Choosing among sample inventory, territory allocation and HCP limit validations
Key Takeaway
Match the requirement to the check. The rep's stock calls for sample inventory validation. The territory's distribution plan calls for territory product allocation validation. A cap per healthcare professional (HCP) over a time period calls for HCP sample limits validation.
When field reps record samples for healthcare professionals (HCPs), Life Sciences Cloud can run three separate automated checks. Each check asks a different question. The right choice depends on whether a requirement is about the rep's stock, the territory's distribution plan or compliant sampling per account. If you pick the wrong check, the real requirement goes unchecked.
Two ways samples reach HCPs
The validations treat these two channels differently, so keep track of which channel a sample goes through.