To configure this feature:

1. Ensure Accounts is configured.
2. Ensure Products is configured.
3. Navigate to Admin > Users & Groups > Permission Sets.
4. Select the appropriate permission set.
5. Select the Objects tab.
6. Grant the following permissions:
   

   Object	Object Permission	Object Types	Fields	Field Permission
   call2__v	n/a	n/a	documented_interest__v	Edit
   documented_interest__v	CRED	documented_interest__v	account__v calculated_expiration_date__v documented_interest_status__v documented_interest_text__v documented_interest__type__v expiration_date__v entity_reference_id__v interest_category__v interaction_reference_id__v mobile_created_datetime__v mobile_id__v name__v object_type__v override_lock__v ownerid__v verbal_acknowledgment__v scientific_interest__v sharing_group__v status__v unlock__v	Edit
   scientific_interest__v	CRED	scientific_interest__v	active__v country_code__v created_by__v detail_group__v di_expiration_duration__v interest_category__v modified_by__v modified_date__v name__v object_type__v owner_id__v product__v sharing_group__v	Edit

7. Navigate to Admin > Configuration > User Interface > Tabs.
• Select Create
• Create a tab for the scientific_interest__v object
• Select Save
8. Navigate to Admin > Users & Groups > Permission Sets.
   • Select the appropriate permission set
   • Select Tabs
   • Select Edit
   • Select the Scientific Interests tab
   • Select Save
   • Select Objects
   • Select call2__v
   • Grant view permission to the documented_interest_section__v object control

To configure this feature:

1. Ensure Accounts is configured.
2. Ensure Products is configured.
3. Ensure Call Reporting is configured for end users if using call reports.
4. Navigate to Admin > Users & Groups > Permission Sets.
5. Select the appropriate permission set.
6. Select the Objects tab.
7. Grant the following permissions:
   

   Object	Object Permission	Object Types	Fields	Field Permission
   call2__v	n/a	n/a	call_date__v	Read
   			documented_interest__v	Edit
   documented_interest__v	CRE	documented_interest__v	account__v calculated_expiration_date__v documented_interest_status__v documented_interest_text__v entity_reference_id__v interest_category__v interaction_reference_id__v mobile_created_datetime__v mobile_id__v name__v object_type__v verbal_acknowledgment__v (optional) scientific_interest__v sharing_group__v	Edit
   			expiration_date__v Grant Edit access to expiration_date__v if users can manage expiration details. expired__v	Read
   scientific_interest__v	R	scientific_interest__v	active__v country_code__v created_by__v created_date__v detail_group__v di_expiration_duration__v interest_category__v name__v object_type__v product__v sharing_group__v	Read

8. Navigate to Admin > Configuration > Objects.
   • Select call2__v
   • Select Layouts
   • Select the appropriate layout
   • Add the documented_interest_section__v section control
9. Navigate to Admin > Configuration > Objects.
   • Select scientific _interest__v
   • Select Layouts
   • Select the appropriate layout
   • Add the interest_category__v field
10. Navigate to Business Admin > Objects.
11. Select vmobile_object_configuration__v.
12. Enable the following top level VMOCs for the appropriate platforms:
    • scientific_interest__v
    • documented_interest__v
    • WHERE account__v IN (SELECT Id FROM account__vr)
    • Account Lookup Field: account__v

System Administrators can create an integration user for an external system with the appropriate permissions to unlock, edit, or delete a locked Documented Interest, and relock the record in the same transaction.

To edit a Documented Interest using an external system, integration users need Edit permission to the override_lock__v field on the documented_interest__v object. The override_lock__v field must be set to TRUE in the transaction.

Medical Affairs Users must define the key Scientific Interests they want to track. MSLs then select a Scientific Interest when creating a Documented Interest.

To create a Scientific Interest record:

1. Select the Scientific Interests tab.
2. Select Create.
   
3. Enter a name for the Scientific Interest.
4. Select the Active checkbox.
5. Select one or more items from the Interest Category picklist:
• Congress Update
• Clinical Trial Update
• Safety Label Update
6. Select a Detail Group and/or a Product. This step is optional.
7. Select Save.

MSLs can record a call with an HCP related to a previously captured, and unexpired Documented Interest on the call report or account summary by selecting the appropriate Documented Interest.

To create a Documented Interest:

1. Open a Call Report for the appropriate account.
   
   
2. Select Add Interest.
3. Select a Scientific Interest. If only one Scientific Interest is available, it is pre-populated.
4. Select the Interest Category drop-down.
5. Select at least one Interest Category. Users can select more than one Interest Category if more than one is available.
   
   
6. Select Done.
7. Select the Received Verbal Agreement checkbox if available. This step is optional.
8. Enter informational details regarding the Documented Interest.
9. Select Save. The record is automatically submitted and locked.

Recording a Documented Interest

MSLs can indicate they discussed a previously captured, unexpired Documented Interest when recording a call with an HCP.

To record a Documented Interest:

1. Open a Call Report for the appropriate account.
2. Select a Documented Interest from the Documented Interest section. Users can only select one Documented Interest.
3. Select Save.

Renewing a Documented Interest

Documented Interest agreements can be renewed, if requested by an HCP, for an additional period, or terminated when an HCP no longer wants to be proactively informed on a specific subject. Users with Read permission to the expiration_date__v field on the documented_interest__v object can view the expiration details of a Documented Interest. Users with Edit permission to this field can edit the expiration details.

If a Documented Interest is expired, an Expired message displays. Expired Documented Interest agreements cannot be renewed.

You can renew an unexpired Documented Interest agreement without unlocking it.

To edit the expiration of a Documented Interest:

1. Open a Call Report for the appropriate account.
   
   
2. Select Manage under the Documented Interest you want to update.
3. Select the down arrow next to the expiration date.
   
   
4. Select Renew to... or Expire today. Renewing a Documented Interest creates a new record with a new expiration date.
5. Select Save.