Creating Joint Visit Report Template

Joint Visit report template is used on the Activity Reports with the Joint Visit record type to estimate the representative’s skills. It is a set of skills grouped by criteria to estimate the representative’s work during the Joint Visit. Every skill can be estimated by a text answer and by selecting an answer from a picklist.

To create Joint Visit report template:

  1. Go to the Joint Visit Report Templates tab and click New.

  2. Specify the Template Name and select the Active checkbox.

  3. Click Save.

  4. On the opened template page, click the Template Editor button.

    ctpharma jv report template

  5. In the Template Editor section, click Add Category.

  6. Enter the category name and click Add.

  7. To add a new question, click Add skill and type the text of the question in the Name field.

  8. To add multiple answer options, click Add Criteria:

    1. Fill in the Mark Label field as the answer text.

    2. Fill in the Mark Value field as the score for the answer.

  9. If needed, fill Description to add a tooltip for the question.

  10. To make the question active, select the Active checkbox.

  11. Click Save and Close to save the template.

The template is ready. Now you can plan a visit.

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