Overview:
When an employee is completing a Coaching Report in Veeva CRM iPad, the following error occurs: You do not have permission to mark this Coaching Report as complete.
Root Cause:
The employee must have Edit permission to the Completed_Datetime_vod field and Report_Status_vod__c field on the Survey Target object.
When a Coaching Report is completed, the status of the Coaching Report changes to Completed and the Completed_Datetime_vod is stamped with the current DateTime from the device.
Solution:
Grant the employee Edit permission to the Completed_Datetime_vod field and Report_Status_vod__c field on the Survey Target object:
- Navigate to: Setup --> Create --> Object --> Survey Target.
- Click on the Completed_Datetime_vod field and Report_Status_vod__c field.
- Click on the Set Field-Level Security button.
- Select the Visible checkbox for the appropriate profile.
Related Documentation:
CRM Help Documentation: Advanced Coaching Reports