# Enable the Safety-RIM Connection

Learn how to configure your Safety Vault to enable the Safety-RIM connection.

## About the Feature

Organizations with both a RIM Submissions Vault and a Safety Vault can use a standard connection. The Safety-RIM connection automatically transfers the creation, updates, and deletion of Product and Product Registration records from RIM to Veeva Safety. 

Before starting the enablement instructions on this page, ensure you have <a href="/en/gr/53358/#how-to-establish-a-vault-to-vault-connection">established a connection</a>

Once you have completed the enablement instructions on this page, see the following resources: 
* <a href="/en/gr/01220/">Configure the Safety-RIM Connection</a> for more information about Integration configuration and more.
* <a href="/en/gr/01272/#about-as2-gateway-connections">About the Safety-RIM Connection</a> on how this connection works.

<div class="note-border alert-info">
  <div class="alert alert-info" role="alert">
    <div><i class="far fa-info-circle"></i></div>
    <div class="alert-text">
      <p><strong>Note</strong>: If your Vault was provisioned in 23R3 or later, some of this configuration may already exist. Customers with Vaults before 23R3 must complete all the configuration steps listed on this page.</p>
    </div>
  </div>
</div>



## Activate the Safety-RIM Product Integration

The Safety-RIM Product Integration is inactive by default. Follow the steps below to activate this Product Integration:
1. Go to **Admin > Connections > Safety to RIM**.
2. Expand the **Integrations** section.
3. Select **RIM-Safety: Product Integration**.
4. Edit the **Status** field to **Active**.
5. Save the page.

## Add Values to the Therapeutic Area Picklist

Follow the steps below to add new picklist values to the **Therapeutic Area picklist**: 
1. Go to **Business Admin > Picklists > Therapeutic Area**.
2. Select **Edit**.
3. In the picklist values section, add the following values: 
    * Cardiology/Vascular Diseases
    * Dental/Maxillofacial Surgery
    * Dermatology/Plastic Surgery
    * Endocrinology
    * Gastroenterology
    * Hematology
    * Immunology/Infectious Diseases
    * Musculoskeletal
    * Nephrology/Urology
    * Neurology
    * Obstetrics/Gynecology
    * Oncology
    * Ophthalmology
    * Otolaryngology
    * Pediatrics/Neonatology
    * Pharmacology/Toxicology
    * Psychiatry/Psychology
    * Pulmonary/Respiratory Diseases
    * Rheumatology
    * Trauma/Emergency Medicine
4. Save the page.

## Create and Update Object Layouts 

Follow the sections below to create new and update existing object layouts. 

### Create the Organization Registration Holder Object Type Layout

Follow the steps below to create a new **Organization** layout for the **Registration Holder** object type: 
1. Go to **Admin > Configuration > Objects > Organization > Layouts**.
2. Select **Create**. An **Add Layout** window appears.
3. In the window, ensure the following fields are completed:
    * **Object Type**: Registration Holder
    * **Page Label**: Registration Holder Detail Page Layout
4. Select **Done**.
5. Modify the **Details** section to display the following fields: 
    * Name
    * Official Name
    * Organization UID Code
    * Localization
    * Email Address
    * Telephone Country Code
    * Telephone Number
    * DUNS Number
6. Insert a _Detail Form_ section and label it `Address`.
7. (Optional) Move the **Address** section after the **Details** section.
8.  In the **Address** section, add the following fields: 
    * Street Number
    * Street
    * City
    * Postal Code
    * State/Province
    * Country
    * PO Box
9. Insert a _Related Object_ section for the _Product Registration_ object.
10. (Optional) Move the **Product Registrations** section after the **Address** section.
11. In the **Product Registration** section, ensure the default columns display: 
    * Registration Name
    * Product
    * Product Family
    * Product Variant
    * Trade Name
    * Country
    * Agency
    * Registration Number
    * MPID
12. Insert a _Detail Form_ section and label it `System Information` with a _Detail Form - Two Columns_ layout.
13. In the **System Information** section, add the following fields: 
    * Organization Type
    * Status
    * Created By
    * Created Date
    * Last Modified By
    * Last Modified Date
    * RIM Status
    * Deleted in RIM?
    * Link
14. Save the page.

### Update the Product Object Layouts

Go to **Configuration > Objects > Product > Layouts** and add the following fields and related object sections to the respective layouts listed in the table below: 

<table style="width:100%">
    <thead>
        <tr>
            <th style="border-right: 1px solid #D8D5D4;">Layout</th>
            <th style="border-right: 1px solid #D8D5D4;">Details Section Fields</th>
            <th style="border-right: 1px solid #D8D5D4;">System Information Fields</th>
            <th style="border-right: 1px solid #D8D5D4;">Insert Related Object</th>
            <th style="border-right: 1px solid #D8D5D4;">Edit Related Object Columns</th>
        </tr>
    </thead>
        <tbody>
        <tr>
            <td style="border-right: 1px solid #D8D5D4;">Biologic Page Layout</td>
            <td style="border-right: 1px solid #D8D5D4;"><ul>
                    <li>Comparator Product</li>
                    <li>Dosage Form</li>
                    <li>Product Family</li>
                </ul>
            </td>
            <td style="border-right: 1px solid #D8D5D4;">N/A</td>
            <td rowspan="6" style="border-right: 1px solid #D8D5D4;"><ul>
                    <li><strong>Related Object</strong>: Product Family Product</li>
                    <li><strong>Section Label</strong>: Product Families</li>
                </ul>
                (Optional): Move this section after the <strong>Details</strong> section.
            </td>
            <td rowspan="6" style="border-right: 1px solid #D8D5D4;"><ul>
                    <li>Name</li>
                    <li>Product Family > Name</li>
                    <li>Product Family > Generic Name</li>
                    <li>Product Family > Product Family Abbreviation</li>
                    <li>Product Family > Therapeutic Area</li>
                </ul>
            </td>
        </tr>
        <tr>
            <td style="border-right: 1px solid #D8D5D4;">Combination Product Detail Page Layout</td>
            <td style="border-right: 1px solid #D8D5D4;"><ul>
                    <li>Comparator Product</li>
                    <li>Dosage Form</li>
                    <li>Device Name</li>
                    <li>Basic UDI-DI</li>
                    <li>FDA Product Code</li>
                    <li>International Birthdate</li>
                    <li>Product Family</li>
                </ul>              
            </td>
            <td style="border-right: 1px solid #D8D5D4;"><ul>
                    <li>RIM Status</li>
                    <li>Deleted in RIM?</li>
                    <li>Link</li>
                    <li>RIM Product Type</li>
                </ul>
            </td>
        </tr>
        <tr>
            <td style="border-right: 1px solid #D8D5D4;">Device Detail Page Layout</td>
            <td style="border-right: 1px solid #D8D5D4;"><ul>
                    <li>Device Name</li>
                    <li>Basic UDI-DI</li>
                    <li>FDA Product Code</li>
                    <li>Product Family</li>
                </ul>
            </td>
            <td style="border-right: 1px solid #D8D5D4;">N/A</td>
        </tr>
        <tr>
            <td style="border-right: 1px solid #D8D5D4;">Drug Page Layout</td>
            <td style="border-right: 1px solid #D8D5D4;"><ul>
                    <li>Comparator Product</li>
                    <li>Dosage Form</li>
                </ul>
            </td>
            <td style="border-right: 1px solid #D8D5D4;"><ul>
                    <li>RIM Status</li>
                    <li>Deleted in RIM?</li>
                    <li>Link</li>
                    <li>RIM Product Type</li>
                </ul>
            </td>
        </tr>
        <tr>
            <td style="border-right: 1px solid #D8D5D4;">Product Detail Page Layout (of Company Product object type)</td>
            <td style="border-right: 1px solid #D8D5D4;"><ul>
                    <li>Comparator Product</li>
                    <li>Dosage Form</li>
                    <li>Device Name</li>
                    <li>Basic UDI-DI</li>
                    <li>FDA Product Code</li>
                    <li>Product Family</li>
                </ul>
            </td>
            <td style="border-right: 1px solid #D8D5D4;"><ul>
                    <li>RIM Status</li>
                    <li>Deleted in RIM?</li>
                    <li>Link</li>
                    <li>RIM Product Type</li>
                </ul>
            </td>
        </tr>
        <tr>
            <td style="border-right: 1px solid #D8D5D4;">Vaccine Detail Page Layout</td>
            <td style="border-right: 1px solid #D8D5D4;"><ul>
                    <li>Comparator Product</li>
                    <li>Dosage Form</li>
                </ul>
            </td>
            <td style="border-right: 1px solid #D8D5D4;">N/A</td>
        </tr>
    </tbody>
</table>

### Update the Product Family Object Layout 

Follow the steps below to add fields and related object sections to the **Product Family** layout: 
1. Go to **Configuration > Objects > Product Family > Layouts > Product Family Detail Page Layout**.
2. In the **Details** section, add the following fields: 
    * Product Family Abbreviation
    * Generic Name
3. Insert a _Related Object_ section for the _Product Family Product_ object and label it `Products`.
4. Select **Done**.
5. (Optional) Move the **Products** section after the **Details** section.
6. In the **Products** section, ensure the default columns display: 
    * Name
    * Product > Product Name
    * Product > Product Type
    * Product > Organization
    * Product > International Birthdate
    * Product > Abbreviation
7. Insert a _Related Object_ section for the _Product Family Substance_ object and label it `Substances`.
8. Select **Done**.
9. (Optional) Move the **Substances** section after the **Products** section.
10. In the **Substances** section, ensure the default columns display: 
    * Name
    * Substance > Substance Name
    * Substance > Description
    * Substance > Substance ID
11. In the **System Information** section, add the following fields: 
    * RIM Status
    * Deleted in RIM?
    * Link
12. Save the page.

### Update the Product Family Product Object Layout 

Follow the steps below to add fields to the **Product Family Product**  layout: 
1. Go to **Configuration > Objects > Product Family Product > Layouts > Product Family Product Detail Page Layout**.
2. Insert a _Detail Form_ section and label it `System Information` with a _Detail Form - Two Columns_ layout.
3. Select **Done**.
4. In the **System Information** section, add the following fields: 
    * RIM Status
    * Deleted in RIM?
    * Link
    <br>You may need to remove these fields from another section first before adding them to this section. 
5. Save the page.

### Update the Product Variant Object Layout 

Follow the steps below to add fields to the **Product Variant** layout: 
1. Go to **Configuration > Objects > Product Variant > Layouts > Product Variant Detail Page Layout**.
2. Insert a _Detail Form_ section and label it `System Information` with a _Detail Form - Two Columns_ layout.
3. Select **Done**.
4. In the **System Information** section, add the following fields: 
    * RIM Status
    * Deleted in RIM?
    * Link
    * RIM Product Type
    <br>You may need to remove these fields from another section first before adding them to this section. 
5. Save the page.

### Update the Product Constituent Object Layout 

Follow the steps below to add fields and a new section to the **Product Constituent** layout: 
1. Go to **Configuration > Objects > Product Constituent > Layouts > Product Constituent Detail Page Layout**.
2. In the **Details** section, add the **Product Variant** field.
3. Insert a _Detail Form_ section and label it `System Information` with a _Detail Form - Two Columns_ layout.
4. Select **Done**.
5. In the **System Information** section, add the following fields:
    * RIM Status
    * Deleted in RIM?
    * Link
6. Save the page.

### Update the Product Registration Object Layout 

Follow the steps below to add fields to the **Product Registration** layout: 
1. Go to **Configuration > Objects > Product Registration > Layouts > Product Registration Detail Page Layout**.
2. In the **Details** section, add the following fields:
    * Product Family
    * Product Variant
    * Product Alias
    * Trade Name
3. In the **Registration Details** section, add the following fields: 
    * Registration Status Date
    * Marketing Status
    * Marketing Start Date
    * Marketing End Date
    * Registration End Date
    * Expiration Date
4. In the **System Information** section, add the following fields: 
    * RIM Status
    * Deleted in RIM?
    * Link
    * RIM Registration Type
5. Save the page.

#### <a id="annex-h"></a>24R2 Update: Annex H Support

To include Annex H data in <a href="/en/gr/01342/">PSMF documents generated from Vault reports</a>, you must also add the following fields to the **Product Registration** layout in the **Registration Details** section:

* Additional Monitoring
* Application Lead Market
* Application Number
* Non-Standard Aggregate Periodicity 
* Procedure Type 
* Procedure Number

### Update the Product Family Substance Object Layout 

Follow the steps below to add fields to the **Product Family Substance** layout: 
1. Go to **Configuration > Objects > Product Family Substance > Layouts > product_family_substance_detail_page_lay__c**.
2. Insert a _Detail Form_ section and label it `System Information` with a _Detail Form - Two Columns_ layout.
3. . In the **System Information** section, add the following fields: 
    * RIM Status
    * Deleted in RIM?
    * Link
4. Save the page.

### Update the Substance Object Layout 

Follow the steps below to add fields and related object sections to the **Substance** layout: 
1. Go to **Configuration > Objects > Substance > Layouts > Substance Detail Page Layout**.
2. In the **Details** section, add the following fields: 
    * Substance Name Long Text
    * Primary Product Family
    * EV Code
    * SPOR Substance Code
    * SPOR Term
    * US Substance Code
    * EUDAMED INN
    * CAS Number
    * EC Number
3. Insert a _Related Object_ section for the _Product Family Substance_ object and label it `Product Families`.
4. Select **Done**.
5. (Optional) Move the **Product Families** section after the **Details** section.
6. In the **Product Families** section, ensure the following default columns display: 
    * Name
    * Product Family > Name
    * Product Family > Generic Name
    * Product Family > Product Family Abbreviation
    * Product Family > Therapeutic Area
7. In the **System Information** section, add the following fields: 
    * RIM Status
    * Deleted in RIM?
    * Link
8. Save the page.

## Clear Custom and Matching Sharing Rules 

Follow the steps below to clear Matching and Custom Sharing Rules for the following objects:

* _Product Family Product_
* _Product Family Substance_
* _Product Variant_

1. Go to **Configuration > Objects > [Object] > Details**.
2. Select **Edit**.
3. In the **Options** section, clear the following checkboxes:
    * **Enable Custom Sharing Rules**
    * **Enable Matching Sharing Rules** 
4. When the system prompts you, select **Continue**.
5. Save the page.

## Update Permission Sets

Use the table below to update the respective permission sets with permissions. Go to **Admin > Users & Groups > Permission Sets > [Permission Set] > Objects**. 

<div class="note-border alert-info">
  <div class="alert alert-info" role="alert">
    <div><i class="far fa-info-circle"></i></div>
    <div class="alert-text">
      <p><strong>Note</strong>: The permission sets displayed in the table are for both Safety Management and SafetyDocs. Depending on your Vault’s configuration and when it was provisioned, some permission sets may not be available.</p>
    </div>
  </div>
</div>



<table>
    <thead>
        <tr>
            <th>Permission Set</th>
            <th>Object</th>
            <th>Permissions</th>
        </tr>
    </thead>
        <tbody>
        <tr>
            <td rowspan="3">Administration Actions</td>
            <td>Product Variant</td>
            <td rowspan="3"><ul>
                    <li>Read</li>
                    <li>Create</li>
                    <li>Edit</li>
                    <li>Delete</li>
                </ul>
            </td>
        </tr>
        <tr>
            <td>Product Family Product</td>
        </tr>
        <tr>
            <td>Product Family Substance</td>
        </tr>
        <tr>
            <td rowspan="3">Aggregate Report Writer</td>
            <td>Product Variant</td>
            <td rowspan="3"><ul>
                    <li>Read</li>
                </ul>
            </td>
        </tr>
        <tr>
            <td>Product Family Product</td>
        </tr>
        <tr>
            <td>Product Family Substance</td>
        </tr>
        <tr>
            <td rowspan="3">Case Distribution Actions</td>
            <td>Product Variant</td>
            <td rowspan="3"><ul>
                    <li>Read</li>
                </ul>
            </td>
        </tr>
        <tr>
            <td>Product Family Product</td>
        </tr>
        <tr>
            <td>Product Family Substance</td>
        </tr>
        <tr>
            <td rowspan="3">Case Entry Actions</td>
            <td>Product Variant</td>
            <td rowspan="3"><ul>
                    <li>Read</li>
                </ul>
            </td>
        </tr>
        <tr>
            <td>Product Family Product</td>
        </tr>
        <tr>
            <td>Product Family Substance</td>
        </tr>
        <tr>
            <td rowspan="3">Case Intake Actions</td>
            <td>Product Variant</td>
            <td rowspan="3"><ul>
                    <li>Read</li>
                </ul>
            </td>
        </tr>
        <tr>
            <td>Product Family Product</td>
        </tr>
        <tr>
            <td>Product Family Substance</td>
        </tr>
        <tr>
            <td rowspan="3">Case Review Actions</td>
            <td>Product Variant</td>
            <td rowspan="3"><ul>
                    <li>Read</li>
                </ul>
            </td>
        </tr>
        <tr>
            <td>Product Family Product</td>
        </tr>
        <tr>
            <td>Product Family Substance</td>
        </tr>
        <tr>
            <td rowspan="6">Case Translation Actions</td>
            <td>Organization > Registration Holder</td>
            <td rowspan="6"><ul>
                    <li>Read</li>
                </ul>
            </td>
        </tr>
        <tr>
            <td>Product Alias</td>
        </tr>
        <tr>
            <td>Product Family</td>
        </tr>
        <tr>
            <td>Product Variant</td>
        </tr>
        <tr>
            <td>Product Family Product</td>
        </tr>
        <tr>
            <td>Product Family Substance</td>
        </tr>
        <tr>
            <td rowspan="3">Literature Actions</td>
            <td>Product Variant</td>
            <td rowspan="3"><ul>
                    <li>Read</li>
                </ul>
            </td>
        </tr>
        <tr>
            <td>Product Family Product</td>
        </tr>
        <tr>
            <td>Product Family Substance</td>
        </tr>
        <tr>
            <td rowspan="4">PSMF Contributor Actions</td>
            <td>Organization > Registration Holder </td>
            <td rowspan="4"><ul>
                    <li>Read</li>
                </ul>
            </td>
        </tr>
        <tr>
            <td>Product Variant</td>
        </tr>
        <tr>
            <td>Product Family Product</td>
        </tr>
        <tr>
            <td>Product Family Substance</td>
        </tr>
        <tr>
            <td rowspan="4">PSMF Coordination Actions</td>
            <td>Organization > Registration Holder </td>
            <td rowspan="4"><ul>
                    <li>Read</li>
                </ul>
            </td>
        </tr>
        <tr>
            <td>Product Variant</td>
        </tr>
        <tr>
            <td>Product Family Product</td>
        </tr>
        <tr>
            <td>Product Family Substance</td>
        </tr>
        <tr>
            <td rowspan="4">PVA Actions</td>
            <td>Organization > Registration Holder </td>
            <td><ul>
                    <li>Read</li>
                    <li>Create</li>
                    <li>Edit</li>
                </ul>
            </td>
        </tr>
        <tr>
            <td>Product Variant</td>
            <td rowspan="3"><ul>
                    <li>Read</li>
                </ul>
            </td>
        </tr>
        <tr>
            <td>Product Family Product</td>
        </tr>
        <tr>
            <td>Product Family Substance</td>
        </tr>
        <tr>
            <td rowspan="4">Safety Operations Actions</td>
            <td>Organization > Registration Holder </td>
            <td rowspan="4"><ul>
                    <li>Read</li>
                </ul>
            </td>
        </tr>
        <tr>
            <td>Product Variant</td>
        </tr>
        <tr>
            <td>Product Family Product</td>
        </tr>
        <tr>
            <td>Product Family Substance</td>
        </tr>
        <tr>
            <td rowspan="3">Signal Management</td>
            <td>Product Variant</td>
            <td rowspan="3"><ul>
                    <li>Read</li>
                </ul>
            </td>
        </tr>
        <tr>
            <td>Product Family Product</td>
        </tr>
        <tr>
            <td>Product Family Substance</td>
        </tr>
        <tr>
            <td rowspan="3">Submission Actions</td>
            <td>Product Variant</td>
            <td rowspan="3"><ul>
                    <li>Read</li>
                </ul>
            </td>
        </tr>
        <tr>
            <td>Product Family Product</td>
        </tr>
        <tr>
            <td>Product Family Substance</td>
        </tr>
    </tbody>
</table>