Paper-Based Sampling
Paper-based sampling is available to capture signatures for organizations that do not use Vault CRM mobile applications, or as a back-up method of sampling if an account is unwilling or unable to sign via electronic signature capture. This provides additional flexibility in call reporting and can help users meet compliance and regulatory requirements for signature capture, even if mobile devices are unavailable.
Validation Disclaimer
Call Sampling features are released without validation. Call Sampling requires enablement and does not affect other Vault CRM functionality. Call Sampling features were extensively tested by our QA team during the development and release process and will go through validation at a later date.
Who can use this feature?
- iPad, iPhone, Windows Users (Browser coming soon)
- Users do not require an additional license
- Business Admin Users, End Users
Configuring Paper-Based Sampling for
All Users
To configure this feature, ensure the following configuration is complete:
Using Paper-Based Sampling as
Business Admin Users
To reduce data issues resulting from invalid sample card numbers, business admins can create regular expressions enforcing a specific number format for sample card and sample send card numbers.
(See Configuring Call Sampling for more information on enabling this functionality.)
The following Veeva Messages are used to enforce a number format:
- sample_card_reg_express - validates and enforces formats for sample cards
- sample_send_card_reg_express - validates and enforces formats for sample send cards
An error message displays if users attempt to save or submit a call report with an invalid sample card or sample send card number format.
End Users
With paper-based sampling, users generate a paper receipt for the sample recipient to sign. The paper receipt references a corresponding sample card number, which users enter on the call report in lieu of an electronic signature. The sample card number enables Vault CRM to generate disbursement sample transaction records, so that other Call Sampling and Sample Management functionality works as intended.
Paper-based sampling is available for the following product types:
- Sample product
- BRC product
- Alternative sample product
- High value promotional item
To use paper-based sampling:
- Select the appropriate products on the call report.
- Capture the HCP signature on a paper sample receipt.
- Enter the corresponding sample card number in the Sample Card # field on the call report. If an HCP requests a sample request/BRC, use the Sample Send Card # field instead.
To use a sample send card number, users must select at least one BRC product on the call report.
Users can edit the Sample Card # or Sample Send Card # fields until they submit the call report.
