Request Form Setup

Request forms are used to capture all the information you need to plan and execute a visit.  

Most of the request form screens and fields can be customized by visit type via the ‘Request Form Setup’ admin screen found here:

The first step in setting up request forms is to select a visit type. Request forms can be individually customized for each visit type.


Request Form Screen Labels and Controls

NOTE: Request form screens are shown on a gray background. Request form fields within that screen are shown indented below the screen.

  1. Visit Type List - Use this list to quickly jump to another visit type.
  2. Copy Configuration - Copy this request form customization to another visit type.
  3. Screen Instructions - Use this icon to add screen instructions for the user. Screen instructions will appear in a popup window when the user opens this request form screen.
  4. Screen Label - Edit this text to change the request form screen name.
  5. Screen Requirements - This drop down controls if and how this screen is shown when using this visit type.
  6. Visit Review Configuration - This drop down controls if this screen is shown on the visit review.
  7. Field Label and Pick List Options - Use this icon to edit the field label. For pick list fields, this also allows you to define the options available.
  8. Field Requirements - This drop down controls if and how this field is shown when using this visit type.

Screen Instructions

You can provide specific instructions to the person who is requesting a visit on each screen in the request process.  These instructions can be customized for each different visit type.

Screen Requirements

  1. Include - This screen is included in the request form for this visit type.
  2. Exclude - This screen is not included in the request form for this visit type.
  3. Hidden from Account Manager - This screen is hidden from your sales team and only appears for the briefing team.
  4. Entry Required - A value must be entered for this screen.  For example, if customer screen is required, then the user must enter at least 1 customer to proceed.

NOTE: These options may not all be available on all request form screens.

Field Labels and Pick List Options

For normal fields, the pencil icon next to the field label lets you change the label for that field.

For pick list fields, the pencil icon lets you change not only the field label, but what options are available. You can drag the options up or down in the list to reorder them.

WARNING: Keep in mind that field labels and pick list options are GLOBAL and do not vary based on visit type

Chargeback Request Form

The chargeback request form screen lets you capture cost center and/or credit card information to charge expenses back to the necessary departments.

The chargeback screen is divided into two main sections: Global Chargeback Settings and Site/Visit Type Chargeback settings.

Global Chargeback Settings

The Global Chargeback Settings control field labels and field requirement settings across all visit types and sites.

Site/Visit Type Chargeback Settings

Site/Visit Type Chargeback Settings allow you to determine whether credit card or cost center information will be required, optional, not used, or hidden from account managers for each visit type at each site.

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