Role guide
Representatives
Use agenda, routes, HCP context, engagement, notifications, and profile tools to execute the field plan.
Responsibilities
- Review assigned plans, route changes, and same-day priorities.
- Capture governed visit outcomes, requests, and follow-up actions.
- Use approved engagement assets and stay within assigned organizational scope.
Approval boundaries
- Representatives do not approve routes, forecasts, or admin changes.
- Cross-organization visibility is not assumed; access remains explicitly scoped.
- Engagement sends, samples, and visit evidence still follow compliance guardrails.
Where to start
These modules usually provide the first durable context for this role.
Agenda
The time-based view of planned work. It helps reps and managers review visits, route-linked commitments, and the daily execution sequence.
Route Planner
Plan, review, approve, and inspect field routes. This module covers the planner itself, the daily plan workspace, and historical route replay where that capability is supported.
HCP Directory
Search the governed HCP directory, inspect detail context, manage notes, and launch controlled imports when your role allows it.
Notifications
The governed inbox for approvals, operations, reminders, and exceptions inside the selected organization.
My Account
Personal account preferences, language, display density, and visibility into incoming or outgoing coverage support.
Engagement
Manage governed engagement templates, assets, sends, sessions, and execution telemetry from an organization-scoped workspace.