E-Detailing Implementation Checklist for Pharma Teams

Define the rollout before importing files

Start with one clear implementation scope: which brands, which field users, which tablet standard and which approved content owner. E-detailing becomes difficult to govern when every team imports its own copy of a presentation without a common naming and withdrawal process.

• Name the content owner for each brand or campaign.
• Define which users receive the project first.
• Choose the supported Android tablet range and minimum free storage.
• Document who can approve, update and withdraw field content.

Prepare only approved source content

Use the latest approved PDF, presentation or image assets. Remove obsolete drafts before they reach the field workspace. For complex PowerPoint files, verify the production build and the source file on the target tablet before assuming every font, animation or linked element will behave the same way.

• Confirm the final approved master file.
• Check charts, references, required safety text and logos.
• Keep a short core sequence and separate optional deeper pages.
• Use readable page labels so representatives can find content under time pressure.

See the detailed PDF, PPT and image import workflow.

Build a field-ready project structure

Create projects and categories around the way a representative actually moves through a doctor conversation. Avoid a long undifferentiated page list. Categories can separate the core product story, evidence, usage information, safety material and optional content.

• Use one recognizable project name.
• Group pages by logical detailing purpose.
• Reorder pages into the intended core sequence.
• Review automatic page-name suggestions before saving.

Use Category Management and Automatic Page Naming for the organization workflow.

Test the tablet and offline boundary

A presentation is not field-ready until it has been opened on the actual tablet and tested without dependable connectivity. Easy E-Detailing prepared projects can work offline after activation, while sign-in, subscription verification, payments, AI help and online training still require internet.

• Charge the device and test screen brightness in realistic conditions.
• Open the complete presentation full-screen.
• Check every important page for readability.
• Disable connectivity temporarily and repeat the prepared presentation.
• Confirm the representative knows which actions still need internet.

Read the offline e-detailing guide for the full boundary.

Train the representative for the conversation

The tablet should support the doctor call, not become the call. Train representatives to open the correct project quickly, ask before showing, use the shortest relevant sequence and move to supporting pages only when the discussion needs them.

• Practice the first 30–60 seconds of the call.
• Prepare two common doctor questions and the approved supporting pages.
• Practice moving between core and optional content without searching.
• Close with a concise summary instead of showing every page.

Use the doctor-call field guide during training.

Pilot before a wider rollout

Start with a limited group of users and one or a few brands. The goal is to expose content, device and training problems before they are multiplied across the field force.

• Record issues with import, navigation, screen readability and offline access.
• Separate app issues from content-quality issues.
• Confirm support and recovery steps are understood.
• Update the approved project only through the agreed ownership process.

Control versions, backups and withdrawal

A digital presentation still needs lifecycle discipline. Keep a current backup where company policy allows, remove withdrawn material through the approved process and verify restored projects before they are used in the field.

• Use clear project and backup names with version/date context.
• Store backups only in approved locations.
• Retire superseded content rather than leaving multiple active versions.
• After restore, verify page count, categories, sequence and offline behavior.

See Export and Restore E-Detailing Projects.

15-point go-live checklist

1. Approved content owner identified.
2. Target brands and users defined.
3. Supported Android tablets confirmed.
4. Latest master files collected.
5. Old drafts removed from rollout folders.
6. Project and category structure agreed.
7. Page labels checked.
8. Full-screen readability verified.
9. Offline presentation tested.
10. Internet-dependent actions explained.
11. MR opening and navigation practiced.
12. Common questions rehearsed with approved pages.
13. Backup/recovery process checked.
14. Version-withdrawal owner assigned.
15. Pilot feedback reviewed before wider rollout.

Product experience notes

The Easy E-Detailing examples in this checklist map to documented product workflows: project creation, PDF/PPT/PPTX and image import where supported by the production build, category organization, full-screen presentation, prepared offline access after activation, and project export/restore. Product screenshots on the homepage and features page show these workflows directly.

Compliance and research references

For Indian pharmaceutical marketing requirements, use your organization's medical/legal process and the current Department of Pharmaceuticals UCPMP 2024 materials. For research background on medical representatives and digital pharmaceutical marketing, see the Manipal Academy of Higher Education publication record.