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Configure Visit Settings
To customize the visit user experience at the org, user profile, or individual user level, configure the visit settings in the Admin Console.
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 visit settings: | Life Sciences Commercial Admin permission set |
- From the App Launcher, find and select Life Sciences Commercial, and then select Admin Console.
- Select Visit Administration, and then select Visit Settings.
- In Select Type, select the type of settings to configure. You can configure visit settings for the org default, specific profiles, or users.
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Select Visit Settings options and enter values to meet your business
needs.
These settings put you in command of how users plan, manage, and submit visits. They govern the scheduling process, from skipping the visit preview page and setting a default duration to enforcing future visit limits and managing visit conflicts. You can also use these settings to configure submission-related details, manage late submissions, and even unlock submitted visits.
- Select Skip visit preview screen on planner so that field reps can open the visit record directly from their Calendars, skipping the preview page.
- Check Set blank date/time in Planned Start Time to make sure that field users select the correct date and time instead of accepting a default.
- Enter a value in Default Duration in Minutes, for example 30.
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Select Geolocation Settings options and enter values to meet your
business needs.
These settings give you control over geolocation capture for compliance and data integrity. Define when the system captures a user’s location—specifically, at the point of signature and at the moment of submission. To make sure that the user’s recorded location remains within a valid range of the visit’s location, you can set a maximum allowed distance.
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Select Product Detailing Settings.
These settings help you to customize the product details your users see. You can select whether to show recent details and a product selector, and you can define whether users can discuss off-label products. You can also specify the field type for the next visit product objectives.
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Select Samples and Items Settings.
These settings give you control over sample management. Specify which healthcare organization types can receive samples and items, and determine whether users enter a batch number or show expired batches. To make sure that users stay within defined limits and inventory counts for both samples and territory quantity allocations, you can also govern how the system validates samples.
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Select Signature Settings.
These settings help you to customize the signature and document experience. You can choose whether to show the document ID and whether the request receipt appears on the signature page.
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Check Associate the HCO based on the HCP visit address to
automatically capture and associate the healthcare organization (HCO) where the healthcare
professional (HCP) interaction occurs.
When a field rep selects an HCP and a visit address, the app recommends the corresponding HCO based on contact point address matching. For locations with multiple affiliated organizations, field reps can select the correct department from a filtered dropdown in the Parent Organization field. Child visits inherit these associations to maintain consistency across group engagements.
For the app to recommend an HCO, the HCP's contact point address records must have
RelatedContactPointAddressIdpopulated to link them to the corresponding HCO address.Also add the Parent Organization field to the Visit page layout.
Note This feature is available in Lightning Experience and in the Life Sciences Cloud mobile app for iOS (iPad). - Select profiles in the User Profiles Available in Visitor Search field in Visitor Settings.
- Save your work.
