A501 - New Internal Visit

STEP 1

Open the app "Create Value"

STEP 2

Go to the tab “Internal Visits”

STEP 3

Click on the “New” button

STEP 4

Fill in section "Information" .

Topics : choose the topic picklist the of the meeting by selecting it ; if several, chose multiple topics by maintaining the "Ctrl" key

Note that if you choose the topic "Other", you will have to fill-in the "Other topics" field

Other Topics: field is mandatory if you chose "Other" in the "Topics" field

Addressable Spend: Fill-in the field with the amount of Spend covered by the discussed topics

Currency: choose in the picklist the currency related to the amount of Addressable Spend

Private: tick the checkbox in order to make your Internal Visit confidential ; only certain appointed users can access the Internal Visit. We will see further this point in this chapter

Scope: this is the field where you precise the agenda of your meeting

STEP 5

Fill in the Internal Event section in order to plan the meeting and synchronize calendars. Fields in red are mandatory

Short Description : write the title of the meeting that will appear in the calendar

Location : type in the place where the meeting will take place

Type : choose in the picklist the type of meeting

Description : you can log in a longer description of the meeting ; not mandatory

Grouping field: the content of this field is searchable through the global Search Engine ; it also helps you to make a relation between different Convergence objects (i.e. : Actions/Benefits, Visit Minutes, etc. ...)

End/Start: indicate here the time slot during which the meeting will occur 

STEP 6

The section Internal Visit Minute is where you will log the exhange you had with your colleagues during the meeting

STEP 7

Do not forget to save your Internal Visit by clicking on the “Save” button.

STEP 1

Access your Internal Visit and to the related list "Properties", to the right of the screen, and click on the "New" button

STEP 2

You are then redirected to the screen where you create the Internal Visit properties.

Each contract property is defined for a given Internal Visit on 3 axis (the Master Keys) :

1. Geographical Axis : which zone, country or site ?
2. Organisational Axis : which GBU or business line ?
3. GPS Axis : which segment, material group or sub-material group ?

Do not forget to save your contract property by clicking on the “Save” button.