Enabling HCP sample limits validation during visits
Key Takeaway
"Validate sample limits" is only a global on switch. Whether a sample limit check runs in error mode or warning mode is set on the individual sample limit template records, not in "Visit Settings".
HCP sample limits validation enforces limits on how many samples a healthcare professional (HCP) can receive within a specific time period. The limit can come from regulation or from company policy. You turn validation on with one setting in the "Admin Console" of the Life Sciences Commercial app. Validation only works when sample limit templates already exist and a trigger handler keeps each HCP's remaining quantity up to date.
How to enable sample limits validation
Validation checks against sample limit templates, so set them up before you turn validation on.
- Set up sample limit templates for the sample products, and initialize them for healthcare professionals.
- In the Life Sciences Commercial app, open the Admin Console.
- Under "Visit Administration", open Visit Settings.
- In the "Samples and Items Settings" section, turn on Validate sample limits.
- In "Trigger Handler Administration", activate
CalculateShippedQuantityHandler.
CalculateShippedQuantityHandler uses the shipped quantity in Direct to Practitioner records to update the remaining quantity for sample limits.