# Configure QC Checklist Creation Rules

Safety uses _Checklist Creation Rules_ to <a href="/en/gr/679956/">generate quality control (QC) _Checklists_</a> during _Case_ processing and after a _Case_ has been closed (the _Process Completion Date_ is set). These rules consist of a set of _Checklist Creation Rule Criteria_ and sampling.

When Vault generates QC _Checklists_ for <a href="/en/gr/679956/#post-closure-checklists">post-closure _Cases_</a>, Vault generates a CSV log file and adds it as an attachment to the applicable _Checklist Creation Rule_. The log includes the following information:

* **Interval Start (UTC)**: Start date
* **Interval End (UTC)**: End date
* **Case Total**: Total number of _Cases_ that passed the associated rule
* **CCRA Total**: Total number of generated _Case Checklist Rule Assignments_ (CCRAs)  

{: #qc-checklist-terms}
The following list describes the relevant terms: 
* **Sampling**: Defines how often Vault should create a _Checklist_.
* **Checklist Creation Rule Criteria**: The criteria for a given _Checklist Creation Rule_, which includes specific _Case_ attributes such as the _Product_, _Seriousness_, _Event_, etc.
* **Checklist Creation Rule**: Defines which _Checklist Design_ to use for a _Case_. A rule includes sampling and rule criteria.
* **Checklist Design**: A _Checklist Design_ template that is used to generate a _Checklist_ for a _Case_ that satisfies the _Checklist Creation Rules Criteria_ and sampling.

## Prerequisites

Before configuring _Checklist Creation Rules_, you must <a href="/en/gr/679958/">enable QC Checklist Generation</a>.

## Create Checklist Creation Rules {#rules}

You can create _Checklist Creation Rules_ for in-process _Cases_, post-closure _Cases_, _Cases_ that do not require QC, or any other rules depending on your business needs:  
1. Navigate to **Business Admin > Objects > Checklist Creation Rules**.
2. Select **Create**.
3. Complete the following information:
* **Rule Name**: Enter a name for this _Checklist Creation Rule_.
* {: #bypass-checklists} **Bypass Checklist**: If meeting this rule criteria means the _Case_ does not require QC _Checklist_ generation, select **Yes**. Otherwise, select **No**. 
* **Checklist Design**: Select the <a href="/en/gr/679958/#create-checklist-design">_Checklist Design_</a> to which this rule belongs.
* **Processing Order**: This field sets the order in which Vault searches _Checklist Creation Rules_. For example, if you set this as `1`, and the _Case_ meets the _Rule Phase_ and _Rule Type_ set, Vault evaluates this rule first.   
* {: #rule-phase} **Rule Phase**: Select the state at which this rule should run. \
    The _Other_ phase value indicates the rule will run for _Cases_ in any standard or custom lifecycle state, except for the following:
        * _Quality Control_ state
        * _Medical Review_ state
        * _Final Review_ state type
        * _Cases_ with a _Process Completion Date_
* **Rule Type**: Select whether this rule should be applied to <a href="/en/gr/679956/#in-process-checklists">in-process</a> (during _Case_ processing) or <a href="/en/gr/679956/#post-closure-checklists">post-closure</a> (after the _Case_ has been closed and a _Process Completion Date_ has been set) _Cases_. 
* **Sampling Percentage**: Enter the percentage of time a _Checklist_ is created if the _Checklist Creation Rule_ passes. For each _Case_ that qualifies for the rule, Vault generates a random number from 1-100; if the number is less than or equal to the rule's _Sampling Percentage_, Vault will generate a _Checklist_. However, if [_Bypass Checklist_][1] is set to _Yes_ for this rule, Vault will not generate a _Checklist_ even if the _Case_ qualifies and the _Sampling Percentage_ is greater than the generated number.
4. Select **Save**. 

## Create Checklist Creation Rule Criteria

To add _Checklist Creation Rule Criteria_ directly to a _Checklist Creation Rule_: 
1. Navigate to the respective _Checklist Creation Rule_. 
2. In the _Checklist Creation Rule Criteria_ section, select **Create**.
3. Complete the following information: 
    * **Rule Criteria for All**: If this rule criteria should apply to all child objects on the _Case_, select **Yes**. Otherwise, select **No**.
    * **Rule Expression**: Enter a rule expression for this rule criteria using any of the operators and functions in the <a href="/en/gr/52324/">Vault Formula Reference Guide</a> and the Safety-specific functions detailed in <a href="/en/gr/861364/">Create Formula Expressions</a>. 
4. Select **Save**. 

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      <p><strong>Note</strong>: Vault does not support the <code class="language-plaintext highlighter-rouge">VS_HASONE</code> and <code class="language-plaintext highlighter-rouge">VS_HASMANY</code> Safety functions in <em>Checklist Creation Rule Criteria</em>. Vault also supports rule expressions for the <em>Case</em> object and <em>Case</em> child and grandchild records only.</p>
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You can see a list of _Checklists_ that were generated using this rule in the _Case Checklists Created with this Rule_ section. 

## Access Checklist Responses

To access QC responses, navigate to **Business Admin > Objects > Case Checklists** and then select the _Checklist_ for which you want to see the responses. 

## Additional Resources

You can leverage Vault _Checklist_ functionality to create QC _Checklists_. See the following list for more information: 
* <a href="/en/gr/537448/">Using the Visual Checklist Designer</a>
* <a href="/en/gr/50438/">Using the Checklist Design Loader</a>
* <a href="/en/gr/66938/">Checklist Scoring & Weighting</a>
* <a href="/en/gr/66930/">Configuring Checklist Workflows</a>

[1]: #bypass-checklists