Retiring Expired Presentations
Expired presentations can be removed from use without requiring users to sync their devices. This helps to reduce the number of presentations from a user’s media library, making it easier to find presentations they need.
Who can use this feature?
- iPad, iPhone, Windows Users
- Users do not require an additional license
- Business Admin Users, End Users
Configuring Retiring Expired Presentations
Business Admin Users
To configure retiring presentations for admins:
- Grant Edit field permission to the following fields on the clm_presentation__v object:
- end_date__v
- start_date__v
- Populate the start_date__v and end_date__v fields on the appropriate clm_presentation__v records.
End Users
To configure retiring presentations for end users, grant Read field permission to the following fields on the clm_presentation__v object:
- end_date__v
- start_date__v
Retiring Expired Presentations
End Users
When the start_date__v and end_date__v fields on clm_presentation__v records are populated, users are only able to display presentations in the CLM media player and from Calls if the current date is between the start_date__v and the end_date__v (inclusive).
For training purposes, the Training tab displays Training presentations before the start_date__v date, but does not display presentations after the end_date__v date.
Expiring Slides in Custom Presentations
The start_date__v and end_date__v fields are suppressed for custom presentations. However, expired slides in custom presentations are removed once synced.
If a custom presentation includes an expired sub-presentation, the custom presentation is also expired. If the user created other custom presentations using Key Messages from the expired custom presentation, those custom presentations are still available if the Key Messages are active
Veeva recommends reviewing inactive presentations and deactivating any Key Messages which are no longer in use.
