Business Event Tracking relies on the following components:

Business Event Schedule (business_event_schedule__v)

This object serves as the blueprint for the tracking process. It defines the rules and cadence for how tasks are generated, including the timing between visits, how long a task window remains open, and whether certain preliminary visits are required before ongoing monitoring begins.

Business Event (business_event__v)

This object is used for the high-level record that defines a specific monitoring initiative, for example, an EPPV or PI event. It acts as the parent record for the entire process, holding the general details, the associated product, and the overall start and end dates for the monitoring effort.

Business Event Target (business_event_target__v)

This object is used for records identifying the specific accounts—for example, healthcare professionals or organizations—that are included in a Business Event. It tracks the status for that specific account (in progress, completed, or canceled) and helps business admins manage who is assigned to cover that target.

Business Event Task (business_event_task__v)

This object contains records for the individual, actionable items that end users complete to fulfill regulatory requirements. Each task represents a specific visit type—for example, Pre-Explanation or Ongoing Monitoring visit—and includes specific deadlines to ensure the user stays compliant with the tracking schedule.

To configure this module:

1. Ensure the following configuration is complete:
   • Configuring Accounts
   • Configuring the Product Catalog
   • Configuring Call Planning (to view Business Events in My Schedule)
2. Navigate to Admin > Users & Groups > Permission Sets.
3. Select the appropriate permission set.
4. Select the Objects tab.

5. Grant the following permissions:

   Object	Object Permission	Object Types	Fields	Field Permission
   business_event__v	CRED	eppv__v pi__v	All editable fields	Edit
   business_event_schedule__v	CRED	eppv__v pi__v	All editable fields	Edit
   business_event_target__v	CRED	eppv__v pi__v	All editable fields	Edit
   business_event_task__v	CRED	eppv__v pi__v	All editable fields	Edit

6. Navigate to Admin > Configuration > Objects > business_event__v > Object Types.
7. Enable the reassign_owners__v action for all appropriate object types.
8. Navigate to Admin > Configuration > Objects > business_event_target__v > Object Types.
9. Enable the reopen_target__v action for all appropriate object types.
10. Navigate to Admin > Configuration > Objects > business_event__v > Layouts.
11. Place the allow_cancellation__v and business_event_schedule__v fields on the business_event__v layout.
12. Navigate to Admin > Configuration > Objects > business_event_target__v > Layouts.
13. Place the following fields on the business_event_target__v layout (optional):
14. assignee__v
15. child_account__v
16. pharmacy__v

To configure this module:

1. Ensure the following configuration is complete:
   • Configuring Accounts
   • Configuring the Product Catalog
   • Configuring Call Planning (to view Business Events in My Schedule)
2. Navigate to Admin > Users & Groups > Permission Sets.
3. Select the appropriate permission set.
4. Select the Objects tab.

5. Grant the following permissions:

   Object	Object Permission	Object Types	Fields	Field Permission
   business_event__v	R	eppv__v pi__v	active__v allow_cancellation__v business_event_status__v created_by__v created_date__v description__v end_date__v modified_by__v modified_date__v name__v product__v start_date__v	Read
   business_event_target__v	CRE	eppv__v pi__v	account__v assignee__v business_event__v child_account__v (optional) created_by__v created_date__v modified_by__v modified_date__v name__v	Read
   			canceled_date__v cancellation_reason__v target_status__v	Edit
   business_event_task__v	CRE	eppv__v pi__v	account__v business_event__v business_event_target__v child_account__v (optional) created_by__v created_date__v end_date__v modified_by__v modified_date__v name__v ownerid__v start_date__v task_type__v	Read
   			call2__v channel__v completed_by__v completed_date__v task_status__v	Edit

6. Grant end users Execute permission to the complete_task__v and cancel_task__v actions on the business_event_task__v object.
7. Grant end users Execute permission to the business_event_tasks_section__v object control on the call2__v object.
8. Navigate to Admin > Configuration > Objects > business_event_task__v > Object Types.
9. Enable the complete_task__v and cancel_task__v actions for all appropriate object types.
10. Navigate to Admin > Configuration > Objects > call2__v > Layouts.
11. Place the business_event_tasks_section__v object control on the call2__v layout.
12. Navigate to Admin > Operations > business_events_job__v.

13. Set the Business Events Job status to Active and specify the job’s daily run schedule. The job creates Business Event Tasks for end users, based on admin-defined Business Event Schedules.

    The job runs on a daily schedule and cannot be configured to run hourly.

14. Navigate to Business Admin > Objects > VMobile Object Configurations.

15. Ensure the following VMOCs are active for the appropriate platforms:

    • business_event__v
    • business_event_target__v
    • business_event_task__v
16. Create Business Event Records for the applicable EPPV or PI business events.

Displaying Business Events Records on Accounts

Optionally, users can be configured to access Business Event Target or Business Event Task records from Account layouts:

1. Navigate to Admin > Configuration > Objects > account__v > Layouts.
2. Place either or both of the following Related Object sections on the layout:

• business_event_target__v
• business_event_tasks__v

Customizing Cancellation Reasons

Users must select a cancellation reason when canceling Business Event Tasks for a target. The following cancellation reasons are provided by default:

• Wrong Affiliation (wrong_affiliation__v)
• Patient Stopped Treatment (patient_stopped_treatment__v)
• No Purchase (no_purchase__v)

To modify the list of cancellation reasons, edit the picklist field options available for the cancellation_reason__v field on the business_event_target__v object. For more on editing picklist field options, see Managing Picklists on the Vault platform help.

Business admin users create records for:

• Business Event Schedule - Define the frequency and characteristics of monitoring visits
• Business Events - Define the events requiring monitoring visits
• Business Event Targets - Define the accounts or child account requiring monitoring visits as part of the event

With the next run of the Business Events job, these records are used to generate Business Event Tasks for users to complete.

Business Event Schedule Records

To create a Business Event Schedule:

1. Navigate Business Admin > Objects > Business Event Schedule.
2. Select Create.

3. Select the Business Event Schedule Type (EPPV or PI).

   To match PI monitoring requirements, only a single task is created in PI schedules.

4. Select Continue.

5. Complete the following fields:

   • Pre-Explanation Required - Select this checkbox if a pre-explanation visit is required before ongoing monitoring tasks are created for EPPV events
   • Task Duration - Define the number of days each task window remains open
   • Phase 1 Task Interval - Define the number of days between Phase 1 ongoing monitoring tasks (typically 14 days)
   • Phase 2 Task Interval - Define the number of days between Phase 2 ongoing monitoring tasks (typically 28–30 days)

6. Select Save.

Business Event Records

To create a Business Event record:

1. Navigate Business Admin > Objects > Business Events.
2. Select Create.
3. Select the Business Event Type (EPPV or PI).
4. Select Continue.

5. Complete the following fields:

   • Business Event Name - Enter a descriptive name
   • Start Date - Monitoring period start date
   • End Date - Monitoring period end date
   • Product - Applicable product
   • Business Event Schedule - Applicable schedule
   • Product Launch Date - For EPPV Business Events; date the product was launched
   • Issue Date - For PI Business Events; date the new PI information was issued
   • Allow Cancellation (optional) - Select the Yes radio button to enable users to cancel tasks for targets in this event
6. Select the Active checkbox.
7. Select Save.

Business Event Target Records

To create a Business Event Target record:

1. Navigate Business Admin > Objects > Business Event Targets.
2. Select Create.

3. Select the Business Event Target Type (EPPV or PI).

   The Business Event Target Type must match the Business Event Type for the associated Business Event.

4. Select Continue.

5. Enter at least the following information:

   • Business Event - Select the appropriate event
   • Account - Select the appropriate account
   • Child Account (optional) - Select the appropriate child account, if Child Accounts are enabled

   Ensure the child account’s parent is selected in the Account field on the Business Event Target record.

   • Pre Explain Date (optional) - Define a specific date when the target’s Pre-Explanation task is due, if applicable

   If Pre-Explanation Required is selected on the Business Event and the Pre Explain date is left blank, the system automatically sets the Pre Explain date to the end date of the task generated by the Business Events job.

   • Assignee (optional) - If there is a specific user that is responsible for the target, select that user as the assignee. If an assignee is not selected, it is automatically assigned according to the following criteria:
   • Active users who have territory alignment to the account and access to the product via My Setup Products are considered as potential assignees
   • If more than one user meets this criteria, the user highest in the territory hierarchy is selected as the assignee
   • If no user meets these criteria, the account owner is selected as the assignee
   • Purchase Date (optional) - If the account has made a purchase, select the appropriate purchase date. This field can be populated at any time and drives creation of Ongoing Monitoring tasks for EPPV targets.
   • Pharmacy (optional) - If the applicable product order was placed through a pharmacy, select a value to associate the Pharmacy account for record keeping

6. Select Save.