Viewing Captured Signatures
For auditing and compliance purposes, sample admin users can view captured electronic signatures for call sampling and medical inquiry from Rep Roster records. This enables the sample admin to review all call sampling or medical inquiry signatures captured, by user. Once users have submitted a call report or medical inquiry, they cannot view captured signatures.
Validation Disclaimer
This feature is released without validation. Sample Management requires enablement and does not affect other Vault CRM functionality. Sample Management features were extensively tested by our QA team during the development and release process and will go through validation at a later date.
Who can use this feature?
- Browser Users
- Users do not require an additional license
- Sample Admin Users
Configuring Viewing Captured Signatures for
Sample Admin Users
To configure this feature:
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Ensure Configuring Sample Management is complete.
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Navigate to Admin > Users & Groups > Permission Sets.
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Select the appropriate permission set.
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Navigate to Objects > rep_roster__v > Object Action Permissions.
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Grant Execute permission for one or both of the following actions on the rep_roster__v object:
- view_call_signatures__v - Enables viewing call signatures
- view_med_inquiry_signatures__v - Enables viewing medical inquiry signatures
Using Viewing Captured Signatures as
Sample Admin Users
To view captured electronic signatures for call sampling, select the View Call Signatures action from the More Actions menu on a Rep Roster record. To view captured electronic signatures for Medical Inquiry Fulfillment, select the View Medical Inquiry Signatures action from the More Actions menu on a Rep Roster record.
The 50 most recent signatures display in the View Signatures modal. Users can search by signature date.
To generate a printable signature list, select Print.
