To configure this feature, ensure Configuring Business Event Tracking is complete and Business Event Schedules are defined.

To help users plan their visits to HCPs based on EPPV/PI deadlines, a Business Events section displays in My Schedule between the Cycle Plan and List View sections. It lists the names of active Business Events where the current user is assigned to at least one target. Users can simply drag and drop relevant accounts from this menu to My Schedule to schedule calls.

To schedule calls for Business Event Targets:

1. Navigate to My Schedule.

2. Select the Account Views and Lists dropdown.

   

3. Select a specific Business Event to filter the account list.

   

   Account cards display for each active Business Event target assigned to the current user, where the target status is not complete, reopened, or canceled. Each card displays:

• Account name (or child account name, if child accounts are enabled)
• Due Date — the end date of the earliest open task
• Task Type — the type of the upcoming task

4. Drag the account onto the calendar to schedule a call.

   

End users can complete open business events from two entry points: the call report, and the individual Business Event Task record.

On the Browser platform, Business Event Tasks are not currently available on Unique Activities group calls.

Completing Open Business Events from the Call Report

The Business Event Tasks section displays on the call report when there are open tasks for the call's account and date. Tasks display when their start date is on or before the call date, their end date is on or after the call date, and the current user is the task owner.

To complete a Business Event Task from the call report:

1. Open or create a call report for the relevant account.
2. Locate the task card in the Business Event Tasks section. Each card displays the business event name, product, task type, and end date.
   
   
3. Select the checkbox on the task card to mark the task for completion.
   
   
4. Save or Submit the call report.

On save, the task is linked to the call. On submit, the task status is updated to Completed and the target status is updated accordingly. If a pre-explanation task is completed, the target status updates to Pre-Explanation Complete. If an ongoing monitoring task is completed, the target status updates to In Progress.

If the call date, location, or primary attendee changes and a selected task no longer meets the display criteria, a dialog prompts you to confirm before proceeding. Selecting Continue removes the affected task from the call report. Selecting Cancel keeps the call report unchanged.

Completing Open Business Events from the Record

To complete a Business Event Task from the task record:

1. Select the All Actions menu for a Business Event Task record (Browser only).
   
   On the iPad platform, cancel and complete options display in the record header.
   
   

2. Select Complete Task.

   On Browser, this action is hidden if the task is in any status besides Not Started. On iPad, the action displays but is not selectable.

   

3. Select Continue to complete the task.

The task status updates to Completed, and the parent target status updates to reflect the completed task type.

End users can cancel Business Event Tasks for targets which are no longer eligible for EPPV/PI visits. For example, when a hospital no longer has any patients receiving a particular product or treatment, future EPPV/PI visits for the product should be canceled.

This action cancels the current Business Event task and all future Business Event tasks for that target.

Canceling Tasks from the Call Report

To cancel Business Event Tasks from the call report:

1. Locate the task card in the Business Event Tasks section of the call report.

2. Select Cancel Task.
   
   

3. Select a Cancellation Reason. For example, Patient Stopped Treatment or No Purchase.

4. Save or Submit the call report.

The selected task and all future Business Event Tasks for that target are canceled when the call report is saved or submitted. The records remain in Vault CRM but do not display as tasks for end users.

Canceling Tasks from the Target Record

To cancel Business Event Tasks from the target record:

1. Select the All Actions menu for a Business Event Target record (Browser only).
   
   On the iPad platform, cancel and complete options display in the record header.
   
   

2. Select Cancel Task.

   

3. Select a Cancellation Reason. For example, Patient Stopped Treatment or No Purchase.

4. Select Cancel Task (Browser only; on the iPad platform, tasks are canceled after selecting the Cancellation Reason).

The selected task and all future Business Event Tasks for that target are canceled. The records remain in Vault CRM but do not display as tasks for end users.

After a user cancels a target’s Business Event Tasks, business admin users can reopen the target and its associated tasks if needed. Reopening a target regenerates all Business Event Tasks through the end of the business event, on the next run of the Business Events job.

To reopen a canceled target:

1. Select the All Actions menu for a Business Event Target record.
   
   
2. Select Reopen Target. This option only displays when the target is canceled.
   
   
3. Select Continue to reopen the target.

The target status updates to Reopened, and the cancellation reason and canceled date are cleared. New tasks are created on the next daily job run, picking up from where the canceled tasks left off. When new tasks are generated, the Target Status changes from Reopened to In Progress. If a pre-explanation task was never completed, a new pre-explanation task is automatically generated.

Business admins can use the Reassign action on a Business Event record to recalculate and reassign ownership of all related Business Event Targets and Tasks. This is useful when territory assignments change.

To reassign ownership for Business Events:

1. Select the All Actions menu on a Business Event record.
   
   

2. Select Reassign Owners from the record actions.

   

3. Confirm the reassignment action, or select Cancel to close without making changes.

Owners are reassigned based on the following logic:

• Active users who have territory alignment to the account and access to the product via My Setup Products are considered as potential owners
• If more than one user meets this criteria, the user highest in the territory hierarchy is selected as the new owner
• If no user meets these criteria, the account owner is selected as the new owner

This logic is also used to determine ownership when the assignee is not populated for a Business Event Target.