To configure this feature for business admins:

1. Ensure the following configuration is complete:
   • Configuring Call Sampling
   • Configuring Products for Call Sampling
   • Configuring Sample Requests (BRCs), if using BRCs

   In order to receive controlled substance samples, an HCP must have a samples_state_credential_settings__v record that matches the state and product schedule of the sample being disbursed. Ensure all appropriate HCP accounts have samples_state_credential_settings__v records for the states where they are licensed to receive controlled substance samples.

2. Ensure business admins have at least the following permissions (if not already granted in Configuring Call Sampling):
   

   Object	Object Permission	Object Types	Fields	Field Permissions
   address__v	CRED	companymaintained__v repmaintained__v	dea__v dea_expiration_date__v dea_schedule__v dea_status__v	Edit
   call2__v	CRED	call_report__v	address__v dea__v dea_expiration_date__v ship_dea__v ship_dea_expiration_date__v	Edit
   sample_transaction__v	R	adjustment__v disbursement__v receipt__v return__v transfer__v	dea__v dea_expiration_date__v	Edit

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

   In order to receive controlled substance samples, an HCP must have a samples_state_credential_settings__v record that matches the state and product schedule of the sample being disbursed. Ensure all appropriate HCP accounts have samples_state_credential_settings__v records for the states where they are licensed to receive controlled substance samples.

2. Ensure users have the following permissions (if not already granted in Configuring Call Sampling):

   Object	Object Permission	Object Types	Fields	Field Permissions
   address__v	R	repmaintained__v	dea__v dea_expiration_date__v dea_schedule__v dea_status__v	Read
   call2__v	CRE	call_report__v	address__v dea__v dea_expiration_date__v	Edit
   sample_transaction__v	R	n/a	dea__v dea_expiration_date__v	Read

3. Grant users access to the address_dea_status__v field control on the call2__v object, and place the control on the appropriate call2__v layouts (optional; enables a DEA status indicator on the call report).

4. Place the following fields on the appropriate call2__v layouts:

   • dea__v
   • dea_expiration_date__v
5. Select the enable_dual_license_check__v Veeva Setting check box (optional). This ensures validation runs on both the HCP’s DEA license and state license, if configured.
6. Populate the following fields on the appropriate accounts’ address records:
   • dea__v
   • dea_expiration_date__v
   • dea_schedule__v
     • Populate the dea_schedule__v field with a comma-delimited list of the schedules the account can receive for the designated DEA License

       Ensure the text for DEA schedules is consistent across all areas where schedules are specified. In order for an account to receive a product, the schedule associated to the controlled substance sample must be an exact, literal match to one of the schedules listed in the dea_schedule__v field.

   • dea_status__v

Permission for dea_license_address__v field on the address__v object is not required. The DEA Address fields on the call report are copied from name__v (Address Line 1), address_line_2__v, city__v, state_province__v, zip__v, and zip_4__v on the address__v record, not from the dea_license_address__v field.

If the address record is locked, only administrators can edit these fields.

Users must also capture DEA license information for sample requests/BRCs of controlled substances. To enable sample requests/BRCs of controlled substances, complete the following additional configuration:

1. Ensure end users creating sample requests/BRCs have the following additional field permissions:

   Object	Object Permission	Object Types	Fields	Field Permissions
   call2__v	CRED	call_report__v	ship_dea__v ship_dea_expiration_date__v	Edit

2. Add the following fields to the appropriate layouts on the call2__v object:

   • ship_dea__v
   • ship_dea_expiration_date__v

If an HCP is licensed to receive controlled substances, users add controlled substance sample products to the call report through the same controls as regular sample products/BRCs. See Selecting Products for more information.

Validating DEA License Information

Additional validation helps ensure disbursements of controlled substances comply with the more stringent regulations for controlled substance sampling. In addition to the default validation criteria for Saving a Call with Samples, Validating Samples on Signature Capture, and Submitting a Call with Samples, controlled substance sampling must meet the following requirements:

• The call address/ship-to address and the DEA Address for the selected person account must match exactly
• The DEA license number must follow a specific format, which is enforced via an algorithm check when the account signs for controlled substances
• The signing account’s DEA Status must be set to Valid
• The license’s DEA Expiration Date must be greater than the current date
• The DEA Expiration Date must be valid for the DEA Address
• The schedule associated to the controlled substance sample must be an exact, literal match to one of the schedules listed in the dea_schedule__v field on the account’s address__v record
• The signing account must have a samples_state_credential_setting__v record matching their account credentials, the call address/ship-to address state, and the product schedule of any samples/BRCs on the call report

• If the enable_dual_license_check__v Veeva Setting is enabled, the HCP must have valid state license information for the call addresses’ state
• If Samples State Settings are enabled, the state and delivery mechanism for the sample/BRC cannot be included in the list of restrictions

Using the DEA Sample Status Indicator

If the address_dea_status__v field control is added to the call report layout, DEA status indicators display in the appropriate Address picklists and on the call report. This gives users a visual reminder of whether or not the HCP can receive controlled substance samples for the specific address.