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            Types of Sample Limit Templates

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            Types of Sample Limit Templates

            Life Sciences Cloud for Customer Engagement includes a generic sample limit template and several country-specific templates by default. You can also create custom generic templates by cloning the default template. Or, you can create and configure advanced based on requirements for other countries.

            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.
            Template Type Features Limitations
            Default Country-specific Templates
            • Templates are predefined, and you can’t customize, edit, or delete them.
            • Initialize sample limits automatically for new healthcare professional (HCP) and healthcare organization (HCO) accounts.
            • After limits are created, you can’t change them.
            • You can assign only one template to a product.
            • You can’t use template priority to determine the limits to apply.
            • The only rule enforcement type is Error, meaning that distributions are blocked after limits are met.
            Default Generic Template
            • Templates are predefined, and you can’t customize, edit, or delete them.
            • Initialize sample limits automatically for HCP and HCO accounts.
            • After the template is applied to a product, update the limits and period from the Sample Limit Rules page.
            • You can’t assign a priority to the default generic template.
            • You can’t assign multiple templates to one product.
            • The only rule enforcement type is Error, meaning that distributions are blocked after limits are met.
            Custom (Cloned) Generic Template
            • Create a custom generic template by cloning the default generic template.
            • Choose between Error and Warning enforcement types to define what happens when sample limits are violated.
            • Assign multiple templates to the same product. To determine which sample limit rules take precedence when multiple templates apply, assign each template a priority.
            • Update limits for the sample product by creating another custom generic template and assigning it a higher priority.
            • When a new account is created and multiple cloned generic templates apply to the product, sample limits are created based on the highest priority template.
            • New sample limits aren’t created when an account has existing sample limits with a higher priority.
            • You must create templates separately and assign them to accounts or account segments.
            • If you assign a custom generic template to a product, you can’t assign a country-specific template.
            • You can’t use a custom generic template to initialize sample limits automatically for new HCP and HCO accounts.
            Advanced Template defined as Required by Law
            • The template acts as a country-specific template.
            • Initialize sample limits automatically for HCP and HCO accounts.
            • You can't change limits after they're created.
            • You can assign only one template to a product.
            • You can’t use template priority to determine the limits to apply.
            • The only rule enforcement type is Error, meaning that distributions are blocked after limits are met.
            Advanced Template not defined as Required by Law
            • Select the enforcement type to define what happens when distributions violate sample limits.
            • Initialize sample limits automatically for HCP and HCO accounts.
            • You can't change limits after they're created.
            • You can assign only one template to a product.
            • You can’t use template priority to determine the limits to apply.
             
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