Visit to review

Step by step

1. Plan visit Pharma Representative

   Pharma Representative creates a Draft visit under the correct opportunity and assigns its owner.

   • Connects the visit to a deal and owner.
   • Updates Sample visits, Opportunities, Team members

2. Record visit Pharma Representative

   Pharma Representative enters practitioner, visit date, purpose, sample quantity and lot number.

   • Captures practitioner and sample details.
   • Updates Sample visits

3. Attach evidence Pharma Representative

   Pharma Representative adds a supporting record with a descriptive title and the visit reference.

   • Associates supporting material with the visit.
   • Updates Record attachments, Sample visits

4. Submit visit Pharma Representative

   Pharma Representative changes Draft to Submitted so the visit appears in the review queue.

   • Moves Draft to Submitted.
   • Updates Sample visits

5. Review visit Sample Reviewer

   Sample Reviewer reads the visit and evidence, records a dated Approve, Reject or Return decision with a reason, then manually updates the visit to Approved or Rejected. A Return decision keeps it Submitted for correction.

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

6. Close visit record Pharma Representative

   Pharma Representative marks an approved, finished visit Completed and retains its review history.

   • Moves an approved finished visit to Completed.
   • Updates Sample visits

Pharma Representative

Records and submits visits; Sample Reviewer makes the decision; Sales Manager watches the queue; Audit Reader reads the outcome and supporting records.