7/28/2019 Compliance Assessment Questionnaire

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Compliance Assessment Questionnaire

Name__________________________ Designation____________________

Division ________________________ Base Station____________________Reporting to Mr. _________________ D.O.J.________________________

Sales Y.T.D._____________________

Yes No Incomp

Compliance Assessment Questionnair e for SM

1. Is Log Book being maintained with respect to the following: List of key customers (50 Doctors) Monthly Activity plan Action Plans (District wise) Hospital Project working along with Performance and Call entries

2. Are Key customers being visited once a month?3. Either Three Consecutive days working is being done in the field

with each ADM / DSM in a month.

4. Three days working reports are being prepared and submittedto NSM/ GM after last call?

5. Are Monthly Reports being prepared and submitted?6.

Has he / she maintained the complete record of his /herADM/DSM:

Monthly Itinerary Field Visit Reports Monthly Reports Feed Back Reports (i.e RTM's, Ward meeting's, CD Shows,

Laptop presentations, Camps and Other Marketing Strategies.)

7. Either he is ensuring the implementation of marketing strategiesand SMS of his team?

8. Make a reconciliation of working days (Time in the field %) callentries , SMS and other reported data

Compliance Assessment Questionnair e for ADM /DSMs

9. Is Log book being maintained with respect to key customerslist, call entries and managers comments / Signatures?

10.At least three consecutive days workings is being conductedin the field with each SPO(according to 10 step approach)

11.Field Work Reports are being prepared and submitted to SalesManager immediately after the last call

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12.Monthly activity reports (Monthly Report) are beingprepared and submitted to SM by the end of each month.

13.Follow Up Reports are being prepared and submitted withinten day after the event (i.e RTM's, Ward meeting's, LaptopPresentations, CD Shows, Camps and other Marketing

Strategies).

14.Either he/ she and his / her team ensuring SMS to I.T Deptt.and get reports thereof?

15.Make a note about Planned Vs Conducted of the following: RTM WARD MEETINGS and CAMPS

16.Is He / She maintaining the following record:(a)SPOs Daily Call Reports (b) Three Days Working Reports

17.Make a reconciliation of working days (time in the field %).Call entries with SPO working and with SMS

Compl iance Assessment Questionnai re for SPOs

18.Is list of 200 doctors available in the log book and have frequencyof visits as per criteria defined by the Company.

19.Are monthly action plans along with DSM/SM and GM commentsavailable in log book and Call entries also being recorded?

20.Are Daily Call Reports (DCR) being maintained by the SPO withrespect to days objective, calls / sample distribution entries andnumber of chemists visited?

21. Has He / She maintained Three Days Working Reports?22.Make a reconciliation of call entries with Daily Call Reports, Three

Days Working Reports, Log Book, DPRCs and SMS?

23.Conduct physical count of samples / promotional items held inhand and it should be reconciled with balances reflected on DCRand GS Form.

24.IsDoctors Permanent Record Card(DPRC) of 200 doctorsavailable and being maintained by the SPO?