# Enable Safety Signal

Before you can use Veeva Safety Signal, you must update object layouts, configure actions, and grant permissions. For more information about the Signal application, see <a href="/en/lr/753121/">Veeva Safety Signal Overview</a>.

## Configure Object Layouts

Create new custom layouts and update object layouts as described in the sections below. To access object layouts, navigate to **Admin > Configuration > Objects > [Object] > Layouts**.

### Copy Standard Layouts to Create Custom Layouts

For the following objects, <a href="/en/lr/26387/#save-as-layout">copy</a> the applicable standard layout, set the new custom layout as the <a href="/en/lr/26387/#set-a-default-layout">default</a>, and <a href="/en/lr/26387/#delete-a-layout">delete</a> other existing custom layouts that are no longer needed:
* _EVDAS eRMR Data_
* _EVDAS eRMR Data Line Listing_
* _EVDAS Line Listing_
* _Signal Calculation_
* _Signal Calculation Run_
* _Signal Calculations Setting_
* _Signal Calculation Mapping_
* _Signal Source_
* _Signal Health Authority Database_
* _Statistical Data_ \
    For this object layout, ensure the _Details_ section includes the _Safety Investigation_ field and the _Safety Investigation_ field is <a href="/en/lr/15057/#customizestandardobjects">displayed in default lists and hovercards</a>.
* _Workbench View_
  * _Signal View_ object type
  * _Filter View_ object type

For the following SafetyDocs objects, <a href="/en/lr/26387/#save-as-layout">copy</a> the applicable standard layout, set the new custom layout as the <a href="/en/lr/26387/#set-a-default-layout">default</a>, and <a href="/en/lr/26387/#delete-a-layout">delete</a> other existing custom layouts that are no longer needed:
* _Literature Data_
* _PEC Period_
* _Product-Event Combination_
* _Reporting Period_
* _Safety Investigation_

<div class="note-border alert-info">
  <div class="alert alert-info" role="alert">
    <div><i class="far fa-info-circle"></i></div>
    <div class="alert-text">
      <p><strong>Note</strong>: To access SafetyDocs objects, you must obtain a <a href="/en/lr/01233/">SafetyDocs</a> license.</p>
    </div>
  </div>
</div>



### Update the Workbench View Object Principal View Object Type Layout

To update the _Workbench View_ object _Principal View_ object type <a href="/en/lr/26387/#how-to-access-page-layouts">layout</a>:
1. Select the **Principal View Detail Page Layout**.
2. Ensure the _Properties_ section includes the following <a href="/en/lr/26387/#how-to-add-object-fields">fields</a>: 
    * _Name_
    * _API Name_
    * _Description_
    * _Sortable by Row Number_
3. After the _Properties_ section, insert the _SQL Editor_ <a href="/en/lr/26387/#related-object">related object section</a>.
4. After the _SQL Editor_ section, insert the _Workbench View Column_ <a href="/en/lr/26387/#related-object">related object section</a> with the following information: 
    * **Section Label**: Enter `View Columns`.
    * **Section Name**: Enter `view_columns`.
    * **Creation Option**: Select **Create record in pop-up dialog**. 
5. In the _View Columns_ section, <a href="/en/lr/26387/#columns">edit the default columns</a> to display: 
    * _Name_
    * _Column Type_
    * _Picklist Reference_
    * _Safety Object Reference_
    * _Safety Object Constraint_
    * _API Name_
6. After the _View Columns_ section, insert the _Filters_ control <a href="/en/lr/26387/#how-to-add-sections">section</a> with the **Slider** (<img class="inline" src="https://platform.veevavault.help/assets/images/saf-app-control.png" alt="slider icon" style="" />) icon.
7. After the _Filters_ section, insert the _Run Preview_ control <a href="/en/lr/26387/#how-to-add-sections">section</a> with the **Slider** icon.

### Update the Workbench View Column Object Layout

To update the _Workbench View Column_ object <a href="/en/lr/26387/#how-to-access-page-layouts">layout</a>, select the **Workbench View Column Detail Page Layout** and ensure the _Details_ section includes the following <a href="/en/lr/26387/#how-to-add-object-fields">fields</a>:
* _Name_
* _API Name_
* _Column Type_
* _View_
* _Picklist_ control field with the **Slider** icon
* _Safety Object Reference_
* _Safety Object Constraint_

### Update the Workbench View Dependency Object Layout

To update the _Workbench View Dependency_ object <a href="/en/lr/26387/#how-to-access-page-layouts">layout</a>, select the **Workbench View Dependency Detail Page Layout** and ensure the _Details_ section includes the following <a href="/en/lr/26387/#how-to-add-object-fields">fields</a>:
* _View_
* _Dependent View_

### Include the Statistical Data Section on Object Layouts

To ensure the _Safety Investigation_ and _Signal Reporting Period_ object <a href="/en/lr/26387/#how-to-access-page-layouts">layouts</a> include the _Statistical Data_ section, use one of the following methods:
* <a href="/en/lr/26387/#save-as-layout">Copy</a> the applicable standard layout, set the new custom layout as the <a href="/en/lr/26387/#set-a-default-layout">default</a>, and <a href="/en/lr/26387/#delete-a-layout">delete</a> other existing custom layouts that are no longer needed.
* Insert the _Statistical Data_ related object section to the existing object layout:
    1. Select the applicable object layout.
    2. Insert a _Statistical Data_ <a href="/en/lr/26387/#how-to-add-sections">related object section</a> with the following information:
        * **Section Label**: Enter `Statistical Data`.
        * **Section Name**: Enter `statistical_data`.
    3. Select **Done**.
    4. Optional: <a href="/en/lr/26387/#columns">Edit the default columns</a> to appear as follows:
        * _Statistical Data Unique Name_
        * _Product Family_
        * _MedDRA Term_
        * _Alert_
        * _Listed_
        * _EB05_
        * _New All_
        * _Cumulative All_
        * _New Fatal_
        * _Cumulative Fatal_
        * _New Serious_
        * _Cumulative Serious_
        * _New Spontaneous_
        * _Cumulative Spontaneous_
        * _Current Disposition_
        * _Current Disposition Date_
        * _Previous Period Disposition_
    5. Select **Save**.

## Update the Statistical Data Object

To update the _Statistical Data_ object, navigate to **Admin > Configuration > Objects > Statistical Data** and update [field settings][1] and the [list layout][2]. 

### Update Fields {#update-fields}

To update the _Display in default lists and hovercards_ setting for _Statistical Data_ object fields:
1. Navigate to the **Fields** tab.
2. For the following fields, select the **Display in default lists and hovercards** checkbox:
    * _Lifecycle State_
    * _Safety Investigation_
3. For the _Source_ field, clear the **Display in default lists and hovercards** checkbox.

### Update the List Layout {#list-layout}

To update the _Statistical Data_ list layout:
1. Navigate to the **List Layout** tab and select **Reorder**.
2. Drag field names so the list layout appears in the following order:
    * _Statistical Data Unique Name_
    * _Product Family_
    * _MedDRA Term_
    * _Alert_
    * _Listed_
    * _EB05_
    * _New All_
    * _Cumulative All_
    * _New Fatal_
    * _Cumulative Fatal_
    * _New Serious_
    * _Cumulative Serious_
    * _New Spontaneous_
    * _Cumulative Spontaneous_
    * _Current Disposition_
    * _Current Disposition Date_
    * _Previous Period Disposition_
    * _Previous Period Disposition Date_
    * _Reporting Period_
    * _Detection Date_
    * _Safety Investigation_
    * _Detection Type_
    * _Lifecycle State_
3. Select **Save**.

## Configure Actions on the Signal Calculation Run Object

To configure actions on the _Signal Calculation Run_ object: 

1. <a href="/en/lr/43127/#assign-actions">Assign</a> the following actions to the _Signal Calculation Run_ object:
    * _Signal Run_: For the _Label_, enter `Run Calculation`. 
    * _Create Statistical Data_: For the _Label_, enter `Create Statistical Data`.
2. Add the actions as <a href="/en/lr/59885/#define-actions">user actions</a> to the applicable states of the _Signal Calculation Run Lifecycle_ object lifecycle.

## Grant Permissions

Ensure your <a href="/en/lr/22824/#objectpermissions">permission sets</a> are updated to grant the appropriate level of access for Admins and users to objects, fields, and tabs according to your organization's process. Manage permissions from **Admin > Users & Groups > Permission Sets > [Permission Set]**.

### Admin & User Permissions

In the applicable permission sets, select the **Objects** tab and use the table below to grant permissions:
<table>
    <thead>
        <tr>
            <th>Permission Set</th>
            <th>Object</th>
            <th>Object Permissions</th>
            <th>Object Type/Action/Control</th>
            <th>Object Type/Action/Control Permissions</th>
        </tr>
    </thead>
    <tbody>
        <tr>
            <td rowspan="9">[Applicable Admin Permission Set]</td>
            <td><em>Workbench View</em></td>
            <td><ul>
                    <li><em>Read</em></li>
                    <li><em>Create</em></li>
                    <li><em>Edit</em></li>
                    <li><em>Delete</em></li>
                </ul>
            </td>
            <td>Object types:
                <ul>
                    <li><em>Principal View</em></li>
                    <li><em>Signal View</em></li>
                    <li><em>Filter View</em></li>
                </ul>
                Object controls:
                <ul>
                    <li><em>Filters</em></li>
                    <li><em>Run Preview</em></li>
                </ul>
            </td>
            <td><em>View</em></td>
        </tr>
        <tr>
            <td><em>Workbench View Dependency</em></td>
            <td><ul>
                    <li><em>Read</em></li>
                    <li><em>Create</em></li>
                    <li><em>Edit</em></li>
                    <li><em>Delete</em></li>
                </ul>
            </td>
            <td>N/A</td>
            <td>N/A</td>
        </tr>
        <tr>
            <td><em>Workbench View Column</em></td>
            <td><ul>
                    <li><em>Read</em></li>
                    <li><em>Create</em></li>
                    <li><em>Edit</em></li>
                    <li><em>Delete</em></li>
                </ul>
            </td>
            <td>Object control:
                <ul>
                    <li><em>Picklist</em></li>
                </ul>
            </td>
            <td><em>View</em></td>
        </tr>
        <tr>
            <td><em>Signal Calculation</em></td>
            <td><ul>
                    <li><em>Read</em></li>
                    <li><em>Create</em></li>
                    <li><em>Edit</em></li>
                    <li><em>Delete</em></li>
                </ul>
            </td>
            <td>N/A</td>
            <td>N/A</td>
        </tr>
        <tr>
            <td><em>Signal Calculation Mapping</em></td>
            <td><ul>
                    <li><em>Read</em></li>
                    <li><em>Create</em></li>
                    <li><em>Edit</em></li>
                    <li><em>Delete</em></li>
                </ul>
            </td>
            <td>N/A</td>
            <td>N/A</td>
        </tr>
        <tr>
            <td rowspan="2"><em>Signal Calculation Run</em></td>
            <td rowspan="2"><ul>
                    <li><em>Read</em></li>
                    <li><em>Create</em></li>
                    <li><em>Edit</em></li>
                    <li><em>Delete</em></li>
                </ul>
            </td>
            <td>Object controls:
                <ul>
                    <li><em>Create Statistical Data</em></li>
                    <li><em>Signal Run</em></li>
                </ul>
            </td>
            <td><em>Execute</em></td>
        </tr>
        <tr>
            <td>Object controls:
                <ul>
                    <li><em>Filters</em></li>
                    <li><em>Run Preview</em></li>
                </ul>
            </td>
            <td><em>View</em></td>
        </tr>
        <tr>
            <td><em>Signal Calculations Setting</em></td>
            <td><ul>
                    <li><em>Read</em></li>
                    <li><em>Create</em></li>
                    <li><em>Edit</em></li>
                    <li><em>Delete</em></li>
                </ul>
            </td>
            <td>N/A</td>
            <td>N/A</td>
        </tr>
        <tr>
            <td><em>Statistical Data</em></td>
            <td><ul>
                    <li><em>Read</em></li>
                    <li><em>Create</em></li>
                    <li><em>Edit</em></li>
                    <li><em>Delete</em></li>
                </ul>
            </td>
            <td>N/A</td>
            <td>N/A</td>
        </tr>
        <tr>
            <td rowspan="3">[Applicable User Permission Set]</td>
            <td rowspan="2"><em>Signal Calculation Run</em></td>
            <td rowspan="2"><ul>
                    <li><em>Read</em></li>
                    <li><em>Create</em></li>
                    <li><em>Edit</em></li>
                    <li><em>Delete</em></li>
                </ul>
            </td>
            <td>Object actions:
                <ul>
                    <li><em>Signal Run</em></li>
                    <li><em>Create Statistical Data</em></li>
                </ul>
            </td>
            <td><em>Execute</em></td>
        </tr>
        <tr>
            <td>Object actions:
                <ul>
                    <li><em>Filters</em></li>
                    <li><em>Run Preview</em></li>
                </ul>
            </td>
            <td><em>View</em></td>
        </tr>
        <tr>
            <td><em>Statistical Data</em></td>
            <td><ul>
                    <li><em>Read</em></li>
                    <li><em>Create</em></li>
                    <li><em>Edit</em></li>
                    <li><em>Delete</em></li>
                </ul>
            </td>
            <td>Object action:
                <ul>
                    <li><em>Open Safety Investigation</em></li>
                </ul>
            </td>
            <td><em>Execute</em></td>
        </tr>
    </tbody>
</table>

### Signal Health Authority Database Permissions

In the _Signal Management_ permission set, select the **Objects** tab and grant _Read_, _Create_, and _Edit_ permissions for the _Signal Health Authority Database_ object.

### Standard Tab Permissions

In the applicable permission sets, select the **Tabs** tab and grant _View_ permission for the following tabs:
* _Statistical Data_
* _EVDAS eRMR Data_
* _Literature Data_

## Activate Standard Signal Sources

You must make the following standard signal sources active:
* _Safety Database_
* _Health Authority_   
* _Literature_

To do this:
1. Navigate to **Business Admin > Objects > Signal Sources**.
2. From the **All Actions** menu next to a source, select **Change State to Active**.
3. Repeat these steps for the required sources.

If you do not see the _Change State to Active_ action, you must add the action as a <a href="/en/lr/59885/#define-actions">user action</a> on the _Inactive_ state of the _Signal Source Lifecycle_ object lifecycle.

[1]: #update-fields
[2]: #list-layout