Source: https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/X_Pages/X_PagesStudio/PageTemplates/MedicalTerritoryTemplate.htm

## Using the Medical Territory Template

The Medical Territory template helps content creators to quickly create an X-Page that allows end users to view operational and historical data across HCPs and KOLs at the territory level, including medical activity, discussions, inquiries, and insights all in one place. Content creators can customize the template using X-Pages Studio.

For information on using X-Pages Studio templates and configuring content creators to use templates, see [Using X-Pages Studio Template Library](Templates.htm).

**Who can use this feature?**

* Content Creators - Browser
* [Using the Medical Territory Template](#Using)
* End Users - Browser, iPad, iPhone, Windows
* [Using the Medical Territory Template](#Using)
* Users do not require an additional license

### Configuring the Medical Territory Template for

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

To configure this feature, ensure [Configuring X-Pages Studio](../StudioConfigure.htm) is complete and the user has deployment permissions.

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

To configure this feature:

1. Ensure [Configuring X-Pages](../../X_PagesConfig.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 |
   | --- | --- | --- | --- | --- |
   | call2\_\_v | R | n/a | account\_\_v  clm\_\_v  call\_channel\_\_v  call\_date\_\_v  call\_datetime\_\_v  status\_\_v | Read |
   | medical\_discussion\_\_v | R | n/a | call\_date\_\_v  account\_\_v  product\_\_v  discussion\_\_v - interaction\_\_v | Read |
   | sent\_email\_\_v | R | n/a | account\_\_v  email\_sent\_date\_\_v  click\_count\_\_v  open\_count\_\_v | Read |
   | html\_report\_\_v | R | * territory\_insights\_\_v * territory\_insights\_default\_\_v You only need to grant access to the record type for the page you want to deploy. | n/a | n/a |
   | account\_\_v | R | n/a | id\_\_v  kol\_cda\_\_v | Read |
   | call2\_key\_message\_\_v | R | n/a | call2\_\_v - call\_date\_\_v - clm\_presentation\_\_v | Read |
   | medical\_inquiry\_\_v | R | n/a | account\_\_v  status\_\_v  product\_\_v - inquiry\_text\_\_v | Read |
   | medical\_insight\_\_v | R | n/a | date\_\_v  account\_\_v  summary\_\_v  status\_\_v | Read |
   | clm\_presentation\_\_v | R | n/a | n/a | n/a |

### Using the Medical Territory Template as

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

To use the Medical Territory template:

1. Log into **X-Pages Studio**.
2. Select the **Studio Templates** tab.
3. Select the **Medical Territory** template.
4. Select **Use Template**.
5. Customize the new page as needed. This step is optional.
6. [Deploy](../DeployPage.htm) the new page using X-Pages Studio.

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

![](../../../../Resources/Images/X-PagesStudio/Templates/Medical Territory.png)

Before any customization, users can view information in the following sections:

* Time Period Specification - When the activity starts (within the last 90 days)
* KOL/All HCP Dropdown - Select between KOLs and All HCPs, depending on the data you want to see
* My Activity Overview:
* My KOL/HCP Reach:
* Percentage - Percentage of the KOL or HCP Account records seen over the count of all KOL or HCP Accounts
* Fraction - Count of KOL or HCP Account records seen over the count of all KOL or HCP Accounts
* My Interactions - Count of submitted Call records created
* My Medical Discussions - Count of Medical Discussions created
* My Sent Emails - Count of Sent Email created
* Total # of Opens - Sum of Opens from Sent Emails
* Total # of Clicks - Sum of Clicks from Sent Emails
* Medical Activity:
* Medical Inquiries - Total Medical Inquiries created or assigned
* Medical Insights - Total Medical Insights created
* My Recent Interactions - Five most recent parent Calls created, sorted by call date, from most recent to least recent
* My Recent Medical Discussions - Five most recent Medical Discussions created, sorted by call date, from most recent to least recent
* My Top CLM Presentations - Top five CLM Presentations with most related call detail records, from most to least
* Recent Medical Inquiries - Five most recent Medical Inquiries created or assigned, sorted by created date, from most recent to least recent
* Recent Medical Insights - Five most recent Medical Insights created or assigned, sorted by created date, from most recent to least recent
* My Top Seen KOLs/HCPs - Top five Accounts seen with the most related call records, sorted most to least. After related call records, sorted by number of emails, from most to least.
* My Least Seen KOLs/HCPs - Top five Accounts with the least related call records, sorted least to most. After related call records, sorted by number of emails, from least to most.
* My Most Recently Seen KOLs/HCPs - Top five Accounts with the most recent call record, from most recent to least recent
* My Least Recently Seen KOLs/HCPs - Top five Accounts with the least recent call record, from least recent to most recent

### Related Topics

[Using the Medical HCP Template](MedicalHCPTemplate.htm)