How do I change a rule, or change it for one person?
Setup → Settings holds the company's rules: how far ahead calls are planned, how long reps have to report, what counts toward targets. Any rule can have exceptions for a role, a region or one person.
Change a setting
Pick a group at the top: Planning, Calls, Calendar, Leave, Targets, Doctors, Stock, Activities, Reminders, Security, Compliance, Modules or Dashboard.
Each row shows the name, a ? with what it does, its value, and a Default or Company tag. A switch or a choice saves at once. A number shows Save; a number out of range shows the range allowed.
A setting that depends on another one is hidden while that one is off. Every planning setting needs Monthly planning on. The working week is set on Calendar.
Add an exception
- Click the setting's name. The exceptions table opens: For, Value, Dates ("Always" when it has none), Reason, Set and Remove. It also shows the default.
- Press Add exception.
- Pick who it is for: a Role, a Region or a Person.
- Give the value, and From and To dates if it is for a while only.
- Give a Reason and save. The toast says "Exception added".
The row then shows how many exceptions it has. A person's own exception wins, then their region's (the nearest region first), then their role's, then the company value.
A person can also ask for an exception to a rule that stopped them (Request an exception). Once approved it shows here too.
The main settings, as they start
| Group | Setting | To start with |
|---|---|---|
| Planning | Monthly planning | On |
| Days ahead a planned call must be added | 1 | |
| Furthest day ahead to plan | 62 | |
| Day of month the next plan opens / is due | 20 / 28 | |
| Most calls per day | 15 | |
| Lock the plan when approved | On | |
| Changes after lock | With approval | |
| Calls | Hours to report a call | 48 (The reporting window) |
| Report a call before its day | Off | |
| Unplanned calls | On | |
| Defer calls / Reschedule a call | On | |
| Transfer a call | Off | |
| Fewest / most products per call | 1 / 6 | |
| Location on a call | Optional | |
| Institute radius (m) | 300 | |
| Call outside the radius | Flag | |
| Same doctor twice in a day | Warn | |
| Calendar | Calls on a non-working day | Warn |
| Leave | Days back leave can be requested | 3 |
| Planned calls on approved leave | Defer (on leave) | |
| Targets | Call target | 6 a working day |
| Planned calls done / Doctors seen in a month | 90% / 90% | |
| Security | Shortest password | 8 |
| Days a sign-in lasts | 30 | |
| Two-step sign-in | Off | |
| Compliance | Gifts to individual doctors | Block |
| Grants to institutions only | On | |
| Reminders | Plan due reminder | 2 days before, 10:00 |
| Unreported calls reminder | 18:00 | |
| Weekly dashboard email | Monday 08:00 |
A policy pack chosen when the company was made (Set up a company) may have changed some of these.
Changes are kept in the audit log.