Touchpoint

Client Rules

Approver Assignment Rules

Budget Exemption Rules
Supplier	Event Type	Last Updated By	Last Updated Date/Time	Status	Actions
Supplier Name	Event Type	Jennifer Tilly	01/02/03, 02:39PM	Inactive	Edit
Supplier Name	Event Type	Jennifer Tilly	01/02/03, 02:39PM	Active	Edit
Supplier Name	Event Type	Jennifer Tilly	01/02/03, 02:39PM	Inactive	Edit

Distribution List Rules

Event Coordinator Assignment Rules

Event Rules

Expense Limit Rules
Rule Name	Event Group	Event Compensation Group	State(s)	Last Updated By	Last Updated Date/Time	Document	Status	Actions
Advising Expense Rule	Advising/Consulting	Marketing-Advisory	AK, AL, AR, AZ, CA,CO	Jennifer Tilly	01/02/03, 02:39PM		Inactive	Edit
Advising Expense Rule	Advising/Consulting	Marketing-Advisory	AK, AL, AR, AZ, CA,CO	Jennifer Tilly	01/02/03, 02:39PM		Inactive	Edit
Advising Expense Rule	Advising/Consulting	Marketing-Advisory	AK, AL, AR, AZ, CA,CO	Jennifer Tilly	01/02/03, 02:39PM		Active	Edit

Honorarium Rules
Rule Name	Supplier	Event Type	Event Group	Participation Role	Tier/Advisor Type	Amount Type	XX.XX	Status	Actions
Rule Name	Supplier Name	Event Type	Event Group	Participation Role	Tier/Advisor Type	Amount Type	XX.XX	Inactive	Edit
Rule Name	Supplier Name	Event Type	Event Group	Participation Role	Tier/Advisor Type	Amount Type	XX.XX	Active	Edit
Rule Name	Supplier Name	Event Type	Event Group	Participation Role	Tier/Advisor Type	Amount Type	XX.XX	Inactive	Edit

Partner Client Mapping Rules
Rule Name	Client Name	Product	Last Updated By	Last Updated Date/Time	Status	Actions
Rule Name	Client Name	Product Name	Jennifer Tilly	01/02/03, 02:39PM	Inactive	Edit
Rule Name	Client Name	Product Name	Jennifer Tilly	01/02/03, 02:39PM	Active	Edit
Rule Name	Client Name	Product Name	Jennifer Tilly	01/02/03, 02:39PM	Inactive	Edit

Speaker Blocking Rules

Topic Mapping Rules
Rule Name	Topic	Product	Last Updated By	Last Updated Date/Time	Status	Actions
Rule Name	Topic	Product Name	Jennifer Tilly	01/02/03, 02:39PM	Inactive	Edit
Rule Name	Topic	Product Name	Jennifer Tilly	01/02/03, 02:39PM	Active	Edit
Rule Name	Topic	Product Name	Jennifer Tilly	01/02/03, 02:39PM	Inactive	Edit

Supplier Mapping Rules
Rule Name	Supplier	Product	Event Type	Last Updated By	Last Updated Date/Time	Status	Actions
Rule 1	Supplier	Product	Event Type	Jennifer Tilly	01/02/03, 02:39PM	Inactive	Edit
Rule 1	Supplier	Product	Event Type	Jennifer Tilly	01/02/03, 02:39PM	Active	Edit
Rule 1	Supplier	Product	Event Type	Jennifer Tilly	01/02/03, 02:39PM	Inactive	Edit

View/Modify Budget Exemption Rule
Supplier:	Select All Supplier One Supplier Two Supplier Three Supplier Four Supplier Five Supplier Six	Select as many that apply.
Event Type:	Select All Event Type One Event Type Two Event Type Three Event Type Four Event Type Five Event Type Six	Select as many that apply.
Status:	Active Inactive
Last Updated By:	James Spader
Last Updated Date/Time:	01/02/03 @ 02:30PM

Add Budget Exemption Rule
Supplier:	Select All Supplier One Supplier Two Supplier Three Supplier Four Supplier Five Supplier Six	Select as many that apply.
Event Type:	Select All Event Type One Event Type Two Event Type Three Event Type Four Event Type Five Event Type Six	Select as many that apply.

View/Modify Expense Limit Rule
Rule Name:
Event Group:	Select All Event Group One Event Group Two Event Group Three Event Group Four Event Group Five Event Group Six	Select as many that apply.
State:	Select All CA - California LA - Lousiana NJ - New Jersey NY - New York MA - Massachussets NC - North Carolina	Select as many that apply.
Location of the Expense Guideline:		Download Expense Guideline
Status:	Active Inactive
Last Updated By:	James Spader
Last Updated Date/Time:	01/02/03 @ 02:30PM
Expense Category	Expense Limit
Breakfast:
Lunch:
Snack:
Dinner:
Airfare:
Hotel:
Max Mile Reimbursement:
Gas:		(If rental car)
Car Services/Limo:
Train:
Taxi:
Parking:
Tolls:
Tips:
Phone/Internet:
Miscellaneous:
Educational Gift Limit:

Add Expense Limit Rule
Rule Name:
Event Group:	Select All Event Group One Event Group Two Event Group Three Event Group Four Event Group Five Event Group Six	Select as many that apply.
State:	Select All CA - California LA - Lousiana NJ - New Jersey NY - New York MA - Massachussets NC - North Carolina	Select as many that apply.
Location of the Expense Guideline:		Download Expense Guideline
Expense Category	Expense Limit
Breakfast:
Lunch:
Snack:
Dinner:
Airfare:
Hotel:
Max Mile Reimbursement:
Gas:		(If rental car)
Car Services/Limo:
Train:
Taxi:
Parking:
Tolls:
Tips:
Phone/Internet:
Miscellaneous:
Educational Gift Limit:

View/Modify Honorarium Rule
Rule Year:	2007
Rule Name:
Supplier:	Select All Supplier One Supplier Two Supplier Three Supplier Four Supplier Five Supplier Six	Select as many that apply.
Event Group:	FDA Regulated
Event Type:	Select All Event Type One Event Type Two Event Type Three Event Type Four Event Type Five Event Type Six	Select as many that apply.
Participation Role:	Chairman
Tier:	Select All Tier One Tier Two Tier Three Tier Four Tier Five Tier Six	Select as many that apply.
Honorarium Type:	Per Event
Amount:
Status:	Active Inactive
Last Updated By:	James Spader
Last Updated Date/Time:	01/02/03 @ 02:30PM

Add Honorarium Rule
Rule Year:	Please select...
Rule Name:
Supplier:	Select All Supplier One Supplier Two Supplier Three Supplier Four Supplier Five Supplier Six	Select as many that apply.
Event Group:	Please select...
Event Type:	Select All Event Type One Event Type Two Event Type Three Event Type Four Event Type Five Event Type Six	Select as many that apply.
Participation Role:	Please select...
Tier:	Select All Tier One Tier Two Tier Three Tier Four Tier Five Tier Six	Select as many that apply.
Amount:

View/Modify Partner Client Rule
Rule Name:
Partner Client:	Client Name
Product:	Select All Product One Product Two Product Three Product Four Product Five Product Six	Select as many that apply.
Indication/Disease State:	Select All Disease State One Disease State Two Disease State Three Disease State Four Disease State Five Disease State Six	Select as many that apply.
Status:	Active Inactive
Last Updated By:	James Spader
Last Updated Date/Time:	01/02/03 @ 02:30PM

Add Partner Client Rule
Rule Name:
Partner Client:	Please select...
Product:	Select All Product One Product Two Product Three Product Four Product Five Product Six	Select as many that apply.
Indication/Disease State:	Select All Disease State One Disease State Two Disease State Three Disease State Four Disease State Five Disease State Six	Select as many that apply.

View/Modify Topic Mapping Rule
Rule Name:
Product:	Select All Product One Product Two Product Three Product Four Product Five Product Six	Select as many that apply.
Indication/Disease State:	Select All Disease State One Disease State Two Disease State Three Disease State Four Disease State Five Disease State Six	Select as many that apply.
Topic:	Select All Topic One Topic Two Topic Three Topic Four Topic Five Topic Six	Select as many that apply.
Last Updated By:	James Spader
Last Updated Date/Time:	01/02/03 @ 02:30PM

Add Topic Mapping Rule
Rule Name:
Product:	Select All Product One Product Two Product Three Product Four Product Five Product Six	Select as many that apply.
Indication/Disease State:	Select All Disease State One Disease State Two Disease State Three Disease State Four Disease State Five Disease State Six	Select as many that apply.
Topic:	Select All Topic One Topic Two Topic Three Topic Four Topic Five Topic Six	Select as many that apply.

View/Modify Supplier Mapping Rule
Rule Name:
Product:	Select All Product One Product Two Product Three Product Four Product Five Product Six	Select as many that apply.
Indication/Disease State:	Select All Disease State One Disease State Two Disease State Three Disease State Four Disease State Five Disease State Six	Select as many that apply.
Event Group:	Select All Group One Group Two Group Three Group Four Topic Five Group Six	Select as many that apply.
Event Type:	Select All Type One Type Two Type Three Type Four Type Five Type Six	Select as many that apply.
Supplier:	Select All Supplier One Supplier Two Supplier Three Supplier Four Supplier Five Supplier Six	Select as many that apply.
Last Updated By:	James Spader
Last Updated Date/Time:	01/02/03 @ 02:30PM

Add Supplier Mapping Rule
Rule Name:
Product:	Select All Product One Product Two Product Three Product Four Product Five Product Six	Select as many that apply.
Indication/Disease State:	Select All Disease State One Disease State Two Disease State Three Disease State Four Disease State Five Disease State Six	Select as many that apply.
Event Type:	Select All Type One Type Two Type Three Type Four Type Five Type Six	Select as many that apply.
Event Group:	Select All Group One Group Two Group Three Group Four Group Five Group Six	Select as many that apply.
Supplier:	Select All Supplier One Supplier Two Supplier Three Supplier Four Supplier Five Supplier Six	Select as many that apply.