Configure Signal Alerts

Learn how to configure Signal Alert Rule Sets and Signal Alert Rules for the Signal Alert Rule Engine.

About Signal Alerts

The Signal Alert Rule Engine runs against Statistical Data records within a given Signal Reporting Period to determine whether the associated Product-Event Combination (PEC) qualifies as a potential signal.

When the Signal Alert Rule Engine runs, Vault evaluates all active Signal Alert Rule Sets associated with a Signal Product Profile with the Safety Database source. A Signal Alert Rule Set defines a group of Signal Alert Rules. A Signal Alert Rule defines a rule using an expression. Safety Signal provisions rules that meet the industry standard and you can configure custom rules to suit your business needs.

After configuring signal alerts, see Run & Review Signal Alerts for more information on how to use this feature.

Prerequisites

Before configuring this feature, you must enable the Signal Alert Rule Engine in your Vault and configure Signal Product Profiles.

Configure Signal Alert Rule Sets

Follow the steps below to configure Signal Alert Rule Sets:

  1. Navigate to Business Admin > Objects > Signal Alert Rule Sets.
  2. Select Create.
  3. Complete the following information:
    • Signal Alert Rule Set Name: Enter a name for the Signal Alert Rule Set.
    • (Optional) API Name: Enter an API name for the Signal Alert Rule Set.
  4. Select Save.
  5. Expand all sections.
  6. Configure Signal Alert Rules.
  7. Link a Signal Alert Rule Set with a Signal Product Profile.

Configure Signal Alert Rules

Follow the steps below to configure Signal Alert Rules:

  1. Navigate to Business Admin > Objects > Signal Alert Rules or Business Admin > Objects > Signal Alert Rule Sets > [applicable Signal Alert Rule Set] > Signal Alert Rules section.
  2. Select Create.
  3. Complete the following information:
    • Signal Alert Rule Name: Enter a name for the Signal Alert Rule.
    • (Optional) API Name: Enter an API name for the Signal Alert Rule.
    • (Optional) Description: Enter a description for the Signal Alert Rule.
    • Expression: Enter an expression using operators and values. See the table below for Signal Alert Rule expressions that meet industry standards. For guidance on writing expressions according to your business needs, contact your Veeva Representative or use Vault’s Formula Reference Guide and Configuring Formula Fields on Objects.
      Field values in this expression must exist on the Statistical Data object, otherwise an error will occur when you save the Signal Alert Rule record.
    • Signal Alert Rule Set: If creating the rule from a Signal Alert Rule Set, Vault sets this field automatically. Otherwise, select a Signal Alert Rule Set from the drop-down or select the Advanced Search (binoculars-icon) icon to use filters and refine your search.
    • Alert Category: Select a picklist value. If a value does not exist for the Signal Alert Rule, you can optionally create a new alert category. You can select one (1) value only.
  4. Select Save.

Expression Industry-Standard Signal Alert
listed__v = false If the PEC is not listed on the Case Assessment, the rule passes.
eb05__v >= 2 If the EB05 score is greater than or equal to two (2), the rule passes.

A Signal Product Profile is associated with a Signal Reporting Period. Link the Signal Alert Rule Set with the applicable Signal Product Profile in order for Vault to evaluate this rule set until the end of the reporting period. You can do this in the following ways:

  • Add the Signal Alert Rule Set directly on the Signal Product Profile.
  • Create a Signal Alert Rule Set Product Profile.

To add the Signal Alert Rule Set to a Signal Product Profile:

  1. Navigate to Business Admin > Objects > Signal Product Profiles > [Signal Product Profile].
  2. Expand the Alert Rule Sets section.
  3. Select Add.
  4. Add the applicable Signal Alert Rule Sets from the list or use the search bar and filters to refine your search.
  5. Select OK.

To create a Signal Alert Rule Set Product Profile:

  1. Navigate to Business Admin > Objects > Signal Alert Rule Set Product Profiles.
  2. Select Create.
  3. Complete the following information:
    • Name: Enter a name for the Signal Alert Rule Set Product Profile.
    • Signal Alert Rule Set: Select an option from the drop-down or select the Advanced Search icon to use filters and refine your search.
    • Signal Product Profile: Select an option from the drop-down or select the Advanced Search icon to use filters and refine your search.
  4. Select Save.

Create Alert Categories

After you configure custom Signal Alert Rules, you can optionally configure additional signal alert categories, which Vault assigns to the rules that are met. Alert categories provide more detail about the Signal Alert Rule that was met for the users reviewing Statistical Data records.

To do this:

  1. Navigate to Business Admin > Picklists > Signal Alert Category.
  2. In the Picklist Values section, select Create.
  3. In the Create Picklist Value dialog, enter a picklist value for the new Signal Alert Category.
  4. Select Save or Save + Create to save the value and create another.
  5. Optional: Select Reorder to organize the list of values by dragging and dropping them and then select Save.

Test the Signal Alert Rule Engine

After performing the configuration on this page, you can test the alert rules and rule sets by manually running the Signal Alert Rule Engine.