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Remaking Electronic Signatures

The sales representative can create an updated sample receipt and signature in the event that the original call information was incorrect.

For example, if Dr. Smith mistakenly signs for the receipt of samples on a request form having a different physician's name (such Dr. Jones), then the sample form is inaccurate. In this example, the sales representative must change the name on the original call to the correct physician (Dr. Smith) and have Dr. Smith sign again.

Using the Recreate Receipt button, the sales representative can capture a second signature on the corrected sample form. The Pharma application automatically tracks the appropriate audit trail information required by the FDA and similar agencies in other countries in the recreate receipt functionality.

This task is a step in Process of Completing Call Activities.

To remake a receipt

  1. Display the submitted call in the Contact Call Detail view, for example, in one of the following ways:
    • Navigate to the Activities screen, then the Activities List view, and drill down on the contact call activity.
    • Navigate to the Contacts screen, then the Contacts List view, drill down on a contact, click the Calls tab, and drill down on the call.
    • Navigate to the Activities screen, then the Activities List view, drill down on a planned account call activity, and drill down on the Attendee's name.
    • Navigate to the Accounts screen, then the Accounts List view, drill down on an account, click the Calls tab, and drill down on the Attendee's name.
  2. Click Recreate Receipt.
  3. Edit the name and address fields for the professional.
  4. Click Sign.
  5. Obtain the professional's signature and save the record.

NOTE:  Signature records are not sent to the local database in order to avoid sizing issues, and in case your local database is re-extracted.

The Recreate Receipt process first attempts to deactivate current signatures before capturing a new one. If you re-extracted your local database after having captured a signature, the original signature record will not be available to you, hence the process is aborted and you will not be able to capture a recreated receipt signature. Nothing happens when you click the Recreate Receipt button for calls created and signed prior to the re-extraction of your local database.

If you require that local signatures are downloaded from the server to your local database, contact your Oracle sales representative for Oracle Advanced Customer Services to request assistance from Oracle's Application Expert Services.

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