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.
Template structure
See how this template is structured. As this is just an example, you can customize it.
Start form
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1. Event coordinator
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2. Event type
- Event
- Advisory
- Congress
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3. Product
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4. Will a lecturer be present?
- Yes
- No
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5. Lecturer information
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6. Fees
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7. Event name
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8. Event start date
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9. Event end date
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10. Atendees
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11. Location
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12. Catering
- Drinks
- Food
- Accommodation
- Others
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13. Specify others
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14. Event description
Clinical manager approval
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1. Degree
- 1
- 2
- 3
- 4
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2. Subject knowledge
- 1
- 2
- 3
- 4
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3. Field expertise
- 1
- 2
- 3
- 4
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4. Work experience
- 1
- 2
- 3
- 4
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5. Prestige
- 1
- 2
- 3
- 4
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6. Publications
- 1
- 2
- 3
- 4
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7. Additional comments
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8. Lecturer approval
- Approved
- Not approved
- Additional information required
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9. If additional information is required, please state which.
Additional information required
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1. Is it OK now?
- Yes
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2. Additional information sent and additional comments
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3. Approval
- Approved
- Not approved
Board approval
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1. Approval
- Approved
- Not approved
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2. Reason for non-approval
Contract
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1. Contract
Final approval
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1. Approval
- Approved
- Not approved
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2. Reason for non-approval