Sample Limits

Create sample limit templates that contain the rules, operations, and limits to evaluate for each product and account. Assign sample limit templates to products or product groups, and update the sample limit rules for individual products as needed. Then, run a job to initialize individual accounts or account segments with the appropriate sample allocation amounts based on the sample limit template’s rules. Or set up automatic initialization so sample limits are applied as soon as new HCP and HCO accounts are created.

Each time a sales rep disburses a sample, a Provider Visit Sample Limit Transaction record is created, and the related Provider Sample Limit records are updated automatically. When disbursing samples, errors or warnings make sure that sales reps stay within the defined limits.

To replace the sample limits for an account or product, run a batch job to delete the existing Provider Sample Limit records associated with the applied sample limit template. Then, apply a new template and run another job to create the new Provider Sample Limit records for that account and product.

• Sample Limit Templates
  Sample limit templates contain the rules, operations, and limits to evaluate for each assigned product and account. View the sample limit templates included with Life Sciences Customer Engagement. Create generic templates that use default rules and conditions, or configure advanced templates with complex sample limit rules.
• Manage Sample Limit Template Product Assignments
  To enforce rules and manage distribution based on the template’s defined limits, assign sample limit templates to products or product groups.
• 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.
• Create Account Segments for Sample Limits
  Group accounts into segments by creating actionable lists so that you can customize sample limits and distribution strategies for different account groups.
• Initialize Sample Limits and Create Sample Limit Records
  Sample limits rely on dedicated batch jobs and trigger handlers to handle large-scale data processing. These sample limit batch jobs automate the creation of provider sample limit records for each combination of account, product, and assigned sample limit template.
• Delete Sample Limit Rules for a Product
  To clear all limits for an account and product, delete the product's sample limit rules. Then, you can reestablish new rules for that product.
• Delete All Sample Limits for an Account
  To remove outdated restrictions on sample distribution across all accounts, delete sample limits for a specific template. Then, you can apply new templates for those accounts.
• Monitor and Run Batch Jobs for Sample Limit Triggers
  Sample limit trigger handlers use batch jobs to automate the processing of large volumes of records. Track the status and health of sample limit batch jobs, and reprocess records if the batch jobs fail.