To configure this feature:

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

   Object	Object Permissions	Object Types	Fields	Field Permission
   medical_insight__v	CRED	key_medical_insight__v	All Object Fields	Edit

6. Grant Execute permission to the submit__v and unsubmit__v object permissions.
7. Navigate to Business Admin > Object.
8. Select veeva_settings__v.
9. Select the appropriate record.
10. Ensure the KMI Restricted Words Veeva Messages setting is populated with MEDICAL_INSIGHTS_RESTRICTED_WORDS;;Medical.

To configure this feature:

1. Ensure Configuring Accounts is complete.
2. Ensure Configuring Call Reporting is complete if using the Call endpoint.
3. Ensure Configuring Medical Events is complete if using the Medical Event end point.
4. Navigate to Admin > Users & Groups > Permission Sets.
5. Select the appropriate permission set.
6. Select Objects.
7. Grant the following permissions:

   Object	Object Permissions	Object Types	Fields	Field Permission
   medical_insight__v	CRED	key_medical_insight__v	All Object Fields	Edit

8. Grant Execute permission to the submit__v object permission.
9. Navigate to Admin > Configuration > Objects.
10. Select medical_insight__v.
11. Select Layouts.
12. Select the appropriate layout.

13. Ensure the following fields are on the layout:

    • account__v
    • medical_event__v
    • interaction__v
    • medical_insights_type__v
    • ownerid__v
    • medical_insight_status__v
14. Navigate to Admin > Configuration > Tabs.
15. Create a tab for the medical_insight__v object.
16. Navigate to Admin Users & Groups > Permissions Sets.
17. Select the appropriate permission set.
18. Select Tabs.
19. Grant view access to the Medical Insights tab.
20. Navigate to Business Admin > Objects.
21. Select vmobile_object_configuration__v.
22. Activate VMOCs for the medical_insight__v object for the appropriate mobile devices.

Configuration for Specific Entry Points

To configure the Call entry point:

1. Navigate to Admin > Configuration > Objects.
2. Select account__v.
3. Select Layouts.
4. Select the appropriate layout.
5. Add the medical_insights__vapp section to the layout.
6. Select Save
7. Navigate to Admin > Configuration > Objects.
8. Select call2__v.
9. Select Layouts.
10. Select the appropriate layout.
11. Add the more_actions__c app control to the layout in the buttons__c section.
12. Select Save.

To configure the Account or Medical Events entry point:

1. Navigate to Admin > Configuration > Objects.
2. Select account__v or medical_event__v.
3. Select Object Types.
4. Select Actions.

5. Select Edit Object Type Actions from the More Actions menu.

6. Select the Create Medical Insight check box for all appropriate object types.
7. Select Save.
8. Navigate to Admin > Users & Groups > Permission Sets.
9. Select the appropriate permission set.
10. Select Objects.
11. Select account__v or medical_event__v.

12. Grant Execute permission to the create_medical_insight__v action.

13. Select Save.

Defining Key Medical Insights Restricted Words

Business admins can specify words and phrases that should not be used in a Medical Insight. Restricted words can be specified as a partial string match or an exact string match. This provides greater control over what words or phrases should be restricted and helps minimize unnecessary restrictions.

To define restricted words, populate the Text field of the MEDICAL_INSIGHTS_RESTRICTED_WORDS Veeva Message with the list of restricted words. Use the following format:

phrase1;;phrase2;;phrase3

Spaces, newlines, tabs, and all other forms of whitespace are treated the same.

To designate a restricted word as an exact match, instead of the default partial match, enclose the word or phrase in double quotes ("").

For example, when the Text field is populated with the following values:

indication;;"side effect"

The phrase indication is a partial string match, while the phrase side effect is an exact string match.

Exact string matches immediately after punctuation are restricted based on the specific language and platform. For example, the Vault platform always restricts exact string matches that follow punctuation. On the iPad platform, this restriction depends on whether the language of the device regularly contains punctuation preceding a word (for example, Spanish uses the ¿ punctuation before words).

Enabling Multiple Restricted Word Veeva Messages for Key Medical Insights

If the list of restricted words exceeds the character limit for the MEDICAL_INSIGHTS_RESTRICTED_WORDS Veeva Message, business admins can define additional Veeva Messages to use as a list of restricted words:

1. Create all appropriate Veeva Messages containing lists of restricted words.

   Veeva Messages must be a unique combination of the Name, Category, and External ID fields.

2. Navigate to Business Admin > Objects > Veeva Settings.
3. Select Global Veeva Settings.
4. Select Edit.

5. Populate the KMI Restricted Words Veeva Messages setting with a comma-separated list of Veeva Messages. Use the following format:

   Message1,Message2,Message3;;Category

   All Veeva Messages in this setting must belong to the same category and have matching Language fields.

To create a Key Medical Insight from a call, account, or medical event:

1. Navigate to the appropriate record.

2. Select the More Actions menu.

3. Select Create Medical Insight.

4. Populate the following fields:

   • summary__v
   • description__v – Rich Text Formatting is available to draw attention to key points
5. Select Save or Submit. If users entered a restricted word or string in the summary__v or description__v fields, an error message displays. Users must remove or replace the restricted word or string before they can save or submit the record.

To create a Key Medical Insight from the Medical Insights tab:

1. Select the Medical Insights tab.

2. Select Create (Browser) or the plus icon (iPad).

3. Populate the summary__v field (required on iPad).

4. Populate the description__v field. Rich Text Formatting is available to draw attention to key points.

5. Select Save or Submit. If users entered a restricted word or string in the summary__v or description__v fields, an error message displays. Users must remove or replace the restricted word or string before they can save or submit the record.

When editing a key_medical_insight__v record on Browser or iPad, end users can change the object type as long as the record it is not submitted. This allows end users to correct errors and ensure data accuracy.

End users can view existing medical insights on the Key Medical Insights tab. Users can sort the contents of the tab as well as search for a saved or submitted medical_insight__v record.