## Configure Object Lifecycles {#configure-object-lifecycles}
Configure the following object lifecycles:
- [_PSMF Periodic Review Lifecycle_][7]
- [_PSMF Document Review Lifecycle_][8]
### Configure the PSMF Periodic Review Lifecycle {#psmf-periodic-review-lifecycle}
To configure the _PSMF Periodic Review Lifecycle_:
1. [Add the _PSMF Office_ role][9]
2. [Update role permissions][10]
3. [Add the _Start Revew_ user action to the _New_ state][11]
4. [Add entry criteria to the _Complete_ state][12]
#### Add the PSMF Office Role {#psmf-office-role-periodic}
To add the _PSMF Office_ role:
1. Navigate to **Admin > Configuration > Object Lifecycles > PSMF Periodic Review Lifecycle**.
2. In the _Roles_ section, select the **Add Role** (
) icon.
3. In the _Search: Application Role_ window, select **PSMF Office**.
4. Select **OK**.
#### Update Role Permissions {#update-role-permissions-periodic}
Edit role permissions as follows:
* To the _Editor_ and _Owner_ roles, add permissions to lifecycle states as follows:
* To the _New_ state, select **Read**, **Edit**, and **Delete**
* To the _Inactive_ state, select **Read**, **Edit**, and **Delete**
* To the _In Progress_ state, select **Read**
* To the _Complete_ state, select **Read**
* To the _PSMF Office_ role, add permissions to lifecycle states as follows:
* To the _New_ state, select **Read** and **Edit**
* To the _Inactive_ state, select **Read** and **Edit**
* To the _In Progress_ state, select **Read** and **Edit**
* To the _Complete_ state, select **Read**
* To the _Viewer_ role, add **Read** permissions to all lifecycle states
#### Add Start Review User Action to the New State {#add-start-review-user-action}
To add the _Start Review_ user action to the _New_ state:
1. In the _States_ section, select **New**.
2. In the _User Actions_ section, select **Edit**.
3. Select **Create Rule** and configure the rule as follows:
- **Condition Type**: Select **Always**
- **Allow the following actions**: Select **Workflow > PSMF Periodic Review**
- **Action Label**: Enter `Start Review`
4. Select **Save**.
#### Add Entry Criteria to the Complete State {#complete-state-entry-criteria}
To add entry criteria to the _Complete_ state:
1. In the _States_ section, select **Complete**.
2. In the _Entry Criteria_ section, select **Edit**.
3. Select **Create Rule** and configure the rule as follows:
* **Condition Type**: Select **Always**
* **Validate that**: Select **State of Related Record > PSMF Document Reviews > All records equal > Complete**
4. Select **Save**.
### Configure the PSMF Document Review Lifecycle {#psmf-document-review-lifecycle}
To configure the _PSMF Document Review Lifecycle_:
1. [Add the _PSMF Office_ role][13]
2. [Update role permissions][14]
#### Add the PSMF Office Role {#psmf-office-role-document}
To add the _PSMF Office_ role:
1. Navigate to **Admin > Configuration > Object Lifecycles > PSMF Document Review Lifecycle**.
2. In the _Roles_ section, select the **Add Role** () icon.
3. In the _Search: Application Role_ window, select **PSMF Office**.
4. Select **OK**.
#### Update Role Permissions {#update-role-permissions-document}
Edit role permissions as follows:
* To the _Assigned To_ and _PSMF Office_ roles, add permissions to lifecycle states as follows:
* To the _Complete_ state, select **Read**
* To the _Open_ state, select **Read** and **Edit**
* To the _Editor_ and _Owner_ roles, add permissions to lifecycle states as follows:
* To the _Complete_ state, select **Read**
* To the _Open_ state, select **Read**, **Edit**, and **Delete**
* To the _Viewer_ role, add **Read** permissions to all lifecycle states
## Configure Custom Sharing Rules on PSMF Periodic Review Objects {#custom-sharing-rules}
To configure Custom Sharing Rules, complete the following for both the _PSMF Periodic Review_ and _PSMF Document Review_ objects:
1. Navigate to **Admin > Configuration > Objects > [Object]**.
2. Select **Edit**.
3. Select the **Enable Custom Sharing Rules** checkbox, then select **Continue** and **Save**.
4. Navigate to the **Sharing Rules** tab and select **Create**.
5. In the **Label** field, enter a name for your rule, then select **Save**.
6. In the _Roles_ section, select **Add**.
7. In the _Add Manual Assignment_ window, populate the fields as follows, then select **Save**:
* **Role**: Select **PSMF Office**
* **Users and Groups**: Select **PSMF Coordination**
## Configure the PSMF Periodic Review Job {#configure-psmf-periodic-review-job}
To configure the _PSMF Periodic Review_ job:
1. Navigate to **Admin > Operations > Job Definitions > PSMF Periodic Review**.
2. Select **Edit**.
3. Complete the applicable [fields][17], then select **Save**.
Once configured, the _PSMF Periodic Review_ job runs monthly, automating review task assignment and allowing users to assess and update PSMF content as necessary. Each time the _PSMF Periodic Review_ job runs, if PSMF documents and binders are eligible for review, Vault creates a series of records and review tasks.
### PSMF Periodic Review Job Fields {#psmf-periodic-review-job-fields}
| Field | Description |
|---|---|
| Job Owner | Select the group in your organization that will be responsible for overseeing this job. This group will receive notifications for any errors encountered. |
| Schedule | This field is set to Monthly by default and cannot be modified. |
| Repeat By | Update the Repeat By value to define whether Vault runs this job on a specified day of the week or day of the month. |
| Repeat On Day | This field appears if you select Day of Month in the Repeat By field. Use the drop-down to select the day of the month on which Vault runs this job. |
| Repeat On | This field appears if you select Day of the Week in the Repeat By field. Use the drop-downs to select the day of the week on which Vault runs this job every month. |
| Vault Time | Use the drop-downs to define when on the selected day Vault runs this job. |
| Status | Select Active from the picklist to activate this job. |