Touchpoint

Entity Rules

Approver Assignment
Rule Name	Supplier	Event Group	Event Type	Products	Indication/Disease State	Topic	Approvers	Last Updated By	Last Updated Date/Time	Status	Actions
Rule Name	Supplier	Event Group	Event Type	Product 1, Product 2	Indication/Disease State	Topic 1	Approver 1, Approver 2	Jennifer Tilly	01/02/03, 02:39PM	Inactive	Edit
Rule Name	Supplier	Event Group	Event Type	Product 1, Product 2	Indication/Disease State	Topic 1	Approver 1, Approver 2	Jennifer Tilly	01/02/03, 02:39PM	Active	Edit
Rule Name	Supplier	Event Group	Event Type	Product 1, Product 2	Indication/Disease State	Topic 1	Approver 1, Approver 2	Jennifer Tilly	01/02/03, 02:39PM	Inactive	Edit

Brand Team
Brand Team Name	Associated Products	Last Updated By	Last Updated Date/Time	Status	Actions
Brand Team Name	Associated Product 1	Jennifer Tilly	01/02/03, 02:39PM	Inactive	Edit
Brand Team Name	Associated Product 1	Jennifer Tilly	01/02/03, 02:39PM	Active	Edit
Brand Team Name	Associated Product 1	Jennifer Tilly	01/02/03, 02:39PM	Inactive	Edit

Budget Exemption
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
Distribution List Name	Last Updated By	Last Updated Date/Time	Status	Actions
List Name	Jennifer Tilly	01/02/03, 02:39PM	Inactive	Edit
List Name	Jennifer Tilly	01/02/03, 02:39PM	Active	Edit
List Name	Jennifer Tilly	01/02/03, 02:39PM	Inactive	Edit

Event Coordinator Assignment
Rule Name	Rule Type	Supplier	Coordinator	Event Group	Event Type	Products	Speaker(s) Criteria	Last Updated By	Last Updated Date/Time	Status	Actions
Rule Name	Rule Type	Supplier	Coordinator	Event Group	Event Type	Products	Speaker(s) Criteria	Jenny Holzer	01/02/2003, 10:10AM	Inactive	Edit
Rule Name	Rule Type	Supplier	Coordinator	Event Group	Event Type	Products	Speaker(s) Criteria	Jenny Holzer	01/02/2003, 10:10AM	Active	Edit

Event Rule
Rule Name	Supplier	Product	Event Group	Event Type	Effective Start/End Date	Event Start/End Date	Status	Actions
Event Rule 1	ABC Group	Product 1, Product 2	FDA Regulated	Advising/Consulting	01/02/2003- 01/02/2004	01/02/2003- 01/02/2004	Inactive	Edit
Event Rule 1	ABC Group	Product 1, Product 2	FDA Regulated	Advising/Consulting	01/02/2003- 01/02/2004	01/02/2003- 01/02/2004	Active	Edit
Event Rule 1	ABC Group	Product 1, Product 2	FDA Regulated	Advising/Consulting	01/02/2003- 01/02/2004	01/02/2003- 01/02/2004	Inactive	Edit

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

Honorarium Rules
Rule Name	Year	Supplier	Event Group	Event Type	Participation Role	Tier	Amount	Status	Actions
Attendee Name	2008	ABC World	Advising/Consulting	Advising/Consulting	Attendee	Tier 1, Tier 2	550.00	Inactive	Edit
Attendee Name	2008	ABC World	Advising/Consulting	Advising/Consulting	Attendee	Tier 1, Tier 2	550.00	Active	Edit
Attendee Name	2008	ABC World	Advising/Consulting	Advising/Consulting	Attendee	Tier 1, Tier 2	550.00	Inactive	Edit

Mileage Rate Configuration
Mileage Rate	Effective Start Date	Effective End Date	Last Updated By	Last Updated Date/Time	Status	Actions
0.40	01/02/03	01/02/03	Jennifer Tilly	01/02/03, 10:20PM	Inactive	Edit
0.40	01/02/03	01/02/03	Jennifer Tilly	01/02/03, 10:20PM	Inactive	Edit
0.40	01/02/03	01/02/03	Jennifer Tilly	01/02/03, 10:20PM	Inactive	Edit

Partner Client Mapping
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 Rule
Rule Name	Speaker Name	Event Group	Product	Effective Start/End Date	Event Start/end Date	Status	Actions
Rule Name	Jennifer Tilly	Event Group	Product Name	01/02/2003- 01/02/2004	01/02/2003- 01/02/2004	Active	Edit
Rule Name	Jennifer Tilly	Event Group	Product Name	01/02/2003- 01/02/2004	01/02/2003- 01/02/2004	Inactive	Edit

Supplier Mapping
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

Topic Mapping
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

Pop-ups/overlays shown below.

Red text indicates required field

View/Modify Approver Assignment
Rule Name:
Supplier:
Event Group:
Product:	Select All Product One Product Two Product Three Product Four Product Five Product Six
Indication/Disease State(s):	Select All Disease One Disease Two Disease Three Disease Four Disease Five Disease Six
Topic(s):	Select All Topic One Topic Two Topic Three Topic Four Topic Five Topic Six
Approvers:	Select All Approvers One Approvers Two Approvers Three Approvers Four Approvers Five Approvers Six
Status:	Active Inactive
Last Updated By:	James Spader
Last Updated Date/Time:	01/02/03 @ 02:30PM

Red text indicates required field

Add Approver Assignment
Rule Name:
Supplier:
Event Group:
Product:	Select All Product One Product Two Product Three Product Four Product Five Product Six
Indication/Disease State(s):	Select All Disease One Disease Two Disease Three Disease Four Disease Five Disease Six
Topic(s):	Select All Topic One Topic Two Topic Three Topic Four Topic Five Topic Six
Approvers:	Select All Approvers One Approvers Two Approvers Three Approvers Four Approvers Five Approvers Six

Red text indicates required field

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

Red text indicates required field

Add Budget Exemption Rule
Supplier:
Event Type:	Select All Event Type One Event Type Two Event Type Three Event Type Four Event Type Five Event Type Six

Red text indicates required field

View/Modify Distribution List Rule

Distribution List Name:

Description:

Email Addresses In Distribution List

Last Name	MI	First Name	Email Address	Telephone Number	Actions
Britches	C	Jeffrey	name@domain.com	555-555-5555	Remove
Britches	C	Jeffrey	name@domain.com	555-555-5555	Remove

Status:

Active Inactive

Last Updated By:

James Spader

Last Updated Date/Time:

01/02/03 @ 02:30PM

Red text indicates required field

Add Distribution List Rule
Distribution List Name:
Description:

Red text indicates required field

Search Users

First Name:

Middle Name

Last Name:

Last Name	MI	First Name	Email Address	Telephone Number	Actions
Britches	C	Jeffrey	name@domain.com	555-555-5555
Britches	C	Jeffrey	name@domain.com	555-555-5555

Red text indicates required field

Add Event Coordinator Assignment Rule Top speaker instance
Rule Name:
Rule Type:
Supplier:
Coordinator:
Event Group:
Top Speaker:	Select All Speaker One Speaker Two Speaker Three Speaker Four Speaker Five Speaker Six

Red text indicates required field

Add Event Coordinator Assignment Rule (User selects 'Event Type' as the Rule Type)
Rule Name:
Rule Type:
Supplier:
Event Group:
Event Types:	Select All Event One Event Two Event Three Event Four Event Five Event Six
Coordinator:
Speaker Criteria:

Red text indicates required field

Add Event Coordinator Assignment Rule (User selects 'Product/Disease State' as the Rule Type)
Rule Name:
Rule Type:
Supplier:
Products:	Select All Product One Product Two Product Three Product Four Product Five Product Six
Indication/Disease State:	Select All Indication One Indication Two Indication Three Indication Four Indication Five Indication Six
Event Group:
Coordinator:
Speaker Criteria:

Red text indicates required field

Add Event Coordinator Assignment Rule (User selects 'Sales Territory' as the Rule Type)
Rule Name:
Rule Type:
Supplier:
Coordinator:
Event Group:
Product:
DRDT:	Select All Indication One Indication Two Indication Three Indication Four Indication Five Indication Six

Red text indicates required field

Modify Event Coordinator Assignment Rule (Top Speaker selected)
Rule Name:
Rule Type:	Top Speaker
Supplier:	Supplier ABC
Coordinator:
Event Group:
Top Speaker:	Select All Speaker One Speaker Two Speaker Three Speaker Four Speaker Five Speaker Six
Status:	Active Inactive
Last Updated By:	James Spader
Last Updated Date/Time:	01/02/03 @ 02:30PM

Red text indicates required field

Modify Event Coordinator Assignment Rule (Event Type selected)
Rule Name:
Rule Type:	Event Type
Supplier:	Supplier ABC
Event Group:
Coordinator:
Speaker Criteria:
Status:	Active Inactive
Last Updated By:	James Spader
Last Updated Date/Time:	01/02/03 @ 02:30PM

Red text indicates required field

Modify Event Coordinator Assignment Rule (Product/Indication Disease State selected)
Rule Name:
Rule Type:	Product/Indication Disease State
Supplier:	Supplier ABC
Products:
Indication/Disease State:	Select All Indication One Indication Two Indication Three Indication Four Indication Five Indication Six
Event Group:
Coordinator:
Speaker Criteria:
Status:	Active Inactive
Last Updated By:	James Spader
Last Updated Date/Time:	01/02/03 @ 02:30PM

Red text indicates required field

Add Event Coordinator Assignment Rule (Sales Territory selected)
Rule Name:
Rule Type:	Sales Territory
Supplier:
Coordinator:
Event Group:
Products:
DRDT:	Select All Option One Option Two Option Three Option Four Option Five Option Six

Red text indicates required field

Search Speaker (Top Speaker » Edit/Add » Search Speaker)
Last Name:
First Name:
City:
State:

Search Results
Name	Address	Select
Ron Bennington	New York, NY
Ron Bennington	New York, NY

Red text indicates required field

View/Modify Speaker Blocking Rule

Rule Name:

Effective Start Date:

Effective End Date:

Event Start Date:

Event End Date:

Reason:

Speaker Name	City, State	Actions
Law, Stuart C, Ph.D. DDS, DO, MD	New York, NY	Remove
Law, Stuart C, Ph.D. DDS, DO, MD	New York, NY	Remove
Law, Stuart C, Ph.D. DDS, DO, MD	New York, NY	Remove
Law, Stuart C, Ph.D. DDS, DO, MD	New York, NY	Remove

Event Group:

Event Format:

Supplier:

Supplier ABC

Event Type:

Product:

Indication/Disease State:

Event Type:

Status:

Active Inactive

Last Updated By:

James Spader

Last Updated Date/Time:

01/02/03 @ 02:30PM

Red text indicates required field

View/Modify Event Rule

Rule Name:

Rule Type:

Effective Start Date:

Effective End Date:

Event Start Date:

Event End Date:

Reason:

Restrict All Territories:

Number of Events:

Sales Organization Restriction

Type	Sales Organization	Number of Events	Actions
Region	Managed Care West	45	Remove

Set Criteria

Event Group:

Event Format:

Supplier:

Supplier ABC

Event Type:

Product:

Indication/Disease State:

Topic:

Status:

Active Inactive

Last Updated By:

James Spader

Last Updated Date/Time:

01/02/03 @ 02:30PM

Red text indicates required field

Sales Organization Restriction

Type:

ID:

Name:

Red text indicates required field

Add Event Rule

Rule Name:

Rule Type:

Effective Start Date:

Effective End Date:

Event Start Date:

Event End Date:

Reason:

Restrict All Territories:

Number of Events:

Sales Organization Restriction

Type	Sales Organization	Number of Events

Set Criteria

Event Group:

Event Format:

Supplier:

Event Type:

Product:

Indication/Disease State:

topic:

Red text indicates required field

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
State:	Select All CA - California LA - Lousiana NJ - New Jersey NY - New York MA - Massachussets NC - North Carolina
Location of the Expense Guideline:		Expense_Guideline.doc
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:
Status:	Active Inactive
Last Updated By:	James Spader
Last Updated Date/Time:	01/02/03 @ 02:30PM

Red text indicates required field

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
State:	Select All CA - California LA - Lousiana NJ - New Jersey NY - New York MA - Massachussets NC - North Carolina
Location of the Expense Guideline:		Expense_Guideline.doc
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:

Red text indicates required field

View/Modify Honorarium Rule
Rule Year:
Rule Name:
Supplier:	Supplier ABC
Event Group:
Event Type:
Event Format:
Tier Group:
Participation Role:
Tier:	Select All Tier One Tier Two Tier Three Tier Four Tier Five Tier Six
Amount:
Status:	Active Inactive
Last Updated By:	James Spader
Last Updated Date/Time:	01/02/03 @ 02:30PM

Red text indicates required field

Add Honorarium Rule
Rule Year:
Rule Name:
Supplier:
Event Group:
Event Type:
Event Format:	Select All Format One Format Two Format Three Format Four Format Five Format Six
Tier Group:
Participation Role:
Tier:	Select All Tier One Tier Two Tier Three Tier Four Tier Five Tier Six
Amount:

Red text indicates required field

Modify Mileage Rate
Mileage rate:
Effective Start Date:
Effective End Date:
Status:	Active Inactive
Last Updated By:	James Spader
Last Updated Date/Time:	01/02/03 @ 02:30PM

Red text indicates required field

Add Mileage Rate
Mileage rate:
Effective Start Date:
Effective End Date:

Red text indicates required field

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

Red text indicates required field

Add Partner Client Rule
Rule Name:
Partner Client:
Product:	Select All Product One Product Two Product Three Product Four Product Five Product Six
Indication/Disease State:	Select All Disease State One Disease State Two Disease State Three Disease State Four Disease State Five Disease State Six

Red text indicates required field

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

Red text indicates required field

Add Topic Mapping Rule
Rule Name:
Product:	Select All Product One Product Two Product Three Product Four Product Five Product Six
Indication/Disease State:	Select All Disease State One Disease State Two Disease State Three Disease State Four Disease State Five Disease State Six
Topic:	Select All Topic One Topic Two Topic Three Topic Four Topic Five Topic Six

Red text indicates required field

View/Modify Speaker Blocking Rule

Rule Name:

Effective Start Date:

Effective End Date:

Event Start Date:

Event End Date:

Reason:

Speaker Name	City, State	Actions
Law, Stuart C, Ph.D.	New York, NY	Remove
Law, Stuart C, Ph.D.	New York, NY	Remove

Event Group:

Event Format:

Supplier:

Supplier ABC

Event Type:

Product:

Indication/Disease State:

Topic:

Status:

Active Inactive

Last Updated By:

James Spader

Last Updated Date/Time:

01/02/03 @ 02:30PM

Red text indicates required field

Find A Speaker To Add
Last Name:
First Name:
City:
State:
Specialities:	Select All Remove All Speciality One Speciality Two Speciality Three Speciality Four Speciality Five Speciality Six
Maximum Number of Records to Display in Search Results:

Search Results

10 of 22 matched speakers ate listed below. You can refine your search to reduce the number of results returned.

	Speaker Name	City, State
	Law, Stuart C, Ph.D.	New York, NY
	Law, Stuart C, Ph.D.	New York, NY

Red text indicates required field

Add Speaker Blocking Rule

Rule Name:

Effective Start Date:

Effective End Date:

Event Start Date:

Event End Date:

Reason:

Speaker Name	City, State	Actions

Event Group:

Event Format:

Supplier:

Event Type:

Product

Indication/Disease State:

Topic:

Red text indicates required field

View/Modify Supplier Mapping Rule
Rule Name:
Product:	Select All Product One Product Two Product Three Product Four Product Five Product Six
Indication/Disease State:	Select All Disease State One Disease State Two Disease State Three Disease State Four Disease State Five Disease State Six
Event Group:
Event Type:	Select All Type One Type Two Type Three Type Four Type Five Type Six
Supplier:	Supplier ABC
Status:	Active Inactive
Last Updated By:	James Spader
Last Updated Date/Time:	01/02/03 @ 02:30PM

Red text indicates required field

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

Red text indicates required field

Tier Assessment Rule
Qualifying Score
Tier Group:
Tier	Qualifying Score
Tier 1:
Tier 2:
Tier 3:
Tier 4:

Question Bank
	Board Certified	Yes No	Remove
	Years of Clinical Experience		Remove
	Speaker is a medical director	Yes No	Remove

Edit Question
Question Type:	Either or Question Multiple Choice Question
Question Details:
	Answer	Qualifying Score

Edit Question
Question Type:	Either or Question Multiple Choice Question
Question Details:
Number of Options:
	Answer	Qualifying Score

Add Question
Question Type:	Either or Question Multiple Choice Question
Question Details:
	Answer	Qualifying Score

Add Question
Question Type:	Either or Question Multiple Choice Question
Question Details:
Number of Options:
	Answer	Qualifying Score

» Configuration » Entity Rules

Entity Rules