Configure compliance statements, validation rules, electronic signatures, and audit
snapshots to ensure that visits meet regulatory and company standards.
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.
Configure Compliance Statements Create compliance statements and agreements to make sure that field reps follow regulatory standards and company policies during healthcare professional interactions.
Configure Validations Enforce business rules and regulatory requirements for visit scheduling, business hours, and data quality during visit signing or submission.
Configure Signature Capture Customize the layout, disclaimers, and branding of the signature capture page to ensure compliance when capturing electronic signatures from healthcare professionals. Ensure audit readiness by capturing an image of the entire signature page when it's signed-off.
Visit Snapshot Visit snapshots, or denormalization, preserve the exact state of account, license, and product data at the moment a visit is finalized for compliance and auditing.
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