Source: https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/MedicalEvents/Configuring_Medical_Events.htm

## Configuring Medical Events

Medical Events can be any meeting with accounts, from a small scale Lunch and Learn to a large-scale medical conference. The Medical Events module allows reps to capture basic details about an event, invite guests, and capture guest signatures.

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

#### The medical\_event\_\_v Object

The medical\_event\_\_v is a custom object that is pre-configured to meet multiple needs. The medical\_events\_\_v object can be configured as needed and customization as required. There are several key aspects of the Medical Event that are core to the Vault CRM product.

### Configuring Medical Events for

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

To configure this feature:

1. Ensure Accounts are configured.
2. Navigate to **Admin > Users & Groups > Permission Sets**.
3. Select the appropriate permission set.
4. Select the **Objects** tab.
5. Grant end users the following permissions:

   | Object | Object Permission | Object Types | Fields | Field Permission |
   | --- | --- | --- | --- | --- |
   | account\_\_v | R | All appropriate object types | * account\_identifier\_\_v | Read |
   | event\_attendee\_\_v | CRED | event\_attendee\_\_v | * attendee\_name\_\_v * mobile\_id\_\_v * modified\_date\_\_v * status\_\_v | Read |
   | * entity\_reference\_id\_\_v * event\_attendee\_status\_\_v * signature\_\_v * signature\_datetime\_\_v * signee\_\_v | Edit |
   | medical\_event\_\_v | CRED | All appropriate object types | * created\_by\_\_v * created\_date\_\_v * global\_id\_\_sys * id * medical\_event\_status\_\_v * modified\_by\_\_v * modified\_date\_\_v * time\_zone\_\_v * topic\_\_v * topic\_name\_\_v | Read |
   | * account\_\_v * active\_\_v * address\_\_v * alternate\_name\_\_v * description\_\_v * end\_date\_\_v * event\_name\_\_v * link\_\_sys * local\_currency\_\_sys * location\_\_v * object\_type\_\_v * owner\_\_v * start\_date\_\_v * status\_\_v | Edit |
6. Grant end users Execute permission to the following medical\_event\_\_v object actions:
   * Add Attendee
   * Add My Attendance
   * Manage Attendees
   * View Signatures
7. Select the **Pages** tab.
8. Grant access to the **Medical Events Manage Attendees** page.
9. Navigate to **Admin < Configuration > Objects > medical\_event\_\_v**.
   * Select the **Object Types** tab
   * Select **Actions**
   * Grant access to the following object type actions for the appropriate object type(s):
     + Add Attendee
     + Add My Attendance
     + Manage Attendees
     + View Signatures
10. Add the **Event Attendee** related list to the following layouts:
    * medical\_event\_\_v
    * account\_\_v
11. Add the **signature\_datetime\_\_v** column to the Event Attendee related list on the appropriate medical\_event\_\_v layouts.
12. Navigate to **Admin < Configuration >Tabs**.
13. Create a tab for the **medical\_event\_\_v** object.
14. Navigate to **Business Admin > Objects > vmobile\_object\_configuration\_\_v**.
    * Ensure there is an active VMOC for the **medical\_event\_\_v** object for offline platforms
    * Ensure the **exclude\_field\_list\_\_v** field on active VMOCs for the event\_attendee\_\_v object contains signature\_\_v

### Related Topics

[Creating Medical Events](Creating.htm)

[Medical Event Attendees](Attendees.htm)

[Medical Event Start and End Times](MedicalEventDates.htm)