Updating or replacing sample limits after template and rule changes
Key Takeaway
Reps are held to provider sample limit records, not to the template itself. After you change a template's product assignments or rules, run the "Assign Sample Limit Template to Products" job so those records match. To remove an outdated template's limits, run the "Delete Sample Limits" job.
Sample limits control how many samples reps can give each account for each product, which supports compliance with regulations and company policy. You define the limits in sample limit templates and their rules. Reps are actually held to provider sample limit records, which batch jobs create. So when a template or its rules change, you run a batch job to push the change to those records. You either update the records in place, or delete them and create new ones from a different template.
How sample limits reach reps
You assign a template to individual products, or to a parent product and its child products. You can also customize the rules for individual products.
You initialize accounts or account segments by running a job. You can also set up automatic initialization for new HCP and HCO accounts.
Each time a rep disburses a sample, a provider visit sample limit transaction record is created. The related provider sample limit records update automatically. Errors or warnings during disbursement keep reps within the defined limits.
Because reps are held to the provider sample limit records, changing a template or its rules is not enough on its own. You run a batch job to push the change to those records.