To configure this feature:

1. Ensure Configuring Medical Inquiry 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 Permissions
   medical_inquiry__v	CRED	medical_inquiry__v	child_account__v child_account_id__v location__v location_id__v	Edit
   medical_inquiry_fulfillment__v	CRE	All appropriate object types	child_account__v location__v	Edit

6. Navigate to Admin > Users & Groups > Permission Sets.

   • Select the appropriate permission set
   • Select Objects
   • Select account__v
   • Grant Execute permission to the create_medical_inquiry__v object action

7. Navigate to Business Admin > Objects > Veeva Settings.

   • Select Edit
   • Select the Enable Child Account check box
   • Select the Disable Call Location None check box
   • Select Save

8. Navigate to Admin > Configuration > Objects.

   • Select medical_inquiry__v
   • Select Layouts
   • Place the business_account_field_control__v field control on the appropriate layout
   • Select Save

When creating a Medical Inquiry:

• For a child account from My Accounts or an account-related list:
• Users can search for and select the appropriate parent account from the Location field
• The list displays the name of the parent account, an account identifier, and an address to assist users in identifying and selecting the correct location
  
• The Location field is editable until the record is saved
• From a child account or child account related list:
• The location Id for the parent account is auto-populated on the Medical Inquiry and is not editable
• From a CLM presentation (iPad only) or call:
• The location for the parent account is auto-populated on the Medical Inquiry and is not editable
• The location for a group call is copied from the account of the parent call. For an individual call, the location is copied from the Location field.

Users cannot create a Medical Inquiry from the Child Account Hierarchy, from the Medical Inquiry tab, or for a child account where the relationship is between a parent account and a parent account.