User Guide: iRep

User Guide: iRep

Version 8. July 2014

A.

Install the Veeva application in the iPad ................................................................................................................. 3

B.

Open the Veeva application..................................................................................................................................... 6

a.

Check your tasks ................................................................................................................................................... 6

b.

Review the Territory Adds & Drops .................................................................................................................... 10

c.

Review your accounts ......................................................................................................................................... 11

1.

Edit an account................................................................................................................................................ 12

2.

Record a call with an account ......................................................................................................................... 16

3.

Launch a CLM .................................................................................................................................................. 17

4.

Review an account hierarchy .......................................................................................................................... 20

5.

Open the account calendar ............................................................................................................................. 21

6.

Review the account Sphere of Influence ........................................................................................................ 22

7.

Review the account addresses ........................................................................................................................ 26

8.

Review an account plan .................................................................................................................................. 27

9.

Create a new account list ................................................................................................................................ 30

10.

C.

Use the accounts quick buttons .................................................................................................................. 32

d.

Access to your Calendar ...................................................................................................................................... 32

e.

Explore the Meetings & Events tab..................................................................................................................... 41

f.

Access to other iRep options .............................................................................................................................. 46

iRep Synchronization .............................................................................................................................................. 47

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User Guide: iRep

A. Install the Veeva application in the iPad

The first time the users want to access to the iRep application, they have to get into the Veeva online tool through
the iPad browser and download the iRep app.

1. Click on the Safari browser.

2. Introduce the Salesforce URL

(test.salesforce.com) into the address
bar and select the Go button.
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3. Enter your User Name and

Password.
4. Select the Log in to Salesforce
button.

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5. Press the iRep Install link located in

the bottom left hand corner of the
homepage.

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B. Open the Veeva application

6. Once the iRep app is installed in your

iPad, press the iRep icon to access the
application.
Once you access the app, you have to
enter your username and password, the same
ones that you used for the Veeva online.

a. Check your tasks

7. Once the iRep is opened, click My

Tasks to check the tasks that are
pending.

Note that in My Tasks section appears

the number of tasks that are overdue and
those that are current.

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8. Select from My Tasks list the task

that you want to review.
If you select account name related to the
task, the account detail screen will open. If
you select the field Related to (e.g.
C000071393), the record where the task was
recorded will open.

9. Once you review all the task data, if

you want to edit the task information,
select the Edit tab.
Press the world icon
to access Veeva
online. You will access to the same record that
you were reviewing in the iRep.

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10. Enter the changes you need and

press the Save button.

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11. If the task is completed, select the

Complete tab.

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12. A warning message will appear.

Once you press the Yes button, the
task will be registered as completed
and it will disappear from your active
task list.

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The task can still be review in the

completed task section of the record
where it was created.

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13. If you want to return to the Home

Page select the House icon

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b. Review the accounts added or deleted from your territory

14. Select the Territory Adds & Drops

section to review the accounts that
have been added or deleted from your
territory.

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15. Once the Territory Adds & Drops

screen is opened, select an account to
open the account detail screen.

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c. Review your accounts

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16. Select My Accounts tab to review

your Accounts.

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17. Choose an option from the View list

and select the account you want to
review.
Also you can select an account list to
display the accounts that belong to it.

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18. Then, select the account that you

want to review.
19. You can also enter the account
name or the account address into the
Search box to find a specific account or
by selecting a letter from the
alphabetical menu.

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The search box also allows to search a

combination of both Address and Name fields
or to search for First Name, Last Name no
matter what the order is.

1. Edit an account
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20. Once the account screen is opened,

scroll down to review the account data.
The account record fields of the iRep
app are the same as Veeva online.

21. If you want to introduce any

change, select the Edit tab.
You can update the Potential and
Propensity Proposal fields from the
Ratings and Evaluations section without
selecting the Edit tab.

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22. When the account edit screen is

opened, you can update those fields
that are editable.
The non editable fields are marked
with a key

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23. Once all the changes are updated,

select the Save button.

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24. If you want to edit a non editable

field, when you introduce the
modifications, a Data Change Request
will be created automatically.
25. When the Data Change Request
screen is opened, enter the changes
you require in the New Value column.

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26. Then, enter the data change

request reason or purpose in the Notes
field and then, select the Submit
button.
Please note that this field will be used by
Binleys to assist in the validation process. Any
information you may consider useful for Binleys
to process the validation should be added here.
E.g. PA contact details etc.

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27. Once all the changes are updated,

then, select the Save button.

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28. Exclamation marks

will now
appear in those fields that are within
the Data Change Request these will
remain until the Binleys validation
process is complete.

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2. Record a call with an account

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29. Select the Record a Call tab.

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30. Complete the Call record fields.

The call record fields of the iRep app
are the same that the Veeva online tool.

31. If you want to use CLM content

(Closed Loop Marketing), press the
Media button.

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3. Launch a CLM
CLM (Closed Loop Marketing) lets the users to manage digital content when they are interacting with Professionals,
and as a result, directly capture physician reactions to the content.
The CLM content is created by Headquarters and the users can download the CLM materials within the daily
synchronization.
Only the content related with the users products will be synchronized and available in the users iRep.

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32. Then, select the Product CLM that

you want to share with the customer.
There may be more than one CLM
presentation for each Product that you have
assigned.

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33. While you are sharing the CLM

content with the customer, you can
register the customers reaction by
selecting the positive, neutral and
negative buttons.

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Only one positive/neutral/negative

feedback should be recoded via the on-screen
buttons from within the presentation for each
slide.
If a slide is viewed a second time and
new positive/neutral/negative feedback is
recorded, the representative should ensure
that the incorrect feedback line is deleted
from the call record before submitting.

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34. Once you finish the presentation,

press the action button
and save
the customer reactions by pressing the
Done button.
Press the Slides button if you want to
access to the slides of the presentation.

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35. Then you can check that the correct

customer reaction is recorded in the
Call detail screen.
You can delete a recorded reaction by

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selecting the negative button.

This may
be useful if you have accidentally recorded 2
reactions for the same page within the
presentation delete the one that is not
correct.

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36. Once you finished the call update,

press the Action button
submit or delete the call.

to save,

A submitted call can only be changed by

requesting it to be re-opened by Country
Admin.

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4. Review an account hierarchy

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37. When you are viewing an account,

you can immediately launch a call with
CLM by pressing the Launch Media
tab, the CLM options will be displayed,
and you can record the customer
reaction in a new call record.

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38. Select the View Hierarchy tab to

check the customer hierarchy relation.

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39. Select the Action button

to
display the options menu of the
account related with the current
account.
Use the search box on the right hand side
of the screen to find an account that is
affiliated with the current account

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5. Open the account calendar

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40. Press the Calendar tab to review

the calls scheduled with the account.
Note that you will be able to see all the
calls planned with this account by any
Teva UK employee.

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41. Select a scheduled call to review its

details.
42. Press the Edit button if you want to
modify the call details.

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43. Once you review all the scheduled

calls, select the Done button.

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6. Review the account Sphere of Influence

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44. Press the Sphere of Influence tab

to review the account sphere of
influence.

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45. Select the plus button to create a

new affiliation.

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46. Search for the account that you

want to affiliate to the current account.

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47. Select the type of influence that

you want to record.

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48. Then, select the role tab to define

the affiliated account role.

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49. And choose the role.

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50. Finally, press the Save button.

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51. If you want to modify an influence

relation, click the account logo and
select the option that you want to
perform:

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a. Select the delete button

to delete
the new influence relationship.

b. Click the Sphere of Influence button

to open the sphere of influence

screen of the account selected.
c. Choose the Hands button

to
record a new call with the account
selected.

a.

d. Select the Clapperboard button

b.

c.

d.

to

launch a CLM.

e.

e. 53. Click the Account button

to

open the account detail screen.

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52. Press the filter button to filter the

affiliated accounts by role, account
type or influence.
53. Then, press the Save button to
apply the filter or the Clear button to
eliminate it.

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54. Once you introduce all the changes

into the account influence sphere
screen, press the Done button.

7. Review the account addresses

55. Finally there are several tabs which
show additional information: select the
tab that you want to open:

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a. Affiliated to Parents: shows the accounts

that are affiliated as parents to the currently
account
b. Past Affiliations: shows the accounts that
were associated to the current account in
the past
c. Addresses: collects all the recorded
addresses for the current account
d. Calls (Account): gathers all the calls
executed with the account
e. Items Dropped: reflects the items that you
gave to the customer during a call
f. Event Attendees (Account): registers the
events where the account is an attendee
g. Decision Making Units for Account Plan:
shows the Account plan where the
customer was targeted within a DMU
h. Attachments: reflects the documents
attached to the account
i. Data Change Request: gathers all the DCR
opened for the account

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56. Select the Addresses tab to review

the account registered addresses.

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57. Then, select an address to review

its details.

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58. Press the Sent to Maps tab to place

the address in Google maps on the iPad
download the Google Maps app from
the MDM if you do not already have it
installed.
You can edit the address information
without selecting the Edit button.

Press the arrow button

every time you want to return to the previous page.

8. Review an account plan

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59. Select a non person account and

click the Account Plan option to review
it.
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60. Select the Account Plan that you

want to review.

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61. Scroll down the screen to review

the account plan.
62. Press the Edit button to introduce
changes into the account plan.

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63. Update the changes that you

require and then, select the Save
button.

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64. Select the Locations Targeted tab

to review this option.

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65. Press the Decision Making Units

tab to check this option.
66. Click the Attachments tab to
review the documents attached.

9. Create a new account list

67. Press the New List tab to create a

new account list from My Accounts.
A list is a working list of accounts that
you want to access as a group and can
be set up here or in Veeva Online
these lists will replicate with the daily
sync between iRep and Veeva Online.

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You cannot create a new view from the

iRep.

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68. Enter the New List name and its

color.
69. Finally, press the Save button.

70. Drag and drop the accounts that

you want to introduce from My
Accounts list to the new created list.
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71. If you want to edit an account list,

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press the pen button

name or color.

to modify its

If you want to delete a list or a specific

account from the list slide over the list or the
account from the right to the left and select
the Delete button.

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10.Use the accounts quick buttons

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72. You can find from the My Accounts

list some quick buttons for each
account.

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73. Press the Clapperboard button

to launch a media
74. Click the Hand button
create a Call.

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to

75. Select the Hierarchy button

review the account Hierarchy.

to

d. Access to your Calendar

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76. Once you return to the iRep Home

Page select the My Schedule tab if you
want to check your calendar.

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77. Press the Calendars button if you

want to include in the iRep calendar
other calendars allocated in you iPad.
You should find one that is your Teva
calendar from your Outlook account.
78. When you have selected those that
you want to include, press the Done
button.

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79

79. Click the Agenda button to check

all the calls that you scheduled for the
selected week as a list.

Press the arrow buttons

the calendar week.

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User Guide: iRep

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80. Press the Action button

open the call menu.

to

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81. Click the Week button to check the

scheduled calls that are placed in the
calendar for the selected week.

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82. Press a call to view its details and

select the Edit button to introduce
changes.

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83. Press the Plus button to display the

call options menu.
84. Select the Schedule Calls option to
create a new call.

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85. Once the new call record is opened,

drag and drop the account with which
you want to arrange a call.
86. Use the drop down menu to select
the account view that you desire. Then
press the up/ down arrow to define the
ascending or descending accounts sort.

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87

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87. Finally, use the left/ right arrows to

view more accounts from the list
selected.
88. Once you introduce all the calls
that you want to schedule, press the
Done button.
Use the Search box to find a specific
account.

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89

89. If you want to create a New Time

off Territory, press the New Time off
Territory option.
The initial training recommended that all
Time off territory should be recorded in Veeva
Online as it cannot be submitted from iRep.

90. Choose an option for the required

field by selecting each option.

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91. Next, press the Done button to

record the new TOT.
Although you press the done button, the
TOT wont be submitted but saved. You need
to access to the Veeva online tool to submit it.

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92. If you want to save one week to use

the scheduled calls as a template in the
future, select the week that you want
to save and press the Copy symbol

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93. Then, select from the drop down

menu and select an empty week name.

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94. And press the Copy button.

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95. Once the week is saved a new

route will display in the Cycle tab
Select the arrow buttons
to
review the different routes recorded.

Select the plus button to add a new account

into the route.

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96. If you want to enter a label in the

days of the route recorded to identify

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them easily, press the pen symbol

and enter the name that you require.
97. Then, press the Done button.

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98. When you want to copy the route

recorded, select the week when you
want to place it, and press the sync
button

99. And choose the route that you

want to copy. Then, select the Apply
button.

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100

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100. Select the Scheduler tab to plan

calls with the accounts by pressing the
chosen day.

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100

Press the Action button

to open
the Account details screen or the
Account calendar.

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101. Once you enter all the changes

you require, press the Done button.
If you want to return to today in the
calendar, press the Today button.

e. Explore the Meetings & Events tab

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102. Once you have returned to the

iRep Home Page, select the Meetings
& Events tab to review all the events
that you arranged, or to create a new
one.

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103

103. From the Meetings & Events

screen you can review the events
scheduled.
104. Click the Plus button to create a
new Event.

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105

105. Complete the Event record fields

and select the Save button.
You can create a new event but you cannot
submit it for approval from the iRep. You need
to access to the Veeva online tool to submit it.

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106. Press the event that you want to

review to open the event details
screen.

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107. If you want to check the event

attendees, select the Event Attendees
tab.

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108. Press the Plus button to add a

new attendee to the event.
Select one of the attendees to review
their details.

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109. Click the Edit button to modify the

attendee details.

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110. Enter the changes you require and

press the Save button.

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111. If the event status is draft or

approved, which allows the event to be
edited, the Edit button will appear as
option. Select the Edit button if you
want to introduce changes into the
event details screen.

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User Guide: iRep

f. Access to other iRep options

112. When you return to the iRep

Home Page, select the Go Online
option to open the Veeva tool in the
Safari browser.

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113

It is necessary to have internet

connection to go to the online option.

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113. If you want to review or launch a

CLM presentation, select the Media
tab.
114. Select the Options tab to review
general data of the tool.

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115. Once the Options screen is

opened, select the General tab to log
out the session or to check information
about the iRep version or updates.
When a new iRep version is available a
green update button will appear in the
bottom left corner of the screen as soon as
you have Wi-Fi, please press this button to
receive the latest version.

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116
116

116. When you return to the General

screen, press the Database tab and
select the Refresh Database button if
you need to restore the Database. You
may be requested to do this by the IT
Helpdesk if you encounter any issues.

C. iRep Synchronization
You can work with the iRep application without an internet connection. In fact as long as you have a 3G or Wi-Fi
connection, iRep will automatically send your call data from your iPad as soon as you submit a call.
However if you introduce any data changes in iRep through a DCR, you will need to synchronize iRep to update those
changes in Veeva online.
Also, any information that has been added in Veeva online by yourself or other users, such as events or approvals,
will only be updated in the iRep application with the synchronization.
The synchronization for iRep is a manual process that must be initiated by the user. If during the sync, the internet
connection fails, iRep maintains the data recorded in the app and in the next sync the process will start from the
beginning.
Get in the habit to sync your iRep every day when you get home and connect to your home broadband.

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117. Select the following icon to

synchronize the iRep.

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User Guide: iRep

Teva UK Ltd
Ridings Point
Whistler Drive - Castleford
WF10 5HX

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