Executing Surveys from CLM

Surveys allow users to collect relevant information from HCPs and others. To eliminate the need to navigate away from a presentation to complete a survey, users can execute a survey directly from the media player. The survey displays in an overlay on top of the media player, allowing users to easily return to the presentation.

Who can use this feature?

  • iPad Users
  • Users do not require an additional license
  • Business Admin Users, PromoMats/MedComms Admin Users, End Users

Configuring Surveys in CLM for

To configure this feature:

  1. Ensure Configuring CLM is complete.
  2. Ensure Configuring Surveys is complete.
  3. Navigate to Admin > Users & Groups > Permission Sets.
  4. Select the permission set for the appropriate user profile.
  5. Navigate to Objects > CLM Presentation.
  6. Grant Edit field permission to the enable_survey_overlay__v and survey__v fields on the clm_presentation__v object.
  7. Navigate to Admin > Configuration > Objects > CLM Presentation > Layouts.
  8. Select the appropriate layout.
  9. Add the enable_survey_overlay__v and survey__v fields to the clm_presentation__v object layout.
  10. Navigate to Business Admin > Objects > CLM Presentations.
  11. Navigate to the appropriate clm_presentation__v records.
  12. Select Edit.
  13. Select the enable_survey_overlay__v check box.
  14. Select Save.

To configure this feature:

  1. Navigate to Admin > Configuration > Document Fields > Multichannel Presentation in Vault PromoMats/MedComms.
  2. Ensure the crm_survey_v and crm_enable_survey_overlay_v fields are active.
  3. Navigate to Business Admin > Objects > Surveys.
  4. Create a survey__v record corresponding to the survey__v record in Vault CRM.

To configure this feature:

  1. Ensure Configuring CLM is complete.
  2. Ensure Configuring Surveys is complete.
  3. Navigate to Admin > Users & Groups > Permission Sets.
  4. Select the permission set for the appropriate user profile.
  5. Navigate to Objects > CLM Presentation.
  6. Grant the Read field permission to the enable_survey_overlay__v and survey__v fields on the clm_presentation__v object.

Using Surveys in CLM as

The Survey button displays in the action menu for a presentation when the following conditions are met:

  • The presentation is associated with an account
  • A survey is associated with the presentation

End users can save, submit, or cancel a survey by selecting the appropriate button, or swipe the survey out of view. This keeps the survey in memory until the user exits CLM at which point the survey displays on top of the call report for further action.

If the user saves the survey from the overlay, it displays on top of the Call after exiting CLM. However, if the user submits the survey from the overlay during a presentation, it does not display.

Internal Surveys in CLM

Internal surveys in CLM are only available in training content on the iPad. The Survey button displays if the following criteria are met:

  • The CLM presentation has a lookup to an internal survey
  • The training__v check box on the CLM presentation object is selected
  • The survey_overlay__v check box on the CLM presentation object is selected

Considerations

Some users need access to CLM presentations, but not the surveys associated with the presentations. To prevent certain users from accessing surveys from CLM, remove Create object permission to the survey_target__v object for those users. This also prevents the users from creating survey targets for any survey.

Related Topics

Creating a One-Time or Recurring Survey

Executing a Survey

Syncing Metadata Between Vault PromoMats/MedComms and Vault CRM