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CareTria · Digital Assets

Digital Assets business flow, setup to expiry

Scope: Digital Assets for MRC and Knipper Direct programs, from the Platform Admin configuration through download or email by a Sales Rep, audit, history, reports and automatic expiry. Source: Digital Assets user stories 175314 to 178574. The HCP opt-out journey follows the opt-out mockup.

Numbers match the step guide below. Arrow colours show which journey a path belongs to. Select a step number to jump to it, or turn narration on to hear each step.

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Narration
Audit (applies to every download and email)
Each action is stored at action time in a new table, not the ordering tables: program, user, action type, date and time, product code, item name and expiration. Email actions also store the dedicated URL, email ID, recipient, HCP title and names, comments and Sent to Rep.
Key business rules reflected in this flow
  • Enable Digital Assets is off by default. Turning it off hides the questions and clears selections.
  • Delivery Method on a product offers only the methods enabled in the program configuration.
  • Min and Max limits are fixed at 1. Periodic Max and Period are set by the admin.
  • Download and email each use one allocation. At 0 remaining the icons are disabled until the limit rises or the period resets.
  • The preview is watermarked Digital Viewing Only and cannot be downloaded or saved.
  • Only the Sales Rep receives the expiry reminder, once per asset. The HCP never receives it.
  • A rep cannot override an HCP opt-out. A send to an unsubscribed HCP is blocked and not released.
  • At 00:00 ET on the expiration date the product becomes Inactive, user limit entries are removed and links sent to HCPs expire.
Step guide (numbers on the boxes)
  • 1–4 Platform Admin enables Digital Assets, creates the product, sets limits and activates it.
  • 5–9 Sales Rep opens the Digital Assets screen, previews an asset and chooses a delivery method.
  • 10-11 Download: Save As window.
  • 12-18 Email: HCP address book, email modal, validation, generation and delivery to the HCP.
  • 19-21 Fulfillment is recorded, allocation remaining updates and the audit record is written.
  • 22-24 Order History, Digital Assets history and the two reports.
  • 25-29 Expiry reminder, inactivation, login notice and expired HCP links.
  • 30-38 HCP opt-out: unsubscribe with NPI, opt-out record, blocked or released rep send, unavailable check and business view.