SFE SURVIVAL GUIDE

DON’T PANIC
FOLLOW THE INSTRUCTIONS

1
TIME LOG

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 HOW TO TIME IN
• STEP 1: TAP TIME-IN BUTTON
• STEP 2: SIGN
• STEP 3: SAVE
TIME-IN • STEP 4: TAP “X” TO CLOSE.
• STEP 5: TAP SYNCHRONIZE TO SEND YOUR
& TIME LOGS.

TIME-OUT HOW TO TIME-OUT

• STEP 1: GO TO UTILITIES
• STEP 2: TAP TIME LOG
• STEP 3: REPEAT STEPS 1 TO 5 OF TIME-IN.
( THIS TIME YOU HAVE TO TAP TIME-OUT)

*Go to the next page to see screenshots

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 TIME-IN & TIME-OUT

2 SIGN IN THIS AREA

1
5

PRO-TIPS:
You may add NOTE and a PICTURE to
make it more detailed.

*Note: Synchronize button is located at the upper right side of every module except for Dashboard.
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DOCTORS
INFORMATION

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 HOW TO UPDATE DOCTORS INFORMATION

UPDATE STEP 1: GO TO DOCTORS INFORMATION

STEP 2: SELECT HOSPITAL
DOCTORS STEP 3: SELECT DOCTOR
STEP 4: TAP MORE
INFORMATION STEP 5: UPDATE DOCTOR’S INFORMATION
STEP 6: TAP UPDATE TO APPLY CHANGES

*Go to the next page to see screenshots

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 4
2
3
6

PRO-TIPS:
Tap Synchronize every time
you have an update on doctors
information so that the changes
would also apply online.

*Note: Some field are not editable like NAME, CODE ,CLASS and SPECIALIZATION. 7
 HOW TO ADD BEST TIME TO CALL
• STEP 1: DO STEPS 1 to 4 ON HOW TO UPDATE
DOCTORS INFORMATION (page 4)
• STEP 2: TAP BEST TIME TO CALL
• STEP 3: TAP DAY OF THE WEEK TO SELECT DAYS,
AND TAP ADD.
ADD • STEP 4: TAP DOCTOR IN TO ADD START OF CLINIC
HOURS
BEST TIME TO • STEP 5: TAP DOCTOR OUT TO ADD END OF CLINIC
HOURS
CALL • STEP 6: TAP ADD.
• STEP 7: TAP SAVE.
• STEP 8: TAP UPDATE TO APPLY CHANGES.

*Go to the next page to see screenshots

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 8
1

3
4
5
6
7

PRO-TIPS:
You may add different clinic schedules
of the doctor that will be used by the
app to suggest possible coverage.

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MASTER
COVERAGE PLAN

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 HOW TO PLOT DOCTOR VISITS AND ACTIVITIES
• STEP 1: GO TO MASTER COVERAGE PLAN.
• STEP 2: SELECT A HOSPITAL
• STEP 3: SELECT A DOCTOR
• STEP 4: CHECK CLASS AND BEST TIME TO CALL
• STEP 5: PLOT BY TAPPING THE DATES (SELECTED
HOW TO PLOT DAYS WILL BE HIGHLIGHTED)
• STEP 6: SELECT ANOTHER DOCTOR TO SAVE
DOCTOR VISIT SCHEDULE
• STEP 7: PLOT ACTIVITIES. FOLLOW THE
AND ACTIVITIES INSTRUCTIONS ON HOW TO PLOT
ACTIVITIES (page 10)
• STEP 8: SUBMIT PLAN, TAP MENU AND
SELECT SUBMIT PLANS.

*Go to the next page to see screenshots

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 4
2

3
6
5

PRO-TIPS:
Doctors can have different maximum
visit per week depending on CLASS,
you may check it by going to
MENU>MAX VISIT PER WEEK.
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 1
H O W TO
PLOT ACTIVITIES

2 3
STEP 1 : SELECT ACTIVITIES 4
FROM MASTER COVERAGE PLAN
STEP 2 : SELECT AN ACTIVITY TO
PLOT
STEP 3 : TAP ON THE DATES THAT
YOU WANT TO PLOT YOUR
ACTIVITY
STEP 4 : SELECT ANOTHER
ACTIVITY TO SAVE SCHEDULE
(ONCE THE SCHEDULE IS SAVED
THERE WILL BE BLUE DOT BESIDE
ACTIVITY) PRO-TIPS:
Unlike with Doctors, you may plot Activities multiple
times a week.

To submit plan, tap the menu button and select

‘Submit Plan’

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DETAILING AID

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DOWNLOAD
D E TA I L I N G A I D 2
STEP 1: GO TO
DETAILING AID
STEP 2: TAP A DETAILING
MATERIAL.
STEP 3: TAP DOWNLOAD
AND WAIT FOR THE FILE
TO BE DOWNLOADED.
3
1

PRO-TIPS:
You may also download
multiple files by tapping the
download button

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ACTUAL
COVERAGE PLAN

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 HOW TO MAKE A CALL
STEP 1: GO TO ACTUAL COVERAGE PLAN
STEP 2: SELECT A HOSPITAL
STEP 3: SELECT A DOCTOR
STEP 4: ADD PRODUCT (instructions on page 14)
STEP 5: ADD PRE-CALL NOTES (instructions on page 15)
STEP 6: START THE CALL

HOW TO STEP 7: TAP THE DETAILING AID BUTTON TO DETAIL

(instructions on page 16)
MAKE A CALL STEP 8 : ASK THE DOCTOR TO SIGN (instructions on page 17)
STEP 9 : SAVE THE DOCTOR’S SIGNATURE
STEP 10 : ADD POST-CALL NOTE (instructions on page 18)
STEP 11 : SEND CALLS (instructions on page 19)

*Go to the next page to see screenshots

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 STEP 1: GO TO ACTUAL COVERAGE PLAN
STEP 2: SELECT A HOSPITAL
HOW TO STEP 3: SELECT A DOCTOR
MAKE A CALL

PRO-TIPS:
For Joint Calls or Work With, simply
tap the Work With check box 18
HOW TO
MAKE A CALL: 1
ADDING PRODUCTS
STEP 1: GO TO PRODUCTS TAB 3
AND TAP +PRODUCTS
STEP 2: SELECT PRODUCTS AND 2
TAP ADD
STEP 3: ADD SAMPLES,
LITERATURE AND PROMO
MATERIALS QUANTITY BY 4
TAPPING THE NUMBER BELOW
STEP 4: ENTER QUANTITY AND
TAP DONE.

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 STEP 1: GO TO NOTES TAB
HOW TO AND TAP +NOTES
MAKE A CALL: STEP 2: WRITE YOUR PRE-CALL NOTE.
ADDING PRE-CALL STEP 3: YOU MAY NOW START THE CALL.
NOTES

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HOW TO
MAKE A CALL:
DETAILING AID
STEP 1: ONCE THE CALL HAS
BEEN STARTED, TAP THE
DETAILING AID BUTTON.
STEP 2: SELECT A DETAILING
FILE TO START DETAILING.
1

2
PRO-TIPS: 2
Use Maximize
button to view it on
full screen and tap
Minimize
once done.

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HOW TO
MAKE A CALL:
DOCTOR’S SIGNATURE
STEP 1: FROM DETAILING, TAP
THE PEN ICON IF NOT, TAP
THE SIGN BUTTON.
STEP 2: HAVE THE DOCTOR 1
SIGN ON THE WHITE SPACE AT
THE CENTER OF THE DOCTORS
SIGNATURE FORM
STEP 3: TAP SAVE.

PRO-TIPS:
Always check the 2 SIGN IN THIS AREA
name of the doctor
to make sure that
your call is for the
correct doctor.
3
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HOW TO
MAKE A CALL: 1
2
ADDING POST-
CALL NOTES
STEP 1 : GO TO NOTES TAB
STEP 2 : TAP +NOTES
STEP 3 : SELECT TYPE OF NOTE 3
EITHER REQUEST, COMMENT OR
OTHERS AND WRITE YOUR
NOTES.
STEP 4 : PRESS DONE
4

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 HOW TO SEND A CALL
THERE ARE 3 3
WAYS TO SEND A
CALL. EITHER
1. TAP SEND,
2. TAP SEND ALL,
OR
3. SYNCHRONIZE

2 1

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 HOW TO MAKE A CALL: WORK WITH
1. TAP THE WORK WITH
CHECKBOX BESIDE THE
START BUTTON BEFORE
STARTING A CALL
2. SELECT MANAGERS TO 2
WORK WITH AND TAP
ADD AND START THE
CALL
3. HAVE THE MANAGERS
SIGN ON THE WHITE
SPACE AT THE CENTER
OF THE MANAGERS
SIGNATURE FORM
AFTER THE DOCTOR HAS
SIGNED
4. TAP SAVE. 1
3 SIGN IN THIS AREA

PRO-TIPS:
You may also tap the DM
Sign button for
4
managers signature.

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 1

HOW TO 2
COVER AN ACTIVITY
STEP 1 : GO TO ACTIVITIES
STEP 2 : SELECT AN ACTIVITY
STEP 3 : TAP START
STEP 4 : WRITE YOUR
REMARKS 4
STEP 5 : TAP SIGN BUTTON 3
STEP 6 : INPUT SIGNATURE
(SIGNATORIES DEPENDS ON THE
ACTIVITY CONDUCTED)
STEP 7: TAP SAVE 5
STEP 8: TAP SEND

6 SIGN IN THIS AREA 8

7
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HOW TO 1
MAKE AN
ADVANCE CALL
STEP 1: ON ACTUAL COVERAGE
PLAN, GO TO CALLS TAB AND
SELECT A DATE TO
ADVANCE A CALL
STEP 2: SELECT A DOCTOR AND
TAP CALL NOW BUTTON.
STEP 3: NOW REPEAT STEPS ON
HOW TO MAKE A CALL.

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HOW TO 1

RECOVERY A CALL
STEP 1: ON ACTUAL COVERAGE
PLAN, GO TO CALLS TAB AND
SELECT A DATE TO
RECOVER A CALL
STEP 2: SELECT A DOCTOR AND
TAP START BUTTON.
STEP 3: NOW REPEAT STEPS ON
HOW TO MAKE A CALL.

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HOW TO 1
MAKE AN
INCIDENTAL CALL 2
STEP 1: ON ACTUAL COVERAGE
PLAN, TAP THE “+” ICON BESIDE THE
DATE
STEP 2: SELECT DOCTOR (OR
ACTIVITIES)
STEP 3: SELECT A GENERIC DOCTOR
/DRUGSTORE (OR ACTIVITY) 3
STEP 4: TAP ADD BUTTON.
STEP 5: START THE CALL. (Follow the
instructions on HOW TO MAKE A
CALL on page 12)

PRO-TIPS:
INCIDENTAL CALLS IS
REPRESENTED BY A YELLOW
DOT 4

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 1

HOW TO
RESCHEDULE A CALL
STEP 1: ON ACTUAL COVERAGE
PLAN, TAP THE MENU 2 3
BUTTON
STEP 2: TAP SEARCH
DOCTOR/CALLS AND SELECT A
DOCTOR.
STEP 3: SELECT THE DATE THAT
YOU WANT TO RESCHEDULE
EXCEPT FOR DATES WITH RED
DOT 5
STEP 4: TAP RESCHEDULE CALL 4
STEP 5: SELECT A DATE FROM
THE CYCLE CALENDAR WHERE
YOU WANT TO RESCHEDULE THE
CALL 6
STEP 6: SELECT A REASON AND
WRITE A REMARK
STEP 7: SAVE
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ICONS AND
MEANINGS

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 CALENDAR DATE COLORS
WEEKEND HOLIDAY

REGULAR DAY INACTIVE DAY

CURRENT DAY

PLANNED CALL FOR CURRENT DAY/PLOTTED ON MCP

UNPROCESSED/MISSED CALL
FUTURE CALL
INCIDENTAL CALL

ACTUAL COVERAGE PLAN

ICON AND PLANNED RECOVERY CALLS INCIDENTAL CALLS
ITS /ADVANCE CALLS
STARTED CALL
MEANING SIGNED CALL

SENT CALL
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SFE SUPPORT
CONTACT NUMBERS

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 IF ALL ELSE FAILS
CONTACT SFE SUPPORT
Direct Line: +632.7721700
(SMART) +63908.8107057,+63998.8495159
(GLOBE) +63977.8364867, +63917.8842975

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CREATED WITH BY SFE TRAINING TEAM

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