Basics
Glossary
Glossary of terms used in Actis
| Actis Term | Definition |
| Access | A rating of how easy it is to get to see a customer |
| Account | One or more locations brought together to create a single entity, ideal for managing activity and business plans across multiple locations |
| Action tab | What you can do with the open record |
| Adoption Pathway | The stage of product awareness that the customer has at each call |
| Appointment | A future call or contact with a single customer |
| Brick | The most common type of geography unit used – roughly equivalent to a postal area |
| Call | A face-to-face meeting with a single customer |
| Close Week | An administrative function whereby the user needs to confirm their days worked and that all their activity has been recorded |
| Contact | Any interaction with a single customer, e.g. face-to-face call, email, telephone call |
| Call to Action/CTA | A list of customers created by the user for some follow-up activity, e.g. call planning |
| Customer | An individual person (health care professional), linked in Actis to a location |
| Dashboard | A series of charts reporting key metrics/analysis in real time |
| Detail | The product discussed during the call or meeting |
| Detail position | The order in which the products were discussed |
| Employees/Emps | Actis users |
| Entity | An existing or real thing. These are the items you can search for, i.e. Customers, Locations, Contacts, Meetings, Accounts, Payments, Agreements, Tasks |
| Formulary | An official list giving details of prescription medicines |
| Geography area | A collection of geography units. May be geographical or may be related to the health service |
| Geography unit | The smallest geographical area defined in the system that contains customers and locations |
| HCO | Health Care Organisation. The institution (location) that employs a HCP (customer) |
| HCP | Health Care Professional. An individual person (customer) |
| Information/Info | Facts required by your company that you gather. Information is added to a separate page of a record, e.g. customer information, contact information |
| KPI | Key performance indicator |
| Location | A building or place where customers work (Health Care Organisation) |
| MAT | Moving annual total |
| Meeting | A face-to-face meeting with multiple customers that often incurs expense |
| Navigation tab | How you move around the various pages of the open record |
| Objections | The reason the HCP has for not using your product |
| Rates | The average number of customer interactions that occur per day |
| Record (noun) | The form that holds information, e.g. the customer record, the location record. A record can be made up of a number of pages |
| Record (verb) | The act of completing a form, e.g. to record a meeting, to record a customer contact |
| Search | Method of finding customers, locations and other items within the software |
| Speculative/Spec | A call that is planned or made without a confirmed appointment |
| SWOT | Strengths, Weaknesses, Opportunities, Threats – analysis tool for business planning |
| Target | An indication of importance. Targets are defined by your company and can be applied to customers, locations and accounts |
| Unnamed | A customer that you have seen, but who is not included as a permanent entry into the database, i.e. a temporary or locum HCP |
| Volume | A count of items |
| YTD | Year to date (1 January to today) |