Login information

User name: Lastname_Firstname

Password: may be changed by going to view->administrative->password

NOTE: If locked out or unsure of password use the Password of the Day utility
 Homepage

Functions: List of different Tasks that can be done in EDGE

Targeting: For viewing, creating and sharing lists of prescriber information; used to help
target customers for increased sales.

Planner: View/create/edit planned calls and events such as: out-of-territory, messages,
meetings, and communication log entries (includes cycle planner) for scheduling time
effectively

Samples: View current inventory balances, transaction history, editing sample transactions
(gain/loss), performing reconciliations, working with shipments (from home office, transfer
ins/outs) and setting samples preferences.

Meetings: Planning, sharing and recording of approved meetings. Also tracks attendee
status.

To Do List: Manages to do items entered as tasks or reminders

Reports: Two reports that can be view and exported.

1. Planner reports regarding data in the planner such as: list of calls and planned calls for a
specific date range, communication log, or a list of messages.
2. Target Analysis reports to help understand if goals are being met or not by enabling the
ability to analyze multiple parameters in the database.
Promotional Materials Ordering: Materials are ordered through the Hibbert Group at:
https://secure.hibbertgroup.com/sankyo/main

Calculator, Calendar, MS word, MS excel

Customers: access customers in the database based on profile type: provider/prescriber,

group practice, pharmacy, managed care organization, and formulary

Alerts & Key Info: Displays alerts and links to key information within a territory.

Urgent attention: Information sent from Home Office during a communication, this
includes: new product info and news regarding upcoming meetings.

Planned calls for today: Planned calls for the current date

What’s new: New information that has been added to the EDGE DB within the last 5 days
such as: new customers, promo items, and sample/detail products. Also contains survey
questions

Message of the day: Information sent from Home office that may not require immediate
attention.

To do: Items that have a due date of the current date

Communications: Status of last host communication session

 Quick Navigation

Search For a Customers: Using Quick search, professionals may be pulled up using: first
name, last name, specialty, city, zip or territory. Click Search to execute

Utilizing Search Results: Used to view professionals, favorites, planned calls or a quick
target list. The search feature is helpful when looking for certain criteria to edit/view quickly.
View Targeting lists: In the targeting window, select an existing list then go to the view
tab and the results should automatically appear, if not select the execute button.

View Quick Target List Results: While viewing a professional, select either the general
or info tabs, right click the field desired and select quick targeting. The results will appear
on the right hand side under quick targeting.
View Customer Appointments: Customer appointments are listed in the planner.
Navigating is done by these icons:

View Meetings: Meetings may be searched by using the following parameters: type,
status, product and start/end date. Meetings must be approved by District Managers in order
for them to be correctly recorded.

Promotional Materials Ordering: Promotional materials are ordered through the Daiichi
Sankyo Portal.
 Profiles and Pre-call Planning

Profile Types:

Provider/Prescriber: A professional customer with a medical professional title of MD, DO, PA

and NP who can legally prescribe pharmaceuticals and disburse pharmaceutical product samples
to patients.

Managed Care Organization(MCO): Organizations similar to an institution. Account calls are

made for the MCO, or individual calls on affiliated providers/prescribers.

Formulary: A list of pharmaceutical products that a customer can prescribe based on the
requirements of a MCO.

Group Practice: An organization customer that includes several provider/prescriber

customers.

Summary Tab: Concise read-only information entered in other tabs.

Provider/Prescriber Details : Summarizes key information about the provider/prescriber

maintained on the general tab

Market Summary: Graphs that compare New Rx, Total Rx, or market share by therapeutic
class.
Call Summary: Call statistics for each type of call, including how many calls have been made on
the customer in QTD, YTD, and R12.
Call status: Information of the last call on the customer, made by any employee. This includes:
Employee name, date of last call, Tier, and YTD calls.
Sample Summary: Lists sampling activity for the customer from the owning territory. This
includes: how many samples left in YTD, QTD, and R12. Details are listed in the activity tab
Next Call Objective: Objective entered on the most recent call or added using the notes tab.
Details are listed in the activity tab for customers.
Staff: Summary of staff information for a customer’s primary location, as entered in the general
tab.
Ratings: displays product ratings as provided by Home office, or as maintained on the ratings
tab by the Sales Rep.
General Tab: Contains general information about the customer as well as location specific
information. All fields are shared with co-workers unless otherwise indicated.

General: Allows users to enter general profile information for customers such as: name,
suffix, title information, e-mail address, ME # etc.

Location/Staff Information: Grid that allows viewing or editing information for the
locations associated with customers.

Staff: Grid that allows viewing and entering information about staff associated with a
specific location in the location/staff information grid.
Best Times/Office Hours/Numbers/Address type: Sub-tabs that allow entering in
contact numbers and times associated with a specific location in the location/staff
information grid.

Phone Numbers: Allows entering in additional contact info.

Rating: Displays rating-related information for a customer, such as Tier, Call Goal, Route,
and Minor Specialty

Sales Data Tab: Information generated from IMS sales data. Information in this tab cannot
be modified; however, changing the way this information is viewed is possible.
Ratings Tab: Allows viewing of Home Office ratings for therapeutic classes as a whole, as
well as Sankyo products. Sales representatives can rate a customer as to their prescription
habits according to a therapeutic class and then products within a therapeutic class.

Activity Tab: Displays a history of activity associated with a customer, including calls,
planned calls, and meetings created. The summary grid displays summarized information for
each call, planned call, or meeting.
Affiliations Tab: Graphically displays all partnerships for a customer. Partnered by either

Notes Tab: Allows reviewing of existing notes or create new notes concerning the customer
in general, different from a call comment. Types include: general comments, medical
inquiries, next call objectives and to do notes.
Info Tab: Allows viewing and entering information about a customer like his/her
personality, family, and education. State License Number (SLN) information is also available
here.

Survey Tab: Displays a list of survey questions created for customers of each type and any
answers selected for a current customer.

Linked Files Tab: This tab allows users to maintain an archive of files that have been
created in conjunction with certain customers. This includes documents, presentations, or
spreadsheets.

Institution Profile Tab: N/A

 Recording Calls

Note: Sales Representatives can either choose an account call (call on an

organization) or a Provider/Prescriber call (individual).

Call Requirements:
 Employee recording the call is eligible to disburse samples
 Sampling address is eligible (customer must be physically associated with address)
 Customer is eligible to receive samples (verified SLN, pending SLN customers may be
sampled once)

To record a provider/prescriber call:

1. Lookup prescriber (use the quick search or homepage - customers section)

1. Click the Call toolbar button to display the Call – Main window

2. Enter in required information: address, date of call, and type.

 Detail Call: select priority of products detailed and indicate customers reaction, if
any, to products.

 Sample call: select product name, lot number, quantity, and document ID.

3. Enter in notes under the notes tab (call notes or other comments to create an
ongoing history of a customer’s activity)
4. Enter in additional information: items, mailings, expenses, and other additional
information.

5. Save by clicking the save button

To record an account call:

1. Lookup organization customer

2. Click the Call toolbar button to display the Call – Main window

3. On the account call tab, clear the Account Call checkbox, click OK to the
warning.

4. Click the Affiliated People tab to view and select the customers affiliated.

5. Save by clicking the save button

To record a bulk call:

1. Lookup prescriber (use the quick search or homepage - customers section)

2. Highlight multiple customers in the results grid and select the Call toolbar button

3. On the Call – Main window enter in required information.

4. Click the Bulk Call button to copy information entered to all calls.

5. Click the Yes button

6 .Enter in customer specific and sample information.

7. Click the Save Call button to save (may now be viewed under the activity tab
of each customer)
 Adding & Editing Profiles

Profiles

Customer Profiles are for Prescriber's or Organizations. New customer profiles may
be added when needed, these are then added to the Home Office database once
synchronization has taken place. Customers outside of existing territory cannot be added.

To create a new customer profile:

1. Open the File menu, highlight new, and then select the customer type
desired. Choose either a Provider/Prescriber or Account profile.

2. Enter in customers name in the appropriate field (Edge will verify if a duplicate
name exists)

3. Enter in required information under General/Profile as needed: last name, first

name, title, major specialty, patients/day, suffix, etc (provider/prescriber ID, ME
Number, and sampling status is provided from Home Office).

4. Enter in Location information: enter in at least one physical address and the
type of location

1. Click the Save button on the toolbar.

 Affiliations

Affiliations are relationships between customer profiles, such as a

Provider/Prescriber to Group Practice. Calls may be made to multiple prescriber's by
affiliation with a Group Practice. This is used to help manage customers more effectively.

To Create Affiliations:

1. Look up and access a customer desired.

2. Click the Affiliations tab.

3. Using Quick search, locate a customer that would like to be affiliated.

4. Click and hold the desired customer, then drag over to the appropriate
branch in the affiliation tree.

5. Once the customer appears under the appropriate branch in the

Affiliation tree, click on the save button in the toolbar to save changes.
 Notes

The Notes tab of a customer's profile allows viewing of all notes, including Call
Notes and other types of general notes or comments. These notes may be shared if
desired.

To Create and Edit Notes:

Create:
1. Lookup and access a customer.

2. Click the Notes tab (the system will display all notes that have been entered in or
have been shared by other employees)

3. To view details of a note, select the note in the grid.

The details appear in the bottom section of the page.

4. Click the New button and select the type of note desired from the drop down list.

5. Select the product which the notes relate to.

6. Select Yes under Shared if sharing is desired. Select no if other

employees cannot view the note

7. A due date may be entered if a task would like to be completed by a set date.
 8. Enter in notes in the text box

9. Click the Apply button to add the note. Click the Save button to save
changes

Edit:

1. Under the Notes tab of a customer's profile, double click the row in the grid that
editing is desired.

2. Make changes to the information in the note

3. Click the Apply button to update the note. Click the Save button to save
changes.
 Open Field Questions
Open Field Questions are provided by Home office and are used for general
questioning regarding products sampled. Questions cannot be created. Questions can only
be edited or removed. Open Field Questions are also known as the Survey.

To Edit Open Field Questions:

1. Lookup and access a customer.

2. Click the Survey Tab.

3. Select the Edit button.

4. Choose the End date of the survey and any notes desired

5. Select yes or no for the customer’s response

6. Select yes or no under the Shared field.

7. Select the Save button to save the survey entry

 Planner
The planner is a personal planning and tracking system that allows the view of past
calls, make future planned calls, move calls or planned called and convert a planned call to a
call. To access the Planner: open the Functions menu and select Planner.

The planner is divided into three sections:

 Monthly Calendar - Displays the current month at the bottom with the current date
circled. If something is scheduled the date is highlighted.

 Daily Detail View – The top section displays a detailed view of the days currently
highlighted in the monthly calendar. Event details may be view by selecting an event
within the detail view.

 Event Details – When selecting a planned call or event in the daily detailed view,
the system displays the details of that event at the bottom of the planner.
To Create a Planned Call:

1. Open the functions menu and select Planner.

2. Use the Quick Search function to lookup and access a customer.

3. In the Planner, navigate to the month and day on which the planned call is to be
created on (select the date to view it in the daily detailed view).

4. In the Quick Search results, click and hold a customer chosen and drag to the
appropriate time slot. Release the mouse over the time slot to have the new planned call
appear in the Planner.

Out of Territory Events

Out-of-territory time is record for time spent on activities other than on-territory
selling, for example: company business, holidays, or vacation.

To add an out-of-territory event:

1. Open the Functions menu and select Planner.

2. In the Planner, navigate to the month and day on which the out-of-
territory event is to be created on (select the date to view it in the daily detailed view).

3. Select a time slot within a day in the daily detailed view, right click, and then
select Add Out-of-Territory from the shortcut menu.

4.On the Planner – Out-of-Territory Main window, choose the desired start
/end time.

5. Select the appropriate reason for Out-of-Territory under Reason.

6. Enter any comments related to the event in the Comments field.

7. Click the Save button to add the event. Then click the Close button to return to the
Planner.

Messages

Messages are used to add reminders within the planner.

To add a message:

1. Open the Functions menu and select Planner.

2. In the Planner, navigate to the month and day on which the out-of-
territory event is to be created on (select the date to view it in the daily detailed view).

3. Select a time slot within a day in the daily detailed view, right click, and then
select Add Message from the shortcut menu.

4. On the Planner – Message Main window, choose the desired

start/end time.

5. Enter the text of message in the Comments field.

 6. Click the Save button to add the event. Then click the Close button to return
to the Planner.

Auto Scheduling Appointments

Used to schedule many planned calls for customer at one time. A range of dates may
be specified for planned calls, and additional constraints. The system suggest an available

time for each customer. Planned calls that are created using this feature will appear as
System Planned Calls when view on the Activity of a customer.
To Auto schedule planned calls:

1. Look up the customer desired.

2. Select customers in the results grid, right click, and select Auto
Schedule from the shortcut menu

3. On the Auto Scheduler window, set the following options:

 Planned Call Date Range – set the start and end date for the date range within
desired schedule of planned calls.
 Start Time and End time – Set the times within which planned calls occur.
 Time Between Planned Calls – Enter the number of minutes wanted to elapse
between two planned calls.
 Include Weekends – Select this checkbox if planned calls will include weekends as
well.

4. Click the Auto Schedule button (the system displays a list of possible planned
calls).

5. Select the checkbox in the Apply column next to the planned call and then
click on the Apply button to apply the planned call.

6. Click the Close button

 Cycle Planner

The Cycle Planner allows a repeated schedule of planned calls and calls that worked
well and provided good results. Planned calls that are created using this feature will appear
as System Planned Calls when view on the Activity of a customer.

To create a cycle plan for Planned Calls:

1. Open the Planner and navigate to planned calls that wish to be included in the
cycle plan.

2. Open the Functions menu and select Cycle Planner.

3. Select the following options under the Cycle Planner window:

 Apply Starting – select the date on which the system will start creating the
recurring planned calls.
 From and To date – Set to the start and end dates of the desired date range.
 Select the appropriate planned call or call type of the list boxes.

4. Click the Cycle Plan button (The grid displays planned calls that the Cycle
Planner is trying to create. To apply a planned call, select the checkbox in the Apply
column).

5. Click the Close button on the Cycle Planner.

 Samples

When calls are recorded with samples, the Edge automatically updates the inventory
balance for each product within the samples function, which allows the ability to track the
status of samples, reconciliations, and manage shipments. All information within the samples
function is shared with DMs. An electronic receipt is sent to laptops when users receive a
physical shipment of samples, either from Home office or Distribution Center.

Viewing Individual Sample Transactions:

1. Open the Functions menu and select Samples.

2. Click the Transactions tab.

3. Use the fields at the top to enter search criteria (select a specific product, select
sample drop, and then enter or select a from and to date. Select Transfer Out to return
information on all products that have been transferred to other employees).

4. Click the Query Now button (the system displays transactions that match the
search criteria).

Acknowledge Shipment/Trans in:

1. Click an Urgent attention link on the Home Page concerning an unacknowledged

shipment.

2. On the shipping tab, select the shipment desired to be acknowledged.

3. Review the quantities listed in the shipment, click the Received All
button.

4. If actual shipment varies from what is in the system, enter in quantity

physically received.

5. Click the Save button in the toolbar.

Recording a Transfer Out:

1. Open the Functions menu and select Samples.

2. Click the Transactions tab.

3. Click the New button to open the New Sample Transaction window.

4. On the New Sample Transaction window, select the type :Transfer out.

5. Enter associated Document ID if available

6. Enter appropriate information into the grid for each sample included in the
transaction (select date, product, quantity, and any additional notes related to the
transaction).

7. Click the Submit button.

Performing an Interim Count:

1. Open the Functions menu and select Samples.

2. Click the Reconciliation tab.

3. Click the New button

4. Select Interim Count from the Type drop-down list.

 5. for each product lot in the grid, enter the number of Actual Cases and Actual
Loose units from the physical count (if product is not in inventory, enter in a 0).

6. Click the Save button to save the count (un-submitted).Click the Submit
button to transmit to Home Office.

Recording a Corrective Loss/Gain:

1. On the Transaction tab of the samples function; look up the transaction for which
a correction is needed.

2. Select the transaction in the grid and click the Link button to display the New
Sample Transaction window.

3. Enter the information for the corrective transaction.

 Select corrective gain/loss from the transaction Type drop-down list.

 Change the Transaction Date if needed.
 Select the product from the Sample drop-down list.
 Select the associated Lot #.
 Enter the quantity of product.
 Enter any additional notes related to the transaction.

4. Click the Submit button (the computer balance will be adjusted based on the
transaction entered).

Shipped Samples: are automatically sent to users through a communication with Home
Office.

License disks – A License Disk is a tool used to prevent unauthorized persons from
performing certain kinds of reconciliation counts. The License Disk contains encrypted
information about the person who is authorized to perform the reconciliation, such as the
person’s user name/password and the period during which the disk is valid.
 Targeting
The Targeting function enables a wide variety of customized lists and can be
used to effectively target customers in a database.

Open Targeting:
Open the Functions menu and select Targeting (the list tab of the targeting function
is divided into two sections – the list tree and the list details grid).

Creating Personal Lists

To create a new folder for personal lists:

1. Open the Functions menu and select Targeting.

2. On the List tab, click the User Lists folder in the List tree.

3. Click the Create Folder button

 4. Enter a name for the new folder, then press Enter.

To Create a New personal List:

1. On the List tab of the Targeting function, click the New List button.

2. On the Targeting – New List window, enter a name for the list.

3. Select the category from the drop down list (the category selected determines the
type of items that will be returned by the list).

4. Click the OK button to create the list, and the system displays the Criteria tab
automatically.

To view or add Criteria for a list:

1. Open the Functions menu and select targeting.

2. On the list tab, select the name of the list desired.

3. Click the Criteria Tab (the Selected Constraints grid lists the criteria currently
included in the list, while the Available Constraints tree lists all possible criteria
that can be added)
 4. Double click a criterion in the Available Constraints tree to view the
criteria details that enables the ability to specify how the criteria will be included in the list.

5. Specify the appropriate options for the criterion using the fields in the
criteria details section.

6. Click the Add button to add new criterion to the Selected Constraints grid.

7. To edit an existing criterion, double click the criterion desired to be

edited.

8. To delete an existing criterion, select the criterion and click the Delete
button.

9. Click the Execute button to view the results of the list.

To Delete a List:

1. Open the Functions menu and select Targeting

2. Select the List desired

3. Right-click and select Delete Item from the shortcut menu. Click Yes to
confirmed deletion.

Reset Widths: right click on most grids and select reset width to set the default size of all
the columns listed.
 Reporting
The Reports function includes two types of reports (Targeting Analysis reports and
Planner reports) that can be used to view data within the Edge database.

Target Analysis Report – Used to analyze Edge data which can help in examining
customers that have been seen and in planning future calls.

Report Types

Coverage Report - Used for viewing information on territory coverage, the information
includes the Tier ratings for customers, total number of customers in a territory assigned to
each rating, the number of calls made and remaining, the number of future planned calls,
the percent coverage, the percentage of customers seen at least once, and the number of
customer seen zero, one, two or more.

Calculations used:
Calls Remaining = Total Call Goal – Total Calls
Total Call Goal = Call Goal Period * Call goal
% Coverage = (Number of calls/Total Call Goal)*100

Product Detailing Report – Displays information on call activity and the products detailed
during calls. The information available includes detail breakdown by Tier, Details by Tier, and
Samples left by Tier. Totals for calls on Non-Tiered and Non-Identified customers are given.

To Run a Targeting Analysis Report:

1. Open the Functions menu and select Reports.

2. Click the Target Analysis tab on the Reports page.

3. Select the appropriate report type

4. Specify the start/end date by selecting the dates from the From and To calendar
controls.

5. Click the Query Now button, and the system displays the results.
Planner Reports- Used to view information constrained in the planner.

Report Types

Activity Summary – Returns all out-of-territory entries for a specified date range.

All Events Summary – Returns information for all entries in the planner, such as calls or
planned calls, out-of-territory entries, message, meetings and all communication log entries
for a specified date range.

Call & Planned Call Summary – returns calls and planed calls for a specified date range.

Communication Log Summary - returns host communication log entries for a specified
date range.

Meetings Summary – returns any meetings for a specified date range

Message Summary – returns any Planner messages for a specified date range.

Running a Planner Report:

1. Open the Functions menu and select Reports.

2. Click the Planner Reports tab on the Reports page

3. Select the appropriate report Type from the drop down list.

4. Specify the start/end date by selecting the dates from the From and To calendar
controls.

5. Click the Create Report button