Enable PVA Management

Learn how to configure your Vault to support the management of Pharmacovigilance Agreements.

About the Feature

Vault SafetyDocs now supports the management of Pharmacovigilance Agreements (PVAs), sometimes known as Safety Data Exchange Agreements (SDEAs). This feature promotes regulatory compliance through centralized document storage, making it easy to review and reconcile partner obligations across agreements. In addition, contact management capabilities increase the efficiency of tracking reconciliation activities and managing follow-up agreements.

Support for PVA management was added in 23R1, which includes the necessary configuration by default. Vaults deployed prior to 23R1 must have the configuration upgrades described on this page to enable this feature.

See Manage Pharmacovigilance Agreements for more information.

Configure Layouts

Configure the layouts for PVA management.

Configure the Relationship Layout

Complete the following steps to configure the layout for PVA Relationships.

  1. In Admin, go to Configuration > Objects > PVA Relationship > Layouts.
  2. Configure the Relationship Detail Page Layout as shown below. Relationship Detail Page Layout
  3. Select Save.

Configure the PV Agreement Layout

Complete the following steps to configure the layout for PV Agreements.

  1. In Admin, go to Configuration > Objects > PV Agreement > Layouts.
  2. Configure the PV Agreement Detail Page Layout as shown below.
    PV Agreement Detail Page Layout
  3. Select Save.

Configure Document Types

Configure the document type group for PVA management and associate it with the PVA document type.

Configure the PVA Documents Document Type Group

  1. In Business Admin, go to Objects > Document Type Groups.
  2. Select Create.
  3. In the Name field, enter "PVA Documents".
  4. Select Save.

Add the PVA Document Type Group to the PVA Document Type

  1. In Admin, go to Configuration > Document Types > Pharmacovigilance Agreements.
  2. From the All Actions menu next to Pharmacovigilance Agreements, select Edit Details. The Edit Details: Pharmacovigilance Agreements window appears.
  3. On the General tab, in the Document Type Groups field, select PVA Documents.

Configure Security

Add security settings to grant access to the PVA management features. Use the following settings as a starting point, but configure access according to your business process.

Add the PVA Actions Permission Set

  1. In Admin, go to Users & Groups > Permission Sets.
  2. Select Create.
  3. In the Name field, enter "PVA Actions."
  4. Select Save.

Grant Permissions

Ensure your Permissions Sets are granted the appropriate level of access to applications, objects, and tabs according to your organization’s process.

  1. In Admin, go to Users & Groups > Permission Sets > PVA Actions.
  2. On the Applications tab, select Edit.
  3. Grant Vault Actions permissions as shown in the following table, and then select Save:
    Vault Actions Permissions
    Dashboards and Reports
    • Create Dashboards
    • Delete Dashboards
    • Share Dashboards
    • Schedule Reports
    • Read Group Membership
    Workflows
    • Start
    • Read and Understand
    • eSignature
    CrossLink
    • Create CrossLink
    Viewer Administration
    • Manage Tags
    Document
    • Cancel Checkout
    • Download Document
    • Download Rendition
    User
    • Allow As A Delegate
    • View User Information
    • View User Profile
    Search
    • User Filters
    Views
    • Share Views
    Audit Trail
    • View
  4. On the Objects tab, select Edit.
  5. Grant Object permissions as shown in the following table, and then select Save:
    Objects Permissions
    • Application Role
    • Country
    • Document Stages
    • Document Type Group
    • Language
    • Language (ISO)
    • Object Stages
    • Person
    • Product
    • Product Alias
    • Product Constituent
    • Product Family
    • Product Registration
    • Product Substance
    • Study
    • Study Registration
    • Study Product
    • Study Site
    • Substance
    • Substance Alias
    		 Read
    • Organization
    • PV Agreement
    • PVA Action Item
    • PVA Activity
    • PVA Contact
    • PVA Obligation
    • PVA Reconciliation
    • PVA-Country
    • PVA-Product
    • PVA-Study
    • PVA Relationship
    		 Create
    • Organization
    • PV Agreement
    • PVA Action Item
    • PVA Activity
    • PVA Contact
    • PVA Obligation
    • PVA Reconciliation
    • PVA-Country
    • PVA-Product
    • PVA-Study
    • PVA Relationship
    		 Edit
    • PV Agreement
    • PVA Action Item
    • PVA Activity
    • PVA Contact
    • PVA Obligation
    • PVA Reconciliation
    • PVA-Country
    • PVA-Product
    • PVA-Study
    • PVA Relationship
    		 Delete
  6. On the Tabs tab, select Edit.
  7. Grant View permissions on the following tabs:
    • Home
    • Library
    • PVAs
      • PVA Relationships
      • PV Agreements
      • Open PVA Actions
    • Analytics
      • Reports
      • Dashboards

Add the PVA Management Security Profile

  1. In Admin, go to Users & Groups > Security Profiles.
  2. Select Create.
  3. In the Name field, enter "PVA Management", select Save.
  4. Select the PVA Management security profile.
  5. In the Permission Sets field, select Add > Existing Permission Set.
  6. Select PVA Actions from the picklist, and then select OK.

Add Groups

Add the following groups to complete PVA management actions:

Add the PVA Users Group

  1. In Admin, go to Users & Groups > Groups
  2. Select Create.
  3. In the Label field, enter “PVA Users”.
  4. In the Included Security Profiles field, select PVA Management.
  5. Select Save.

Add the PVA Viewers Group

  1. In Admin, go to Users & Groups > Groups.
  2. Select Create.
  3. In the Label field, enter “PVA Viewers”.
  4. In the Included Security Profiles field, select PVA Management.
  5. Select Save.

Add the PVA Consumers Group

  1. In Admin, go to Users & Groups > Groups.
  2. Select Create.
  3. In the Label field, enter “PVA Consumers”.
  4. In the Included Security Profiles field, select PVA Management.
  5. Select Save.

Configure Custom Sharing Rules for PVA Objects

Complete the steps below to configure a Custom Sharing Rule on the following PVA objects:

  • PV Agreement
  • PVA Action Item
  • PVA Activity
  • PVA Contact
  • PVA Obligation
  • PVA Reconciliation
  • PVA Relationship
  1. In Admin, go to Configuration > Objects > [object].
  2. Select Edit and then select the Enable Custom Sharing Rules checkbox.
    • When prompted, select Continue, and then select Save.
  3. In the Sharing Rules tab, select Create.
  4. Enter a title for your rule in the Label field, and then select Save.
  5. In the Roles section on the new custom rule page, select Add. The Add Manual Assignment window appears.
  6. In the Role field, select Viewer.
  7. In the Users and Groups field, select PVA Consumers, and then select Save.
  8. Repeat steps 6 and 7 with the following values:
    Role Users & Groups
    Owner PVA Users
    Editor PVA Users
    Viewer PVA Viewers

After completing these steps, the [Object] > [custom sharing rule] > Roles section for each of the above objects should look like the following:

Custom Sharing Rules for PVA Objects

Configure the PV Agreement Object Lifecycle

Follow the process outlined below to configure this lifecycle:

Configure Settings on the PV Agreement Lifecycle

In Admin, go to Configuration > Object Lifecycles > PV Agreement Lifecycle and complete the following steps:

1. Add Roles

In the Roles section, add the following roles:

  • Approver
  • Reviewer
  • Safety Operations

2. Update Role Permissions

In the Roles section, select Edit to update the role permissions as follows:

Role Permissions
Approver All states: Read
Editor
  • Drafting: Edit
  • Scoping: Edit
  • Initiated: Delete
Owner
  • Drafting: Edit
  • Scoping: Edit
  • Initiated: Delete
Reviewer All states: Read
Safety Operations All states: Read

Once you have made the above updates, the Roles section should look as follows:

Role Permissions for the PV Agreement Lifecycle

3. Add Entry Criteria to the Effective State

  1. In the States section, select Effective.
  2. In the Entry Criteria section, select Edit.
  3. Select Create Rule and configure the following rules:
    Always validate that
    • Agreement Effective Date is not blank
    • Agreement End Date is not blank
    • Agreement Owner is not blank
    • PVA Scope is not blank

Entry Criteria on the Effective state

4. Add Relationship Atomic Security to the Effective State

In the States section, select Effective > Atomic Security: Relationships. Then select Edit and configure the following rules:

Relationship Label Default
PVA Action Items Edit
PVA Activities Edit
PVA Contacts Read
PVA Obligations Read
PVA Reconciliations Edit
PVA-Countries Read
PVA-Products Read
PVA-Studies Read

5. Add Relationship Atomic Security to the Terminated State

In the States section, select Terminated > Atomic Security: Relationships. Then select Edit and configure the following rules:

Relationship Label Default
PVA Action Items Read
PVA Activities Read
PVA Contacts Read
PVA Obligations Read
PVA Reconciliations Edit
PVA-Countries Read
PVA-Products Read
PVA-Studies Read

6. Add Entry Criteria to the Terminated State

In the States section, select Terminated > Entry Criteria. Then select Create Rule to configure the following rule:

  • Always validate that no PVA activity records include Received from Partner, New, or In Progress activities.

Entry Criteria on the Terminated state

Configure the PVA Lifecycle Stage Group

  1. In Admin, go to Configuration > Lifecycle Stage Groups and select Create.
  2. Select Object Stage Group and then select Continue.
  3. On the Create Lifecycle Stage Group page, complete the following information:
    • Stage Group Label: "PVA Stages"
    • Object Lifecycle: Select "PV Agreement Lifecycle"
    • Object Type: Select "Base PV Agreement"
  4. Select Save.
  5. In the Stages section, select Create and then configure the PVA stages as follows:
    Stage Description
    New Initiated
    Pending Scoping, Drafting, In Approval
    Effective Effective
    Terminated Terminated

Configure the PVA Document Lifecycle

Complete the following steps to configure this lifecycle:

Add the PVA Lifecycle

  1. In Admin, go to Configuration > Document Lifecycles.
  2. Select Create.
  3. In the Label field, enter “PVA Lifecycle”.
  4. In the Status field, select Active.
  5. Select Save.

Configure Settings on the PVA Lifecycle

In Admin, go to Configuration > Document Lifecycles > PVA Lifecycle and complete the following steps.

1. Add States

On the PVA Lifecycle, in the States section, select Create and add the following states:

  • Draft
  • In Review
  • In Approval
  • In Authoring
  • Approved
  • Obsolete
  • Superseded
  • Ready for Review
  • Ready for Approval
  • Planned

2. Add State Security Settings

On the PVA Lifecycle, in the States section, go to [state] > Security Settings and configure security settings for each of the previously created states as follows:

Draft State Security settings on the Draft state

In Review State Security settings on the In Review state

In Approval State Security settings on the In Approval state

Approved State Security settings on the Approved state

Obsolete State Security settings on the Obsolete state

Superseded State Security settings on the Superseded state

Planned State Security settings on the Planned state

3. Create Entry Actions in the Approved State

On the PVA Lifecycle, in the States section, select Approved > Entry Actions > Edit. Create the following entry actions:

Always

  • Set new major version
  • Set previous steady state to superseded

Security settings on the Approved state

4. Edit PVA Lifecycle Details

On the PVA Lifecycle, in the Details section, select Edit and map the previously created states to state types as follows:

State Type State
Starting State Draft
Steady State Approved
Superseded State Superseded
Obsolete State Obsolete
Document Workflow: Pre-Approval Ready for Approval
Document Workflow: Approved Approved
Document Workflow: Rejected Draft
In Review In Review
Rejected Draft

5. Add Default Rules to Roles

On the PVA Lifecycle, in the Roles section, select a role and go to Default Rule. Add the following rules for the Consumer, Viewer, and Editor roles.

Consumer Role Default rules on the Consumer Role

Viewer Role Default rules on the Viewer Role

Editor Role Default rules on the Editor Role

Add the PVA Lifecycle to the Pharmacovigilance Agreements Document Type

  1. In Admin, go to Configuration > Document Types > Pharmacovigilance Agreements.
  2. In the Actions menu, select Edit Details.
  3. On the General tab, in the Available Lifecycles field, select PVA Lifecycle.
  4. Select Save.

Configure the PVA Document Lifecycle Stage Group

  1. In Admin, go to Configuration > Lifecycle Stage Groups and select Create.
  2. Select Document Stage Group and then select Continue.
  3. On the Create Lifecycle Stage Group page, complete the following information:
    • Stage Group Label: "PVA Document Stages"
    • Document Lifecycle: Select "PVA Lifecycle"
  4. Select Save.
  5. In the Stages section, select Create and then configure the PVA Document stages as follows:
    Stage Description
    New Draft, Planned
    Authoring In Authoring, Ready for Review
    Review & Approval In Review, Ready for Approval, In Approval
    Approved Approved

Configure Object Workflows

Complete the following steps to set up PVA management object workflows. Use these steps as a starting point, but configure your workflows according to your business processes:

Add the PVA Creation Workflow

Complete the following steps to set up a workflow to manage PVA Creation:

  1. In Admin, go to Configuration > Workflows.
  2. Select Create and then select Object Workflow.
  3. In the Label field, enter "PVA Creation Workflow".
  4. In the Lifecycle field, select PV Agreement Lifecycle.
  5. Configure the workflow as shown below:
    PVA Creation workflow
  6. In the Status field, select Make configuration active.

Add the PVA Close-Out Workflow

Complete the following steps to set up a workflow to manage PVA close-out or termination:

  1. In Admin, go to Configuration > Workflows.
  2. Select Create and then select Object Workflow.
  3. In the Label field, enter "PVA Close-Out Workflow".
  4. In the Lifecycle field, select PV Agreement Lifecycle.
  5. Configure the workflow as shown below:
    PVA Close-Out Workflow
  6. In the Status field, select Make configuration active.

Add User Actions to the PV Agreement Lifecycle

In Admin, go to Configuration > Object Lifecycles > PV Agreement Lifecycle > States. Add User Actions to the Initiated and Effective states according to the following table:

State User Action
Initiated
  • Always: Start the PVA Creation workflow
  • Action Label: Start PVA Authoring
Effective
  • Always: Start the PVA Close-Out workflow
  • Action Label: Close out PVA

Add the PVA Activity Outbound Workflow

Outbound activities are completed by your organization and sent to partner organizations for review.

  1. In Admin, go to Configuration > Workflows.
  2. Select Create and then select Object Workflow.
  3. In the Label field, enter "PVA Activity Outbound Workflow".
  4. In the Lifecycle field, select PV Activity Lifecycle.
  5. Configure the workflow as shown below:
    PVA Activity Outbound workflow
  6. In the Status field, select Make configuration active.

Add the PVA Activity Inbound Workflow

Inbound activities are completed by a partner organization and sent to your organization for review.

  1. In Admin, go to Configuration > Workflows.
  2. Select Create and then select Object Workflow.
  3. In the Label field, enter "PVA Activity Inbound Workflow".
  4. In the Lifecycle field, select PV Activity Lifecycle.
  5. Configure the workflow as shown below:
    PVA Activity Inbound workflow
  6. In the Status field, select Make configuration active.

Add User Actions to the PVA Activity Lifecycle

In Admin, go to Configuration > Object Lifecycles > PVA Activity Lifecycle > States. Add the following User Actions to the New state:

  • Always: Start the PVA Activity Outbound workflow
    • Action Label: Start Outbound Activity
  • Always: Start the PVA Activity Inbound workflow
    • Action Label: Start Inbound Activity

Configure Document Workflows

Complete the following steps to set up PVA management document workflows. Use these steps as a starting point, but configure your workflows according to your business processes:

Add the PVA Authoring Workflow

  1. In Admin, go to Configuration > Workflows.
  2. Select Create and then select Document Workflow.
  3. In the Label field, enter "PVA Authoring Workflow".
  4. In the Lifecycle field, select PVA Lifecycle.
  5. Configure the workflow as shown below:
    PVA Authoring workflow
  6. In the Status field, select Make configuration active.

Add the PVA Review Workflow

  1. In Admin, go to Configuration > Workflows.
  2. Select Create and then select Document Workflow.
  3. In the Label field, enter "PVA Review Workflow".
  4. In the Lifecycle field, select PVA Lifecycle.
  5. Configure the workflow as shown below:
    PVA Review workflow
  6. In the Status field, select Make configuration active.

Add the PVA Approval Workflow

  1. In Admin, go to Configuration > Workflows.
  2. Select Create and then select Document Workflow.
  3. In the Label field, enter "PVA Approval Workflow".
  4. In the Lifecycle field, select PVA Lifecycle.
  5. Configure the workflow as shown below:
    PVA Approval workflow
  6. In the Task: Approve step, select Edit.
  7. In the Prompts section, configure the following settings:
    • Select the Prompt for Verdicts checkbox.
    • Select the Multiple Verdicts: One verdict for each item option.
  8. In the Verdicts section, create the following verdicts:
    Verdict Label Settings
    Approved
    1. Select Add eSignature.
    2. Instructions: Enter "Please provide an eSignature for Document Approval."
    3. Select the Manifest eSignature on document checkbox.
    Reviewed, Back to Draft
    1. Select Add Comments.
    2. Prompt for comments: Enter "Comments"
    3. Select the Required checkbox.
  9. On the PVA Approval workflow page, in the Status field, select Make configuration active.

Add User Actions to the PVA Lifecycle

In Admin, go to Configuration > Document Lifecycles > PVA Lifecycle > States. Add User Actions to the Draft, Ready for Review, and Ready for Approval states according to the following table:

State User Action
Draft
  • Always: Start the PVA Authoring workflow
  • Action Label: Start Authoring
Draft
  • Always: Start the PVA Review workflow
  • Action Label: Start Review
Ready for Review
  • Always: Start the PVA Review workflow
  • Action Label: Start Review
Ready for Approval
  • Always: Start the PVA Approval workflow
  • Action Label: Start Approval

Manage Tabs

For easy user access to PVA management features, configure the following tab settings in your Vault.

Activate PVA Tabs

  1. In Admin, go to Configuration > Tabs.
  2. For the following tabs, select Edit and set Status: Active
    • PVAs
      • PVA Relationships
      • PV Agreements
      • Open PVA Actions

Create a PVA Tab Collection

  1. In Admin, go to Configuration > Tab Collections.
  2. Select Create.
  3. In the Label field, enter "PVAs".
  4. In the Status field, select Active.
  5. On the right-hand side, select Add Tabs and then add the following tabs to your collection:
    • Home
    • PVAs
    • Library
    • Analytics