Source: https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Medical/DocumentedInterest.htm

## Capturing Standing Requests for Medical Using Documented Interest

Documented Interest agreements enhance relationships between Medical Science Liaisons (MSLs) and Key Opinion Leaders (KOLs) by providing pre-approval for proactive engagement with HCPs. Instead of waiting for reactive discussions, MSLs can use these agreements to set up formal, renewable standing requests with HCPs. This enables timely, targeted communication about specific product topics.

Medical Affairs teams use Documented Interest to collect scientific interest data from HCPs. They also create Scientific Interest records in Vault CRM linking a product to a Documented Interest. When an MSL captures a Documented Interest agreement, they are required to select the corresponding Scientific Interest record.

For example, during an educational visit about Cholecap, an MSL determines that the HCP is interested in an ongoing pediatric clinical trial for Cholecap. After confirming the HCP's interest, the MSL creates a Documented Interest record in Vault CRM, selecting the scientific interest that corresponds to the clinical trial. For the next 12 months the MSL can reference this standing request in call reports, ensuring the HCP stays informed as new information becomes available.

**Who can use this feature?**

* Medical Affairs Users - Browser, iPad, iPhone, Windows
* [Creating Scientific Interests](#Creating)
* Medical Science Liaisons (MSLs) - Browser, iPad, iPhone, Windows
* [Using Documented Interest](#Using)
* System Administrators - Browser
* [Updating Documented Interests](#Updating)
* Users do not require an additional license

### Configuring Documented Interest for

[![Closed](../../../Skins/Default/Stylesheets/Images/transparent.gif)Medical Affairs Users](#)

To configure this feature:

1. Ensure [Accounts](../Accounts/AcctConfig.htm) is configured.
2. Ensure [Products](../Products/ConfigProduct.htm) is configured.
3. Navigate to **Admin > Users & Groups > Permission Sets**.
4. Select the appropriate permission set.
5. Select the **Objects** tab.
6. Grant the following permissions:

   | Object | Object Permission | Object Types | Fields | Field Permission |
   | --- | --- | --- | --- | --- |
   | call2\_\_v | n/a | n/a | documented\_interest\_\_v | Edit |
   | documented\_interest\_\_v | CRED | documented\_interest\_\_v | * account\_\_v * calculated\_expiration\_date\_\_v * documented\_interest\_status\_\_v * documented\_interest\_text\_\_v * documented\_interest\_\_type\_\_v * expiration\_date\_\_v * entity\_reference\_id\_\_v * interest\_category\_\_v * interaction\_reference\_id\_\_v * mobile\_created\_datetime\_\_v * mobile\_id\_\_v * name\_\_v * object\_type\_\_v * override\_lock\_\_v * ownerid\_\_v * verbal\_acknowledgment\_\_v * scientific\_interest\_\_v * sharing\_group\_\_v * status\_\_v * unlock\_\_v | Edit |
   | scientific\_interest\_\_v | CRED | scientific\_interest\_\_v | * active\_\_v * country\_code\_\_v * created\_by\_\_v * detail\_group\_\_v * di\_expiration\_duration\_\_v * interest\_category\_\_v * modified\_by\_\_v * modified\_date\_\_v * name\_\_v * object\_type\_\_v * owner\_id\_\_v * product\_\_v * sharing\_group\_\_v | Edit |
7. Navigate to **Admin > Configuration > User Interface > Tabs**.

* Select **Create**
* Create a tab for the **scientific\_interest\_\_v** object
* Select **Save**

8. Navigate to **Admin > Users & Groups > Permission Sets**.
   * Select the appropriate permission set
   * Select **Tabs**
   * Select **Edit**
   * Select the **Scientific Interests** tab
   * Select **Save**
   * Select **Objects**
   * Select **call2\_\_v**
   * Grant view permission to the **documented\_interest\_section\_\_v** object control

[![Closed](../../../Skins/Default/Stylesheets/Images/transparent.gif)Medical Science Liaisons (MSLs)](#)

To configure this feature:

1. Ensure [Accounts](../Accounts/AcctConfig.htm) is configured.
2. Ensure [Products](../Products/ConfigProduct.htm) is configured.
3. Ensure [Call Reporting](../Call_Reporting_2/ConfiguringCR.htm) is configured for end users if using call reports.
4. Navigate to **Admin > Users & Groups > Permission Sets**.
5. Select the appropriate permission set.
6. Select the **Objects** tab.
7. Grant the following permissions:

   | Object | Object Permission | Object Types | Fields | Field Permission |
   | --- | --- | --- | --- | --- |
   | call2\_\_v | n/a | n/a | call\_date\_\_v | Read |
   | documented\_interest\_\_v | Edit |
   | documented\_interest\_\_v | CRE | documented\_interest\_\_v | * account\_\_v * calculated\_expiration\_date\_\_v * documented\_interest\_status\_\_v * documented\_interest\_text\_\_v * entity\_reference\_id\_\_v * interest\_category\_\_v * interaction\_reference\_id\_\_v * mobile\_created\_datetime\_\_v * mobile\_id\_\_v * name\_\_v * object\_type\_\_v * verbal\_acknowledgment\_\_v (optional) * scientific\_interest\_\_v * sharing\_group\_\_v | Edit |
   | * expiration\_date\_\_v Grant Edit access to expiration\_date\_\_v if users can manage expiration details. * expired\_\_v | Read |
   | scientific\_interest\_\_v | R | scientific\_interest\_\_v | * active\_\_v * country\_code\_\_v * created\_by\_\_v * created\_date\_\_v * detail\_group\_\_v * di\_expiration\_duration\_\_v * interest\_category\_\_v * name\_\_v * object\_type\_\_v * product\_\_v * sharing\_group\_\_v | Read |
8. Navigate to **Admin > Configuration > Objects**.
   * Select **call2\_\_v**
   * Select **Layouts**
   * Select the appropriate layout
   * Add the **documented\_interest\_section\_\_v** section control
9. Navigate to **Admin > Configuration > Objects**.
   * Select **scientific \_interest\_\_v**
   * Select **Layouts**
   * Select the appropriate layout
   * Add the **interest\_category\_\_v** field
10. Navigate to **Business Admin > Objects**.
11. Select **vmobile\_object\_configuration\_\_v**.
12. Enable the following top level VMOCs for the appropriate platforms:
    * scientific\_interest\_\_v
    * documented\_interest\_\_v
    * WHERE account\_\_v IN (SELECT Id FROM account\_\_vr)
    * Account Lookup Field: account\_\_v

### Updating Documented Interests as

[![Closed](../../../Skins/Default/Stylesheets/Images/transparent.gif)System Administrators](#)

System Administrators can create an integration user for an external system with the appropriate permissions to unlock, edit, or delete a locked Documented Interest, and relock the record in the same transaction.

To edit a Documented Interest using an external system, integration users need Edit permission to the override\_lock\_\_v field on the documented\_interest\_\_v object. The override\_lock\_\_v field must be set to TRUE in the transaction.

### Creating Scientific Interests as

[![Closed](../../../Skins/Default/Stylesheets/Images/transparent.gif)Medical Affairs Users](#)

Medical Affairs Users must define the key Scientific Interests they want to track. MSLs then select a Scientific Interest when creating a Documented Interest.

To create a Scientific Interest record:

1. Select the **Scientific Interests** tab.
2. Select **Create**.
3. Enter a name for the Scientific Interest.
4. Select the **Active** checkbox.
5. Select one or more items from the Interest Category picklist:

* Congress Update
* Clinical Trial Update
* Safety Label Update

6. Select a **Detail Group** and/or a **Product**. This step is optional.
7. Select **Save**.

### Using Documented Interest as

[![Closed](../../../Skins/Default/Stylesheets/Images/transparent.gif)Medical Science Liaisons (MSLs)](#)

MSLs can record a call with an HCP related to a previously captured, and unexpired Documented Interest on the call report or account summary by selecting the appropriate Documented Interest.

To create a Documented Interest:

1. Open a Call Report for the appropriate account.
   ![](../../Resources/Images/Medical/DocumentedInterest/Create1.jpg)
2. Select **Add Interest**.
3. Select a **Scientific Interest**. If only one Scientific Interest is available, it is pre-populated.
4. Select the **Interest Category** drop-down.
5. Select at least one **Interest Category**. Users can select more than one Interest Category if more than one is available.
   ![](../../Resources/Images/Medical/DocumentedInterest/Create2.jpg)
6. Select **Done**.
7. Select the **Received Verbal Agreement** checkbox if available. This step is optional.
8. Enter informational details regarding the Documented Interest.
9. Select **Save**. The record is automatically submitted and locked.

#### Recording a Documented Interest

MSLs can indicate they discussed a previously captured, unexpired Documented Interest when recording a call with an HCP.

To record a Documented Interest:

1. Open a Call Report for the appropriate account.
2. Select a **Documented Interest** from the Documented Interest section. Users can only select one Documented Interest.
3. Select **Save**.

#### Renewing a Documented Interest

Documented Interest agreements can be renewed, if requested by an HCP, for an additional period, or terminated when an HCP no longer wants to be proactively informed on a specific subject. Users with Read permission to the expiration\_date\_\_v field on the documented\_interest\_\_v object can view the expiration details of a Documented Interest. Users with Edit permission to this field can edit the expiration details.

If a Documented Interest is expired, an Expired message displays. Expired Documented Interest agreements cannot be renewed.

You can renew an unexpired Documented Interest agreement without unlocking it.

To edit the expiration of a Documented Interest:

1. Open a Call Report for the appropriate account.
   ![](../../Resources/Images/Medical/DocumentedInterest/Create3.jpg)
2. Select **Manage** under the Documented Interest you want to update.
3. Select the down arrow next to the expiration date.
   ![](../../Resources/Images/Medical/DocumentedInterest/Create4.jpg)
4. Select **Renew to...** or **Expire today**. Renewing a Documented Interest creates a new record with a new expiration date.
5. Select **Save.**

### Related Topics

[Medical CRM Overview](MedicalOverview.htm)

[Using Medical Discussions](MedicalDiscussions.htm)