Sampling Non-PDMA Regulated Products
Users can disburse non-PDMA product samples without capturing a signature or sample card number. Products not included in PDMA (Prescription Drug Marketing Act) regulations, for example, over the counter products, have less stringent requirements for sampling and HCP licensure. License information is not required; accounts do not need a value of Valid in the license_valid_to_sample__v and sample_status__v fields on the address__v object to receive samples, unlike when Sampling without License Restrictions is enabled. This functionality enables users to bypass license and signature requirements on the call report, while still using Sample Inventory, Sample Transactions, and all other sample functionality.
Validation Disclaimer
On the Browser 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?
- Browser, iPad, iPhone Users
- Users do not require an additional license
- End Users
Configuring Sampling Non-PDMA Regulated Products for
End Users
To configure this feature:
- Ensure the following configuration is complete:
- Navigate to Admin > Configuration > Objects > call2__v > Layouts.
- Enable the Non-PDMA Sampling section attribute for the samples_section__v section on the appropriate call2__v layouts.
- Remove the sample_card__v and signature_date__v fields from the appropriate call2__v layouts.
Using Sampling Non-PDMA Products as
End Users
Users can save and submit call reports without capturing a signature or sample card number for product disbursements. If a user has only one sample lot record for a specific product and non-PDMA sampling is enabled, the sample lot number field on the call report automatically defaults to the one available sample lot. On group calls, users can select any call attendee as the sample recipient. For more on sample recipient selection, see Selecting Sample Recipients on a Group Call.
Non-PDMA sampling applies to the following product types, which typically require signature capture:
- BRCs
- For BRC disbursements, users can select any active address as the ship-to address
- Samples
- Alternative Samples
- High Value Promotional Items
