**Source URL:** https://safety.veevavault.help/en/gr/1102665/

# Enable PVA Periodic Review

With the 26R2 release, SafetyDocs introduces periodic reviews for _Pharmacovigilance Agreements_ documents, automating review scheduling and task management for _PV Agreement_ evaluations. Vault identifies documents due for review and creates _PVA Periodic Review_ tasks for assigned reviewers, eliminating the need for manual oversight.

## Prerequisite

To enable this feature in your Vault, you must first enable PVA Management.

## Overview

To enable this feature in your Vault:

* [Assign shared document fields to _Pharmacovigilance Agreements_ documents][1]
* [Update the _PVA Periodic Review_ object layout][2]
* [Configure custom sharing rules for _PVA Periodic Reviews_][3]
* [Update permissions on the custom _PVA Actions_ permission set][4]
* [Create a user action on the _PVA Periodic Review Lifecycle_ object lifecycle][5]
* [Create entry actions on the _PVA Lifecycle_ document lifecycle][6]
* Set the tab status to _Active_ for the _Periodic Reviews_ sub-tab on the _PVAs_ tab
* Set the _Safety Scheduler Job_ to active
* Optional: Create custom _Schedules_ for use in _PVA Periodic Reviews_

## Assign Shared Fields to Pharmacovigilance Agreements Documents {#shared-fields}

Assign the following shared fields to the relevant _Pharmacovigilance Agreements_ document subtypes and classifications, as required by your business processes:

* **PVA Last Review Date**
* **PVA Next Review Due Date**
* **PVA Review Timeline (Days)**
* **PVA Schedule**

## Update the PVA Periodic Review Object Layout {#pva-periodic-review-layout}

To update the _PVA Periodic Review_ object layout:

1. Copy the standard layout and ensure it is active.
2. Set the copied layout as the default.
3. Delete any other existing custom layouts.

## Configure Custom Sharing Rules for PVA Periodic Reviews {#custom-sharing-rules}

To configure custom sharing rules for the _PVA Periodic Review_ object:

1. Enable custom sharing rules.
2. Create custom sharing rules with the following labels, then add manual assignments for the specified roles, users, and groups as follows:

<table>
  <thead>
    <tr>
      <th>Label
      <th>Roles
      <th>Users and Groups

<tbody>
    <tr>
      <td>PVA Consumers
      <td>Viewer
      <td>PVA Consumers
    
    <tr>
      <td>PVA Users
      <td>
        
          Owner
          Editor
          Assigned To

<td>PVA Users
    
    <tr>
      <td>PVA Viewers
      <td>Viewer
      <td>PVA Viewers

## Update PVA Actions Permissions {#pva-actions-permissions}

To update permissions on the custom _PVA Actions_ permission set:

1. Grant object permissions as follows:
    * On the **PVA Periodic Review** object, grant the following permissions:
        * **Read**
        * **Create**
        * **Edit**
        * **Delete**
    * On the **PVA Periodic Review** type of **Schedule Recurrence** object, grant **Read** permissions
2. Grant tab permissions on the **Periodic Reviews** sub-tab of the _PVAs_ tab.

## Create a User Action on the PVA Periodic Review Lifecycle {#pva-periodic-review-user-action}

Create a user action on the _Open_ state of the _PVA Periodic Review Lifecycle_ object lifecycle as follows:

* **Condition Type**: Select **Always**
* **Allow the following actions**:
    * Select **Change State to**
    * Select **Complete**
    * **Action Label**: Enter `Change State to Complete`

## Create Entry Actions on the PVA Lifecycle Document Lifecycle {#pva-lifecycle-entry-actions}

Create entry actions on the following states of the _PVA Lifecycle_ document lifecycle:

* _Effective_ state
    * **Condition Type**: Select **Always**
    * **perform actions**: Select **Schedule Periodic Reviews**
* _Terminated_ state
    * **Condition Type**: Select **Always**
    * **perform actions**: Select **Cancel Scheduled Periodic Reviews**

[1]: #shared-fields
[2]: #pva-periodic-review-layout
[3]: #custom-sharing-rules
[4]: #pva-actions-permissions
[5]: #pva-periodic-review-user-action
[6]: #pva-lifecycle-entry-actions