Capturing Acknowledgement of Content

Sample Admin Users

To configure this feature for sample admin users:

Ensure the following configuration is complete:
- Configuring Sample Management
- Configuring the My Alerts Component (optional; for My Alerts entry point)
Navigate to Admin > Users & Groups > Objects > Permission Sets.
Select the appropriate permission set.

Grant sample admin users the following additional permissions:

Object	Object Permission	Object Types	Field	Field Permission
content_acknowledgement__v	CRED	call__v	account__v alert_created__v alert_duration__v aoc_due_date__v call_reference__v call_text__v content_acknowledgement_status__v create_alert__v created_by__v created_date__v credentials__v delivery_date__v disclaimer__v external_id__v global_id__sys id legacy_crm_id__v lifecycle__v mobile_id__v modified_by__v modified_date__v name__v not_received__v object_type__v order_id__v ownerid__v received_by__v received_by_firstname__v received_by_lastname__v received_by_middle__v received_title__v request_receipt__v ship_address__v ship_address_line_1__v ship_address_line_2__v ship_assmca__v ship_cds__v ship_city__v ship_country__v ship_date__v ship_dea__v ship_license__v ship_location__v ship_state__v ship_state_distributor__v ship_zip_4__c ship_zip__v signature__v signature_date__v state__v status__v unlock__v	Edit
content_acknowledgement__v	CRED	call__v	link__sys stage__sys state_stage_id__sys	Read
content_acknowledgement_item__v	CRED	call__v	account__v aoc_signature_date__v content_acknowledgement__v created_by__v created_date__v distributor__v external_id__v id legacy_crm_id__v lifecycle__v lot__v manufacturer__v mobile_id__v modified_by__v modified_date__v name__v object_type__v product__v product_name__v received_quantity__v ship_quantity__v state__v status__v tracking__v u_m__v	Edit
content_acknowledgement_item__v	CRED	call__v	global_id__sys link__sys stage__sys state_stage_id__sys	Read

Navigate to Admin > Users & Groups > Permission Sets.
Select the appropriate permission set.
Navigate to Objects > content_acknowledgment__v > Object Action Permissions.
Grant sample admin users Execute access to the aoc_unlock__v action on the content_acknowledgement__v object.
Navigate to Admin > Configuration > Tabs.
Create a tab for the content_acknowledgement__v object and grant sample admin users access to the tab.

End Users

To configure this feature:

Ensure the following configuration is complete:
- Configuring Sample Management
- Configuring the My Alerts Component (optional; for My Alerts entry point)
Navigate to Admin > Users & Groups > Objects > Permission Sets.
Select the appropriate permission set.

Grant end users the following additional permissions:

Object	Object Permission	Object Types	Field	Field Permission
content_acknowledgement__v	RE	call__v - Read and Edit access only	content_acknowledgement_status__v disclaimer__v not_received__v received_by__v received_by_firstname__v (optional; needed for FDA sample transparency reporting requirements) received_by_lastname__v (optional; needed for FDA sample transparency reporting requirements) received_by_middle__v (optional; needed for FDA sample transparency reporting requirements) received_title__v request_receipt__v signature__v signature_date__v (optional; needed for FDA sample transparency reporting requirements)	Edit
content_acknowledgement__v	RE	call__v - Read and Edit access only	account__v alert_created__v alert_duration__v aoc_due_date__v call_reference__v call_text__v create_alert__v created_by__v credentials__v delivery_date__v external_id__v global_id_sys id legacy_crm_id__v lifecycle__v link_sys mobile_id__v modified_by__v modified_date__v name__v object_type__v order_id__v owernid__v ship_address__v ship_address_line_1__v ship_address_line_2__v ship_cds__v ship_city__v ship_country__v ship_date__v ship_dea__v ship_license__v ship_location__v ship_state__v ship_state_distributor__v ship_zip_4__v ship_zip__v stage_sys state__v state_stage_id_sys status__v	Read
content_acknowledgement_item__v	RE	call__v - Read and Edit access only	received_quantity__v	Edit
content_acknowledgement_item__v	RE	call__v - Read and Edit access only	account__v aoc_signature_date__v content_acknowledgement__v created_by__v created_date__v distributor__v external_id__v global_id__sys id legacy_crm_id__v lifecycle__v link__sys lot__v manufacturer__v mobile_id__v modified_by__v modified_date__v name__v object_type__v product__v product_name__v ship_quantity__v stage__sys state__v state_stage_id__sys status__v tracking__v u_m__v	Read

Create content acknowledgement and content acknowledgement item layouts using the call__v object type:
- Navigate to Admin > Configuration > Objects > content_acknowledgement__v > Layouts
- Create content_acknowledgement_layout__v layouts using the call__v object type on the content_acknowledgement__v object
- Navigate to Admin > Configuration > Objects > content_acknowledgement_item__v > Layouts
- Create content_acknowledgement_item_layout__v layouts using the call__v object type on the content_acknowledgement_item__v object
Navigate to Business Admin > Objects > VMobile Object Configurations.
Activate content_acknowledgement__v and content_acknowledgement_item__v VMOCs for the appropriate mobile platforms.
Restrict which product types may be added as content acknowledgment items (optional). By default, any type of product may be added as a content acknowledgment item.
- Navigate to Admin > Configuration > Objects > content_acknowledgement_item__v
- Edit the product__v lookup field on the content_acknowledgement_item__v object to include only the appropriate product types
Navigate to Admin > Configuration > Objects.
Select the Do not copy this field in Copy Record check box to prevent field values from being copied across records, for fields on any object (optional). Selecting the check box for a field ensures the field values are not copied when users clone records. By default, the following fields are not copied:
- content_acknowledgment__v object:
- content_acknowledgement_status__v
- signature__v
- signature_date__v
- disclaimer__v
- received_by__v
- received_title__v
- request_receipt__v
- received_by_firstname__v
- received_by_middle__v
- received_by_lastname__v
- not_received__v
- content_acknowledgment_item__v object:
- product_name__v
- received_qty__v

Enabling AOC Home Page Alerts

To notify end users when AOC records are due for signature capture, enable home page alerts:

Navigate to Admin > Operations > Job Definitions.
Select Create.
Enter the following information:
- Title - Create Content Acknowledgement Alerts
- Name - create_content_acknowledgement_alerts__c
- Status - Active
- Type - SDK Job
- Job Owner - Appropriate user owner or group
- Schedule - Appropriate frequency for the job to run
- Vault Time - Appropriate time for the job to begin
- Job - com.veeva.vault.app.vaultcrm.core.contentacknowledgement.jobs.CreateContentAcknowledgementAlertsJob (Create Content Acknowledgement Alerts)

Select Save.
Navigate to Business Admin > Objects > content_acknowledgement__v.
Select the check box for the create_alert__v field on the appropriate content_acknowledgement__v records to automatically create alerts for users when an AOC is due.
Enter the desired number of days for the alert to remain active in the alert_duration__v field on the content_acknowledgement__v record. The alert_duration__v field determines how long AOC alerts created via the create_alert__v check box display. If AOC home page alerts are enabled, the alert_duration__v field must be populated.

Modifying the AOC Due Date

By default, the AOC due date is set to the date the order shipped, plus 14 days. When the due date is reached, a red notification bubble displays on the Acknowledgment of Content item in the More Actions menu. To modify the AOC due date for end users, edit the formula in the aoc_due_date__v field on the content_acknowledgement__v object. For example, to set a due date that is seven days after the order ship date, edit the formula to read: ship_date__v + 7.

Additional Configuration for Custom Layouts

When creating custom layouts for content acknowledgment, complete the following additional configuration:

Navigate to >Admin > Configuration > Objects > content_acknowledgement__v > Layouts.
Select the appropriate layout.
Select Layout Rules > Create.
Create a layout rule to make the content_acknowledgement_status__v field required:
- Use the expression 'true'
- Apply the following display effects for the layout rule:
- Effect: Display as required
- Type: Field
- Value: content_acknowledgement_status__v
Create a layout rule to make the signature_date__v field read-only:
- Use the expression 'true'
- Apply the following display effects for the layout rule:
- Effect: Display as read-only
- Type: Field
- Value: signature_date__v
Create a layout rule to make Received By fields read-only, once a signature is captured:
- Use the expression 'not(IsBlank(signature_date__v))'
- Apply the following display effects for the layout rule:
- Effect: Display as read-only
- Type: Field
- Value: received_by__v, received_by_middle__v, received_by_lastname__v, received_by_firstname__v, received_title__v
Navigate to Admin > Configuration > Objects > content_acknowledgement_item__v > Layouts.
Select the appropriate layout.
Select Layout Rules > Create.
Create a layout rule to make the product__v field required:
- Use the expression 'true'
- Apply the following display effects for the layout rule:
- Effect: Display as required
- Type: Field
- Value: product__v
Create a layout rule to make the received_quantity__v field read-only, once a signature is captured:
- Use the expression 'not(IsBlank(aoc_signature_date__v))'
- Apply the following display effects for the layout rule:
- Effect: Display as read-only
- Type: Field
- Value: received_quantity__v

End Users

When an AOC record is due for signature capture, a red indicator displays under the More Actions menu on the HCP’s Account Detail page. To open the AOC from the alert:

Select the More Actions menu in the upper corner.
Select the Acknowledgement of Content option.

If the My Alerts widget is configured and the Create Content Acknowledgement Alerts batch job is enabled, AOC alerts also display in the My Alerts widget on the home page. Home page AOC alerts only display for content_acknowledgement__v records where the user is the record owner.

To view and open an AOC from My Alerts:

Select the My Alerts widget.
Select the record link from the appropriate AOC alert in the My Alerts list.
Select the Sign icon.

The AOC signature page displays.

If more than one AOC record requires a signature, the signature page for the most recent AOC is displayed first. If a signature disclaimer is configured, the disclaimer displays on the signature page as usual.

On the AOC signature page, the following fields default to the account name and credentials from the corresponding account__v record:

received_by__v
received_by_middle__v
received_by_firstname__v
received_by_lastname__v
received_title__v

The received_quantity__v field defaults to the ship_quantity__v field value from the content_acknowledgment_item__v record. Users can edit these fields on the signature page until the AOC recipient’s signature is captured.

When the AOC information is correct, select the Accept action to accept the signature and lock the AOC signature record. If there are additional AOC records which require signatures, the next AOC signature page automatically displays after signature capture.

When users accept an AOC signature, the AOC record status is updated to completed__v and the corresponding AOC alert no longer displays. Once the content_acknowledgement_status__v and lifecycle_state__v fields are set to completed__v, or the signature_date__v field is populated on a content_acknowledgment__v record, users cannot:

Edit or delete the content_acknowledgment__v record and related content_acknowledgment_item__v records
Add content_acknowledgment_item__v records to the content_acknowledgment__v record

Editing the Received Quantity

If the actual received quantity differs from the expected quantity, select the edit icon next to the received_quantity__v field. A keypad and case calculator display. Enter the appropriate quantity, then select Save.

Marking a Shipment as Not Received

To mark a shipment that was not received:

Select the not_received__v check box on the AOC signature page. When users select the not_received__v check box for an AOC, the received_quantity__v field for all line items on the AOC record is set to 0 and the not_received__v field is marked on the AOC record.
Capture the expected recipient’s signature.
Select Accept.

Editing the AOC Recipient

If the HCP who ordered the shipment did not personally receive the package, users must edit the signature page to reflect the actual shipment recipient—for example, an office manager or front desk staff member. To edit the AOC recipient:

Select the edit icon in the AOC recipient row.
Enter the new recipient’s first name, last name, and title.
Select Save.

Sample Admin Users

If AOC signatures are captured on paper or outside of Vault CRM—for example, through a fax back process—sample admin users must update the AOC record’s content_acknowledgement_status__v field to completed__v. Otherwise, AOC alerts continue to display to users. Sample admin users can update the content_acknowledgement_status__v field on AOC records manually or via data load to the content_acknowledgement__v object.

Sample Admin Users

To unlock a completed AOC record as a sample admin:

Navigate to Business Admin > Objects > content_acknowledgement__v.
Select the appropriate record.
Select the Unlock action from the More Actions menu. This reverts the record to the Unlocked lifecycle state, so it is editable.

The Unlock action only displays for users with edit field permission to the unlock__v field and view access to the unlock__v object action on the content_acknowledgement__v object, when the record is in completed status and the lifecycle state is completed__v. Only sample admin users should have access to the unlock__v field on the content_acknowledgement__v object.
Make the appropriate changes to the record.
Select Save.
Select the Change State to Completed action from the Change State menu to lock the record.

When granted All Object Edit permission in the All Object Records section of their permission set, non-admin users can make changes to locked AOC records without unlocking the record, as needed for data loading or when using integrations.

Capturing Acknowledgement of Content

Validation Disclaimer

Configuring Acknowledgement of Content for

Capturing Signatures for AOC as

Manually Submitting AOC Signatures as

Unlocking Completed AOC Records as

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