Source: https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Medical_Inquiries/MI_Disclaimer.htm

## Adding a Disclaimer to a Medical Inquiry

Business admin users can add default disclaimer text that displays on the Medical Inquiry page. This text is often recommended or required. Customers with multi-country operations can automatically display disclaimer text on the Medical Inquiry page based on the user's country. For organizations where one Security Profile is shared across different countries, and these countries each have unique regulations requiring specific disclaimer content, this feature enables the appropriate disclaimer text to display.

#### Validation Disclaimer

Adding a Disclaimer to a Medical Inquiry
is released without validation. This feature requires enablement and does not affect other Vault CRM functionality. It was 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?**

* Business Admin Users - Browser
* [Adding a Disclaimer to a Medical Inquiry](#Adding)
* End Users - Browser, iPad, Windows
* [Using Disclaimers on Medical Inquiries](#Using)
* Users do not require an additional license

### Configuring Disclaimers for Medical Inquiries for

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

To configure this feature:

1. Ensure [Configuring Medical Inquiries](Configuring_Medical_Inquiries.htm) is complete.
2. Ensure [Requiring Medical Inquiry Signatures](SignaturePage.htm) is configured, if disclaimers are to also be displayed on the Medical Inquiry signature page on iPad.
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 |
| --- | --- | --- | --- | --- |
| account\_\_v | RE | All applicable object types | country\_code\_\_v | Edit |
| signature\_page\_\_v | CRED | disclaimer\_\_v | * active\_\_v * disclaimer\_text\_\_v * disclaimer\_country\_\_v * language\_\_v * signature\_page\_\_v | Edit |

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

To configure this feature:

1. Ensure [Configuring Medical Inquiries](Configuring_Medical_Inquiries.htm) is complete.
2. Navigate to **Admin > Users & Groups > Permission Sets**.
3. Select the appropriate permission set.
4. Select the **Objects** tab.
5. Grant the following permissions:

   | Object | Object Permission | Object Types | Fields | Field Permission |
   | --- | --- | --- | --- | --- |
   | account\_\_v | R | All applicable object types | country\_\_code\_\_v | Read |
   | signature\_page\_\_v | R | disclaimer\_\_v | * active\_\_v * disclaimer\_text\_\_v * disclaimer\_country\_\_v * language\_\_v * modified\_date\_\_v * signature\_page\_\_v | Read |
6. Navigate to **Admin > Configuration > Objects > medical\_inquiry\_\_v**.
7. Select the **Layouts** tab.
8. Add the **disclaimer\_field\_control\_\_c** field control to the appropriate layout.
9. Select **Save**.
10. Navigate to **Business Admin > Objects > vmobile\_object\_configuration\_\_v**.
11. Enable the full sync VMOCs for the following objects for mobile devices:
    * signature\_page\_\_v
    * vcountry\_\_v
    * vlanguage\_\_v

### Adding a Disclaimer to a Medical Inquiry as

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

To add default disclaimer text:

1. Navigate to **Business Admin > Objects > Veeva Messages**.
2. Select **Edit** from the All Actions menu for the **DISCLAIMER** message from the MEDICAL\_INQUIRY category.
   * Deselect the **Active** checkbox.
   * Select **Save**.
   * Select **Copy Record** from the All Actions menu.
3. Populate the following fields on the new message\_\_v record:
   * Active – Select this checkbox
   * Edit the **Text** field to add the desired disclaimer text
   * External ID – Edit this field to be a unique ID for the record
4. Select **Save**.

To display country-specific disclaimer text, business admin users must create Medical Inquiry-specific signature\_page\_\_v records for the desired languages:

1. Navigate to **Business Admin > Objects > signature\_page\_\_v**.
2. Create **signature\_page\_\_v** records using the disclaimer\_\_v object type, for the relevant countries and desired disclaimer languages. When creating a signature\_page\_\_v record for country-specific disclaimers, complete the following fields:
   * active\_\_v - Select the active\_\_v checkbox to mark the record as active
   * disclaimer\_country\_\_v - Select the country code for the country where the disclaimer should be displayed
   * language\_\_v - Select the disclaimer language
   * signature\_page\_\_v - Select the signature page where the disclaimer should display

### Using Disclaimers on Medical Inquiries as

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

Browser
iPad
Windows

Disclaimer text displays on the Medical Inquiry page in the appropriate language according to the following logic:

* If only one disclaimer exists, that disclaimer displays
* If the disclaimer exists in more than one language and there is a match between the language\_\_v field on the user\_\_sys object and the language\_\_v field on the signature\_page\_\_v object, a disclaimer in the corresponding language displays
* If the disclaimer exists in more than one language but there is not a match between the user’s language and the signature page’s language, then the disclaimer displays in the first language based on sort order
* If the value in the country\_\_v field on the user's user\_\_sys record does not match existing disclaimer records, and there are no disclaimer records with a null value for the disclaimer\_country\_\_v field, the disclaimer does not display
* If no disclaimer record exists, the default disclaimer displays

Users can display disclaimer text on the Medical Inquiry signature page. Because signing accounts and users may speak different primary languages, signers can select the language for disclaimer text on the signature page.

Disclaimer text displays on the Medical Inquiry page in the appropriate language according to the following logic:

* If only one disclaimer exists, that disclaimer displays
* If the disclaimer exists in more than one language and there is a match between the language\_\_v field on the user\_\_sys object and the language\_\_v field on the signature\_page\_\_v object, a disclaimer in the corresponding language displays
* If the disclaimer exists in more than one language but there is not a match between the user’s language and the signature page’s language, then the disclaimer displays in the first language based on sort order
* If the value in the country\_\_v field on the user's user\_\_sys record does not match existing disclaimer records, and there are no disclaimer records with a null value for the disclaimer\_country\_\_v field, the disclaimer does not display
* If no disclaimer record exists, the default disclaimer displays

Disclaimer text also displays on the Medical Inquiry signature page if [Requiring Medical Inquiry Signatures](SignaturePage.htm) is configured. Users do not need the disclaimer\_field\_control\_\_c field control on the medical\_inquiry\_\_v page layout.

Users select the appropriate disclaimer language from the Language picklist. Language options are based on the available disclaimer languages configured for each country. Available languages display in alphabetical order by translated value.

Users can display disclaimer text on the Medical Inquiry signature page. Because signing accounts and users may speak different primary languages, signers can select the language for disclaimer text on the signature page.

Disclaimer text displays on the Medical Inquiry page in the appropriate language according to the following logic:

* If only one disclaimer exists, that disclaimer displays
* If the disclaimer exists in more than one language and there is a match between the language\_\_v field on the user\_\_sys object and the language\_\_v field on the signature\_page\_\_v object, a disclaimer in the corresponding language displays
* If the disclaimer exists in more than one language but there is not a match between the user’s language and the signature page’s language, then the disclaimer displays in the first language based on sort order
* If the value in the country\_\_v field on the user's user\_\_sys record does not match existing disclaimer records, and there are no disclaimer records with a null value for the disclaimer\_country\_\_v field, the disclaimer does not display
* If no disclaimer record exists, the default disclaimer displays

Disclaimer text also displays on the Medical Inquiry signature page if [Requiring Medical Inquiry Signatures](SignaturePage.htm) is configured. Users do not need the disclaimer\_field\_control\_\_c field control on the medical\_inquiry\_\_v page layout.

Users select the appropriate disclaimer language from the Language picklist. Language options are based on the available disclaimer languages configured for each country. Available languages display in alphabetical order by translated value.

### Related Topics

[Creating a Medical Inquiry](MedicalInquiryCreation.htm)

[Medical Inquiry Fulfillment](MedicalInquiryFulfillment.htm)

[Managing Vault Messages and Veeva Messages](../Getting_Started/SettingUp/Veeva_Messages.htm)