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Setting the Maximum Number of Times Contacts Can be Sampled Without a Valid State Licence

Administrators can set the maximum number of times a contact who does not have a valid state licence can be sampled. This setting is set at the global level and applies throughout the organisation. Configuring this setting ensures the following:

  • That sales representatives in the field will not be able to exceed the specified maximum number of times contacts who do not have a valid state licence can be sampled.
  • That when a contact moves to a different state, the contact can be sampled while waiting for a valid state licence. Typically, contacts must wait a few days to receive a valid licence when they move to a different state.

Before you begin. To set the maximum number of times contacts can be sampled without a valid state licence, your user role must include the Enable Basic Samples Operations privilege.

To set the maximum number of times contacts can be sampled without a valid state licence

  1. In the upper-right corner of any page, click the Admin global link.
  2. In the Life Sciences Management section, click the Other Life Sciences Related link.
  3. On the Life Sciences Related Preferences page, click the Life Sciences Related Preferences link.
  4. Enter a value in the Number of Times a Contact Can Be Sampled field.

    The default value in this field is -1, which indicates that the maximum number of times contacts can be sampled without a valid state licence has not been set and that there will be no impact on current behaviour. Setting the value in this field to any negative number will have the same effect.

    Setting the value in this field to a number greater than zero indicates that you are setting the maximum number of times contacts can be sampled without a valid state licence and the impact on behaviour is as follows:

    • Sales representatives will be able to sample contacts who are waiting for a valid state licence x number of times, where x is the value in this field, provided that the status of the licence is inactive or not null and that the licence has not expired.

      NOTE: To distribute samples to a contact, that contact type (for example, physician, pharmacist, nurse practitioner, doctor) must be authorised to receive and sign for samples. For more information, see Authorising Contacts to Receive Samples.

    • If a contact moves to a different state, then the contact can be sampled x number of times while waiting for a valid state licence, where x is the value in this field. For more information, see Contact State Licence Fields.

Related Topics

See the following topics for related information about samples management:


Published October 2016 Copyright © 2005, 2016, Oracle. All rights reserved. Legal Notices.