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  4. Advisory on the Use of Open Text Fields in APS
PAAB Notice
The responses, guidance, and advisories provided by the Pharmaceutical Advertising Advisory Board (PAAB), including but not limited to those available through the PAAB Forum, the PAAB website, and any PAAB correspondences, are specifically intended to assist individuals navigating the PAAB preclearance system. Repurposing or reproducing this content without written consent from the PAAB Commissioner is strictly prohibited. This prohibition includes, but is not limited to, use in machine learning or AI models.

Advisory on the Use of Open Text Fields in APS

Scheduled Pinned Locked Moved Guidance on Code Application
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  • D Offline
    D Offline
    devadmin
    wrote on last edited by Jennifer Carroll
    #1

    Enter your comments on this document here.

    C 1 Reply Last reply
    0
    • palanskiP Offline
      palanskiP Offline
      palanski
      wrote on last edited by
      #2

      Hello!

      Hoping to verify how PAAB would like the manufacturer to confirm the two requisite points within this guidance (i.e., (1) representatives will be adequately trained on proper use of open text fields; (2) there is an audit-type mechanism in place to monitor and ensure compliance with this directive):

      • Is a Med/Reg letter necessary or is a written statement within the initial cover letter/a subsequent response sufficient?
      • Is a list of restricted words required in our submission for review?

      As always, thank you for your time in advance.

      Jennifer CarrollJ 1 Reply Last reply
      0
      • palanskiP palanski

        Hello!

        Hoping to verify how PAAB would like the manufacturer to confirm the two requisite points within this guidance (i.e., (1) representatives will be adequately trained on proper use of open text fields; (2) there is an audit-type mechanism in place to monitor and ensure compliance with this directive):

        • Is a Med/Reg letter necessary or is a written statement within the initial cover letter/a subsequent response sufficient?
        • Is a list of restricted words required in our submission for review?

        As always, thank you for your time in advance.

        Jennifer CarrollJ Offline
        Jennifer CarrollJ Offline
        Jennifer Carroll
        wrote on last edited by
        #3

        Happy Friday @palanski

        A letter should be provided (a written statement within the initial cover letter or a separate letter) with a written statement confirming both aspects ((1) representatives will be adequately trained on proper use of open text fields; (2) there is an audit-type mechanism in place to monitor and ensure compliance with this directive). As inferred above, yes, this should be uploaded with the initial submission.

        As the list of restricted words would not be exhaustive, it is not required as part of the submission.

        1 Reply Last reply
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        • D devadmin

          Enter your comments on this document here.

          C Offline
          C Offline
          CEA2022
          wrote on last edited by
          #4

          @admin your guidance indicates that open text can only be used for personalized greetings or transactional elements (e.g., date and time of a meeting). However can the attachments or content of the email contain PAAB approved materials? For example, my subject line has open text (allowing me to personalize e.g., Hello Dr. Smith, it was nice seeing you yesterday) but my content in the email (not open text) has PAAB approved materials. Is this permissible? Please advise.

          Jennifer CarrollJ 1 Reply Last reply
          0
          • C CEA2022

            @admin your guidance indicates that open text can only be used for personalized greetings or transactional elements (e.g., date and time of a meeting). However can the attachments or content of the email contain PAAB approved materials? For example, my subject line has open text (allowing me to personalize e.g., Hello Dr. Smith, it was nice seeing you yesterday) but my content in the email (not open text) has PAAB approved materials. Is this permissible? Please advise.

            Jennifer CarrollJ Offline
            Jennifer CarrollJ Offline
            Jennifer Carroll
            wrote on last edited by
            #5

            Hi @cea2022

            If I’m understanding the question correctly, you are asking if you can put PAAB approved content in the body of the email. If this is a correct understanding, the email, in its totality would require review. Open-text fields are an acceptable part of an email (when meeting the restrictions outlined in the above resource), but the totality of the email still requires review (i.e. the whole email is subject to review). The sponsor cannot generate an email with open-text and previously approved content, at their own discretion and disseminate. The resource Clarification regarding digitization of APS; Helping healthcare product manufacturers plan for the evolving COVID-19 operational context may help provide further context. Specifically, look to the section on “Dissemination”.

            C 1 Reply Last reply
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            • Jennifer CarrollJ Jennifer Carroll

              Hi @cea2022

              If I’m understanding the question correctly, you are asking if you can put PAAB approved content in the body of the email. If this is a correct understanding, the email, in its totality would require review. Open-text fields are an acceptable part of an email (when meeting the restrictions outlined in the above resource), but the totality of the email still requires review (i.e. the whole email is subject to review). The sponsor cannot generate an email with open-text and previously approved content, at their own discretion and disseminate. The resource Clarification regarding digitization of APS; Helping healthcare product manufacturers plan for the evolving COVID-19 operational context may help provide further context. Specifically, look to the section on “Dissemination”.

              C Offline
              C Offline
              CEA2022
              wrote on last edited by
              #6

              @jennifer-carroll Thank you. I will read the additional guidance you have provided.

              L 1 Reply Last reply
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              • C CEA2022

                @jennifer-carroll Thank you. I will read the additional guidance you have provided.

                L Offline
                L Offline
                laraholmes
                wrote on last edited by
                #7

                @admin @Jennifer-Carroll Can you please clarify if having a "blank" open text field for a greeting is acceptable in this respect? I have received conflicting responses from reviewers on the acceptability of such an option.

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                • L Offline
                  L Offline
                  laraholmes
                  wrote on last edited by
                  #8

                  @admin @Jennifer-Carroll Can you please clarify if having a "blank" open text field for a greeting is acceptable in this respect? I have received conflicting responses from reviewers on the acceptability of such an option.

                  Jennifer CarrollJ 1 Reply Last reply
                  1
                  • L laraholmes

                    @admin @Jennifer-Carroll Can you please clarify if having a "blank" open text field for a greeting is acceptable in this respect? I have received conflicting responses from reviewers on the acceptability of such an option.

                    Jennifer CarrollJ Offline
                    Jennifer CarrollJ Offline
                    Jennifer Carroll
                    wrote on last edited by
                    #9

                    Hey @laraholmes

                    It’s unclear what “in this respect” is referring to. “Open text fields” are “blank” by definition as the rep determines the copy. The restrictions for open-text fields are that the manufacturer has confirmed the reps are trained to limit open-text to transactional element with no therapeutic, product or service/tool being mentioned (see full advisory above). It may be beneficial to set up a clarification call so that we can better understand your question. Please reach out to admin to set up a call with me.

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