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Table of Contents
INTRODUCTION ....................................................................................................................................................................4
1.
2.
3.
PURPOSE OF THE MANUAL .........................................................................................................................................4
INTENDED READERSHIP..............................................................................................................................................4
HOW TO USE THIS DOCUMENT ....................................................................................................................................4
GETTING STARTED .............................................................................................................................................................5
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2.
3.
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5.
6.
SYSTEM ARCHITECTURE ............................................................................................................................................5
BASIC CONCEPTS OF OPERATION ..............................................................................................................................6
INSTALLATION AND CONFIGURATION .......................................................................................................................10
LOGGING ON ..........................................................................................................................................................133
CHANGING PASSWORD ..........................................................................................................................................144
EXIT SYSTEM ..........................................................................................................................................................155
USING THE SYSTEM .........................................................................................................................................................17
1.
2.
CHECK REP'S LAST VISIT DETAILS .........................................................................................................................17
CHECK REP'S ACTIVITY HISTORY ............................................................................................................................20
a)
How to view REP's Activity Report ................................................................................................... 20
b) View Tour Plan of the REPs............................................................................................................... 21
c)
View Missed Calls of the REP during the month............................................................................. 23
d) View devtaion of the REPs ................................................................................................................ 24
e)
View the usage of the REPs with circumspect to the mobile reporting ....................................... 25
f)
View the Campaign Details of the REPs .......................................................................................... 26
g) View Past Reports of the REPs ......................................................................................................... 27
2.
VIEWING PRE VISIT INFORMATION ...........................................................................................................................29
3.
REPORTING FIELD WORK.........................................................................................................................................32
a)
Preparing for field work entry ........................................................................................................... 32
b) Doctor Visit.......................................................................................................................................... 37
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c)
Chemist Visit ....................................................................................................................................... 46
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d)
e)
f)
g)
Promotion of products ............................................................................................................................................... 38
Sample Distribution and Booking an order........................................................................................................... 39
Gift and Promotional Inputs...................................................................................................................................... 40
Feeedback...................................................................................................................................................................... 41
Recording joint work done ........................................................................................................................................ 42
Add Issue ....................................................................................................................................................................... 43
Close Issue .................................................................................................................................................................... 44
Objective Entry............................................................................................................................................................. 45
Booking an order ......................................................................................................................................................... 46
Recording prescription audit of a chemist............................................................................................................ 47
Gift and Promo Inputs ................................................................................................................................................ 49
Feedback........................................................................................................................................................................ 50
Record joint work done .............................................................................................................................................. 51
Add Issue ....................................................................................................................................................................... 52
Close Issue .................................................................................................................................................................... 53
Objective Entry............................................................................................................................................................. 54
Stockiest Visit ..................................................................................................................................... 55
General Comments for a Day ............................................................................................................ 56
View stored data on handset............................................................................................................. 57
Edit/Delete data stored on handset .................................................................................................. 58
User Manual Representative Mobile v 2.3
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