Adv Ant Edge Canada User Guide

AdvantEDGE
User’s Guide
Canada (English) Version

January 1, 2009
Table of Contents
1. INTRODUCTION .................................................................. 1
1.1. What is AdvantEDGE? .................................................... 1
1.2. Architectural Overview ................................................... 1
1.3. Validated System .......................................................... 2
1.4. Benefits........................................................................ 2
1.5. Screen Layout ............................................................... 2
1.6. Accessing AdvantEDGE................................................... 4
1.6.1. Logging In .............................................................. 4
1.6.2. Logging Out ............................................................ 5
1.7. Terminology.................................................................. 5
1.8. Support........................................................................ 6
1.9. Using This Manual ......................................................... 6
2. PROFESSIONALS................................................................. 7
2.1. Professionals List ........................................................... 9
2.2. Pre-Call Analysis...........................................................10
2.3. Recording a Call ...........................................................10
2.3.1. Smart Call..............................................................13
2.3.2. List Button (Samples Dropped) .................................13
2.3.3. Planned Button (Samples Dropped) – FUTURE ............13
2.4. Activities .....................................................................14
2.5. Account Affiliations .......................................................14
2.6. Professional Affiliations..................................................14
2.7. Adding a New Professional .............................................15
2.8. Adding/Removing an Address.........................................17
2.9. Setting a Primary Address .............................................17
2.10. Change Requests - Professionals ....................................17
2.11. Querying Rx Data - Professionals....................................18
3. QUERYING ........................................................................20
3.1. Creating a Query ..........................................................20
3.2. Saving a Query ............................................................20
3.3. Deleting a Query ..........................................................21
3.4. Refining a Query ..........................................................21
3.5. Useful Querying Operations ...........................................21
4. MENU FUNCTIONS .............................................................23
4.1. Undo Record ................................................................23
4.2. Record Count ...............................................................23
4.3. Columns Displayed .......................................................23
4.4. Advanced Sort .............................................................24
4.5. Export.........................................................................25
4.6. Column Functions .........................................................26
AdvantEDGE User Guide Page i 11 November 2008

4.6.1. Freeze Columns ......................................................26
4.6.2. Move Columns ........................................................27
4.6.3. Resize Columns ......................................................27
4.6.4. Sort Columns .........................................................27
5. ACCOUNTS........................................................................28
5.1. Accounts List ...............................................................29
5.2. Pre-Call Analysis...........................................................30
5.3. Recording a Group Call..................................................30
5.4. Recording a Pharmacy Call ............................................32
5.5. Activities .....................................................................33
5.6. Professional Affiliations..................................................33
5.7. Account Affiliations .......................................................33
5.8. Adding a New Account ..................................................34
5.9. Change Requests - Accounts ..........................................35
6. CALENDAR ........................................................................37
6.1. Monthly Calendar .........................................................37
6.2. Access List...................................................................38
7. ACTIVITIES .......................................................................39
7.1. Querying Activities........................................................39
7.2. Drill-Down on Activities .................................................39
7.3. Deleting a Planned Call .................................................40
7.4. Setting Call Topics ........................................................40
7.5. Setting Marketing Messages...........................................40
8. TIME ALLOCATION .............................................................41
8.1. Recording Time Allocation..............................................41
8.2. Copying Time Allocation Records ....................................43
8.3. Un-Submitting Time Allocation Records ...........................43
9. EXPENSE REPORTS ............................................................44
9.1. STEP #1: Enter the Expense Report into AdvantEDGE .......46
9.1.1. To Enter an Internal Order Number ...........................49
9.1.2. To Enter Foreign/US Expenses ..................................49
9.2. STEP #2: Submit the Expense Report .............................50
9.3. STEP #3: Prepare the Expense Report Package ................50
9.4. Other Cost Centre Expense Report..................................51
9.5. Expense Report Rules ...................................................51
10. CALL PLAN ........................................................................52
10.1. Viewing your Call Plan...................................................52
10.2. Recording a Call from the Call Plan Screen.......................52
10.3. Viewing Call Activity from the Call Plan Screen .................52
10.4. Viewing Submitted Call Plan Calls ...................................53
10.5. Recalculating Call Plan Calls ...........................................53
AdvantEDGE User Guide Page ii 11 November 2008

11. GROUPS AND EVENTS ........................................................54
11.1. Linking a Professional/Account to a Group and Event ........54
12. SAMPLES MANAGEMENT .....................................................56
12.1. Receiving Samples & Processing Returns .........................58
12.1.1. Receiving a Sample Shipment...................................58
12.1.2. Processing Sample Returns ......................................60
12.2. Sample Transfers .........................................................63
12.2.1. Transfer Out...........................................................63
12.2.2. Transfer In.............................................................65
12.3. Sample Adjustments .....................................................66
12.3.1. Sent Samples Adjustment ........................................68
12.3.2. Received Samples Adjustment ..................................69
12.3.3. Sample Disbursement Adjustment ............................71
12.3.4. Inventory Count Adjustment ....................................72
12.3.5. Other Adjustments ..................................................75
12.4. Inventory Count & Reconciliation ....................................75
12.4.1. Inventory Count .....................................................77
12.4.2. Reconciliation .........................................................79
12.4.3. Rep Reconciliation Summary Report (Currently N/A) ...82
12.4.4. Reconciliation Status ...............................................84
12.5. Sample History ............................................................84
12.5.1. Viewing Sample History ...........................................84
12.6. Tips on Working with Samples........................................85
13. USER PREFERENCES...........................................................86
13.1. Changing Password.......................................................86
13.2. Setting Default Queries .................................................86
13.3. Setting Default Calendar View ........................................87
13.4. Setting Default Startup Screen.......................................87
13.5. Changing Position .........................................................87
13.6. Checking Synchronization Status ....................................88
14. SMART CALL......................................................................89
14.1. Creating a Smart Call....................................................89
14.2. Using a Smart Call ........................................................90
15. HOME PAGE.......................................................................91
15.1. Changing the Home Page Layout ....................................91
16. “GOING LIVE”....................................................................92
16.1. Downloading your Database...........................................92
16.2. Synchronizing your Database .........................................92
16.3. Importing Syndicated Data Files .....................................93
16.4. Setup Products List .......................................................95
16.5. Setup Marketing Messages ............................................95
16.6. Setup your Calendar Access List .....................................95
AdvantEDGE User Guide Page iii 11 November 2008

16.7. Setup Default Queries ...................................................95
16.8. Setup Default Calendar .................................................95
16.9. Enter Time Allocation ....................................................95
16.10. Typical AdvantEDGE Usage .........................................95
16.11. Bypass Login Screen ..................................................96
16.12. Training Questionnaire ...............................................96
17. APPENDIX A - BEST PRACTICES FOR FIELD USERS ................97
17.1. Best Practices ..............................................................97
17.2. Useful Hotkeys .............................................................98
17.3. Commonly Used Query Operators ...................................98
17.4. Recommended Columns Displayed..................................99
18. APPENDIX B – DBM USAGE ............................................... 100
18.1. My Professionals vs My Team’s Professionals.................. 100
19. APPENDIX C – MEDICAL LIAISONS (MLs) USAGE ................. 101
19.1. Private Call Notes ....................................................... 101
19.2. Biopharm MLs – Special Considerations ......................... 101
19.2.1. Biopharm MLs – FSA Z1Z ....................................... 101
19.2.2. Biopharm MLs – Applicable Call Types ..................... 101
20. APPENDIX D – HEAD OFFICE USAGE .................................. 102
20.1. Using Head Office AdvantEDGE to Record Calls .............. 102
20.2. Recording a Call on any Professional ............................. 102
20.3. Recording a KOL Call using Groups & Events .................. 103
20.4. Assistant Expense Reporting ........................................ 103
AdvantEDGE User Guide Page iv 11 November 2008

1. INTRODUCTION
1.1. What is AdvantEDGE?
AdvantEDGE is the Customer Relationship Management
(CRM) system used by Novo Nordisk in North America. It
is a Siebel-based system that has been customized to our
needs and launched in Canada in January 2007.
AdvantEDGE is used to manage all the data and
interactions with our customers as well as to streamline
business processes throughout the organization.
1.2. Architectural Overview

The following is a schematic overview of the AdvantEDGE
system.
U.S. Canada
NNCI Field User

(Rep)
NNCI Field User

(DBM)
Central Database
NNCI Head Office

User
NNCI Head Office

User
Figure 1-1 – Schematic Overview of AdvantEDGE
The Central Database contains all AdvantEDGE data.

Users are setup as 1 of the following 2 types:
a) Head Office User – Connects directly to the Central
Database using a “thin client” (i.e., no data is stored
locally). These users must be attached to the network
whenever they use the system.
b) Field User (e.g. Rep, DBM) – These users have a local
copy of the subset of data on the central database that
AdvantEDGE User Guide Page 1 11 November 2008

pertains to their respective territory. Data for a
territory is defined by FSAs (i.e., the first half of postal
codes). Field Users have the benefit of not having to be
connected to the Central Database to use AdvantEDGE;
however, they are required to “synchronize their data”
with the Central Database on a regular basis to ensure
their data is up-to-date.
1.3. Validated System

AdvantEDGE is a validated system which has been built
using the architecture developed by the US. This has
provided us with significant cost-savings in the
development and support of the system. As the system is
validated, it is built using rigorous testing procedures and
can only be upgraded at specific intervals during the year.
1.4. Benefits
AdvantEDGE offers many benefits including:
• Strategic System for Decision Making
• Analytic Reporting of Sales Metrics Data
• Targeting of Key Customers
• 360 View of Customers
• Streamlining Business Processes
• Sharing of Customer Information
• Transferring Customer Knowledge between
Colleagues
1.5. Screen Layout

It’s important to first establish common terminology to
facilitate training and support. The following figures
illustrate the different parts of the screens in AdvantEDGE.

Application
level menu
Queries
tool bar
Application
Screen
tool bar Link bar
Thread
Bar
List applet
Previous –
View Next Record
tabs
Form
applet
Select
button
Figure 1-2 – Screen Layout
You will notice that all the information that is stored in

AdvantEDGE is displayed in the form of applets. Applets
are of 2 types:
a) A List applet displaying many records in the form of a
list,
b) A Form applet displaying detailed information about 1
record.
In the example above, you will find an example of each
type of applet displaying information about Professionals.

Show
More/Less
Previous
Record
Previous
Set
Record
Hyperlinks
Next
Record
Set Next
Record
Select
button
Drop Calendar
Down button
arrow
Figure 1-3 – Navigation Tools
1.6. Accessing AdvantEDGE

1.6.1. Logging In
1. Double-click the icon on your Desktop.

2. Enter the following fields:
Field Value
User ID As provided by the
Administrator.
Password As provided by the
Administrator.
3. Click the Login icon.

Note:
• AdvantEDGE runs within Internet Explorer. As such,
you will notice that you have 2 menu bars: the top
menu bar is for Internet Explorer; and the bottom menu
bar is for AdvantEDGE. When running AdvantEDGE,
only use the bottom menu bar for AdvantEDGE.
1.6.2. Logging Out

1. From the menu bar, select File / Logout.
Note:
• It is important to logout properly otherwise some of
your User Preferences (e.g., Columns Displayed) set
within AdvantEDGE will not be saved. You may also get
an error when restarting AdvantEDGE.
1.7. Terminology
Term Description
AdvantEDGE Name of Siebel system used by Novo
Nordisk in North America (i.e., Canada &
US)
DBM District Business Manager
Rep Sales Representative
SC or SAC Sample Compliance (team at Head Office
which addresses all Samples Management
concerns); SC is used interchangeably with
SAC (Sample Accountability & Compliance)
which is the term used in the US. For
consistency, we use the term “SAC”
throughout this document.

1.8. Support
Field Users – Call 1-866-633-6686 (NOVO)
• Monday to Friday: 7am – Midnight (EST)
• Saturday: Closed
• Sunday: 10am – Midnight (EST)
• Bilingual Support
• Tickets are escalated to NNCI IT as required
Head Office Users – Call x-3939
1.9. Using This Manual

This Manual has been created to provide an overview of
AdvantEDGE and is not meant as an exhaustive Reference
Guide. You will find that there are many ways to perform
certain tasks and this manual presents the most practical
methods. The chapters are arranged in the order in which
they should be covered for training purposes. The manual
focuses on the usage of AdvantEDGE for the Diabetes and
Biopharm Sales Forces. Additional information for other
users is detailed in the Appendices.
Italics are used in the manual to represent processes that
support the AdvantEDGE system.
Boxes are used to highlight Important Notes.

2. PROFESSIONALS
The Professionals screen contains all the information about
the People we call on (e.g., Doctors, Health Care
Professionals, and Pharmacists). The screen (as shown
below) consists of 2 sections:
a) List Applet of Professionals on the top,
b) Form Applet displaying detailed information of the
highlighted Professional on the bottom.
Figure 2-1 – Professionals Screen
The Link Bar and View tabs allow you to access the many
applets of information regarding the selected Professional.
By default, the Link Bar displays the Professionals List.
The selection made in the Link Bar will determine which
View tabs are displayed. The following table displays a
summary of the applets on the Professionals screen.

Link Bar View Tab Description of
Information / Usage
Professionals Pre-Call List of Call Activities
List recorded on the Professional
over the past 6 months AND
Rx Information
Change List of Change Requests
Requests
Call Plan Call Plans for the associated
Professional
Profile Professional Specialty, Address,
Info Telephone, Best Call Time
Activities List of All Call Activities
Provincial Professional Licenses
Licenses
Account Accounts to which the
Affiliations Professional is associated
(e.g., Hospitals)
Professional Professionals to which the
Affiliations selected Professional is
associated (e.g., Patient
Referrals)
Sample Samples given
History
Groups and Groups to which the
Events Professional is linked
Notes General Notes which are not
part of a Call Note
Attachments Computer files
Filters Prof. Rx & Querying Professionals
Profile based on Rx Data
Selection
Prof. Rank & Querying Professionals
Deciles based on Rank & Decile
Selection Data
Figure 2-2 – Views of the Professionals Screen

Throughout the AdvantEDGE system, you will find
hyperlinks which are displayed in blue. Hyperlinks allow
you to drill down to get more detailed information about a
record. When you position your cursor over a hyperlink,
the cursor will change to a “finger pointer”. An example of
a hyperlink is the Last Name as shown on the Professionals
screen of Figure 2-1. Clicking on this hyperlink will bring
you to the Profile/Activities applet displaying Calls on the
Professional.
When you click on a hyperlink, a Thread-Bar will appear
just above the screen tabs. You can use the Thread-Bar to
back out of your drill-downs and navigate back to previous
screens from which you hyperlinked.
Note:
• You can return to any previous screen by clicking the
Back button of Internet Explorer.
2.1. Professionals List

The Professionals List displays a complete list of all
Professionals in your database. It is very useful to query
Professionals as covered in Chapter 3.
To query on all Professionals of a specific Location and
Specialty (e.g., All Anesthetists at Credit Valley Hospital),
use the following criteria:
• Location: CREDIT VALLEY HOSPITAL
• Specialty: Anesthesia
It is very important that you enter the criteria with the
exact spelling. You can otherwise use “CREDIT VALLEY*”
if desired. You may need to use the “Columns Displayed”
function to display a column that is hidden as covered in
Chapter 4.
Note:
Useful pre-defined queries on the Professionals screen are:
• Canada – My Targets
• Canada – Corporate Targets

2.2. Pre-Call Analysis
For Pre-Call Analysis, click on Professionals /
Professionals List / Pre-Call.
This view displays the following 3 applets:
a) Rx Trend by Product for the last 12 months
b) Calls on the Professional for the last 12 months
c) Decile by Market (Decile 1 (High); Decile 10 (Low))
To generate a Pre-Call Analysis report, click on the
Reports icon while accessing the Pre-Call View.
Note:
• As the Call Notes of Medical Liaisons (MLs) are private,
Reps cannot view the Comments field of the calls made
by MLs. Reps can see other details of the Call made by
an ML, but the Comments field will be blanked out.
2.3. Recording a Call

To record a Call on a Professional:
1. Click the New Call button.
2. Fill in the following fields:
Field Usage
Comments Free-Text description of the call
Type Defaults to “Face to Face”. Only
“Face to Face” and “CHE” call
types count towards your Call Plan
compliance.
Date Defaults to current Date & Time.
It is recommended that you enter
your call on the same day that the
call was made (preferably,
immediately after the call).
3. Enter the “Call Topics” by specifying:
• Name (of Product)
• Order (defaults to order the Products are selected)
• Tools (optional)
4. Enter “Marketing Messages” and “Issues”.

5. Record Samples Dropped by specifying:
• List No/Product
• Lot #/Exp Date
• Quantity
Record signature by:
• Click Sign button and record an electronic signature
(preferred);
OR (if it is not possible to record the
signature on the tablet PC)
• Click the Paper Sign checkbox, record the
information on the Sample Disbursement Form, and
record the Form ID in the Document # (Paper
Sign) field.
Important Notes:
1) Be careful to enter Sample information carefully.
2) All Sample Drops require a Signature.
a) Prescription Samples (e.g., Gluconorm, Vagifem,
Activelle) can only be dropped off to the Doctor and
requires the doctor’s signature.
b) Non-Prescription Samples (e.g., Insulin, Devices)
require the signature of a Health Care Professional).
3) If a signature is collected for a Non-Prescription
Sample from someone other than the Professional for
which the Call is recorded, you must collect the person’s
initials by:
a) Having them print them alongside their signature
when signing the tablet
b) Writing them on the Sample Disbursement Form
The initials are used to identify the person who signed
for the samples.
4) Samples can only be dropped off to Professionals
having a License #. To enter a License # from the Call
Screen, click the New Provincial License # button
and enter a New License # by specifying:
a) Province (from a pick-list)
b) License Number (enter 0)

c) Status (set to Active)
6. Click the Submit button to submit the call. Once
“Submitted”, the contents of the Call Screen cannot be
changed with the exception of the “Comments” field.
Note:
• You can only Submit a Call if either a “Call Topics” or
“Samples Dropped” record has been entered.
The Sample Disbursement Process is depicted below. The

diagram indicates the differences between tracking the
Health Care Professional’s signature electronically versus
using the paper-based Sample Disbursement Form.
Figure 2-3 – Sample Disbursement Process (tracking the HCP’s

Signature electronically vs using the paper-based SDF)

2.3.1. Smart Call
You can reduce the amount of clicks and effort required to
enter a call through the use of Smart Calls which is
described in a separate section in this document.
2.3.2. List Button (Samples Dropped)

The List button is a useful function added to the Call
Screen to simplify the recording of Samples Dropped. This
function displays a list of Product and Lot #s in your
inventory so that samples can be recorded by only
entering their respective quantities.
The Samples Dropped List function offers the following
functionality:
Function Usage
Hide Column Used to hide Sample Product/Lot#
Checkbox line items. Whenever the List applet
is displayed, hidden line items are
not displayed unless the “Show All”
button is clicked.
Hide To hide hidden line items.
Show All To show all line items.
Drop To save your changes.
Cancel To cancel your changes.
Note:
• To simplify recording Samples Dropped, use the Hide
function to only show the Samples you are currently
working with.
2.3.3. Planned Button (Samples Dropped) – FUTURE

A “Planned” button is located on the Samples Dropped
applet of the Call screen. This function is preloaded by
Marketing to indicate the optimal amount of samples to
provide to a specific Professional. There is a sweet spot to
the number of samples to provide; too few samples do not
have an effective impact, and too many samples cut into a
Representative’s sales.

2.4. Activities
To view all Call Activities on a Professional, click
Professionals / Profile / Activities. This screen
displays all Call Notes for the last 2 years. You will be able
to view both Public and Private (i.e., ML) Call Notes in this
view by positioning your cursor over the Comments field;
however, Private Notes are hidden if you drill-down into
the call by clicking on the hyperlink.
2.5. Account Affiliations

Account Affiliations are used when recording a Group Call
on an Account (as you will see later). To record an
Account Affiliation of a Professional:
1. Click Professionals / Profile / Account Affiliations.
2. Click New. A new row is inserted.
3. Click the pick list icon in the Account field. A Pick
Account dialog box is displayed.
4. Select the Account and click Pick.
Upon setting this relationship, a corresponding relationship
can be viewed from Accounts / Profile / Professional
Affiliations for the specified Account.
2.6. Professional Affiliations

Professional Affiliations are useful to identify relationships
between Professionals (e.g., referrals). To record a
Professional Affiliation:
1. Click Professionals / Profile / Professional
Affiliations.
2. Click New in either the “Affiliations From” or
“Affiliations To” applets. A dialog box listing
Professionals is displayed.
3. Select the Professional and click Add.
can be viewed for the associated Professional (i.e., if A is
affiliated to B; B is affiliated from A).

2.7. Adding a New Professional
To add a New Professional:
1. Perform an exhaustive query to ensure that the
Professional doesn’t already exist. This avoids entering
a duplicate record.
2. From the Professionals / Professionals List screen, click
the New button. Enter the following mandatory fields:
• Last Name, First Name
• Specialty (don’t worry about enter Sub-Specialty 1,
2, 3)
3. Link the Professional to an Address
• Click the Address MVG icon (in the Professionals
form applet below the Professionals List applet). A
dialog box is displayed of Available & Selected
addresses.
• Query the Available addresses to find the correct
address. It is recommended that you search & sort
by Postal Code.
• Highlight the Address and click Add. The Address is
Selected as Primary if it is the only linked Address.
• Update any additional information regarding:
Staff/Gatekeeper
Site Phone Number / Site Fax Number (e.g.,
phone/fax of clinic or hospital)
Main Phone / Main Fax (specific to Professional)
Suite
Department
• Click OK.
Notes (Managing Addresses):

• You must use the Address MVG icon in the
Professionals form applet below the Professionals List
applet (as indicated in the diagram below). This is
the only icon that will allow you to link an Address to
a Professional.

• If you find multiple addresses at the same location,
scroll to the right to check the Location & Location
Type. It is likely that one Location is a Pharmacy
and should not be used.
• In the unlikely scenario that the address could not be
found, click New to create a new address.
• If the Available address list is blank, please call the
Help Desk to be sent the Address Syndicated Data
File.
Figure 2-4 – Changing the Address of a Professional
Note:
• When adding a “New” Professional, you cannot
immediately enter a call. You need to step off the
record (i.e., access another Professional) and then
step back on the record to allow the system to Save
the Professional before entering a call.

2.8. Adding/Removing an Address
To Add or Remove an Address for a Professional, follow the
steps outlined above to “Link a Professional to an Address”
(Ref: Section 2.7, step 3).
Note:
• You can Remove an Address provided:
- The Address resides in your Territory.
- The Address is not flagged as the Primary Address.
• To Remove an Address outside of your Territory, you
must enter a Change Request as described in Section
2.10.
IMPORTANT NOTE:
• Be sure ONLY to remove an Address if you are
sure the Professional no longer works there. If
you remove a valid Address that another Rep
uses, the other Rep may no longer be able to find
the Professional.
2.9. Setting a Primary Address

Each person can set their own Primary Address for a
Professional. This allows several Reps to identify a specific
Professional at the address of their choice.
To set a Primary Address:
1. Click the Address MVG icon in the Professionals form
applet below the Professionals List applet (Ref: Section
2.7, step 3).
2. From the “Selected” address list, set the Primary
checkbox and click OK.
2.10. Change Requests - Professionals

There are certain operations that only the Siebel
Administrator is allowed to perform. These operations
have to be submitted using a CR (Change Request).
To submit a Change Request:
1. Access the Professional and select the Professionals /
Professionals List / Change Requests view. A
Change Requests List applet and Form applet are
displayed. It is recommended that you work with the

Change Requests Form applet because it allows you to
view all Change Requests fields without having to scroll.
2. Click New to create a new Change Request.
3. Select the CR Type from the pick-list and applicable
field values. Each CR Type requires you to specify
various fields. Use the table below as a guide.
CR Type Required Fields
Duplicate Professional - Address (current)
Record - Comments From Rep
Moved Out of Terr- - Address (current)
Addr Known
- Out of Territory Address
Fields (Address, City, Province,
Postal Code)
Moved Out of Terr- - Address (current)
Addr Unknown
Name Change / - Address (current)
Address Edit - Comments From Rep
No Longer Practicing - Address (current)
Remove 1 Address - Address (to remove)
Figure 2-4: Change Request Types for Professionals
4. Set the Status of the CR to “Submitted”.

Notes:
• Every CR Type requires the specification of an Address
for the Professional (as indicated by the red asterisk on
the field).
• Only 1 CR can be “Submitted” per Professional until the
CR has been Processed.
2.11. Querying Rx Data - Professionals

AdvantEDGE provides some limited functionality for
querying Professionals for Rx Data.
For example, to query Professionals who write more than
1800 TRx Market Share of Total Insulin:
1. Access the Professionals / Filters screen.

2. Click the Query button on the Rx Volumes Selection
applet.
3. Enter the criteria below.
Field Value
Product Total Insulin
TRx Market Share > 1800
4. Click the Go button. A list of Professionals matching
the query criteria is displayed.

3. QUERYING
Querying is a powerful function that is available on all List
Applets to filter records. This chapter will provide
examples to query on the Professionals screen; however
the same functionality can be used on any List Applet.
Queries can be saved so that you can rerun them simply
by selecting them from the Queries pick list. There are 2
types of queries as follows:
• System-Defined Queries – created by the
Administrator; cannot be deleted
• User-Defined Queries – created by the User; can be
deleted
It is difficult to distinguish between system-defined queries
and user-defined queries as they look and work exactly the
same. You will only know that a query is system-defined
because you will not be able to delete it. As a naming
convention, Canadian system-defined queries are prefixed
with “Canada - “ whereas US system-defined queries do
not follow any naming convention.
Queries are dynamic. In other words, when you save a
query, you are not saving the resultant list but rather the
criteria for running the query. As an example, if you
created a query to search for all Nurses in Oakville, you
may get 32 records one day, and 33 records the next day
as your data changes.
3.1. Creating a Query

To create a query from the Professionals List:
1. Click the Query button. The List applet becomes blank
so that you can enter your query criteria.
2. Enter the Query criteria. For example,
• Enter “Nurse – DNE” in the Specialty field.
• Enter “OAKVILLE” in the City field.
3. Click the Go button. The query results are displayed.
3.2. Saving a Query

To Save a Query:
1. Follow the Steps above to Create a Query.

2. Sort the Records (if desired). Saving a Query will also
save the Sort Order of the List.
3. From the menu bar, select Query / Save Query As.
4. Enter a Query Name and click OK. The Query is now
available to run anytime by selecting it from the Queries
pick list.
3.3. Deleting a Query

To Delete a Query:
1. From the menu bar, select Query / Delete Saved
Query.
2. Select the Query Name and click OK.
Note:
Only User-Defined Queries can be deleted. System-
Defined Queries cannot be deleted.
3.4. Refining a Query

To Refine the results of the currently run Query:
1. From the menu bar, select Query / Refine Query.
The current query criteria are displayed.
2. Update the Query criteria.
3. Click Go.
3.5. Useful Querying Operations

Operator Example Usage
<, <=, <25/4/2007 Calls before Apr 25/07
>, >=
<> <>’General Practice’ Professionals who are
not GPs
* SMI* Represents any
combination of
characters including
no characters
? SM?TH Represents 1 and only
1 character (to return
both ‘SMITH’ &
‘SMYTH’)

Today() >today()-7 To retrieve all calls
within the last 7 days
And ‘OAKVILLE’ And Returns Professionals
‘GUELPH’ located in both cities
Or ‘OAKVILLE’ Or Returns Professionals
‘GUELPH’ located in either city
Is Null Is Null To find Professionals
without a Phone #
Is Not Is Not Null To find Professionals
Null with a Phone #
Figure 3-1: Useful Query Operators

4. MENU FUNCTIONS
The Control Menu button is a standard Siebel function and
contains many useful functions. Recall that all information
in Siebel is stored in applets. Almost all applets have a
Menu button for the respective applet.
You will notice that the Menu functions for List applets and
Form applets are slightly different because some functions
only apply to lists (e.g., Sorting).
This chapter will only focus on the commonly used Menu
functions using examples from the Professionals screen.
4.1. Undo Record

To undo the current adding/editing of a record:
1. Click Menu/Undo Record.
The Undo function will only work if you have not yet
moved off the screen.
4.2. Record Count

To get a count of all records in a list (rather than scrolling
through to the end of the list):
1. Click Menu/Record Count.
Figure 4-1 – Determining Record Count
4.3. Columns Displayed

To adjust the Columns Displayed:
1. Click Menu/Columns Displayed. A window is
displayed showing the columns available for display and
the columns selected for display.

Figure 4-2 – Setting Columns Displayed
• To display a column, select the column in the Available

Columns list and click .
• To hide a column, select the column in the Selected
Columns list and then click .
• To display all the columns, click
• To hide all the columns, click .
• To rearrange the display of columns, select the column
in the Selected Columns list, and then click or .
To move the column to the top or the bottom of the list,
click or .
• Use to return the display to its “factory
installed” settings.
4.4. Advanced Sort

To sort a list applet by multiple columns:
1. Click Menu/Advanced Sort. A dialog box is displayed
allowing you to sort, using up to 3 columns, in
Ascending or Descending order.

Figure 4-3 – Advanced Sort
4.5. Export
To Export the data of a List Applet:
1. From the List Applet, select Menu/Export.
2. A dialog box is displayed to help you specify the details
of the Export. Accepting the defaults is recommended
as indicated below:
Figure 4-4a – Exporting Data
• Use All Rows in Current Query to export all rows.

• Use Visible Columns to export all columns in the
list.
• Use Tab Delimited Text File as the Output Format.
• Click Next.
3. Another dialog box is displayed for the File Download.

Figure 4-4b – Exporting Data
Click Open.
4. Excel opens with the exported data.
5. To Save the data, click File/Save As from the Excel
menu bar and specify the following attributes:
• Navigate to an appropriate Folder (e.g., My
Documents).
• Set Save as type to “Microsoft Office Excel
Workbook (*.xls)”. Note: Siebel exports data in a
raw Unicode Text format by default.
• Set the File name of the file. Note: Siebel uses
output[1].csv by default.
4.6. Column Functions

4.6.1. Freeze Columns
To freeze/unfreeze columns (as in Excel):
1. Double-click on the column header you wish to freeze.
Repeat to toggle off.
Figure 4-5 – Freezing Columns
This is a useful feature when scrolling horizontally.

4.6.2. Move Columns
To move columns:
1. Drag the column header.
Figure 4-6 – Moving Columns
4.6.3. Resize Columns

To resize columns:
1. Position the cursor between the column headers until a
double-sided arrow appears, and drag to adjust the
width.
4.6.4. Sort Columns

To sort columns:
1. Click on the column header. The list is sorted in
Ascending order by that column and an Indicator is
displayed in the column header.
Figure 4-7a – Sorting Columns (Ascending)
2. Click on the same column header to sort in Descending

order.
Figure 4-7b – Sorting Columns (Descending)

5. ACCOUNTS
The Accounts screen contains all the information about
Buildings (e.g., Hospitals, Medical Clinics, and
Pharmacies). The screen (as shown below) consists of 2
sections:
a) List applet of Accounts on the top
b) Form applet displaying detailed information of the
highlighted Account on the bottom.
Figure 5-1 – Accounts Screen
The Link Bar and View tabs allow you to access the many
applets of information regarding the selected Account. By
default, the Link Bar displays the Accounts List. The
selection made in the Link Bar will determine which View
tabs are displayed. The following table displays a
summary of the applets on the Accounts screen.

Link Bar View Tab Description of
Information
Accounts Pre-Call List of Call Activities
List recorded on the Account
Change List of Change Requests
Requests
Call Plan Call Plans for the Account
Profile Address Info Type, Address, Telephone,
Best Call Time
Activities List of Call Activities
Notes General Notes which are not
part of a Call Note
Professional Professionals who are linked
Affiliations to the Account (e.g.,
Hospital Service Roster)
Account Accounts to which the
Affiliations selected Account is
associated (e.g., Hospital
Network)
Groups and Groups to which the Account
Events is linked
Attachments Computer files
Figure 5-2: Views of Accounts Screen
5.1. Accounts List

The Accounts List displays a complete list of all Accounts in
your database. It is also very useful for querying Accounts
as covered in Chapter 3.
To query on all Targeted Pharmacies, use the following
criteria:
• Type: Pharmacy/Store
• My Targets: Checked
You may need to use the “Columns Displayed” function to
display a column that is hidden as covered in Chapter 4.

Useful pre-defined queries on the Accounts screen are:
• Canada – My Targets
• Canada – Corporate Targets
5.2. Pre-Call Analysis

For Pre-Call Analysis, click on Accounts / Accounts List
/ Pre-Call.
This view displays the following 2 applets:
• Calls on the Account for the last 6 months
• Professional Affiliations
To generate a Pre-Call Analysis report, click on the
Reports icon while accessing the Pre-Call View.
Notes:
• You will not be able to see notes made by MLs on the
Pre-Call View. You will need to access the Accounts /
Profile / Activities View.
5.3. Recording a Group Call

A Group Call is very useful in recording calls when you call
on several Professionals at the same time (e.g., CHEs). A
Group Call will save you time because you only have to
enter the Call Information once at the Account Level, and
then you link all Attendees to that Call at once.
To record a Group Call:
1. Access the Account to which the call was entered. Click
the New Group Call button.
Note: If the Call was made outside of a Hospital or
Clinic, select the “XXXX CHE ENTRY ACCOUNT” (where
“XXXX” is your Territory #). This entry appears at the
top of your Account List when sorted alphabetically.
2. As with a Professional Call, fill in the following fields:
Field Usage
Comments Free-Text description of the call
Type Defaults to “Face-to-face”. Only
“Face-to-face” and “CHE” call types

count towards your Call Plan
compliance.
Date Defaults to current Date & Time. It is
recommended that you enter your
call on the same day that the call was
made (preferably, immediately after
the call). Do not worry about setting
the Time of the Call.
3. Enter the “Call Topics” by specifying:
• Name (of Product)
• Order (defaults to order the Products are selected)
• Tools (optional)
4. Identify the Attendees of the Call:
• In the Attendees applet, click New. An “Add
Attendees” dialog box is displayed listing all
Professionals affiliated with the Account. Refer to
section 2.5 & 5.4 on how to setup an Affiliation.
Figure 5-3: Add Attendees applet
• If you want to view all Professionals rather than just

those affiliated with the Account, click the All
Professionals button.

• Find an Attendee to the Call, click on the record to
highlight it, and click OK.
• Repeat these steps to identify all Attendees of the
Call.
5. Click the Submit button to submit the call. Once
“Submitted”, the contents of the Call Screen cannot be
changed with the exception of the “Comments” field.
Notes:
• The criteria for identifying a CHE is that the Call
Type=’CHE’.
• When a Group Call is “Submitted”, the following occurs:
a) The Comments of the Account Call are concatenated
to any Comments recorded on the individual
Attendees.
b) The Attendee Calls remain as “Planned” and have a
blank Call Type. Later, the Attendee Calls are set to
“Submitted” and the Call Types are set to that of the
corresponding Account Call, following the running of
a Nightly Process.
• If you enter a Group Call to 5 Professionals, it results in
the creation of 6 Calls (1 Account Call; 5 Attendee
Calls).
• In step 4 above, you can highlight several records at
once using <Ctrl>Click to selectively highlight, or
<Shift>Click to block highlight. These controls are
similar to those used in Excel.
5.4. Recording a Pharmacy Call

Recording Calls on Pharmacies is done in a unique way
because Pharmacy Professionals (including Pharmacists)
are not entered into AdvantEDGE. As a result, you record
a Professional Call on the Pharmacy Account and it is
recorded using a “DEFAULT PROFESSIONAL”.
1. Access the Pharmacy and click the New Call button.
Continue all steps as entering a Professional Call as
described in step 2.3. The New Call screen allows you
to record samples dropped off at the Pharmacy.

5.5. Activities
To view all Call Activities on an Account, click Accounts /
Profile / Activities. This screen displays all Call Notes
for the last 2 years. You will be able to view both Public
and Private (i.e., ML) Call Notes in this view by positioning
your cursor over the Comments field; however, Private
Notes are hidden if you drill-down into the call by clicking
on the hyperlink.
5.6. Professional Affiliations

The recording of Professional Affiliations is useful when
recording a Group Call on an Account. To record a
Professional Affiliation on an Account:
1. Click Accounts / Profile / Professional Affiliations.
2. Click New in the “Professional Affiliations” applet. A
new row is inserted.
3. Click the pick list icon in the Last Name field. A Pick
Professional dialog box is displayed.
4. Select the Professional and click Pick.
can be viewed from Professionals / Profile / Account
Affiliations for the specified Professional.
5.7. Account Affiliations

Account Affiliations are used to identify relationships
between Accounts (e.g., Hospital Affiliations). To record
an Account Affiliation:
1. Click Accounts / Profile / Account Affiliations.
2. Click New. A dialog box listing Accounts is displayed.
3. Select the Account and click OK.
can be viewed for the associated Account (i.e., if A is
affiliated to B; B is affiliated from A).

5.8. Adding a New Account
To add a New Account:
1. Perform an exhaustive query to ensure that the Account
doesn’t already exist. This avoids entering a duplicate
record.
2. From the Accounts / Accounts List screen, click the
New button. Enter the following mandatory fields:
• Account (e.g., “CREDIT VALLEY HOSPITAL”)
• Type (e.g., “Hospital”)
3. Link the Account to an Address:
• Click the Address MVG icon (in the Accounts form
applet below the Accounts List applet). A dialog box
is displayed of Available & Selected addresses.
• Query the Available addresses to find the correct
address. It is recommended that you search & sort
by Postal Code.
• Highlight the Address and click Add. The Address is
Selected as Primary if it is the only linked Address.
• Update any additional information regarding:
Site Phone Number / Site Fax Number (e.g.,
phone/fax of clinic or hospital)
• Click OK.
Notes
• You must use the Address MVG icon in the Accounts
form applet below the Accounts List applet (as
indicated in the diagram below). This is the only
icon that will allow you to link an Address to a
Account.
• If you find multiple addresses at the same location,
scroll to the right to check the Location & Location
Type. It is likely that one Location is a Pharmacy.
• In the unlikely scenario that the address could not be
found, click New to create a new address.
• If the Available address list is blank, please call the
Help Desk to be sent the Address Syndicated Data
File.

Figure 5-3 – Changing the Address of an Account
5.9. Change Requests - Accounts

There are certain operations that only the Siebel
Administrator is allowed to perform. These operations
have to be submitted using a CR (Change Request).
To submit a Change Request:
1. Access the Account and select the Accounts /
Accounts List / Change Requests view. A Change
Requests List applet and Form applet are displayed. It
is recommended that you work with the Change
Requests Form applet because it allows you to view all
Change Requests fields without having to scroll.
2. Click New to create a new Change Request.
3. Select the CR Type from the pick-list and applicable
field values. Each CR Type requires you to specify
various fields. Use the table below as a guide.
CR Type Required Fields
Duplicate Account - Address (current)
Record

- Comments From Rep
Name Change / - Address (current)
Address Edit
- Comments From Rep
Figure 5-4 – Change Request Types for Accounts
4. Set the Status of the CR to “Submitted”.

Notes
• Every CR Type requires the specification of an
Address for the Account (as indicated by the red
asterisk on the field).
• Only 1 CR can be “Submitted” per Account until the
CR has been Processed.

6. CALENDAR
The Calendar screen is an excellent screen for viewing and
accessing all calls recorded. There are 3 calendars
accessed via the View tabs: Monthly, Weekly, and Daily.
The Weekly Calendar is the most popular.
6.1. Monthly Calendar

The Monthly Calendar is displayed below.
Figure 6-1 – Monthly Calendar
Notes
• To quickly view Call information, position the cursor
over the Call to invoke a pop-up.
• You can also drill-down to the Call Screen by clicking
on the Call hyperlink.
• You can set your default Calendar view using Site
Map / User Preferences / Calendar. The “Weekly
(7 day)” view is recommended.
Useful pre-defined queries on the Calendar screen are:
• Canada – Planned Calls
• Canada – Submitted Calls

6.2. Access List
It is very useful to share your Calendar with your DBM or
mirror Rep to allow them to see your Calendar of Call
Activities.
To grant Calendar access to a colleague:
1. Select the Calendar / Access List screen.
2. Click New. The Add Employees dialog box is displayed.
Query and select the appropriate name and click OK.

7. ACTIVITIES
The Activities screen displays the same information that’s
on the Calendar screen (i.e., Call Activity), except the data
is displayed in a list rather than on a calendar view.
The different Call Types are summarized in the following
table:
Professional Account
Professional Call
Professional
New Call on Pharmacy (using
Call
Default Professional)
Account Call &
New Group
Not Applicable associated Attendee
Call
Calls
7.1. Querying Activities

Because the Activities screen displays calls in the form of a
list applet, it offers powerful querying capability. As an
example, if you want to query for all calls made in April
2007, you can use the following criteria:
• Date: >=4/1/2007 and <5/1/2007
Useful pre-defined queries on the Activities screen are:
• Canada – Planned Calls
• Canada – Submitted Calls
7.2. Drill-Down on Activities

The Activities screen is also useful because it allows you to
drill-down on a call to display the Call screen.
To drill down on a Call:
1. Click on the Activity hyperlink (i.e., Professional Call,
Account Call, Attendee Call hyperlink).
Following a drill-down, to return to the previous screen:
2. Use the Internet Explorer Back arrow to return to the
previous screen, or you may click on the associated
thread-bar.

7.3. Deleting a Planned Call
Submitted Calls are locked and cannot be Un-Submitted.
However, Planned Calls can be Cancelled/Deleted.
To delete a Planned Call:
1. Select the Activities / Activity List screen.
2. Access the Call record, and set the Status to
“Cancelled”.
3. Use Menu / Delete Record to delete the record.
7.4. Setting Call Topics

To set the Call Topics pick-list values of the Call Screen:
1. Select the Activities / Personal List screen.
2. Select the Personal Product Lists from the Show pick
list (i.e., the name of the applet on the top left corner).
3. Use the New and Delete push-buttons to set the
desired Products on the Personal Product Lists applet.
Note
• You need to set your Personal Call Topics before you
can pick them on the call screen.
7.5. Setting Marketing Messages

To set the Marketing Messages pick-list values of the Call
Screen:
1. Select the Activities / Personal List screen.
2. Select the Personal Marketing Initiatives List from
the Show pick list (i.e., the name of the applet on the
top left corner).
3. Use the New and Delete push-buttons to set the
desired Marketing Messages on the Personal Marketing
Initiatives List applet.
Note
• You need to set your Personal Marketing Messages
before you can pick them on the call screen.

8. TIME ALLOCATION
The Time Allocation screen is used to record your time
sheet activities. You are expected to record Time
Allocation activities for Monday to Friday (8 hours per day)
including holidays. Time is recorded in 2, 4, 6, or 8 hour
durations.
8.1. Recording Time Allocation

To record Time Allocation:
1. Select the Time Allocation screen.
2. Click New.
3. Fill in the fields. Note: Fields identified with a red
asterisk are mandatory.
4. Set the Status to “Submitted” to lock the record from
being updated.
The following table lists the Time Allocation categories.
Category Reason
Worked CHE Event
In Field
Account Management Account Management
Admin Business Plan
CHE Planning
DBM-Recruitment/Interview
Office Time (for Admin Work)
PA/Review
Samples Accountability admin
Customer Meetings Community Event
Convention
Display/Rounds
InServices
Patient Training
NNCI Meetings Counterpart Meetings
District Meetings

Head Office Meeting
International Meeting
National Meeting
SLT Meeting
Special Project Team Meeting
Teleconference
Other Family Leave
Jury Duty
Marriage/Compassionate Leave
Moving
Sick Days Illness-Family
Illness-Self
Medical Leave/LTD
Medical Leave/STD
Staff Management DBM-Training/Coaching
Training Compliance Training
Field Training
Other
Phase I
Phase II
Vacant Disability/Leave
Territory Did Not Exist
Territory Vacant
Vacation/Holiday Float Day (also used for
‘Personal Day’)
Lieu Day
Stat holiday
Vacation
Weather Inclement Weather
Travel Travel to/from territory

Category “Worked” counts for “On Territory” Activity. All
other Categories are for “Off Territory” Activities.
8.2. Copying Time Allocation Records

Copying Time Allocation Records is a real time-saver.
Consider that you have the same activity for an entire
week (e.g., In Field, or Vacation):
1. Enter a Submitted record for the Monday.
2. Use the Copy button to copy the record 4 times for the
remainder of the week. Note: When a record is copied,
the entire contents are duplicated except the Status
which is set to “In Progress”.
3. Update the copies to set the Date and set the Status
to “Submitted”.
8.3. Un-Submitting Time Allocation Records

Unlike Submitted Calls which cannot be “Un-Submitted”,
Submitted Time Allocation records can be changed.
To Un-Submit a Time Allocation record:
1. Access the record.
2. Change the Status from “Submitted’ to “Cancelled”.
3. Change the Status from “Cancelled” to “In Progress”.

9. EXPENSE REPORTS
The Expense Reports module of AdvantEDGE is used by all
NNCI employees. Expense Reports are processed
electronically and the paper receipts are sent afterwards to
support the electronic submission. It is a very efficient
system for processing Expense Reports and employees are
typically paid within a few business days.
The Expense Report Process is depicted below.
$
$
$
Employee Incurs Expenses

If ‘Rejected’, Employee can set the Status
STEP #1: Employee Enters Expenses back to ‘In Progress’ to unlock the
into AdvantEDGE Expense Report so that Expenses
(create Expense Report Header can be updated & re-Submitted.
& individual Line Items)
Status=’In Progress’
STEP #2: Employee sets Status of

Expense Report to ‘Submitted’.
Expense Report is now
locked & cannot be changed. If ‘Approved’, Expense Report
Mgr receives e-mail notification is automatically sent to
the Princeton Finance Dept. Mgr reviews Expense
to approve Expense Report..
Report within AdvantEDGE &
sets Status to ‘Approved’ or ‘Rejected’.
Employee receives e-mail notification
to indicate that Expense Report has
been Approved..
$
Princeton Finance Funds are deposited

processes payment. into the Employee’s Bank Account
Status=’Processed’ using Electronic Fund Transfer.
Status=’Completed’
STEP #3: Employee prints & signs Expense Report,

tapes receipts to 8.5x11 paper,
& places Expense Report package
in Orange Envelope (which is sent
to the Mississauga Office). Receptionist at Head Office
forwards all Orange Envelopes
to the Princeton Finance Office. Auditors in Princeton
validate that the Expenses
entered electronically in AdvantEDGE
Often, the Employee will be paid before the match those of the receipts.
paper receipts are reviewed by Auditors. Status=’Audited’
Figure 9-1: Expense Report Process

The following diagram depicts the overall processing of
Expense Reports from the perspective of the Expense
Report Status for the most common Statuses.
In Progress - Initial Status

- Expenses are entered
Employee
- Report is Locked
- Manager receives an e-Mail
Submitted notification that an Expense
Report has been Submitted
- Manager Approves Report and

the Employee receives an e-
Mail notification of Approval
- An Expense Report may be
‘Rejected’. In this case, the
Manager Approved Employee can change the
status to ‘In Progress’ to re-
open the Expense Report so
that it can be updated and
then re-Submit it
Processed - Princeton has Processed the

Expense Report
Princeton
Finance Dept
- Funds have been deposited
Completed into the Employee’s Bank
Account
Figure 9-2: Overall Processing of Expense Reports
This chapter focuses on the Steps performed by the

Employee to Submit an Expense Report (i.e., Steps 1-3 as
depicted in Figure 9-1).
PROCESS FOR SUBMITTING EXPENSE REPORTS

STEP #1) Enter the Expense Report (including Header &
Line Items) into AdvantEDGE.
STEP #2) Submit the Expense Report.
STEP #3) Prepare the Expense Report Package.

These 3 Steps are covered in sections 9.1, 9.2, and 9.3
respectively.
Note:
• You will find that the Expense Report module contains
both List applets and Form applets which display the
same data. It is recommended that you use List
applets for querying data and Form applets for entering
data.
9.1. STEP #1: Enter the Expense Report into AdvantEDGE

To enter an Expense Report, first create the Header as
follows:
1. From the menu bar, select the Expense Reports
screen to access My Expense Reports. A list of
previous Expense Reports for the user is displayed.
2. In the Form applet, click New to create a new Expense
Report.
3. Select 1 of the 3 Names from the drop-down list as
specified in the table below. Fill in the associated fields.
Name: Field Expense Report – CANADA
Usage: Regular Expense Reporting for Field Users
(Reps, DBMs, MLs)
Associated Fields:
• Description (optional)
• Period - There are 2 Expense Report reporting periods
per month: the first period is from the 1st of the
month to the 14th; the second period is from the 15th
to the last day of the month
• Start Date / End Date are populated based on the
Period selected
• Pay To / Prepared By / Submit To are pre-populated to
indicate the Users’ Initials involved with the Expense
Report
• Status is pre-populated as ‘In Progress’

Name: Home Office Report – CANADA
Usage: Regular Expense Reporting for Head Office
Users
Associated Fields:
• Start Date
• End Date
Report
Name: Other Cost Ctr Report – CANADA

Usage: Used to claim Expenses to be paid by a Cost
Centre other than your own
Associated Fields:
• Start Date
• End Date
• Cost Centre – You must only include items for 1 Cost
Centre per Expense Report
Report
At this stage, the Report Header is entered and you are

ready to enter the Line Items as described below:
4. Click the Name hyperlink of the Expense Report. A
new applet is displayed showing the Expense Report
Header at the top and the Line Items at the bottom.
5. Click New to insert a Line Item.
6. Enter each Line Item for the Expense Report. The
following table provides guidelines for some common
expenses. It is recommended that you use the Form

applet rather than the List applet for entering Line
Items so that you can see all input fields as you edit
them. All amounts are entered inclusive of all taxes
(i.e., the out-of-pocket expense).
Expense Type
Expense to use in
Incurred AdvantEDGE Fields to Enter Data
Hotel Lodging - Hotel • Start / End / Expense
Amount
Parking KM/Mileage • Start / End / Expense
Allowance & Amount
Parking
Personal KM/Mileage • Start / End
Mileage Allowance &
• Business Miles (amount
Parking
is automatically
calculated based on a
per km rate, e.g., $0.50)
Meal Meals • Start / End / Expense
Amount
• Expense Sub-Type
• Professional (to specify
participating
Professionals)
• Employee (to specify
participating Employees)
The following table describes other fields on the

Expense List Items screen.
Field Description
Business Purpose Pick-list detailing activity (e.g.,
District Meeting, Grand Rounds)
Details Description of Expense
Payment Type Pick-list detailing payment method
(e.g., Cash, Visa)
Credit Card # Do not use. Do not enter your
Credit Card # in AdvantEDGE.

9.1.1. To Enter an Internal Order Number
To specify an Internal Order Number for a Line Item:
1. Access the Line Item in the Line Items “List” Applet
(and not the Line Items “Form” Applet).
2. Enter the Internal Order Number in the “SAP Int Order”
column.
9.1.2. To Enter Foreign/US Expenses

Follow the regular steps to enter a Line Item, except when
you enter the Expense Amount, perform the following:
1. Click the Expense Amount pick-list icon. An “Enter
Amount” dialog box is displayed.
2. Select the Currency Code from the pick-list (e.g., USD
for US Dollars).
3. Enter the Transaction Amount which is expense
amount in the foreign currency.
4. Enter the Exchange Rate which is used to convert the
foreign currency to Canadian dollars. Use the rate that
you are being charged by Visa or your bank. The
Expense Amount is calculated for you when you step off
the field.
Figure 9-3: Enter Foreign Expense Amounts

9.2. STEP #2: Submit the Expense Report
When all Expense Line Items are entered, you are ready to
Submit the Expense Report by doing the following steps:
1. Reconcile your Expense Report Line Items with your
Receipts. You want to be sure that everything is
correct. If there are any errors, correct the Line Items
and then step off the record to save.
2. While accessing the Expense Report, click the Submit
button to change the Status from ‘In Progress’ to
‘Submitted’. If the Cost Centre has not been set, it will
be automatically populated once the Expense Report is
submitted. The Expense Report is now locked so that it
can no longer be edited.
Note:
• You can recall a “Submitted” Expense Report that has
not yet been “Approved” by highlighting the Expense
Report in the Expense List applet and clicking the Recall
button.
9.3. STEP #3: Prepare the Expense Report Package

You are now ready to create the paper-based Expense
Package to support your electronically Submitted Expense
Report. It is likely that your Expense Report will be
Approved by your Manager and Processed by the Princeton
Finance Department before they even receive your paper-
based Expense Package. To create your Expense Package,
perform the following steps:
1. While accessing the Expense Report to print, click the
Reports icon in the Toolbar. Select 1 of the
following 2 options to print your Expense Report:
• Novo Nordisk Expense Report
• Novo Nordisk Expense Report - Foreign
These 2 Expense Reports are same except that the
Foreign Expense Report has 2 additional columns
displaying the Foreign Currency and Exchange Rate.
Only use the Foreign Expense Report when you have
expenses in foreign currencies.
2. Your completed Expense Report is displayed in the
Siebel Report Viewer window. This window may startup

minimized on your task bar, so you may have to click
on it in your task bar to maximize the window so it can
be viewed. Click on the Print icon in the Toolbar to
print the Expense Report on your printer.
3. Sign the Printed Expense Report.
4. Tape the receipts to 8.5”x11” paper. Do not use any
staples or paper-clips. Receipts are taped so that
auditors can properly review receipts when cross-
referencing them to the Submitted Expences.
5. Place your Printed Expense Report and associated
receipts (taped) into an Orange Envelope so that your
name on page 1 of the Printed Expense Report shows
through the window of the Orange Envelope. Send the
Orange Envelope to the NNCI Office (not to Princeton).
9.4. Other Cost Centre Expense Report

When creating an “Other Cost Centre Expense Report”, be
careful to correctly set the following fields:
Field Description
Cost Centre Cost Centre to which the items
are being Expensed
Submit To Cost Centre Manager who will
approve the Expenses
9.5. Expense Report Rules

• 1 Expense Report per Orange Envelope
• Sort sheets in Chronological order
• Multiple receipts can be taped to a page using both the
front and back pages.
• No Staples or Paper-Clips
• You cannot submit an expense report that is more than
65 days old
• Failing to submit receipts for 2 consecutive expense
reports will result in a hold of further reimbursement

10. CALL PLAN
The Call Plan screen is used to display your Targeted
Professionals and Accounts, as well as their respective
Assigned Calls and Submitted Calls as defined below:
Field Definition
Submitted Calls Number of Calls Submitted by the Rep
within the Period. Only ‘Face to Face’
and ‘CHE’ Call Types are counted.
Assigned Calls Targeted Number of Calls within the
Period as set by Sales Operations.
10.1. Viewing your Call Plan

To view your Call Plan:
1. Select the Call Plan screen.
2. Click the POA Period hyperlink (e.g., 2007 Canada
POA). The Call Plan Calls view is displayed. There are
2 sub-views to view Professionals or Accounts. The
Assigned Calls, Submitted Calls, and Segment are
displayed as columns.
Note: An Unspecified Calls view is also available for
displaying information on non-Targeted Professionals and
Accounts. When creating your first non-Targeted call on a
Professional/Account, a nightly process needs to run before
you can see the associated record in the Unspecified Calls
view.
10.2. Recording a Call from the Call Plan Screen

To record a Call from the Call Plan screen:
1. Highlight the desired Professional/Account and click the
New Call button. The Call Screen used to enter a new
call is displayed.
10.3. Viewing Call Activity from the Call Plan Screen

To view past Call Activity of a Professional/Account from
the Call Plan screen:
1. Click the Last Name/Account hyperlink. The
corresponding Profile/Activities view is displayed.

10.4. Viewing Submitted Call Plan Calls
To view the Call Details of the calls which have been used
to calculate the Submitted Calls of the Call Plan:
1. Click on the POA Period hyperlink of the corresponding
Professional/Account record.
10.5. Recalculating Call Plan Calls

If the calculation of the Submitted Calls on the Call Plan
screen is questionable, you can recalculate it using the
following steps:
1. Highlight the appropriate Call Plan record.
2. Click the Recalculate button.

11. GROUPS AND EVENTS
The Groups and Events screen is used to track programs to
which Professionals and Accounts are linked. These
programs can include such things as:
• CHEs
• Promotional Programs
• Clinical Study Information
• Society Memberships
• KOL Status
Groups and Events may be identified as “Secure” which
means that only the Administrator can change which
Professionals and Accounts are linked to them. For Groups
and Events that are not “Secure”, you can add/remove
links to the Professionals and Accounts pertaining to your
territory.
11.1. Linking a Professional/Account to a Group and Event

1. Select the Groups and Events screen tab.
2. Click on the Name hyperlink of the Group and Event.
The Associations view screen is displayed. Select the
Professionals or Accounts sub-view.
Note:
• You can only update Groups and Events that are not
flagged as “Secure”.
3. Click the Add push-button. A blank row is created.
Note:
• You can also delete Associations for those created by
your Territory using the Delete push-button.
4. Click the pick-list icon in the Last Name/Name field.
5. Query the desired record, highlight it, and click the Pick
push-button. The Professional/Account is added to the
Groups and Events Associations.
Note:
• A Professional/Account can only be linked to a
specific Group and Event once.

6. Set the “Program Date” and enter “Comments”
(optional) for the association.

12. SAMPLES MANAGEMENT
The Samples Management module is used to track all
samples involving Rep transactions and for which the Rep
is responsible. These include:
• Samples Received; Samples Returned
• Sample Transfers between Reps
• Sample Disbursements
The Samples Management module excludes samples that

are ordered by Reps to be shipped directly to
DECs/Customers. These samples do not pass through the
Reps possession and hence are excluded.
Sample Details are tracked in AdvantEDGE using the

following 3 attributes:
• “List No.” specifies the Sample (and associated
Product Description)
• “Lot #” specifies the Lot (and associated Expiration
Date)
• “Quantity” specifies the number of units of the
Sample
The combination of all 3 of these attributes needs to be
specified when detailing any sample transaction (e.g.,
Shipment, Return, Transfer, etc.).
The Samples Management module consists of the following

screens:
Screen Description
Samples Not Used
Orders
Received Used to acknowledge the Receipt of
Samples Samples via:
• Received Shipments
• Transfer In (from another Rep)
Received Used to track discrepancies regarding
Samples Received Samples
Discrepancies
Sent Samples Used for Sending Samples as:

• Returns
• Transfer Out (to another Rep)
Sent Samples Used to track discrepancies regarding
Discrepancies Sent Samples
Inventory Used to Count Inventory
Count
Reconciliation Used to Reconcile an Inventory Count by
comparing the “Actual Samples on hand”
with the “Sample Calculated to be on
hand”
Samples Used to adjust the recorded number of
Adjustments Samples Sent, Received, or Disbursed
when there is an error in sample counts
Samples Used to generate a history of the activity
History for a given Sample Lot #
Figure 12-1: Screens of Sample Management
Note:
• The actual Disbursement of Samples to a Professional
(i.e., Sample Drop) is covered in the “Call Recording”
section of this document.

12.1. Receiving Samples & Processing Returns
12.1.1. Receiving a Sample Shipment
The Receiving Samples Shipment Process is depicted
below.
Figure 12-2: Receiving Samples Shipment Process
You must follow proper procedures to ensure the stability

of your samples (e.g., refrigeration) when receiving a
shipment
Your signature is required for sample deliveries. On
occasion, if you cannot sign for a shipment, you may
authorize another adult provided they are aware of NNCI
policies and procedures.
On the morning of your sample delivery, synchronize your

data so that your sample delivery information will appear
in the Received Samples view.
When receiving a sample shipment,
a) Verify that the cartons are labeled with your name and
address.
b) Sign the carrier’s delivery slip indicating the correct
number of cartons.

c) Verify that the contents of each carton match the
carton’s packing slip.
d) Count the number of samples in the shipment down to
the Lot #. Count all samples shipped even if there are
damaged samples that need to be returned.
e) Report discrepancies (e.g., overage, shortage, or
damage) immediately by calling MLS.
MLS Contact Information:
905-568-2511 x-3234
or 1-800-215-5310
To record Receiving the Sample Shipment in AdvantEDGE,

you need to perform the following steps.
1. Click the Samples / Received Samples screen.
2. From the “My Received Samples” applet, highlight the
corresponding shipment record. The record will have a
status of “In Progress”. The “Line Items” list applet at
the bottom of the screen will display the details of the
shipment.
3. Fill in the Date / Time Received field to specify the
date/time that the shipment was received.
4. Enter the sample counts for each Lot # in the Received
Quantity field. The values default to the samples
shipped as entered by MLS, so if all quantities are
correct, you do not need to change anything. If
however the quantities are incorrect, update them and
enter a brief description in the Comments field.
5. Click Submit to complete the receipt of your sample
shipment. The Lot #s are now part of your sample
inventory balance in AdvantEDGE.

12.1.2. Processing Sample Returns
A good practice to follow before taking your inventories is
to return any lot numbers that need to be returned.
The Samples Returns Process is depicted below.
Rep identifies Damaged,

Expired, or Soon-to-Expire
Samples to be Returned to MLS
Rep records Sample Returns

into AdvantEDGE & ‘Submits”
the Transaction. Rep prints the
‘Sample Return Transmittal Form -
Canada’ which contains the
Sample Return details.
Samples are delivered

Rep returns Samples to MLS. back to MLS.
The ‘Sample Return Transmittal
Form - Canada’ serves as the
packing slip for the shipment.
If the Returns are part of a

‘Shipment Received’, the Rep
calls MLS so that MLS can
replace the Returned Samples.
Figure 12-3: Sample Returns Process
Sample Returns may occur for any of the following

reasons:
• 60 days or less from expiration
• expired
• damaged
• subjected to an incident such as refrigeration
malfunction, problem with device, recall, etc.
To Return Samples, you need to:

a) Determine the lot numbers and quantities of your
inventory that need to be returned.

b) Create a Sent Samples transaction, print the Samples
Return Transmittal Form - CANADA that must
accompany the product when shipped back, and then
physically return the product using a ground carrier
service.
To record a Sent Samples transaction, you need to

1. Click the Samples / Sent Samples screen.
2. From the “My Sent Samples” applet, click New.
3. Fill in the header values for the samples being returned.
Field Description
Transaction Date Defaults to current date/time but
can be updated if the Transaction
Date occurred earlier
Transaction Type Return
To (Last Name) MLS DIRECT RETURNS
Reason Select appropriate value from
pick-list
Comments As required
4. From the “Line Items” applet, click New.
5. Fill in the line item values for each lot number being
returned. Remember, one Samples Transaction can
have several line items.
Field Description
Product Select value from pick-list
Description
Lot # Select from pick-list
Quantity Specify number
6. Repeat steps 4-5 for all sample return line items.
7. From the “My Sent Samples” applet, click Submit.
Your inventory for the affected Lot #s is reduced
accordingly.
8. Click the Reports icon from the application toolbar,
and select the Samples Return Transmittal Form -
CANADA. A report is prepared in the Siebel Report
Viewer (which may take several moments to prepare).
Click the Printer Icon to print the form.

9. Sign and Date the form, and include the form in your
shipment of the returned samples.
Figure 12-4: Samples Return Transmittal Form

12.2. Sample Transfers
The Sample Transfer Process is depicted below.
Figure 12-5: Samples Return Transmittal Form
To Transfer Samples between Reps, you need to perform

the following:
a) Both parties need to confirm the Product List No, Lot
#/Expiration Date, and Quantity being transferred. This
should be done in a face-to-face meeting.
b) The Rep transferring out the samples needs to create a
Transfer Out transaction. This is to be done on the
SAME day as the transfer and can be done during the
face-to-face meeting. The Rep then performs a data
synchronization to send the Transfer Out transaction.
c) The Rep receiving the samples performs a data
synchronization and acknowledges the receipt of the
samples as a Transfer In transaction.
12.2.1. Transfer Out

To record a Transfer Out transaction, you need to perform
the following steps:
1. Click the Samples / Sent Samples screen.

2. From the “My Sent Samples” applet, click New.
3. Fill in the header values for the samples being
transferred.
Field Description
Transaction Date Defaults to current date/time but
can be updated if the Transaction
Date occurred earlier
Transaction Type Transfer Out
To (Last Name) Select Rep to which samples are
being transferred
Reason Transfer
Comments As required
5. Fill in the line item values for each lot number being
transferred. Remember, one Samples Transaction can
Field Description
Description
Quantity Specify number
6. Repeat steps 4-5 for all sample transfer line items.
7. From the “My Sent Samples” applet, click Submit.
Your inventory for the affected Lot #s are reduced
accordingly.
8. Synchronize.
Notes (regarding Sent Samples Discrepancies):

• When transfers occur, it is important that both parties
agree on the Product List No, Lot #/Expiration Date,
and Quantity being transferred. If the recipient records
values differently from the Transfer Out data, a
discrepancy transaction is automatically created in the
Sent Samples Discrepancies screen of the sender.
This screen is a read-only screen that allows you to
track discrepancies that have occurred for Samples
Sent.

• If the sender receives a valid discrepancy transaction in
the Sent Samples Discrepancy screen, a samples
adjustment needs to be created to account for any
differences between your physical inventory and your
AdvantEDGE inventory.
12.2.2. Transfer In
The Rep receiving Sample Transfers must acknowledge the
Transfer In transaction so that your sample inventory
reflects what is physically on hand. To record a Transfer
In transaction, you need to perform the following steps:
1. Synchronize. This will pickup the Transfer In
transaction triggered from the sending Rep.
2. Click the Samples / Received Samples screen.
3. From the “My Received Samples” applet, highlight the
corresponding Transfer In record. The record will have
a status of “In Progress”. The “Line Items” list applet at
the bottom of the screen will display the details of the
transfer.
4. Fill in the Date / Time Received field to specify the
date/time that the transfer was received. The field
defaults to the current date/time.
5. Enter the sample counts for each Lot # in the Received
Quantity field. The values default to those entered by
the Rep who recorded the Transfer Out, so if all
quantities are correct, you do not need to change
anything. If however the quantities are incorrect,
update them and enter a brief description in the
Comments field.
6. Click Submit to complete the receipt of the Transfer In.
The Lot #s are now part of your sample inventory
balance in AdvantEDGE.
Note (regarding Received Samples Discrepancies):

• If you record a unit quantity other than what the sender
recorded transferring to you, a discrepancy transaction
is automatically created in the Received Samples
Discrepancies screen when the record is Submitted.
This screen is a read-only screen that allows you to
track discrepancies that have occurred for Samples
Received.

• As noted earlier, a discrepancy transaction is also
automatically created on the Sent Samples
Discrepancies screen of the sender.
Figure 12-6: Received Samples Discrepancies screen
12.3. Sample Adjustments

The Sample Adjustments Process is depicted below.
Figure 12-7: Sample Adjustment Process
Consider that you have 2 sample inventories as follows:

• Physical Inventory – what you have on hand
• AdvantEDGE Inventory – what the AdvantEDGE
system calculates you have on hand
Samples Adjustments are used to adjust for any
differences between your physical inventory and your
AdvantEDGE inventory.

Notes:
• You always make Adjustments to your
AdvantEDGE Inventory so that it is consistent
with your Physical Inventory.
A Positive Adjustment will increase
your AdvantEDGE Inventory.
A Negative Adjustment will decrease

your AdvantEDGE Inventory.
• It is very important that you enter Sample

Adjustments with the correct integer.
• BE CAREFUL TO SELECT THE CORRECT INVENTORY
PERIOD WHEN ENTERING AN ADJUSTMENT.
Samples Adjustments consist of the following Transaction
Types:
Transaction Type Usage
Transfer In – Refer to section on “Received
Adjustment Samples Adjustment”
Transfer Out – Refer to section on “Sent
Return – Adjustment Refer to section on “Sent
Samples Adjustment”
Sample Order – NOT USED
Adjustment
Disbursement – Refer to section on “Sample
Adjustment Disbursement Adjustment”
Shipment Received – Refer to section on “Received
Demo – Adjustment To reduce inventory to account
for samples used for demo
purposes
Inventory Adjustment Refer to section on “Inventory
Count Adjustment”
Figure 12-8: Types of Sample Adjustments

12.3.1. Sent Samples Adjustment
Sent Samples adjustments are used when you record
sample transactions incorrectly compared to what you
actually Returned or Transferred Out.
Consider the following scenario:

• You recorded a Transfer Out record of 10 units of
“643993-Levemir Flexipen 1x3ml” and “Lot #
F0906A” to another Rep.
• The recipient acknowledged that only 5 units were
“Transferred In”. A discrepancy is automatically
recorded in your “Sent Samples Discrepancies”
screen and you realize that you recorded the original
Transfer Out record in error.
• You now need to record a Sent Samples “Transfer
Out” Adjustment to correct your AdvantEDGE
inventory. You need to add 5 units to your
AdvantEDGE inventory to reflect your physical
inventory.
To enter a Sent Samples Adjustment, perform the

following steps:
1. Click the Samples / Samples Adjustments screen.
2. From the “My Samples Adjustments” applet, click New.
A message box is displayed to indicate that the
adjustment will be reviewed by the SAC Associate.
Click OK.
3. Fill in the header values for the samples adjustment.
Field Description
Transaction Type Pick-list; For the above scenario,
use “Transfer Out – Adjustment”
Reason Pick-list; For the above scenario,
use “Incorrect Quantity”
Inventory Period Pick-list from the “Stock Period”
Start Date dialog box
Comments Free text; For the above scenario,
type “Miscount in transferred out
quantity”

5. Fill in the line item values for each lot number
adjustment. Remember, one Samples Transaction can
Field Description
Description
Quantity (+/-) Specify number; For the above
scenario, enter “5”.
7. From the “My Samples Adjustments” applet, click
Submit. Your inventory for the affected Samples is
updated.
12.3.2. Received Samples Adjustment

Received Samples adjustments are used when you record
sample transactions incorrectly compared to what you
actually acknowledged as a Shipment Received or
Transferred In.
• During a Sample Transfer with another Rep, you
received 30 units of “368369-Novologmix 70/30 Flex
Pen” and “Lot # G1405A”, however you inadvertently
changed the received quantity from 30 units to 35
units when you acknowledged the Transfer In
transaction.
• Due to this mistake, the other Rep will see a
discrepancy in his “Sent Samples Discrepancies”
screen after synchronizing. You need to confirm with
the other Rep what occurred so that he understands
the discrepancy and that there is no action required
on his part. The adjustment needs to be made
by the person who entered the incorrect
quantity.
• You now need to record a Received Samples
“Transfer In” Adjustment to correct your
AdvantEDGE inventory. You need to subtract 5 units
to your AdvantEDGE inventory to reflect your
physical inventory.

To enter a Received Samples Adjustment, perform the
following steps:
Click OK.
Field Description
use “Transfer In – Adjustment”
Start Date dialog box
type “Made a mistake when
acknowledging the quantity
received”
Field Description
Description
Quantity (+/-) Specify number; For the above
scenario, enter “-5”.
updated.

12.3.3. Sample Disbursement Adjustment
Sample Disbursement adjustments are used when you
record sample drops incorrectly.
• A discrepancy occurred for a sample drop on Sep
13/07 for Dr. Wayne Newton. You recorded 6 units
of “643993- Levemir Flexipen 1x3ml; Lot # F0906A”
instead of the 6 units of “368392-Levemir Vial
1x10ml; Lot # S50730” which was actually
disbursed.
• You need to create a Samples Disbursement
Adjustment with 2 line items to adjust your
AdvantEDGE inventory as follows:
6 units of “643993- Levemir Flexipen 1x3ml;
Lot # F0906A” to be entered as a Positive
integer.
6 units of “368392-Levemir Vial 1x10ml; Lot #
S50730” to be entered as a Negative
integer.
To enter a Disbursement Adjustment, perform the

following steps:
Click OK.
Field Description
use “Disbursement – Adjustment”
use “Incorrect List # & Lot #”
Start Date dialog box; Be sure to select the
Inventory Period corresponding to
the Date of the Sample Drop
even if the Inventory Period has
been closed

type “Entered wrong product List
No./Lot # when recording Sample
Drop on 9/13/2007 to Dr Wayne
Newton”
For the above scenario, you would enter 2 line items as
specified below.
Line Item 1:
Field Description
Product Levemir Flexipen 1x3ml (List No.
Description 643993)
Lot # F0906A
Quantity (+/-) 6
Line Item 2:
Field Description
Product Levemir Vial 1x10ml (List No.
Description 368392)
Lot # S50730
Quantity (+/-) -6
updated.
12.3.4. Inventory Count Adjustment

Entering the Wrong Quantities when doing an Inventory
Count is the hardest mistake to recover from because
you need to enter 2 Sample Adjustments as follows:
• Enter One Sample Inventory Adjustment for the
Inventory Period that you are Closing;
• Enter a Second Sample Inventory Adjustment for the
Inventory Period that you have just Started.

• You have just recorded an Inventory Count of 25
units of “01211-NovoMix 30 Penfill 5x3ml; Lot #
VS60785” which you have “Submitted” on Nov 6/08.
AdvantEDGE indicates that your On-Hand Inventory
for this Lot # is 35 and so there is a Difference =
(On Hand Quantity – Counted Quantity) of 10. Your
2 most current Inventory Periods are as follows:
Sep 6/08 – Nov 6/08 which you must Reconcile
Nov 6/08 – blank which is your Active Period
• You have since realized that you have another 10
units of the same Sample Lot # that you forgot to
include in your Count.
• You need to enter 2 Sample Inventory Adjustments
as follows:
-10 units for the Period “Sep 6/08 – Nov 6/08”.
This will set the On Hand Quantity to 25 so
that you can Reconcile to a Difference of 0.
+10 units for the Active Period starting on Nov
6/08 to make your On Hand Quantity be 35
and match your Physical Quantity.
To enter the first Inventory Adjustment, perform the

following steps:
Click OK.
Field Description
use “Inventory Adjustment”
Start Date dialog box; For the above
scenario, choose “Sep 6/08”
type “Entered wrong Inventory

Count”
For the above scenario, you would enter:
Field Description
Product NovoMix 30 Penfill 5x3ml (List
Description No. 01211)
Lot # VS60785
Quantity (+/-) -10
updated.
To enter the second Inventory Adjustment, perform the

following steps:
Click OK.
Field Description
use “Inventory Adjustment”
Start Date dialog box; For the above
scenario, choose “Nov 6/08”
type “Entered wrong Inventory
Count”
For the above scenario, you would enter:

Field Description
Product NovoMix 30 Penfill 5x3ml (List
Description No. 01211)
Lot # VS60785
Quantity (+/-) +10
updated.
12.3.5. Other Adjustments

“Other Adjustments” are made in a similar fashion to the
procedures described in the previous sections. Always be
sure to enter the correct Positive or Negative quantity
which would adjust your AdvantEDGE Inventory to be
consistent with your Physical Inventory.
12.4. Inventory Count & Reconciliation

The Sample Accountability & Compliance (SAC)
department requires that each Rep physically count their
samples inventory on a bi-monthly basis. It is
recommended that this inventory count is completed
prior to your next delivery of samples so there is less
to count. The SAC department does not mandate a certain
date but rather lets the Rep control the best time to
conduct an inventory count within a bi-monthly timeframe.
It is critical that you complete one inventory count per bi-
monthly period.
Each time you do an Inventory Count, it creates the start
of a new Inventory Period. It is extremely important that
Sample Adjustments reference the appropriate Inventory
Period as you would otherwise introduce additional
discrepancies when doing a Reconciliation.

The following is a definition of terms you will need to
understand when entering an Inventory Count into
AdvantEDGE.
Term Values Definition/Usage
Inventory Active An inventory period which has a
Period Inventory Period Start Date but
Status no Inventory Period End Date.
Closed An inventory period having both
an Inventory Period Start Date
and an Inventory Period End
Date.
Inventory Annual Audited yearly inventory count
Type
Theft/Loss If a theft or loss occurs
For Cause Inventory request generated by
the SAC Department
Monthly Mandatory bi-monthly inventory
count. Note: We use the term
“Monthly” even though the
Inventory Counts are actually
“Bi-Monthly”.
Closeout Promotion or separation of a
Representative
Random When a random audit is
conducted by the SAC
department or other Home Office
or field personnel
There are 2 stages that you need to complete as follows:

• Inventory Count – to count your physical inventory
• Reconciliation – to account for any discrepancies
between your physical inventory (i.e., Inventory
Count) and your AdvantEDGE inventory

The Inventory Count and Reconciliation Process is depicted
below.
Figure 12-9: Inventory Count & Reconciliation Process
12.4.1. Inventory Count

Note:
An Inventory Count represents the Rep’s Sample
Inventory at the end of the day on which it is counted.
Consequently, once you take an Inventory Count, you
cannot make any sample transactions until the next
day.
Before starting an Inventory Count, you must ensure that
there are no Un-Submitted Sample Transactions by
performing the following:
a) Be sure that all paper-based Sample Disbursement
Forms have been entered and that all Calls have been
Submitted into AdvantEDGE.
b) Return any Samples that are Damaged, Expired, or
within 60 days of Expiring.
c) Verify and Submit all Received Samples, Sent
Sample, and Samples Adjustments transactions.
d) Synchronize.

Hint: To check for “Planned” Calls that need to be
Submitted, query the My Activities screen. This screen
allows you to drill-down and Submit any “Planned” Calls.
The system will not allow you to submit an Inventory
Count if there are any “In Progress” transactions.
To enter an Inventory Count, perform the following steps:

1. Click the Samples / Inventory Count screen.
2. From the “My Inventory Count” applet, click the
Reports icon and select Inventory Count
Worksheet. The worksheet is compiled in the “Siebel
Report Viewer” as shown below. AdvantEDGE may take
10-20 seconds to compile the data.
Figure 12-10: Inventory Count Worksheet
3. Click the Print icon from the “Siebel Report Viewer” to

print the report. Close the window when done.
4. Use the printed worksheet to record your physical
inventory down to the individual Lot #.
You are now ready to enter your physical inventory count

into AdvantEDGE by continuing with the following steps:
5. Click the Samples / Samples History screen.

6. From the “My Samples History” applet, highlight the
Active inventory period. Set the “Inventory Type” field
to Monthly to enter a regular bi-monthly Inventory
Count.
7. Click the Samples / Inventory Count screen.
8. From the “My Inventory Count” applet, enter the
Counts by Lot # for your physical inventory. Be careful
to enter the values carefully as these values will
become your AdvantEDGE inventory for the next
inventory period.
9. Click Submit. Your physical inventory is now recorded
into the system with the quantities entered and you will
notice that the counts you just entered have
disappeared from the screen (which is normal
functionality). If you access the Samples / Samples
History screen, you will find that the current inventory
period is “Closed” and has a “Reconciliation Status” of
Null (i.e., “Unreconciled”), and a new inventory period
has been opened for use with the physical inventory
counts you just entered. The next section describes
how to Reconcile your Inventory Count for the inventory
period you just closed.
Note:
If in step 9), there are transactions (i.e.,
Disbursements, Received Samples, Sent Samples, or
Samples Adjustments) with a status of “In Progress”,
you will not be able to Submit your Inventory Count and
a corresponding error message is displayed. You will
need to return to the appropriate screens to check for
“In Progress” transactions and Submit them.
12.4.2. Reconciliation
The Reconciliation Process is used to account for any
discrepancies between your physical inventory (i.e.,
Inventory Count) and your AdvantEDGE inventory (i.e.,
what the system calculates you to have on hand).
The AdvantEDGE On Hand Inventory is calculated as
follows:
AdvantEDGE Inv. = Inv. at Start of Inv. Period
+ Shipments Received

- Samples Returned
- Transfer Outs
+ Transfer Ins
- Sample Disbursements
+ Sample Adjustments
The Samples / Reconciliation screen consists of 3 applets

as described below:
Applet Description
Unreconciled Displays the Unreconciled Inventory
Inventory Periods based on the dates for which
Periods inventory counts were submitted.
Unreconciled Details the Samples by List No. and Lot #
Inventory for the respective Inventory Period
highlighted in the top applet. Once an
Inventory Count is Submitted, this applet
displays:
• On Hand Quantity – what the system
calculates to be in your possession
• Counted Quantity – the physical
counts that you entered
• Difference = (On Hand Quantity –
Counted Quantity)
Samples Displays all transactions recorded for each
History Lot # in the “Unreconciled Inventory”
applet. This applet is helpful when
researching for sample activity relevant to
an inventory period.
In order to Submit for Reconciliation an inventory

period, the Difference of all associated Unreconciled
Inventory must be 0. For all Differences not equal to 0,
you need to enter adjustments under the Samples
Adjustment screen. Use the Samples History applet to
help with this process.
For Differences > 0, you will need to enter a Negative
adjustment to reduce your AdvantEDGE Inventory (i.e., On

Hand Quantity). For Differences < 0, you will need to
enter a Positive adjustment.
Consider the following scenario for a specific sample:

Number of Samples at Start of Inv Period 2
Samples Received from Shipments 10
Samples Returned 1
Transfer Outs 3
Transfer Ins 0
Sample Disbursements 5
Sample Adjustments 0
Number of Samples at End of Inv Period 3
(2 + 10 – 1 – 3 + 0 – 5 + 0)
If only 2 Sample Units are counted when performing the
Inventory Count, a Sample Adjustment of -1 would need to
be entered to Reconcile the Inventory Count.
Important Notes:
Look at the “Reconciliation” screen immediately after
submitting an inventory count to determine if
adjustments are needed to bring the Differences to 0.
If you do not Submit for Reconciliation the closed
inventory period prior to taking your next inventory
count, the system will prevent you from submitting your
next inventory count.
To Submit an Inventory Period for Reconciliation, perform

the following steps:
1. Click the Samples / Reconciliation screen.
2. Highlight the Unreconciled Inventory Period, and click
Submit for Reconciliation. A message box is
displayed if there are any Differences not equal to 0.

3. Synchronize. The SAC Department will then validate
your submitted inventory period and assign the
applicable “Reconciliation Status”.
12.4.3. Rep Reconciliation Summary Report (Currently N/A)

A Rep Reconciliation Summary Report is available once an
Inventory Count is Submitted for Reconciliation. The
report contains the information submitted to the SAC
Department and contains a summary of all sample
transactions for the inventory period. At this point, the
final status of the Inventory Period is still pending SAC
review.
To generate a Rep Reconciliation Summary Report,
inventory period, click the Reports icon and select
Rep Reconciliation Report. The report is compiled in
the “Siebel Report Viewer” as shown below.
3. Click the Print icon from the “Siebel Report Viewer” to
print the report. Close the window when done.
Figure 12-11: Rep Reconciliation Summary Report

The columns of the Rep Reconciliation Summary Report
are described in the table below.
Column Description
List No. Sample List Number: Number printed on the
sample
Prod. Product Description: Brand name of the
Desc. sample
Start Inv. Starting Inventory: Physical count of all
samples in a Rep’s possession at the
beginning of an inventory period
Corp. Shp. Corporate Shipment Received: Quantity of
Rec’d samples Corporate (MLS) states to have
sent to Rep
Rep Shp. Rep Shipment Received: Quantity of
Rec’d samples Rep acknowledges having received
from Corporate (MLS)
Rep Disb. Rep Disbursements: Total quantity of
samples disbursed for a given product List
No. for this inventory period
Corp. Corporate Returns: Total quantity of
Return samples that Corporate indicates to have
been returned by the Rep
Rep. Rep Returns: Total quantity of samples that
Return the Rep indicates to have been returned
Rep. Tr. In Rep Transfer In: Total quantity of sample
Transfer Ins
Rep. Tr. Rep Transfer Out: Total quantity of sample
Out Transfer Outs

12.4.4. Reconciliation Status
When an Inventory Period is first Submitted for
Reconciliation, it has a status of Pending SAC Review.
The SAC Department then reviews the submitted details
and sets the status to either Reconciled or Unresolved.
The associated Status and SAC Comments can be seen on
the Samples / Samples History screen. In some
situations, it may take the SAC department 30-90 days to
complete their review of a submitted inventory period.
The Reconciliation Status are described in the table below.

Status Description
Pending The inventory period has been Submitted
SAC for SAC Review.
Review
Reconciled The variances within the submitted
inventory period are within corporate
tolerances. No further action is required.
Unresolved The variances within the submitted
inventory period are above corporate
thresholds and cannot be reconciled. The
SAC Manager will follow up with you and
take appropriate action (Corrective Action
Program) if deemed necessary.
Figure 12-12: Reconciliation Statuses
12.5. Sample History

12.5.1. Viewing Sample History
At anytime, to display all transactions of a specified
Sample Lot #, perform the following steps:
inventory period.
3. From the “Inventory List”, highlight the desired Sample
Lot #.
4. The “Samples History” applet displays all respective
transactions.

12.6. Tips on Working with Samples
• Avoid sharing refrigerators or lockers.
• Work with 1 Lot # at a time on a first-in/first-out basis.
• Use zip-lock bags or elastics to organize samples & lot
#s. Orient different Lot #s in opposite directions.
• Do not distribute samples during symposiums or
conventions.
• Ensure refrigerated samples are cool to the touch.
• Do not remove samples from practitioner offices or
pharmacies.
• Use electronic signatures to minimize the work
regarding paper-based forms. Note: Falsifying
signatures, quantities or dates are grounds for
dismissal.
• Rehearse your routine for collecting an e-Signature so
that the Signature screen is ready when you need the
Professional to sign the Tablet PC.
• Ensure Calls are “Submitted” on a timely basis; do not
leave calls in a “Planned” status.
• Take Inventory Counts prior to Receiving Sample
Shipments when your inventory is at its lowest.
• You can record Sample Drops to Diabates Education
Centres (DECs) as you would for a Pharmacy. The call
is recorded using “Default Professional”. This technique
can only be used for DECs and cannot be extended to
Medical Clinics or Hospitals.
Note:
You can change the Professional directly on the Call
Screen by clicking the “Last Name” pick-list icon. This
is useful when you recorded Sample Data on the Call
Screen and the original Professional when you started
the Sample Drop is no longer available.

13. USER PREFERENCES
13.1. Changing Password
To change your AdvantEDGE password:
1. From the AdvantEDGE menu bar, select Tools / User
Preferences.
2. Enter your Password, and Verify Password in the
respective fields.
3. Click Save.
Note:
• Unlike your Windows login passwords, AdvantEDGE
Passwords do not expire.
13.2. Setting Default Queries

Setting Default Queries is very useful as it can be a real
time-saver for accessing information. As an example, you
may want to default the query on your Professionals
screen to display your Targeted Professionals.
On the Professionals and Accounts screens, the following
system-defined queries have been created for you:
Query Usage
Canada – My Targets To query your Targets (using the
“My Targets” flag)
Canada – Corporate To Query Corporate Targets
Targets (using the “Corporate” flag);
Corporate flags indicate that the
record is a target for someone
within Novo Nordisk in Canada
To set a default query, the query must first be created and

saved. You then need to perform the following steps:
1. From the tool bar, select the Site Map icon.
2. Select User Preferences / Default Queries.
3. Click the desired Screen, and then click the desired
Screen View.
4. Click the pick-list in the Default Query field. A “Pick
Query” dialog box is displayed.

5. Select the desired Query and click OK.
13.3. Setting Default Calendar View

To set your default Calendar View:
2. Select User Preferences / Calendar.
3. Select your preferred Calendar views from the picklists.
The “Weekly (7 day)” view is recommended.
13.4. Setting Default Startup Screen

If you prefer to display a screen other than the Home Page
as your default Startup Screen:
2. Select User Preferences / Behaviour.
3. Set the “Startup View” value as desired.
13.5. Changing Position

Note:
• A “Territory” is referred to as a “Position” within Siebel.
Occasionally you may be required to Change Positions in
AdvantEDGE. For example, you may be covering a Vacant
Territory on a temporary basis and as a result, you need
access to the other territory’s data.
To change a Position, perform the following steps:

1. Select Site Map / User Preferences / Change
Position. An applet is displayed listing the Positions to
which you have access and also the “Active Position”.
2. Highlight the Position you wish to access and click the
Change Position push-button. You will now have
access to all the data of the other Position / Territory.
Important Note:
• When you are finished assessing the other Position, you
must switch back to your regular Position. BE
EXTREMELY CAREFUL THAT YOU DO NOT SUBMIT
EXPENSES ERRONEOUSLY UNDER THE WRONG
POSITION.

• If you logout, your Position reverts back to your Primary
Position automatically.
13.6. Checking Synchronization Status

1. From the tool-bar, click the Site Map icon.
2. Select User Preferences / Remote Status. A list of
synchronization sessions and their respective results is
displayed.

14. SMART CALL
Smart Call is a powerful utility which is used to enter calls
with less clicks and less effort. Smart Call is used to
create “templates” of the call details that the Rep typically
records on a call. The Rep can then select a Smart Call
when recording a call on the call screen, and the call
screen with immediately populate with all of the details of
the Smart Call.
Smart Calls are user-specific (i.e., each Rep has their own
set of Smart Calls that they manage). Smart Calls can be
added, edited, and deleted at any time. A Rep may decide
to create a Smart Call to record the same call on only a
handful of Professionals, and then delete the Smart Call.
Typically, Reps have 5-10 Smart Calls to represent their
most common calls. These Smart Calls should be kept
updated as Sales and Marketing strategies change.
Note:
• Smart Calls are meant to give the Rep a “head start” on
recording a call. When using Smart Calls, you must be
sure to edit the call details on the call screen
appropriately to reflect what happened during the call.
14.1. Creating a Smart Call

1. Select Site Map / Smart Calls.
2. Click New.
3. Enter a “Name” by which you will reference the Smart
Call (e.g., Levemir Acceleration).
4. Enter “Comments”. This is the text which will populate
the Comments section of the call screen.
5. Click on the Name hyperlink. This will drill-down into
the details of the Smart Call.
6. Complete the details of the Smart Call including “Call
Topics”, “Marketing Messages”, and “Issues”.

14.2. Using a Smart Call
1. When the Call Screen is first displayed after clicking the
New Call button, click on the Smart Call pick-list icon.
Highlight the Smart Call and click OK. The Call Screen
will populate with the details of the Smart Call.

15. HOME PAGE
The Home Page is used as a “Dashboard” to display the
most relevant information from the various AdvantEDGE
modules.
The Home Page consists of the following applets:
Applet Description
Where Do I Go Next? Displays the Call Plan
Professionals and Accounts for
which the Submitted Calls is less
than the Assigned Calls. Once
you reach your Assigned Calls for
a Professional or Account, they no
longer appear in this applet. Click
on the Professional or Account
hyperlink to drill down to the Call
Plan view of the Professional or
Account screen.
My Expense Reports Displays Expense Reports that are
“In Progress” or “Submitted”.
My Change Requests Displays Change Requests that
are “In Progress” or “Submitted”.
My Last Synch Displays your Last Synch
Date/Time and Status; only
applicable to Field Users.
My Calendar Displays the Current Days Call
Activities.
15.1. Changing the Home Page Layout

To change the Home Page Layout:
1. On the Home Page, click the Edit Layout button.
2. The various applets can be rearranged,
maximized/minimized, and hidden/showed.

16. “GOING LIVE”
Upon the completion of your AdvantEDGE Training, this
section details the steps to “Go Live” on your Production
database.
16.1. Downloading your Database

When AdvantEDGE is first rolled out to you, you will have
an AdvantEDGE icon but no database. The first time you
try to synchronize, the system will determine that you
need a database and prompt you to confirm that you want
to connect to the server to initiate your local database.
Also on occasion, the Administrator may send you an
updated Database for maintenance purposes. When
downloading your database for the first time, you will be
prompted to enter your AdvantEDGE Password and
Confirm Password. AdvantEDGE passwords do not expire.
Downloading your Database takes 5-30 minutes depending
on your Territory size and connection speed. DBMs may
even take longer. Let the process continue uninterrupted.
If you get an error or your connection is terminated, re-try
and AdvantEDGE will continue from where it left off. You
will know everything is complete when the Home Page is
displayed.
Finally, perform 2 more Synchronizations. These
Synchronizations will be much quicker and will ensure that
you have picked up all files and that your database is
complete.
16.2. Synchronizing your Database

You should synchronize your AdvantEDGE system daily.
Synchronizing your database offers the following benefits:
• It ensures your system is up-to-date.
• It backs-up your AdvantEDGE data. If your
computer fails or is stolen, we can restore your
AdvantEDGE database up to the time of your last
synchronization session.
To Synchronize your Database:
1. Establish your VPN connection.
2. From the AdvantEDGE menu-bar, select File /
Synchronize Database. Alternatively, you can click

the icon in the tool-bar. The Siebel Remote dialog
box is displayed.
3. Click the Synchronize button. AdvantEDGE will begin
synchronizing as indicated by the icon displayed in
the service tray at the bottom right of your computer.
This icon will stay displayed during the synchronization
session and it will disappear when synchronization is
complete. If you wish, you can click on the icon to
view the Siebel Remote dialog box to check that the
synchronization is progressing.
16.3. Importing Syndicated Data Files

Although most data is kept synchronized by performing the
synchronization process, there are 2 types of data that are
kept updated via Syndicated Data Files, specifically:
• Address Information
• Rx Prescription Data
This data is usually sent monthly. You will know when you
have Syndicated Data Files for importing because you will
get a Notification Message that you have Syndicated Data
Files to import after you synchronize your database.

To Import Syndicated Data Files, perform the following
steps:
1. Synchronize your data 1-2 more times to ensure that
all of your Syndicated Data is picked up.
2. From the tool-bar, click the Site Map icon.

3. Click the Syndicated Data Files link to access the
Syndicated Data Files screen. A list of files to be
imported is displayed.
4. Click the Import push-button. All files are imported at

the same time; you do not need to highlight a particular
row. The computer will work for several minutes to
import the files. You do not get a progress bar to
indicate the status of the import process, but you will
know that the Import is complete when the screen no
longer displays any syndicated data files in the applet.

16.4. Setup Products List
As described in the Activities section, use the Activities /
Personal List / Personal Product Lists screen to setup
your drop-down list of products that appears in the Call
Topics applet of the Call Screen.
Note:
• You will not be able to enter a call until you setup your
products list.
16.5. Setup Marketing Messages

As described in the Activities section, use the Activities /
Personal List / Personal Marketing Initiatives List
screen to setup your drop-down list of Marketing Messages
on the Call Screen.
16.6. Setup your Calendar Access List

As described in the Calendar section, use the Calendar /
Access List screen to setup your DBM with access to your
Calendar so that your manager can view your call activity
from their Calendar screen.
16.7. Setup Default Queries

As described in the User Preferences section, use the User
Preferences / Default Queries screen to set your
default queries.
16.8. Setup Default Calendar

As described in the User Preferences section, use the User
Preferences / Calendar screen to set your default
Calendar.
16.9. Enter Time Allocation

Enter your Time Allocation records for your time spent in
Training.
16.10. Typical AdvantEDGE Usage

The following table represents typical AdvantEDGE usage.
Frequency Activity
Daily Enter Calls
Synchronize

Weekly Enter Time Allocation
Enter Expenses
Check for ‘Planned’ Calls
Monthly Process Syndicated Data Files
Check Rx Data
16.11. Bypass Login Screen

For quicker startups, the AdvantEDGE login screen can be
bypassed by setting the following parameters in the
argument list of the AdvantEDGE icon:
• /u userid
• /p password
Please arrange for an IT resource to set these parameters
for you.
16.12. Training Questionnaire

On the completion of your Instructor-led AdvantEDGE
Training, please reference the following website to
complete an one-line questionnaire:
http://www.surveymonkey.com/s.aspx?sm=ci1bPhTjTfYFQeKXWeqpYg
_3d_3d

17. APPENDIX A - BEST PRACTICES FOR FIELD USERS
17.1. Best Practices
• Keep your AdvantEDGE Data Accurate by
maintaining correct Address and Telephone
information on your Professionals and Accounts.
• Do not leave Calls in a “Planned” state. When the
data is entered, “Submit” it.
• Use the system defined “Canada –“ queries to check
for “Planned” & “In Progress” records; then drill-
down on these records to “Submit” them.
• Carefully record accurate Lot #s when working with
Samples.
• Use the Menu / Columns Displayed function to
customize your list applets so that you can readily
access the most important information (e.g., set the
Activities list applet to view the Comments field
without having to scroll horizontally to see it).
• Maintain Account to Professional Affiliation data to
facilitate Group Call entry.
• Enter CHEs by recording the Call Type as ‘CHE’.
• Shutdown or Restart your Computer every few days
(if not daily) to clear the memory. Do not use the
Standby or Hibernate options for weeks at a time.
• When using AdvantEDGE on a network or wireless
environment, close AdvantEDGE before
disconnecting from the network or moving out of the
wireless environment.
• Close AdvantEDGE before connecting or
disconnecting from the Internet and VPN.
• Be sure to close AdvantEDGE by accessing the menu
bar and clicking File/Log Out rather than simply
closing the Internet Explorer window.
• Ensure that you remove your computer from the
docking station properly (using Start/Undock
Computer).
• Synchronize often (i.e., Daily).

17.2. Useful Hotkeys
Hotkey Usage
Ctrl-C Copy
Ctrl-V Paste
Ctrl-Click Selectively highlight records of a
table
Shift-Click Block highlight records of a table
17.3. Commonly Used Query Operators

Operator Example Usage
<, <=, >, >= <25/4/2007 Calls before Apr 25/07
<> <>’General Professionals who are
Practice’ not GPs
* SMI* Represents any
combination of
characters including
no characters
? SM?TH Represents 1 and only
1 character (to return
both ‘SMITH’ &
‘SMYTH’)
Today() >today()-7 To retrieve all calls
within the last 7 days
And ‘OAKVILLE’ And Returns Professionals
‘GUELPH’ located in both cities
Or ‘OAKVILLE’ Or Returns Professionals
‘GUELPH’ located in either city
Is Null Is Null To find Professionals
without a Phone #
Is Not Null Is Not Null To find Professionals
with a Phone #

17.4. Recommended Columns Displayed
Screen Recommended Columns
Professionals List Last Name
First Name
My Target
Specialty
Address
Sub-Territory
City / Province / Postal Code
Main Phone
My Last Call Date
Location
Segment
Accounts List Account Name
My Target
Type
Address
Sub Territory
City / Province / Postal Code
Main Phone
Activities List Activity
Date
Last Name
First Name
Account
Call Type
Status
Comments
Assigned To

18. APPENDIX B – DBM USAGE
18.1. My Professionals vs My Team’s Professionals
When using the Professionals screen, DBMs have 2 choices
to show Professionals:
• My Professionals – To see all Professionals which
have been assigned to them by the Administrator by
allocating them FSAs.
• My Team’s Professionals – To see all Professionals
which have been assigned to the Reps that report to
them and for which the Rep has been identified as
Primary.
Because very few Reps are identified as the Primary Rep
for Professionals, the “My Team’s Professionals” list is
incomplete and should not be used. DBMs are advised to
use the “My Professionals” list only.
This circumstance also applies to the Accounts screen.

19. APPENDIX C – MEDICAL LIAISONS (MLs) USAGE
19.1. Private Call Notes
MLs and Reps have separate Pre-Call views which disallow
them from seeing each other’s notes on the Pre-Call view.
They are allowed to see some Call Note details but only on
the Activities view.
Medical Liaisons Call Notes (i.e., Comments) cannot be
viewed by Reps. All other fields (e.g., Date, Call Type, ML)
are visible from the Activities view so that the Rep can
view that a call was made by an ML, but the Comments
field is blanked out because it is Private. MLs however can
see all details of the Reps’ Call Notes from the Activities
view.
19.2. Biopharm MLs – Special Considerations

19.2.1. Biopharm MLs – FSA Z1Z
The Biopharm MLs have been setup with a unique
AdvantEDGE configuration. The Biopharm MLs typically
call on Professionals within their own geographical area
(i.e., territory) but sometimes require the capability to call
on select Professionals throughout the country. For this
reason, a special fictitious FSA Z1Z has been created to
identify Professionals who are assigned to the core group
of Professionals that the Biopharm ML Team accesses.
When a Professional’s address is added to FSA Z1Z, all
Biopharm MLs are assigned the Professional once the
Nightly Assignment Manager process runs.
19.2.2. Biopharm MLs – Applicable Call Types

For all Reps & MLs, the following Call Types are counted
towards their Call Plan:
• Face to Face
• CHE
For Biopharm MLs only, the following additional Call Types
are also counted towards their Call Plan:
• Conference
• SVC (Significant Value Call)

20. APPENDIX D – HEAD OFFICE USAGE
20.1. Using Head Office AdvantEDGE to Record Calls
Often Head Office AdvantEDGE is used to record calls on
anyone within the AdvantEDGE system. To do this, a
special generic Position has been created (i.e., CAN CALL
ENTRY) which has write access to all Professionals and
Accounts.
In order to record a call on anyone in the system using
Head Office AdvantEDGE, you must first perform the
following steps:
1. Select Site Map / User Preferences / Change
Position. An applet is displayed listing the Positions to
which you have access and also the “Active Position”.
2. Highlight CAN CALL ENTRY and click the Change
Position push-button. You will continue to have access
to CAN CALL ENTRY until you change the Position again,
or logout.
IMPORTANT: Do not do Expense Reporting using the CAN
CALL ENTRY Position. You must do Expenses under your
regularly assigned Position so that your Expenses are
Submitted under the correct Cost Centre and approved by
your Manager.
20.2. Recording a Call on any Professional

To record a Call on a Professional:
1. Access the Professionals screen.
2. Click the Query button. Enter the first few letters of
the Professionals Last Name in the Last Name field.
Click the Go button.
3. Click the Last Name hyperlink of the Professional. The
Professionals Profile screen is displayed with the historic
Call Activity displayed in the Activities view tab.
4. Click the New Call button. The Call Screen is
displayed.
5. Enter the Call details, namely Comments, Type, Date,
and Call Topics.
6. Click the Submit button and click OK to confirm.

Note:
• Head Office AdvantEDGE is relatively slow; however the
performance improves for repeated tasks. It is
recommended that you enter several calls for one login
session rather than logging in each time to enter a call.
20.3. Recording a KOL Call using Groups & Events

To record a Call using Groups & Events:
1. Access the Groups and Events screen.
2. Click the Name hyperlink for the appropriate KOL
Group. A list of Professionals associated with the Group
is displayed.
3. Click the Last Name hyperlink of the Professional. The
Professionals Profile screen is displayed.
Optional Step: To review historic Call Activity for the
Professional, click the Activities view tab.
4. Click the New Call button. The Call Screen is
displayed.
5. Enter the Call details, namely Comments, Call Type,
Date, and Call Topics.
6. Click the Submit button and click OK to confirm.
20.4. Assistant Expense Reporting

Often an Assistant is setup to enter expenses for a co-
worker. In this circumstance, when the Assistance
accesses the Expense Reports screen, they can choose
between “My Expense Reports” and “Assistant’s Expense
Reports”. When entering expenses for a co-worker, you
must ensure that the following fields are properly set:
Field Description
Prepared By Initials of Assistant
Pay To Initials of Who is being Paid
Cost Centre Cost Centre for the Expenses
Submit To Initials of Approver

Adv Ant Edge Canada User Guide

Uploaded by

Document Information

Original Description:

Copyright

Available Formats

Share this document

Share or Embed Document

Sharing Options

Did you find this document useful?

Is this content inappropriate?

Copyright:

Available Formats

Adv Ant Edge Canada User Guide

Uploaded by

Copyright:

Available Formats

AdvantEDGE

Canada (English) Version

AdvantEDGE User Guide Page i 11 November 2008

AdvantEDGE User Guide Page ii 11 November 2008

AdvantEDGE User Guide Page iii 11 November 2008

AdvantEDGE User Guide Page iv 11 November 2008

1.2. Architectural Overview

NNCI Field User

NNCI Field User

NNCI Head Office

NNCI Head Office

Figure 1-1 – Schematic Overview of AdvantEDGE

The Central Database contains all AdvantEDGE data.

AdvantEDGE User Guide Page 1 11 November 2008

1.3. Validated System

1.5. Screen Layout

AdvantEDGE User Guide Page 2 11 November 2008

Figure 1-2 – Screen Layout

You will notice that all the information that is stored in

AdvantEDGE User Guide Page 3 11 November 2008

Figure 1-3 – Navigation Tools

1.6. Accessing AdvantEDGE

1. Double-click the icon on your Desktop.

AdvantEDGE User Guide Page 4 11 November 2008

1.6.2. Logging Out

AdvantEDGE User Guide Page 5 11 November 2008

1.9. Using This Manual

AdvantEDGE User Guide Page 6 11 November 2008

Figure 2-1 – Professionals Screen

AdvantEDGE User Guide Page 7 11 November 2008

AdvantEDGE User Guide Page 8 11 November 2008

2.1. Professionals List

AdvantEDGE User Guide Page 9 11 November 2008

2.3. Recording a Call

AdvantEDGE User Guide Page 10 11 November 2008

AdvantEDGE User Guide Page 11 11 November 2008

The Sample Disbursement Process is depicted below. The

Figure 2-3 – Sample Disbursement Process (tracking the HCP’s

AdvantEDGE User Guide Page 12 11 November 2008

2.3.2. List Button (Samples Dropped)

2.3.3. Planned Button (Samples Dropped) – FUTURE

AdvantEDGE User Guide Page 13 11 November 2008

2.5. Account Affiliations

2.6. Professional Affiliations

AdvantEDGE User Guide Page 14 11 November 2008

Notes (Managing Addresses):

AdvantEDGE User Guide Page 15 11 November 2008

Figure 2-4 – Changing the Address of a Professional

AdvantEDGE User Guide Page 16 11 November 2008

2.9. Setting a Primary Address

2.10. Change Requests - Professionals

AdvantEDGE User Guide Page 17 11 November 2008

4. Set the Status of the CR to “Submitted”.

2.11. Querying Rx Data - Professionals

AdvantEDGE User Guide Page 18 11 November 2008

AdvantEDGE User Guide Page 19 11 November 2008

3.1. Creating a Query

3.2. Saving a Query

AdvantEDGE User Guide Page 20 11 November 2008

3.3. Deleting a Query

3.4. Refining a Query

3.5. Useful Querying Operations

AdvantEDGE User Guide Page 21 11 November 2008