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Templates

The columns a field team already uses

Download a daily call report or a sample register and use it as it is. Or let a phone call fill the same columns. Empty stays empty.

Use the sheet, or retire the typing

01

Download it

The file is a CSV. Excel and Google Sheets both open it. The header row is the columns.

02

Keep one row per visit

A day of eight visits is eight rows. A second sample for the same doctor is a second line on the register.

03

Or let the call fill it

PeopleG asks those questions on the phone and writes the answers. A value that was not said is left blank.

04

The sample count is a record

The register can warn above 12 packs of one drug for one doctor in a year. That is record-keeping help, not legal advice.

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