To configure this feature:

1. Ensure Configuring Medical Inquiries 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_inquiry_fulfillment__v	R	n/a	mobile_id__v	Read
   medical_inquiry__v	E	medical_inquiry__v	assign_to_user__v fulfillment_created__v mobile_created_datetime__v fulfillment_status__v	Edit

6. Navigate to Admin > Configuration > Objects.

   • Select medical_inquiry__v
   • Select Layouts
   • Add the mi_assign_to_user_field_control__v field control to the appropriate medical_inquiry__v page layout

7. Navigate to Admin > Configuration > medical_inquiry__v > Fields.

   • Select the assign_to_user__v field
   • Update the Criteria VQL in the Constrain Records in Referenced Object section. For example, user_type__v = ‘medical__v’.

To configure this feature:

1. Ensure Configuring Medical Inquiries 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
   call2__v	E	medical_inquiry_fulfillment__v	medical_inquiry__v	Edit
   medical_inquiry_fulfillment__v	CRED	mail__v phone__v email__v fax__v	medical_inquiry__v assigned_to__v (This field is optional based on whether the user creates and assigns inquiry records.) call__v mobile_id__v	Read
   			account__v If MSLs can edit the initial inquiry notes, grant Edit permission to the following fields. Otherwise, grant Read permission. address_line_1__v address_line_2__v city__v country__v delivery_method__v email__v fax_number__v inquiry_text__v phone_number__v product__v rush_delivery__v state_province__v zip__v	Edit
   medical_inquiry_fulfillment_response__v	CRED	medical_inquiry_fulfillment_response__v	completed_by__v completed_datetime__v medical_inquiry_fulfillment__v fulfillment_materials__v fulfillment_response__v assign_to_comments__v interaction__v method__v reassign__v status__v	Edit

6. Grant Execute permission on the Assign, Create Response, and Edit Response actions on the medical_inquiry_fulfillment__v object.

7. Navigate to Admin > Configuration > Objects.
   • Select medical_inquiry_fulfillment__v
   • Select Layouts
   • Place the medical_inquiry_fulfillment_responses__c section on the appropriate medical_inquiry_fulfillment__v layout

   The medical_inquiry__v field is on the medical_inquiry_fulfillment__v layout by default. System admins can place medical_inquiry__v field on any other layout used for responding to Medical Inquiries.

8. Navigate to Admin > Configuration > Objects.
   • Select medical_inquiry_fulfillment_response__v
   • Select Layouts
   • Place the mifr_assign_to_user_field_control__v on the appropriate layout
   • Edit the status__v field
   • Select the Display As Read-Only check box
   • Select Save
9. Navigate to Business Admin > Objects > veeva_settings__v.
   • Populate the medical_inquiry_fulfillment_default__v Veeva Setting with the default user name. This step is optional.

     If you set a default user, all unassigned MIFs go to that user’s queue for assignment. If you set a default user they must remain active for a MIF to be created. If you do not set a default user and no one is assigned, a MIF is not created.

Browser only.

To configure this feature:

1. Ensure Configuring Medical Inquiries 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_inquiry_fulfillment__v	CRED	All Object Types	All Fields	Edit
   medical_inquiry_fulfillment_response__v	CRED	assign_mifr__v	All Fields	Edit

6. Grant Execute permission to the Assign, Create Response, and Edit Response object actions medical_inquiry_fulfillment__v object.

When end users create or modify a Medical Inquiry, they can assign it to a specific MSL or to the default user, usually an MSL manager, if a default user is defined in the medical_inquiry_fulfillment_default__v Veeva Setting. If a default user is undefined, the assign_to_user__v field is blank.

If the Criteria VQL is set to user_type__v = ‘medical__v’ only medical__v type users are available to select from the drop-down list.

When an end user assigns a Medical Inquiry to an MSL, the assign_to_user__v field value is updated to the new user. Once the Medical Inquiry is submitted, the assign_to_user__v field is read only, the status is Assigned, and a MIF is created.

MIFs contain a copy of the information captured by the end user in the medical inquiry. The MIF object type is based on the delivery method the end user selected. For example, if the end user selected Phone from the delivery_method__v field on the inquiry, the medical Inquiry fulfillment’s object type is phone__v.

MSLs can view MIF records assigned to them on the Medical Inquiry Fulfillment tab and create responses. Only the assigned user can create a response or reassign the MIF. MSLs can, however, reassign a MIF to another MSL.

To create a Medical Inquiry Fulfillment response:

1. Navigate to the Medical Inquiry Fulfillment tab.
2. Select the appropriate medical_inquiry_fulfillment__v record.
3. Select Create Response from the More Actions menu. A call report displays.

Existing information—for example, media, attachments, Approved Email—can be used in the response. When the response is finished, users have three options:

• Save the response, leaving it in a pending status. The current user retains ownership of the response.
• Submit the response, moving the response and medical_inquiry_fulfillment__v record to a Closed status
• Reassign the response

The fulfillment_status__v field on the Medical Inquiry record syncs with the medical_inquiry_fulfillment__v record status so the end user can see when an MSL completes a request.

When an end user does not know which MSL to assign a Medical Inquiry to, they submit the Medical Inquiry without populating the Assign To field. The Medical Inquiry and the associated Medical Inquiry Fulfillment records are automatically assigned to the default user if one has been configured. The default user, typically a manager, then reassigns the Medical Inquiry Fulfillment to the proper MSL user. If the Assign To field is blank, MSL Managers can run a query to find new, unassigned records and assign them to an MSL.

To reassign a Medical Inquiry Fulfillment record:

1. Navigate to the Medical Inquiry Fulfillment tab.

2. Select the appropriate medical_inquiry_fulfillment__v record.

3. Select Assign from the More Actions menu.

4. Populate the Assign To User field.

5. Populate the Assign To Comments field. This step is optional.

6. Select Submit.