# Enable Generate Assessments Record Action

Veeva Safety gives Case Processors the ability to generate _Case Assessments_, _Case Assessment Results_, and _Case Assessment Expectedness_ records for all serious and non-serious _Adverse Events_ on a _Case_. Completed in a single action, this feature improves case processing efficiency by removing the need to generate each required record manually. 

With the Generate Assessments Record Action feature enabled, when users run the _Generate Assessments_ action, Vault generates assessments for all serious and non-serious _Adverse Events_ paired with all _Case Products_ that have an <a href="/en/gr/01169/#drug-role">eligible _Drug Role_</a>, if they do not already exist.

After you have configured this feature, see <a href="/en/gr/01169/">Generate Assessments</a> and <a href="/en/gr/917562/#med-assessments">Case Data Entry Overview</a> for more information.

## Updates 

We have added the following updates to this feature:

* **Product Quality Complaint Assessments**: With the 26R1 release, Veeva Safety supports assessment generation for <a href="/en/gr/01169/#pqc-assessments">Product Quality Complaints (PQCs)</a>. For _Case Adverse Events_ with _Product Quality Complaint_ as the _Type_, Vault generates a single assessment for the _Case Adverse Event_ and _PQC Product_ pair. Unlike for non-PQC _Case Adverse Events_, Vault does not pair that event with all eligible _Case Products_ to generate additional assessments. This feature reduces the overgeneration of assessments for PQCs, resulting in more efficient and accurate case processing. Although this feature is Auto-on, some components require additional [configuration][4].
* **Exclude External Products During Assessment Generation**: With the 25R2 release, you can configure your Vault to exclude _External Products_ during assessment generation. This reduces assessment overgeneration and the manual work for Case Processors to delete unnecessary assessments. To configure this feature in your Vault, see [(25R2) Enable Exclude External Products During Assessment Generation][3].
* **Auto-Generate Serious and Non-Serious Assessments and Generate Assessments Record Action Enablement Change**: With the 23R2 release, Veeva Safety has enhanced this feature with the automatic generation of _Case Assessments_, _Case Assessment Results_, and _Case Assessment Expectedness_ records for all serious and non-serious adverse events on a _Case_. Auto-generation is available on _Case_ promotion and when adding or editing _Case Products_ or _Case Adverse Events_. In addition, the Generate Assessments Record Action feature no longer requires Support enablement. See the following sections to configure your Vault with these features:
    * [(23R1) Configure the Generate Assessments action][1]
    * [(23R2) Configure the Auto-Generate Serious and Non-Serious Assessments feature][2]

## (23R1) Configure Generate Assessments Record Action {#r231-update}
To configure your Vault for the Generate Assessments user action, you must update the **Case** object and object lifecycle.

### Add the Generate Assessments Action to the Case Object

To add the **Generate Assessments** action to the _Case_ object:

1. Navigate to **Admin > Configuration > Objects > Case > Actions**.
2. Select **Create**.
3. In the _Create Action_ window, select **Generate Assessments** from the picklist and then select **Continue**.
4. (Optional) On the **Create Action** page, in the **Description** field, enter "Generate Assessments, Assessment Results, and Expectedness for all Case Adverse Events."
5. Select **Save**.

### Add the Generate Assessments Action to the Case Object Lifecycle

To add the **Generate Assessments** action to the _Case_ object lifecycle:

1. Navigate to **Admin > Configuration > Object Lifecycles > Case Lifecycle > States**.
2. Select a state. We recommend adding the action to the **Triage** and **Data Entry** states.
3. In the **User Action** section, select **Edit**.
4. Add an action with the following setup:
    * Always
    * Generate Assessments
    * **Action Label:** Generate Assessments
5. Select **Save**.

## (23R2) Configure Auto-Generate Serious and Non-Serious Assessments {#r232-update}

To configure your Vault to auto-generate _Assessments_, you must turn on the feature in Safety General Settings and then update the **Case** layout.

### Turn On Auto-Generate Serious and Non-Serious Assessments

To turn on auto-generating Assessments in your Vault:

1. Navigate to **Admin > Settings > Safety General Settings**.
2. Select **Edit**.
3. In the **Auto-generate Assessments** section, select the **Generate Assessments for both Serious and Non-Serious Adverse Events** checkbox.
4. Select **Save**.

### Update the Case Layout

To update the _Case_ layout to support auto-generating _Assessments_:
1. Navigate to **Admin > Configuration > Objects > Case > Layouts > Case Page Layout**.
2. Delete the following standard sections, as applicable to your organization's processes:
    - <em>Assessments</em>
    - <em>Assessment Results</em>
    - <em>Expectedness</em>
3. Replace each of the standard sections you deleted with its corresponding control section:
    - <img class="inline" src="https://platform.veevavault.help/assets/images/saf-app-control.png" alt="Slider" style="" /> <em>Case Assessment</em>
    - <img class="inline" src="https://platform.veevavault.help/assets/images/saf-app-control.png" alt="Slider" style="" /> <em>Case Assessment Results</em>
    - <img class="inline" src="https://platform.veevavault.help/assets/images/saf-app-control.png" alt="Slider" style="" /> <em>Case Assessment Expectedness</em>
4. Select **Save.**

<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>: Some of the columns in the standard sections are not available in the control sections. This is a known limitation that will be addressed in a future release.</p>
    </div>
  </div>
</div>



## (25R2) Enable Exclude External Products During Assessment Generation  {#r252-update}

To configure your Vault to exclude _External Products_ when generating assessments:

1. Navigate to **Admin > Settings > Safety General Settings**.
2. Select **Edit**.
3. In the _Auto-generate Assessments_ section, select the **Exclude External Products when Generating Assessments** checkbox.
4. Select **Save**.

## (26R1) Configure Product Quality Complaint Assessments

To configure your Vault for the Product Quality Complaint Assessments feature, complete the applicable procedure.

### Update the Case Adverse Event Layout {#r261-update}

<a href="/en/gr/26387/#how-to-add-object-fields">Add</a> the _PQC Product_ field to the _Details_ section of the _Case Adverse Event_ object layout.

[1]: #r231-update
[2]: #r232-update
[3]: #r252-update
[4]: #r261-update