Source: https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Call_Objectives/PrerequisiteCallObjectives.htm

## Setting Prerequisite Call Objectives

To structure Account Plan goals and major action items, Key Account Managers can set Prerequisite Call Objectives. Prerequisite Call Objectives must be completed before any other Call Objectives in the Account Plan can be executed. Because Account Plans are often executed by a team of end users, designating Prerequisite Call Objectives helps coordinate progress towards larger Account Plan goals across multiple team members.

**Who can use this feature?**

* Key Account Managers — Browser, iPad, Windows
* [Using Prerequisite Call Objectives](#Using)
* Users do not require an additional license

### Configuring Prerequisite Call Objectives for

[![Closed](../../../Skins/Default/Stylesheets/Images/transparent.gif)Key Account Managers](#)

To configure this feature:

1. Ensure [Configuring Call Objectives](COConfig.htm) is complete and [Account Plans](../AccountPlanning/ManageAcctPlans/Account_Plans.htm) are enabled.
2. Navigate to **Admin > Users & Groups > Permission Sets**.
3. Select the appropriate permission set.
4. Select the **Objects** tab.
5. Grant Key Account Managers Edit field permission to the **prerequisite\_\_v**  and the **non\_executable\_\_v**  fields on the call\_objective\_\_v object.
6. Navigate to **Admin > Configuration > Objects > call\_objective\_\_v.**
7. Select the **Layouts** tab.
8. Place the **prerequisite\_\_v**  and **non\_executable\_\_v**  fields on the appropriate call\_objective\_\_v object layouts.

The prerequisite\_\_v and non\_executable\_\_v fields on the call\_objective\_\_v object are read only for iPad, even if edit field permission is granted.

### Using Prerequisite Call Objectives as

[![Closed](../../../Skins/Default/Stylesheets/Images/transparent.gif)Key Account Managers](#)

Call objectives must meet the following criteria to be a prerequisite:

* A prerequisite call objective must be in the same account plan as its dependent call objective
* A call objective can only have one prerequisite. However, a prerequisite can be assigned to more than one call objective.
* The start date for the dependent call objective (the call objective with the prerequisite assigned) must be before the prerequisite call objective

To set a Call Objective as a Prerequisite, select the lookup icon next to the Prerequisite field when creating or editing a Call Objective. A pop-up displays allowing users to search for and select an eligible Call Objective to set as a Prerequisite.

![](../../Resources/Images/Activities/CallObjectives/SelectPrereqCO.png)

A prerequisite can only be one of the following Call Objective types:

* Standard - Fill out fields, no customizations
* Standard - One click (on\_by\_default\_\_v checkbox is selected on the Call Objective record)
* Special Type - associated with CLM, Contracts, or Inventory Monitoring, based on object type

The following cannot be a Prerequisite Call Objective:

* Recurring Call Objectives (recurring\_\_v field on the Call Objective is selected)
* Early Postmarketing Phase Vigilance (Call Objectives using the eppv\_\_v object type)
* Package Inserts (Call Objectives using the pi\_\_v object type)

### Related Topics

[Modifying Display Order for Call Objectives](DisplayOrder.htm)