To configure this feature for business admin users:

1. Ensure the following features are configured:

   • Configuring Events Management
   • Reconciling Walk-in Attendees to Existing Accounts
2. Navigate to Admin > Users & Groups > Permission Sets and select the appropriate permission set.

3. Grant the following permissions:

   Object	Object Permission	Object Type	Fields	Field Permission
   em_event_rule__v	CRED	walk_in_fields__v	prescriber_walk_in_fields__v non_prescriber_walk_in_fields__v other_walk_in_fields__v	Edit

4. Navigate to Admin > Configuration > Objects > em_event_rule__v > Layouts.

5. Add the following fields to the layout assigned to the Sign-in Rules object type:

   • prescriber_walk_in_fields__v
   • non_prescriber_walk_in_fields__v
   • other_walk_in_fields__v

To configure this feature for end users:

1. Ensure the following features are configured:

   • Configuring Events Management
   • Reconciling Walk-in Attendees to Existing Accounts
2. Navigate to Admin > Users & Groups > Permission Sets and select the appropriate permission set.

3. Grant the following permissions:

   Object	Object Permission	Object Type	Fields	Field Permission
   em_attendee__v	CRE	n/a	walk_in_type__v	Edit
   em_event__v	CRE	n/a	prescriber_walk_in_fields__v non_prescriber_walk_in_fields__v other_walk_in_fields__v	Read

4. Navigate to Admin > Configuration > Objects.

5. Add the following fields to the appropriate layouts for the following objects:

   • em_attendee__v
   • walk_in_type__v
   • em_event__v
   • prescriber_walk_in_fields__v
   • non_prescriber_walk_in_fields__v
   • other_walk_in_fields__v

Business admin users can customize the labels and sub-labels of the three walk-in attendee types that display to attendees on the digital sign-in sheet. To update these labels, edit the following Veeva Messages in the EVENT_MANAGEMENT category:

To define specific fields for each walk-in attendee type:

1. Navigate to Events Management > Event Configuration and select the appropriate event configuration.
2. Navigate to the Event Rules section.
3. Create or Edit the appropriate Sign In Rules type Event Rule.

4. Populate the appropriate fields:

   • prescriber_walk_in_fields__v
   • non_prescriber_walk_in_fields__v
   • other_walk_in_fields__v

   Use the syntax ;FieldName1;FieldName2;

   The following types of fields are supported, including custom fields:

   • Text (up to 255 characters)
   • Email
   • Phone

   • Picklist

     The walk_in_type__v picklist is not supported.

   • Yes/No

   Ensure end users have Edit permission to all entered fields. When adding custom fields, use the API name of the custom field.

5. Add <R> after a field to designate it as required. The last_name__v field must be included and must be marked as required.

   For example ;last_name__v<R>;first_name__v<R>;email__v;

6. Ensure the walk_in_fields__v field is blank. The three attendee type-specific fields replace the functionality of this field. This step is only necessary when editing existing Sign In Rules.
7. Select Save.

If an attendee signs into an event as a Walk-in Attendee using the digital sign-in sheet or via QR code, they are led through the following process:

1. Select the appropriate attendee type.

   

2. Enter all walk-in attendee information. The list of fields that displays on this page is dependent both on the selected attendee type and the fields associated with that attendee type in the relevant em_event_rule__v record.

   

3. Select Next.
4. Continue the Walk-in Attendee registration process.

When event organizers view the Attendee Reconciliation page, a column lists the type of each walk-in attendee. End users can filter the list of walk-in attendees by type.

When reconciling walk-in attendees, the list of fields that display when searching for matches is determined by the fields defined for the walk-in attendee type.

For example, when reconciling a prescriber-type walk-in attendee, the list of fields is determined by the prescriber_walk_in_fields__v field on the corresponding event rule.

Manually Creating Walk-in Attendees by Type

To manually create a walk-in attendee from the Attendee Reconciliation modal:

1. Select the New Walk-in button.

2. Select the appropriate attendee type for the Walk-in Attendee.

   

3. Populate the appropriate attendee fields.

4. Select Add.