Visit compliance statements and electronic signature capture
Key Takeaway
Visit compliance statements and signature page disclaimers are both Compliance Statement Definition records. A Compliance Agreement with Statement Requirement Level set to Required blocks visit submission until the rep acknowledges it.
Compliance statements are policy texts that field reps see during a visit with a healthcare professional (HCP). Some are informational, and some need a checkbox acknowledgment, so the visit follows regulatory standards and company policy. Electronic signature capture collects the HCP's signature at the end of a visit on a configurable signature page. Salesforce stores the signature and audit details with the visit, so sample drops and other activities are documented for audits.
Compliance Statement Definition records
One object, the Compliance Statement Definition, stores the text for visit compliance statements and for signature page disclaimers. The "Statement Type" field decides how each record behaves. "Module Type" is set to Visit for each of the three types.
| Statement Type | What the record holds |
|---|---|
| Compliance Note | Informational text |
| Compliance Agreement | Text the rep acknowledges with a checkbox |
| Disclaimer | Legal text on the signature page |
For a statement to appear, its "Active" field must be selected. When several statements or disclaimer paragraphs apply, "Display Order" sets their sequence.