What should I worry about?
The risk radar raises a flag when something in the field looks wrong: calls reported late, calls far from the institute, a plan not sent, stock not counted. Each flag has a severity and a reason.
Open it from the report catalogue. The highest flags also show in the dashboard's Top risks panel.
The screen
Tiles: High, Medium and Low (each with how many are open), Open (of all), Assigned.
Flags table: Severity, Flag (with why it was raised), Rule, Field manager or doctor, State, and the actions.
Narrow it with Rule ("All rules" to start), and tick Show dismissed to see dismissed flags too.
What you can do with a flag
| Action | What it does |
|---|---|
| Acknowledge | Marks it seen |
| Assign… | Gives it to someone, with a Note. They are told "Risk assigned to you" |
| Dismiss… | Closes it, with a Reason |
| Reopen | Opens a dismissed or acknowledged flag again |
The rules
| Rule | Raised when |
|---|---|
| Planned calls done falling | A person's share of planned calls done fell three weeks running |
| Calls reported late | At least 20% of a person's calls were reported more than 2 days after their day |
| Calls far from the institute | Calls made further than the radius from the institute's pin. High at 5 or more |
| Mock location | A call reported with a faked location. High |
| Two calls at the same time | High |
| Calls on a holiday or during leave | Medium |
| Over-visiting | A doctor visited more than the need times 2. Low |
| KOL not seen | A KOL not seen for 30 days. High at 3 or more |
| Stock not counted | A holder did not count stock for last month |
| Samples expiring | Stock near its expiry date |
| Approval past its time | A request waited longer than its step allows |
| Plan not sent | A plan not sent by the deadline. High |
The 20%, the 2 days, the factor 2 and the 30 days are company settings under Setup → Settings → Targets.