Module guide
Review institution hierarchy, account structure, affiliated HCP context, and governed account-planning data for the selected organization.
These workflows describe how the visible customer workspace is intended to be used.
Open the institution view to verify hierarchy and affiliated HCP context before a commercial or event change.
Institutions provide the account layer that groups affiliated HCPs and commercial context.
Covered screen family
`/institutions/*`
If affiliation looks wrong, send the institution name and HCP identifier to the data owner.
These areas usually carry the next action, source record, or downstream evidence.
Manage initiatives, opportunities, actions, and objectives from one governed commercial workspace with HCP, institution, product, planning, and event context.
Search the governed HCP directory, inspect detail context, manage notes, and launch controlled imports when your role allows it.
Plan, staff, approve, track, and close governed company events with one roster-first workspace for attendance, compliance, and follow-up.
Manage cycles, targets, forecasts, reconciliation, incentive review, route-coverage posture, and workforce continuity approvals.