Sample signature capture and validation timing on mobile versus desktop
Key Takeaway
A sample that requires a signature is validated against inventory when the rep clicks "Get Signature", or "Document Id" on the desktop site, because the desktop site can't capture signatures. A sample that doesn't require a signature is validated when the rep clicks "Submit".
When a field rep records sample drops for a healthcare professional (HCP), Agentforce Life Sciences can check each drop against the rep's inventory and per-visit limits. Agentforce Life Sciences can also capture the HCP's electronic signature on a configurable signature capture page. The moment the inventory check runs depends on whether the sample needs a signature and whether the rep is on the desktop site. The desktop site matters because it can't capture signatures.
What sample inventory validation checks
Sample inventory validation runs two checks. The first check confirms that the rep has enough remaining inventory to cover the samples recorded in the visit. The second check confirms that the samples don't exceed the per-visit maximum. The per-visit check applies only when the Max Disbursement Limit Quantity field is populated on a Territory Product Quantity Allocation record of type Drop.
When the same product appears on a parent visit and one or more child visits, validation adds up the quantities across all of those visits. Reps adding multiple attendees to a visit is one way this happens.
Lena has 10 units of a sample left. She records a visit with two attendees, which creates a parent visit and two child visits. She records 4 units on the parent visit and 4 units on each child visit. Each visit on its own stays under 10 units, but validation adds the quantities together. The total is 12 units, so the inventory check fails.