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          Understand Mandatory Pages in Presentations

          Understand Mandatory Pages in Presentations

          Mandatory presentation pages help to keep interactions compliant by making sure that field users present specified key messages, disclaimers, or safety information. When you configure presentations, you can designate specific pages as mandatory to prevent users from bypassing or overlooking critical content.

          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.

          Mandatory Pages in Setup

          You designate pages as mandatory when you set up and manage presentations in the Admin Console. First, work with your legal or compliance teams to define the required pages for field users to present. Then, when you upload presentation files or when you edit presentation pages individually or in bulk, mark pages as mandatory.

          When you define mandatory pages, keep these considerations in mind.

          • Mandatory pages represent content that users must show at least one time per presentation session.
          • You can mark one or more pages as mandatory within a presentation.
          • If a mandatory page contains multiple slides, all slides within that page are mandatory.

          Mandatory Pages in Custom Presentations

          Life Sciences Cloud for Customer Engagement helps to make sure that custom presentations meet your organization's compliance guidelines. When your field users create custom presentations, required pages are denoted with an asterisk. If users add another page from a presentation that has mandatory pages, they must add all mandatory pages to their presentation. To remove a mandatory page, they must remove all other pages from that presentation too.

          Mandatory Pages in the Presentation Player

          During interactions with healthcare professionals (HCPs), users can navigate presentations freely in the content library and the presentation player. In the presentation player, Life Sciences Cloud for Customer Engagement:

          • Denotes mandatory pages with an asterisk
          • Tracks whether users have presented all mandatory pages
          • Prevents users from closing or switching presentations before they share required content by displaying a message and highlighting the mandatory pages
           
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