Using Child Accounts in Events Management
End users can manage event attendees using child accounts, which represent a specific account-organization (HCP-HCO) combination, rather than just the HCP’s account.
This approach is especially valuable in markets where the HCP-HCO relationship is critical, or in cases where HCPs work at multiple institutions with different regulations, roles, or responsibilities. By using child accounts, users can accurately record event interactions against the specific person-location relationship.
Who can use this feature?
- End Users - Browser, iPad
- Adding Child Accounts as Attendees
- Recording a Call from an Event with Child Accounts
- Managing Expenses with Child Accounts
- Using the Digital Sign-in Sheet with Child Accounts
- Users require an Events Management License
Configuring Child Accounts in Events Management for
End Users
To configure this feature:
- Ensure Configuring Events Management is complete.
- Navigate to Admin > Users & Groups > Permission Sets.
- Select the appropriate permission set.
- Select the Objects tab.
-
Grant the following permissions:
Object
Object Permission
Object Types
Fields
Field Permission
child_account__v
R
n/a
- child_account__v
- child_name__v
- parent_account__v
- parent_child_name__v
- parent_name__v
Read
em_attendee__v
CRE
All
child_account__v Edit
- Navigate to Business Admin > Objects > Veeva Settings and edit the appropriate record.
- Select the Enable Child Account check box.
- Select Save.
- Navigate to Business Admin > Objects > VMobile Object Configurations.
- Create an active VMOC record for the child_account__v object for the iPad platform.
- Navigate to Admin > Configuration > Objects > em_attendee__v > Layouts.
-
Place the child_account__v field on the appropriate layouts.
It is recommended to either remove the account__v field from layouts or to make the field read-only, since selecting a child account automatically populates this field.
Enabling Child Accounts in Out-of-Territory Searches
Admins can also enable child accounts to display as available when filtering out-of-territory search results when reconciling attendees:
- Ensure Filtering Attendee Results Outside of the User's Territory is configured.
- Navigate to Admin > Users & Groups > Permission Sets.
- Select the appropriate permission set.
- Select the Objects tab.
-
Grant the following additional permissions:
Object
Object Permission
Object Types
Fields
Field Permission
em_attendee__v
CRE
All
- child_account__v
- child_account_id__v
- location__v
- location_Id__v
- location_name__v
Edit
Adding Child Accounts as Attendees as
End Users
When adding an attendee to an event, the Attendee Selection modal displays all child accounts the user has access to.
The Attendee Selection modal displays the following columns:
- The Name column of the modal displays the combined parent and child account name, based on the parent_child_name__v field on the appropriate account
- The Address column, if configured, displays the primary address of the parent business account
- All other columns display information from the child's person account record
Users are prevented from adding the same person as an attendee multiple times via different child account relationships.
Recording a Call from an Event with Child Accounts as
End Users
When a user records a call from an event, any event attendees who are child accounts are available as suggested attendees on the call record. The suggestion is based on the child account's person account record.
Managing Expenses with Child Accounts as
End Users
When managing attendee event expenses with child accounts, the combined parent and child account name, based on the parent_child_name__v field, stamps on the following expense fields:
- expense_header__v
- payee__v
- incurred_expense__v
- expense_attribution__v
- incurred_expense__v
- incurred_expense_attendee__v
The parent-child name also displays in the Select Participant modal when splitting an expense.
Using the Digital Sign-in Sheet with Child Accounts as
End Users
When child accounts sign into an event as an attendee, the signature screen on the digital sign-in sheet displays the primary address of the parent business account.
