Decision and evidence

Step by step

1. Find the submitted case Sample Reviewer

   Sample Reviewer opens the submitted visit and checks its opportunity and account.

   • Establishes the case being reviewed.
   • Updates Sample visits, Opportunities, Accounts

2. Read the detail Sample Reviewer

   Sample Reviewer checks practitioner, date, quantity, lot number, purpose and available attachments.

   • Gives the reviewer the visit and evidence.
   • Updates Sample visits, Record attachments

3. Record decision Sample Reviewer

   Sample Reviewer creates a decision with reviewer, date, source revision and a useful reason. Sample Reviewer approves or rejects the visit by updating its status separately from the decision record. A Return decision leaves the visit Submitted for correction.

   • Records the named decision and updates the visit status for an approval or rejection.
   • Updates Review decisions, Sample visits, Team members
   ApprovalA person approves before the work moves on.

4. Resolve a return Pharma Representative

   Pharma Representative corrects a returned case and submits the current visit for another review.

   • Keeps a correction tied to the prior decision.
   • Updates Sample visits, Review decisions

5. Read the history Audit Reader

   Audit Reader follows the visit's decisions and attachments back to the opportunity.

   • Reconstructs the visit's review trail.
   • Updates Review decisions, Record attachments, Opportunities

Sample Reviewer

Makes the decision; Pharma Representative corrects and resubmits the visit; Audit Reader inspects the history; Sales Manager reviews unresolved work.