Rep signature attestation and disclaimer for Medical Inquiries
Key Takeaway
The rep signature step is an Add Signature workflow action. It is an Open Component action on the Inquiry object that uses the lsc4ce:InquirySignatureModal component and sets the inquiry status to Signed. The disclaimer text is stored in a compliance statement definition record.
When a sales representative captures a medical question from a healthcare professional (HCP), Medical Inquiries can have the rep sign, or attest to, the inquiry before submitting it to medical. The signature step is a compliance control. An admin builds it from two pieces: disclaimer text stored in a compliance statement definition record, and an Add Signature workflow action that appears as a button on the Inquiry record page.
How to sign and submit an inquiry
The rep signs the inquiry as part of the submission flow. Signing comes before submission. To create and submit a medical inquiry, including signing it, the rep needs both "Life Sciences Core" and "Life Sciences Field Sales Representative".
- Create the inquiry and add the HCP's question on the "Questions" tab.
- On the Inquiry record page, click "Add Signature".
- In the "Review & Sign" window, enter your signature and click "Accept". The inquiry status changes to Signed.
- Add the HCP's response preference (a contact point address, email, or phone) and any required attachments and topics.
- Click "Submit". The status changes to Submitted. The inquiry moves to the medical science liaison's queue.
Ana, a sales rep, meets Dr. Lee, who asks whether a drug can be taken with food. Ana creates an inquiry and enters Dr. Lee's question on the Questions tab. She clicks Add Signature, signs in the Review & Sign window, and clicks Accept, so the status changes to Signed. Next she adds Dr. Lee's email as the response preference. When she clicks Submit, the status changes to Submitted and the inquiry goes to the medical science liaison's queue.