events Management entries:
- Name
- Location
- Start date/time
- End date/time
- Record type
- Program type
- Event format
- Owner, if the current user is not the owner
- Speakers (Speakers with status of Rejected_vod are not displayed)
- Status
For Medical Events, only the following details display:
- Location
- Start date and time
- End date and time
- Record type
- Owner, if the current user is not the owner
If the fields for additional event details are not completed on the Event_vod or Medical_Event_vod record, or users do not have at least Read FLS to the fields, then the fields do not display on the event entry or in the event details popover.
iPad
In My Schedule’s Week View and Map View, the entry displays an abbreviated version of the event information. The event details popover resizes to fit the available fields. For Events Management events, a video icon displays on the entry if the Event_Format_vod is Virtual_vod or Hybrid_vod. If the event format is In_Person_vod, an icon does not display on the entry.
In My Schedule’s Map View, account-based events with addresses are plotted on the map. The map pin displays the event time. When there are multiple calls or events at the same address, the number of entries displays next to the event time.
In Map View, plotting for venue and location based events is not supported. If only the Venue_vod or Location_vod fields are populated, the event or Medical Event is not plotted on the map.
All dates and times display in the device’s time zone. Local Time and Local Time Zones are not supported in My Schedule.
Sending an Address to Maps for Event and Medical Events
iPad users can send event addresses to maps from My Schedule. To send an address to a navigation app from an event or medical event, select the entry in My Schedule. If the Address_vod or Location_vod fields on the EM_Event_vod or Medical_Event_vod record are populated, an address hyperlink displays. This functionality is available for account-based Events Management events, account-based medical events, and venue-based events.
Select the address hyperlink to open the address in Apple Maps or Google Maps. If only Apple Maps is installed on the user’s device, Apple Maps opens by default.
