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            Update Sample Limit Rules for Products

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            3. Administer Life Sciences Cloud

            Update Sample Limit Rules for Products

            See the template and sample limit rules applied to each product. To help ensure your organization’s compliance with governmental regulations and organizational policies, customize sample limit rules for individual products.

            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 manage sample limit rules: Life Sciences Commercial Admin permission set

            You can update sample limit rules only for products assigned to the default generic template.

            1. From the App Launcher, find and select Admin Console.
            2. Select Sample Limits, and then select Sample Limit Rules.
            3. In the product hierarchy, search for products, or use the arrows to expand or collapse product groups.
            4. To see a product's assigned template and sample limit rules, select a product in the hierarchy.
            5. If the default generic template is assigned to the product, update its sample limit rules as needed.
              Enter or update the maximum limits for each visit and each period, and adjust the period start and end dates.
            6. Save your changes.
            7. Go to the Sample Limits Jobs page, and then run the Assign Sample Limit Templates to Products job.
              If accounts aren’t initialized with the sample limits for this product yet, run the Assign Sample Limit Templates to Accounts job instead.
             
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