Validating Samples on Signature Capture

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Validating Samples on Signature Capture

Validation helps ensure users’ sampling activity complies with regulatory requirements and organization sampling policies. Validation automatically occurs when a user selects an account as a sample signee and when the signee’s signature is saved.

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
End Users

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Configuring Validating Samples on Signature Capture for

Using Validating Samples on Signature Capture as

End Users

Product Type	Validation Criteria for Signature Capture
Sample/Alternative Sample	A sample or alternative sample product must be selected	Quantity field must be populated with a positive, whole number The number of products is below the call sample limit (set in the MAXIMUM_SAMPLES or iPad Maximum Samples Veeva setting)	The HCP license has not expired The HCP license is valid for sampling at the call address
BRC	The Product, BRC, and Ship To Address fields must be populated		The HCP license is valid for sampling at the selected Ship To Address If samples, alternative samples, or high value promotional items are on the call report in addition to BRCs, the HCP must have a valid license for both the call address and the Ship To Address
High Value Promotional Item	Product and Item fields must be populated		n/a - license not required
Promotional Item/Custom	n/a - signature and license not required