Medical events planning and approval

Template

Using Pipefy’s Medical Events Planning and Approval Template will allow you to organize medical events and conventions, rate your lecturer’s qualifications to be sure he’s the right fit for your event and ask for the company board’s approval in a single, centralized workflow.

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Template structure

See how this template is structured. As this is just an example, you can customize it.

Start Form

  1. Event coordinator
  2. Event type
    • Event
    • Advisory
    • Congress
  3. Product
  4. Will a lecturer be present?
    • Yes
    • No
  5. Lecturer information
  6. Fees
  7. Event name
  8. Event start date
  9. Event end date
  10. 10. Atendees
  11. Location
  12. Catering
    • Drinks
    • Food
    • Accommodation
    • Others
  13. Specify others
  14. Event description

Clinical manager approval

  1. Degree
    • 1
    • 2
    • 3
    • 4
  2. Subject knowledge
    • 1
    • 2
    • 3
    • 4
  3. Field expertise
    • 1
    • 2
    • 3
    • 4
  4. Work experience
    • 1
    • 2
    • 3
    • 4
  5. Prestige
    • 1
    • 2
    • 3
    • 4
  6. Publications
    • 1
    • 2
    • 3
    • 4
  7. Additional comments
  8. Lecturer approval
    • Approved
    • Not approved
    • Additional information required
  9. If additional information is required, please state which.

Additional information required

  1. Is it OK now?
    • Yes
  2. Additional information sent and additional comments
  3. Approval
    • Approved
    • Not approved

Board approval

  1. Approval
    • Approved
    • Not approved
  2. Reason for non-approval

Contract

  1. Contract

Final approval

  1. Approval
    • Approved
    • Not approved
  2. Reason for non-approval

Done

Not approved

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