Porzio Life Sciences Product Help Center
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TPE
TPE
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Porzio Life Sciences Product Help Center
TPE
TPE
TPE
How Do I Create a New Engagement Request?
How do I submit a request for approval?
How do I nominate an HCP for an engagement?
Can I nominate an additional HCP after all HCP nominations are approved?
How do I get the event to the contracting phase?
When does an event move to complete?
How/when can I cancel or delete an event?
Can I change the event details of a submitted event?
Can I submit an event without a location determined?
Can I create an event series?
What does the star next to the event title mean?
What do the red asterisks next to questions mean?
What determines which column an event will appear in?
When does an event move from Post Event to Completed?
What do the symbols across the top mean/do?
If I am a user with multiple roles, how do I change between roles?
How do I put my out of office on?
How do I delegate the engagement to someone else?
What happens if I can’t find the expert in the nominations section?
How do I tier a new expert?
What happens if I need to update the expert hours after approval?
How can I see what we’ve spent on the expert YTD?
What happens if I want to request a rate exception?
What happens if the expert profile information is incorrect?
What do I do if my expert needs to be re-tiered?
How do I add users?
How do I create Groups?
How do I create Workflows?
How do I set up contract templates?
How do I view Audit Trails?