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            Capture Compliance Activities

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            Capture Compliance Activities

            On the Account Compliance tab, you see all account compliance records including the details about the cycles for each account compliance. Each account compliance has the compliance cycle list that is color-coded per the status of the cycle, such as upcoming, due soon, overdue. Create a visit if a cycle is upcoming or due soon, and record your observations for the visit's assessment task. If a compliance cycle reaches its end date without a completed visit, you can either create a visit or enter a reason to skip the visit.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise and Unlimited Editions with Life Sciences Cloud, Life Sciences Cloud for Customer Engagement Add-on license, and the Life Sciences Customer Engagement managed package.
            User Permissions Needed
            To record compliance activities: Life Sciences Field Sales Representative permission set
            1. From the App Launcher, find and select Account Compliance.
              On a mobile device, go to the Account Compliance tab.
            2. Select an account compliance record.
              All the compliance cycles for the account are shown.
            3. Record your observations.
              1. To create a visit for a cycle that's due soon or upcoming, click Create Visit.
              2. Click the quick action to report compliance activities.
              3. Select the compliance program that you want to associate with the visit.
                You can see the fields based on the field set configured for the Assessment Task object. Enter the values or the required fields.
              4. Enter the details of the activity.
              5. Save your changes.
              6. Submit the visit.
                The status of the assessment task and the corresponding cycle of the associated compliance program changes to complete.
            4. To skip a visit for a compliance cycle that reached its end date without a completed visit, perform these steps.
              1. Click Skip Visit for a cycle.
              2. Enter a reason for skipping the visit.
              3. Save your changes.
            5. To stop cycles during an interruption, click Stop Cycle.
            6. To resume cycles when a delivery resumes, click Resume Cycle.
             
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