Returning to CLM After Capturing Sample Signatures
Users often disburse samples during a call before displaying CLM and must capture HCP signatures. After capturing and accepting a signature, instead of displaying the call report, the CLM presentation displays in the same place from which the user left to capture the signature.
Who can use this feature?
- End Users - iPad
- Users do not require an additional license
Configuring the Return to CLM After Sample Signatures for
End Users
To configure this feature:
- Ensure Configuring CLM is complete.
- Navigate to Business Admin > Objects > Veeva Settings.
- Select the appropriate Veeva Settings record.
- Select the return_to_clm_after_sign__v Veeva Setting check box.
- Select Save.
Returning to CLM After Capturing Sample Signatures as
End Users
When displaying CLM content, end users can select the action menu in the media player and select Sign.
For example, a sales rep presents CLM content about a product to an HCP during a meeting. The signature screen displays over the presentation. After capturing and accepting the HCPs signature, the signature screen closes and the slide about the product displays again.
The samples must be added to the call report before displaying CLM content.
Considerations
- When the Sign for Details section attribute is enabled on the Call Details section of the call repor, the Sign option does not display in the CLM action menu in the media player and end users cannot sample signatures from CLM. See Detailing Products on the Call Report for more information.
