Displaying Sample Warning Indicators
Sample warning indicators help users proactively manage their sample inventory to avoid sample waste, running out of samples, or inadvertently disbursing a sample that is about to expire. These indicators display on the call report if a user’s inventory of a particular sample lot is running low or if the sample lot is nearing expiration.
Validation Disclaimer
On the Windows (Beta) platform, this feature is released without validation for sampling. The feature requires enablement and does not affect other Vault CRM functionality. It was 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?
- End Users — iPad, iPhone, Windows (Beta) (Browser coming soon)
- Viewing Sample Warning Indicators
- Users do not require an additional license
Configuring Sample Warning Indicators for
End Users
To configure this feature:
- Ensure the following configuration is complete:
- Navigate to Business Admin > Objects > veeva_settings__v.
- Populate either or both of the following Veeva Settings, depending on the desired warnings:
- sample_lot_quantity_warning_threshold__v - Populate the sample_lot_quantity_warning_threshold__v Veeva Setting with the number of remaining samples to trigger a warning. For example, if the setting is populated with 20, a warning displays when there are 20 or fewer units of a sample lot in the user’s sample inventory.
- sample_lot_expiration_warning_threshold__v - Populate the sample_lot_expiration_warning_threshold__v Veeva Setting with the number of days before expiration to trigger a warning. For example, if the setting is populated with 30, a warning displays when there are 30 or fewer days between the current date and the sample lot's expiration date.
Customizing Sample Warning Text
To customize the warning text displayed to end users, edit the sample_lot_qty_warning_text and sample_lot_exp_warning_text Veeva Messages:
- sample_lot_qty_warning_threshold - If the quantity remaining of the sample lot is less than or equal to the value of this setting, the warning displays
- sample_lot_exp_warning_threshold - If the number of days between the current date and the expiration date of the sample lot is less than or equal to the setting, the warning displays
The warning text is controlled by the sample_lot_qty_warning_text and sample_lot_exp_warning_text Veeva Messages. The message text accepts a single parameter that is replaced by the quantity remaining and the expiration date, respectively.
Example: Remaining: {0}
Do not remove the single parameter, {0}, from the Veeva Message text. This parameter displays the quantity remaining and the expiration date, respectively. For example, the default message text for the sample lot quantity warning is Remaining: {0}. In the warning displayed to users, {0} is replaced by the remaining quantity.
Viewing Sample Warning Indicators as
End Users
Sample warning indicators display in the sample dialog when users select samples lots, and on the call report:
On the call report, a warning icon displays in line with the quantity heading above the quantity field. Selecting the icon displays the applicable sample warning messages:
