Enable Japan Periodic Reporting - Post-Market Non-Serious (NUPR)

Learn how to update your Vault’s configuration to enable PMDA Post-Market report authoring and table generation.

About the PMDA Post-Market Aggregate Report

Support for PMDA Post-Market tabulations was added in 24R1. Use the instructions on this page to configure your Vault so that PMDA Post-Market reports are available to users.

Once you enable this feature, Create PMDA Post-Market Aggregate Reports describes how to create and generate PMDA Post-Market reports and tabulations.

Add PMDA Post-Market to the Aggregate Reports Tab

Add the PMDA Post-Market option to the Aggregate Reports tab as follows.

  1. Go to Admin > Configuration > Tabs.
  2. Select Aggregate Reports.
  3. From the Actions menu, select Add Sub-tab.
  4. Complete the new tab fields as follows:
    Label: PMDA Post-Market
    Name: Accept the default system-generated name (pmda_postmarket__c)
    Status: Active
    Tab Type: Object
    Object: Aggregate Reports
    Object Type: PMDA Post-Markets
    Creation Options: Create record in new page
  5. Select Save.

Result

The PMDA Post-Market option now appears under the Aggregate Reports tab.

Upload Template: J-NUPR Non-Serious Unlisted Periodic Report

Upload the J-NUPR Non-Serious Unlisted Periodic Report template to your Vault as follows:

  1. Download the J-NUPR Non-Serious Unlisted Periodic Report template.
  2. Go to Business Admin > Templates.
  3. Navigate to Base Document > Template > Aggregate Summary Tabulation > J-NUPR Non-Serious Unlisted Periodic Report.
  4. Select Create > Document Template.
  5. Enter the following properties for the new document template:
    Type: Basic Document Template
    Label: J-NUPR Non-Serious Unlisted Periodic Report
    Name: Accept the default system-generated name (jnupr_nonserious_unlisted_periodic_rep__c)
    Status: Active
    File Details: Select Upload File and select the file you downloaded in step 1.
  6. Select Save.

Update Aggregate Report Writer Permissions

Grant permissions to the PMDA Post-Market report for the Aggregate Report Writer role as follows.

  1. Go to Admin > Users & Groups.
  2. Navigate to Permission Sets > Aggregate Report Writer > Objects.
  3. Select Edit.
  4. Under Aggregate Report, grant the Read, Create, Edit, and Delete permissions to PMDA Post-Market.
  5. Select Save.

Result

Your Vault is now configured to use the PMDA Post-Market aggregate report.