To configure this feature:

1. Ensure the following configuration is complete:
   • Configuring Call Sampling
   • Configuring Products for Call Sampling
   • Configuring Sample Requests (BRCs), if using BRCs
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	Field	Field Permission
   call2__v	CRED	All appropriate object types	sample_opt_in__v	Edit
   consent_template__v	CRED	sample_consent_template__v	calendar_effective_date__v end_date__v expiration_threshold__v expiration_type__v start_date__v	Edit
   multichannel_consent__v	CRED	sample_consent__v	account__v capture_datetime__v external_id__v (optional) mobile_id__v opt_expiration_date__v opt_type__v sample_consent_template__v sample_consent_template__v_data__v signature__v signature_datetime__v signature_id__v	Edit

6. Grant View permission to the sample_opt_in__v object control on the call2__v object.
7. Navigate to Admin > Configuration > Tabs.
8. Create a tab for the consent_template__v object and grant access to admins.

To configure this feature:

1. Ensure the following configuration is complete:
   • Configuring Call Sampling
   • Configuring Products for Call Sampling
   • Configuring Sample Requests (BRCs), if using BRCs
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	Field	Field Permission
   call2__v	at least CRE	All appropriate object types	sample_opt_in__v	Edit
   consent_template__v	R	sample_consent_template__v	calendar_effective_date__v end_date__v expiration_threshold__v expiration_type__v start_date__v	Read
   multichannel_consent__v	CRE	sample_consent__v	account__v capture_datetime__v external_id__v mobile_id__v opt_expiration_date__v opt_type__v signature__v signature_datetime__v signature_id__v	Edit

6. Grant users View permission to the sample_opt_in__v object control on the call2__v object.
7. Navigate to Admin > Configuration > Objects > call2__v.
8. Select the Layouts tab.
9. Add the sample_opt_in__v object control to the details__c section on the appropriate call2__v layouts.

10. Enable the No Sample License No Signature section attribute for the samples_section__v app section on the appropriate call2__v layouts (optional). The No Sample License No Signature section attribute disables the requirement to capture a signature for individual sample disbursements, in addition to disabling state and license validation checks.

11. Navigate to Business Admin > Objects > vmobile_object_configuration__v.
12. Enable the following VMOC for the appropriate platforms:
    

    VMOC	Sync Type	WHERE clause	Lookup
    multichannel_consent__v	Full Sync	n/a	account__v

To define how long sample opt-in signatures stay valid, admins create a record on the consent_template__v object. Depending on regulatory requirements and organization policies, expiration dates are based on either the date of the last signature (rolling) or a specific date range (calendar).

Setting a Rolling Expiration Date

By default, all signatures captured with rolling expiration dates expire two years from the date of the signature capture. To define rolling expiration dates for sample opt-in, based on the individual account’s last signature capture:

1. Navigate to Business Admin > Objects > consent_template__v.
2. Create a new consent_template__v record.
3. Enter the appropriate Consent Template Name and Start Date.
4. Select Rolling from the Expiration Type picklist.
5. Enter the number of months past capture that signatures remain valid in the Expiration Threshold field. For example, if the Expiration Threshold is set to 12, then each sample opt-in signature expires 12 months after it is captured.
6. Select Save.

Setting a Calendar-Based Expiration Date

To set a calendar-based expiration date for all sample opt-in signatures:

1. Navigate to Business Admin > Objects > consent_template__v.
2. Create a new consent_template__v record.
3. Enter the appropriate Consent Template Name and Start Date.
4. Select Calendar from the Expiration Type picklist.
5. Enter the number of months past capture that signatures remain valid in the Expiration Threshold field.
6. Select the Calendar Effective Date to set the starting date for the consent period. For example, if the Calendar Effective Date is set to 01-01-2024 and the Expiration Threshold is set to 12, all sample opt-in signatures expire on 12-31-2024 and every 12 months after.
7. Select Save.

For end users to disburse samples, the account must have a valid sample opt-in signature if any of the following product types are on the call report:

• Sample
• BRC
• Alternative Sample

To capture an HCP’s signature for sample opt-in, select the sample opt-in banner on the call report.

For group calls with unique activities enabled, the warning displays below the corresponding attendee’s name. Each attendee must have a valid sample opt-in signature in order to receive samples.

From the sample opt-in signature page, capture the HCP signature, then select Save to submit the signature. If a marketing banner is configured, it displays on the signature page.

Once the sample opt-in signature is saved, users do not need to capture the HCP’s signature for sampling until the sample opt-in expires, or unless they disbursed controlled substances on the call.

If users capture controlled substance samples on a call report for an account with valid sample opt-in, the sample signature page displays the controlled substances samples along with all other samples selected on the call report.