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Managing Disclaimers

There are two types of disclaimers as follows:

• Static disclaimers: The Disclaimer Management view shows the static disclaimer information that appears in the LS Pharma Call Signature Form Applet (in the Siebel Pharma desktop application) or the Siebel Signature Capture display (in the Siebel Mobile application for Siebel Pharma).
• Dynamic disclaimers: Dynamic disclaimers control disclaimer text during signature capture based on a number of parameters, such as physican type, state where the sampling is being done, and the sample.

Creating and Activating a New Static Disclaimer

The following procedure shows you how to create and activate a new static disclaimer.

To create and activate a new static disclaimer

1. Navigate to the Sample Management screen, then the Disclaimer Management view.
2. In the Disclaimers list, create a new record and complete the necessary fields.

   The new disclaimer becomes active immediately. Only one disclaimer can be active at a time.

   Some fields are described in the following table.

   Field	Comments
   Disclaimer	The actual text for the disclaimer.
   Apply to	Apply disclaimer text to one of the following: Inventory Audit Pharma Call Transaction Adjustment
   Status	Valid values include Active and Expired. There can only be one active text displayed for all the products.

3. Select the record and click Activate.

   The selected record becomes active and any previously active static disclaimers expire.

Creating a New Dynamic Disclaimer

The following procedure shows you how to create a new dynamic disclaimer.

To create a new dynamic disclaimer

1. Navigate to the Sample Management screen, then the Disclaimer Management view.
2. From the view drop-down list, select Disclaimer Text to create a new dynamic disclaimer text record.
3. From the view drop-down list, select Dynamic Disclaimer Rule Set.
   1. Create a new dynamic disclaimer rule set record and complete the necessary fields as required.

      Some fields are described in the following table.

      Field	Comments
      Name	The name of the rule.
      Apply to	Apply the rule to one of the following: Inventory Audit Pharma Call Transaction Adjustment
      Status	Valid values for the rule set include Active and Expired. There can only be one rule set active at any one time.

   2. In the Rules applet, create rules for the dynamic disclaimer rule set and complete the necessary fields.

      Some fields are described in the following table.

      Field	Comments
      Name	The name of the rule.
      Rule Type	Apply the rule as one of the following: Expression Invoke Method Business Service (not supported)
      Sequence	The sequence in which to apply the rule when multiple rules are present.

   3. In the More Info applet, add rule expressions and conditions to the dynamic disclaimer rule set and complete the necessary fields.

      Some fields are described in the following table.

      Field	Comments
      Name	Name of the rule set (automatically populated).
      Rule Type	This field is automatically populated by either the Expression or Invoke Method rule type.
      Conditional Expression	A pop-up field which can be used to build an expression based on the underlying business components.
      Disclaimer Text	The text for which the rule set is applied.
      Method Name	Specifies the method to invoke.
      Description	Brief description of the rule.