Sampling without License Restrictions
Users can disburse samples without state and license restrictions for non-US and non-regulated products—for example, over the counter products. In many countries, users can disburse samples to any person account, or business account with an attendee, regardless of license information for the account.
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 — Browser, iPad, iPhone, Windows (Beta)
- Using Sampling without License Restrictions
- Users do not require an additional license
Configuring Sampling without License Restrictions for
End Users
To configure this feature:
- Ensure the following configuration is complete:
- Navigate to Admin > Configuration > Objects > call2__v > Layouts.
- Enable the No Sample License section attribute for the samples_section__v on the appropriate call2__v layouts, to bypass state and license validation checks. Signature capture is still required.
- Enable the No Sample License No Signature section attribute for the samples_section__v on the appropriate call2__v layouts, to disable the requirement to capture a signature for sampling in addition to disabling state and license validation checks (optional).
Using the No Sample License section attribute overrides the enable_sample_card_license_check__v Veeva Setting for validating license information from sample cards.
To disable validation checks but make signature capture optional, use the Non-PDMA Sampling section attribute instead. See Sampling Non-PDMA Regulated Products for more information.
Creating Custom Formulas for Sample Status
If license information is not being captured or used, customizing sample status formulas provides customers with an alternate way of calculating HCPs’ sample statuses. Even though license information is not required when using the No Sample License or No Sample License No Signature section attributes, accounts must still have a valid sample status in order to receive samples or sample requests/BRCs.
To change how sample status is calculated, admins can modify the formulas in the license_valid_to_sample__v or sample_status__v fields on the address__v object to read from a custom field on the address object, instead of from license fields. Modifying these formulas to read from a custom field bypasses the need for license information in determining sample status.
For example, the following formula modifies the license_valid_to_sample__v field to read values directly from the sample_status__v picklist, instead of calculating sample status from license fields:
IF( sample_status__v = "Valid", "Valid", "Invalid")
All practitioners with valid status can receive samples; invalid status means they cannot receive samples.
Using Sampling without License Restrictions as
End Users
When either the No Sample License or the No Sample License No Signature section attributes are enabled for the call report, the following validation checks are disabled for sample and BRC products:
- For individual calls, validation of state license/DEA information
- For group calls, validation of state license/DEA information and verification of a match between the call location state and the sample recipient’s address state
- For Swapping the Signee, validation of state license/DEA information
- For BRCs, validation of state license/DEA information for the Ship To Address
Using No Sample License or No Sample License No Signature section attributes does not bypass the license_valid_to_sample__v or sample_status__v fields; even though license information is not required, accounts must still have a Valid sample status in the license_valid_to_sample__v and sample_status__v fields in order to receive samples or sample requests/BRCs. For information on changing how sample status is calculated, see Creating Custom Formulas for Sample Status. For information on sampling without any signature, license, or sample status requirements, see Sampling Non-PDMA Regulated Products.
