To configure this feature:

1. Ensure the following configuration is complete:
   • Configuring Sample Management
   • Configuring Call Sampling
2. Navigate to Admin > Users & Groups > Permission Sets > Objects.
3. Grant end users and sample admin users the following permissions:

   Object	Object Permissions	Object Types	Field	Field Permissions
   call2_sample__v	n/a	n/a	cold_chain_status__v tag_alert_number__v	Edit
   product__v	n/a	n/a	cold_chain__v	Edit
   sample_lot_item__v	Create	tagalert__v	n/a	n/a
   sample_receipt__v	n/a	sample_receipt__v	cold_chain_status__v tag_alert_number__v	Edit
   sample_transaction__v	n/a	adjustment__v transfer__v return__v	cold_chain_status__v tag_alert_number__v	Edit

4. Navigate to Admin > Users & Groups > Permission Sets > Objects > Object Control Permissions.
5. Grant end users and sample admin users view permission to the following object controls on the sample_transaction__v object:
   • st_tag_alert_number_field_control__v
   • st_cold_chain_status_field_control__v
6. Navigate to Admin > Configuration > Objects > Layouts tab.
7. Add the following object controls to adjustment__v, transfer__v, and return__v object type layouts on the sample_transaction__v object in the same section where the st_sample_field_control__v object control is placed:
   • st_cold_chain_status_field_control__v
   • st_tag_alert_number_field_control__v
   Do not add the object controls to layouts with the disbursement__v object type.
8. Add the cold_chain__v field to the product__v layout.
9. Add the tag_alert_number__v and cold_chain_status __v fields to the appropriate layouts on the following objects:
   • call2_sample__v
   • sample_receipt__v
   • sample_transaction__v
10. Navigate to Admin > Configuration > Objects > Fields.
11. Define picklist values for the cold_chain_status__v fields on the following objects:
    • call2_sample__v
    • sample_receipt__v
    • sample_transaction__v

    For example, “In Range” and “Not in Range”.

12. Navigate to Business Admin > Objects > Veeva Settings > Global Veeva Settings.
13. Populate the tag_alert_reg_express__v Veeva Setting text field with a regular expression defining the Tag Alert number format. Expressions in this field validate and enforce a specific number format when users enter a value in the tag_alert_number__v field on sample receipt records.
    For example, to enforce a Tag Alert number format that is exactly 10 numeric digits, enter the regular expression ^[0-9]{10}$ in the setting’s text field.
14. Navigate to Business Admin > Objects > Product Catalog.
15. Select the check box for the cold_chain__v field on the appropriate sample product__v records in the Product Catalog.

See the following sections for details on using cold chain sampling:

• Confirming Receipt for Cold Chain Samples - Browser platform only
• Transferring, Adjusting, and Returning Cold Chain Samples - Browser platform only
• Capturing Cold Chain Sampling on the Call Report - iPad, iPhone platforms only

Cold chain sampling only supports samples. BRCs, alternative samples, promotional items, high value promotional items, and custom product types are not supported.

Confirming Receipt for Cold Chain Samples

If the cold_chain__v check box is selected on a sample's product__v record, the tag_alert_number__v and the cold_chain_status__v fields display on all sample transactions for that product. Once users enter the Tag Alert number for a sample on the sample receipt, the number’s format is validated and the Tag Alert number is available for selection on other sample transactions.

To confirm cold chain sample receipt:

1. Navigate to the Pending Sample Receipts section of the My Samples tab
2. Select the Confirm link for the appropriate sample shipment.
   
   
3. Ensure the confirmed_quantity__v field is correct on the sample receipt record.

   By default, the confirmed_quantity__v field is automatically populated with the expected quantity. To require users to manually input a number for confirmed quantity, see Requiring Users to Manually Confirm Sample Quantities.

4. Enter the Tag Alert number and Cold Chain status for each sample product. If the Tag Alert number is populated on the transfer record the user is confirming, then it is prepopulated in the tag_alert_number__v field on the sample receipt.
   
   
5. Select Save to confirm sample receipt.

When users save a sample receipt record with cold chain samples, the Tag Alert number format is validated according to the regular expression defined in the tag_alert_reg_express__v Veeva Setting. If the Tag Alert number does not match the expected format, the user must correct the Tag Alert number format to save the sample receipt.

Sample_lot_item__v records are automatically created for new Tag Alert numbers, and the Tag Alert numbers are stored on the sample_lot_item__v object as a tagalert__v object type record. Each sample’s Tag Alert number is then displayed for users to select when creating sample transactions for cold chain products.

If there is an existing Tag Alert number for that particular user, sample, sample lot, and tag alert number combination, then a new sample_lot_item__v record is not created.

Transferring, Adjusting, and Returning Cold Chain Samples

To create sample transactions for cold chain samples:

1. Create the sample transfer, adjustment, or return record as usual.
2. Complete the appropriate fields for the transaction.
3. Select the appropriate status for the cold_chain_status__v field.
4. Enter the Tag Alert number in the tag_alert_number__v field, if applicable.
   

When users submit sample transactions for cold chain samples, a sample_lot_item__v record is automatically created for the user receiving the transfer, as long as a Tag Alert number for that particular user, sample, and sample lot combination does not already exist.

For example, when users transfer cold chain samples to their colleagues, the user enters the appropriate Tag Alert number and product status on the transfer record. When the user's colleague receives the transfer, the confirmed Tag Alert number is added to the colleague's inventory, and the colleague must enter the product status when confirming sample receipt.