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

## Medical Inquiry Fulfillment

When end users create a Medical Inquiry, a Medical Inquiry Fulfillment (MIF) record is also created and assigned to the appropriate Medical Science Liaison (MSL) so they can provide the requested information. The MSL responds to MIFs in their queue by creating a Medical Inquiry Fulfillment Response (MIFR) using the Call Report. MSLs can reassign an MIFR for additional action if necessary.

For example, an HCP has a question about an ongoing clinical trial for a possible new use for a drug for migraines. The end user creates a Medical Inquiry, captures the doctor’s signature, assigns the inquiry to the appropriate MSL, and submits the record. The assigned MSL sees the new MIF and records the details of the Medical Inquiry Fulfillment in a Call Report. End users are notified that their inquiry has been responded to and they can pass the information on to the HCP.

**Who can use this feature?**

* End Users - Browser, iPad, Windows
* [Using Medical Inquiry Fulfillment](#Using)
* Medical Science Liaison (MSL) Users - Browser, iPad
* [Using Medical Inquiry Fulfillment](#Using)
* MSL Managers - Browser
* [Using Medical Inquiry Fulfillment](#Using)
* Users do not require an additional license

### Configuring Medical Inquiry Fulfillment for

[![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 **Objects**.
5. Grant the following permissions:

   | Object | Object Permissions | Object Types | Fields | Field Permission |
   | --- | --- | --- | --- | --- |
   | medical\_inquiry\_fulfillment\_\_v | R | All Object Types | mobile\_id\_\_v | Read |
   | medical\_inquiry\_\_v | CRE | medical\_inquiry\_\_v | * assign\_to\_user\_\_v * fulfillment\_created\_\_v * mobile\_created\_datetime\_\_v * fulfillment\_status\_\_v | Edit |
   | user\_sys | R | n/a | * status\_\_v * system\_owned\_user\_\_sys | Read |
6. Navigate to **Admin > Configuration > Objects**.
   * Select **medical\_inquiry\_\_v**
   * Select **Layouts**
   * Add the **mi\_assign\_to\_user\_field\_control\_\_v** field control to the appropriate medical\_inquiry\_\_v page layout
7. Navigate to **Admin > Configuration > medical\_inquiry\_\_v > Fields**.

   * Select the **assign\_to\_user\_\_v** field
   * Update the Criteria VQL in the Constrain Records in Referenced Object section. For example, user\_type\_\_v = 'medical\_\_v'.

[![Closed](../../../Skins/Default/Stylesheets/Images/transparent.gif)Medical Science Liaison (MSL) 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 **Objects**.
5. Grant the following permissions:

   | Object | Object Permissions | Object Types | Fields | Field Permission |
   | --- | --- | --- | --- | --- |
   | call2\_\_v | CRE | medical\_inquiry\_fulfillment\_\_v | medical\_inquiry\_\_v | Edit |
   | medical\_inquiry\_\_v | CRE | medical\_inquiry\_\_v | fulfillment\_status\_\_v | Edit |
   | medical\_inquiry\_fulfillment\_\_v | CRED | All Object Types | * account\_display\_name\_\_v * assigned\_to\_\_v (This field is optional based on whether the user creates and assigns inquiry records.) * call\_\_v * entity\_reference\_id\_\_v * initiated\_by\_\_v * initiated\_datetime\_\_v * mobile\_created\_datetime\_\_v * mobile\_id\_\_v * medical\_inquiry\_\_v | Read |
   | * account\_\_v * object\_type\_v If MSLs can edit the initial inquiry notes, grant Edit permission to the following fields. Otherwise, grant Read permission.  * address\_line\_1\_\_v * address\_line\_2\_\_v * city\_\_v * country\_\_v * delivery\_method\_\_v * email\_\_v * fax\_number\_\_v * inquiry\_text\_\_v * phone\_number\_\_v * product\_\_v * rush\_delivery\_\_v * state\_province\_\_v * zip\_\_v | Edit |
   | medical\_inquiry\_fulfillment\_response\_\_v | CRED | medical\_inquiry\_fulfillment\_response\_\_v | * mobile\_created\_datetime\_\_v * mobile\_id\_\_v | Read |
   | * assign\_to\_user\_\_v * completed\_by\_\_v * completed\_datetime\_\_v * medical\_inquiry\_fulfillment\_\_v * medical\_inquiry\_fulfillment\_respo\_status\_\_v * fulfillment\_materials\_\_v * fulfillment\_response\_\_v * assign\_to\_comments\_\_v * interaction\_\_v * method\_\_v * reassign\_\_v * status\_\_v | Edit |
   | user\_sys | R | n/a | * status\_\_v * system\_owned\_user\_\_sys | Read |
6. Grant Execute permission to the **assign\_\_v**, **create\_response\_\_v**, and **edit\_response\_\_v** object actions on the medical\_inquiry\_fulfillment\_\_v object.
7. Grant View permission to the **mifr\_assign\_to\_user\_field\_control\_\_v** and the **mifr\_delivery\_method\_\_v** object controls on the medical\_inquiry\_fulfillment\_response\_\_v object.
8. Navigate to **Admin > Configuration > Objects**.
   * Select **medical\_inquiry\_fulfillment\_\_v**
   * Select **Layouts**
   * Place the **medical\_inquiry\_fulfillment\_responses\_\_c** section on the appropriate medical\_inquiry\_fulfillment\_\_v layout

   The medical\_inquiry\_\_v field is on the medical\_inquiry\_fulfillment\_\_v layout by default. System admins can place medical\_inquiry\_\_v field on any other layout used for responding to Medical Inquiries.
9. Navigate to **Admin > Configuration > Objects**.
   * Select **medical\_inquiry\_fulfillment\_response\_\_v**
   * Select **Layouts**
   * Place the **mifr\_assign\_to\_user\_field\_control\_\_v** on the appropriate layout
   * Edit the **status\_\_v** field
   * Select the **Display As Read-Only** checkbox
   * Select **Save**
10. Navigate to **Business Admin > Objects > veeva\_settings\_\_v**.
    * Populate the **medical\_inquiry\_fulfillment\_default\_\_v** Veeva Setting with the default username. This step is optional.

      If you set a default user, all unassigned MIFs go to that user’s queue for assignment. If you set a default user they must remain active for a MIF to be created. If you do not set a default user and no one is assigned, a MIF is not created.

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

Browser only.

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 **Objects**.
5. Grant the following permissions:

   | Object | Object Permissions | Object Types | Fields | Field Permission |
   | --- | --- | --- | --- | --- |
   | medical\_inquiry\_fulfillment\_\_v | CRED | All Object Types | All Fields | Edit |
   | medical\_inquiry\_fulfillment\_response\_\_v | CRED | assign\_mifr\_\_v | All Fields | Edit |
   | user\_sys | R | n/a | * status\_\_v * system\_owned\_user\_\_sys | Read |
6. Grant Execute permission to the **assign\_\_v**, **create\_response\_\_v**, and **edit\_response\_\_v** object actions on the medical\_inquiry\_fulfillment\_\_v object.

### Using Medical Inquiry Fulfillment as

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

When end users create or modify a Medical Inquiry, they can assign it to a specific MSL or to the default user, usually an MSL manager, if a default user is defined in the medical\_inquiry\_fulfillment\_default\_\_v Veeva Setting. If a default user is undefined, the assign\_to\_user\_\_v field is blank.

If the Criteria VQL is set to user\_type\_\_v = ‘medical\_\_v’ only medical\_\_v type users are available to select from the drop-down list.

When an end user assigns a Medical Inquiry to an MSL, the assign\_to\_user\_\_v field value is updated to the new user. Once the Medical Inquiry is submitted, the assign\_to\_user\_\_v field is read only, the status is Assigned, and a MIF is created.

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

MIFs contain a copy of the information captured by the end user in the medical inquiry. The MIF object type is based on the delivery method the end user selected. For example, if the end user selected Phone from the delivery\_method\_\_v field on the inquiry, the medical Inquiry fulfillment’s object type is phone\_\_v.

MSLs can view MIF records assigned to them on the Medical Inquiry Fulfillment tab and create responses. Only the assigned user can create a response or reassign the MIF. MSLs can, however, reassign a MIF to another MSL.

To create a Medical Inquiry Fulfillment response:

1. Navigate to the **Medical Inquiry Fulfillment** tab.
2. Select the appropriate **medical\_inquiry\_fulfillment\_\_v** record.
3. Select **Create Response** from the All Actions menu. A call report displays.

Existing information—for example, media, attachments, Approved Email—can be used in the response. When the response is finished, users have three options:

* Save the response, leaving it in a pending status. The current user retains ownership of the response.
* Submit the response, moving the response and medical\_inquiry\_fulfillment\_\_v record to a Closed status
* Reassign the response

The fulfillment\_status\_\_v field on the Medical Inquiry record syncs with the medical\_inquiry\_fulfillment\_\_v record status so the end user can see when an MSL completes a request.

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

When an end user does not know which MSL to assign a Medical Inquiry to, they submit the Medical Inquiry without populating the Assign To field. The Medical Inquiry and the associated Medical Inquiry Fulfillment records are automatically assigned to the default user if one has been configured. The default user, typically a manager, then reassigns the Medical Inquiry Fulfillment to the proper MSL user. If the Assign To field is blank, MSL Managers can run a query to find new, unassigned records and assign them to an MSL.

To reassign a Medical Inquiry Fulfillment record:

1. Navigate to the **Medical Inquiry Fulfillment** tab.
2. Select the appropriate **medical\_inquiry\_fulfillment\_\_v** record.
3. Select **Assign** from the All Actions menu.
4. Populate the **Assign To User** field.
5. Populate the **Assign To Comments** field. This step is optional.
6. Select **Submit**.

### Related Topics

[Medical Inquiries Overview](Medical_Inquiries_Overview.htm)

[Creating a Medical Inquiry](MedicalInquiryCreation.htm)

[Medical Inquiry Fulfillment Response Method](MIFRM.htm)