Medical Inquiry Fulfillment
When end users create a Medical Inquiry, a Medical Inquiry Fulfillment (MIF) record is also created and assigned to the appropriate Medical Science Liaison (MSL) so they can provide the requested information. The MSL responds to MIFs in their queue by creating a Medical Inquiry Fulfillment Response (MIFR) using the Call Report. MSLs can reassign an MIFR for additional action if necessary.
For example, an HCP has a question about an ongoing clinical trial for a possible new use for a drug for migraines. The end user creates a Medical Inquiry, captures the doctor’s signature, assigns the inquiry to the appropriate MSL, and submits the record. The assigned MSL sees the new MIF and records the details of the Medical Inquiry Fulfillment in a Call Report. End users are notified that their inquiry has been responded to and they can pass the information on to the HCP.
Who can use this feature?
- Browser, iPad Users
- Users do not require an additional license
- End Users, Medical Science Liaison (MSL) Users, MSL Managers
Configuring Medical Inquiry Fulfillment for

To configure this feature:
- Ensure Configuring Medical Inquiries is complete.
- Navigate to Admin > Users & Groups > Permission Sets.
- Select the appropriate permission set.
- Select Objects.
- 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 -
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
-
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:
-
Ensure Configuring Medical Inquiries is complete.
- Navigate to Admin > Users & Groups > Permission Sets.
- Select the appropriate permission set.
- Select Objects.
- 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 -
Grant Execute permission on the Assign, Create Response, and Edit Response actions on the medical_inquiry_fulfillment__v object.
- 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.
- 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
- 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.
- Populate the medical_inquiry_fulfillment_default__v Veeva Setting with the default user name. This step is optional.

Browser only.
To configure this feature:
- Ensure Configuring Medical Inquiries is complete.
-
Navigate to Admin > Users & Groups > Permission Sets.
-
Select the appropriate permission set.
-
Select Objects.
-
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
- Grant Execute permission to the Assign, Create Response, and Edit Response object actions medical_inquiry_fulfillment__v object.
Using Medical Inquiry Fulfillment as

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:
- Navigate to the Medical Inquiry Fulfillment tab.
- Select the appropriate medical_inquiry_fulfillment__v record.
- 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:
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Navigate to the Medical Inquiry Fulfillment tab.
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Select the appropriate medical_inquiry_fulfillment__v record.
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Select Assign from the More Actions menu.
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Populate the Assign To User field.
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Populate the Assign To Comments field. This step is optional.
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Select Submit.