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Updating Messaging Plans

When you have created your messaging plan, you can configure it to suit your specific requirements. When you navigate to Messaging Plans screen > Messaging Plans view and drill down on a messaging plan, you are presented with the Messaging Plans Detail view. Under the Presentation Items detail view tab are three applets namely Presentation Items, Related Messages and Detail Messages. All three applets are edit only. You cannot create new records or delete records here. These applets are populated when the Messaging Plan is created in PCD Planner (Create Messaging Plan window).

You can sequence the information to suit a particular presentation. You can also associate any related messages and detailed messages with the messaging plan.

Select the Assess Group tab to control access of the messaging plans, the related data, and component files. You can also add help text to your messaging plan to aid in the presentation of your message.

You can update the presentation details for a messaging plan.

To update the presentation details for a messaging plan

1. Navigate to Messaging Plans > Messaging Plans view.
2. In the Messaging Plan list, select a record, and drill down on the Name field.
3. Click the Presentation Items tab, and update the details for the presentation items.

   Some fields are described in the following table.

   Field	Description
   Sequence #	Display only. Shows the sequence number for this presentation item.
   Name	Display only. Shows the name for the literature record.
   Display Name	When a messaging plan is selected in PCD Viewer, its presentation items are displayed as tabs. The name appearing on these tabs depends on the value in this Display Name field. You can enter a display name of your choice. The default value is equal to the Name field value.
   Status	Use the drop-down list to select Show or Hide status for this presentation item.
   Disclosure Message	Disclosure Message is the disclosure content that needs to be displayed before this messaging plan is presented. One of the presentation items in a messaging plan can be set as Primary. This primary presentation item in a plan is called the disclosure message and always has a sequence # equal to 0. If a messaging plan is selected for presentation in PCD Viewer and the disclosure mandatory flag for the plan is equal to Y, then this disclosure message is automatically presented. If you add a new physician to the messaging plan, the disclosure message is displayed. If the disclosure mandatory flag for the messaging plan is equal to N, then the disclosure message is shown only if the sales representative clicks on the Show Disclosure button in the PCD Viewer.
   Questionnaire	Select the Template Name that you want to add to this presentation item. Sales assessment templates for Messages are created in Data Administration screen > Sales Assessment Templates view, where assessment template type must be set to Message.
   Synopsis	Enter a brief description for the presentation item.
   Speaker Notes	Add your notes for this presentation item.
   Description	Enter a brief description of the contents for this presentation item.
   Type	Display only. Shows the literature sub type field in Literature list applet in Document - Admin > Literature view.
   Rating	Use the drop-down list to select a rating for this presentation item.
   Audience	Enter the type of user for which the content is targeted.