Configure Schedule Records | Veeva Vault Help

Learn how to create Schedules in your Vault.

About Schedules

To simplify managing recurring PVA obligations, SafetyDocs offers automated PVA scheduling, supporting on-time reporting and reducing manual workload. When users create Scheduled-type PVA Obligation records, they populate the Schedule field with a specific Schedule record that defines when and how often Vault creates PVA Activity records and report documents for the PVA Obligation record.

Note: If you have a Veeva Safety Workbench license, you may have access to Workbench Report Set scheduling. This functionality uses Schedule records to determine the intervals at which to run a Workbench Report Set and generate Workbench Reports and their Excel documents.

Standard Schedules

Vault includes the following standard Schedules:

Bi-Annually: Every two (2) years.
Annually: Every one (1) year.
Semi-Annually: Every six (6) months.
Quarterly: Every three (3) months.
Monthly: Every one (1) month.
Monthly on the First Selected Day of the Week: Monthly on the first day of the week that matches the day corresponding to the Start Date of the PVA Obligation or Workbench Report Set using the Schedule. For example, if the PVA Obligation has a Start Date of August 1, 2025 (a Friday), this Schedule runs every month on the first Friday.
Last Day of the Month: Monthly on the last day of the month.
Weekly: Every seven (7) days on the specified days.
Daily: Every one (1) day.
DSUR: Follows a DSUR schedule of every year.
PADER: Follows a PADER schedule of every three (3) months for the first three (3) years, then once a year thereafter.
PBRER: Follows a PBRER schedule of every six (6) months for the first two (2) years, then once a year thereafter.

Schedules and Schedule Components

Each Schedule record contains the schedule’s name, description, and links to the child Schedule Component records that define its frequency, duration, repetitions, and the order in which Vault runs them.

A Schedule with a single Schedule Component runs according to that single Schedule Component’s frequency, duration, and repetitions. When a Schedule contains multiple Schedule Components, Vault runs the Schedule Components based on their Order field values. This means Vault first runs the Schedule Component with an Order field value of 1 until its full cycle is complete, as defined by its Periodicity and Number of Repeats values. Then, Vault runs the Schedule Component with an Order field value of 2 until its full cycle is complete, and so on.

Example Schedule with a Single Schedule Component

The Bi-Annually Schedule record, which repeats every two (2) years without an end, consists of a single Schedule Component record with the following field values:

Number of Repeats is 0: This Schedule Component repeats indefinitely.
Order is 1: As this is the only Schedule Component defined for the Schedule, this value doesn’t impact its functionality.
Periodicity (Unit) is Years: This Schedule Component runs every x years, where x is equal to the Periodicity (Value) field value.
Periodicity (Value) is 2: This Schedule Component runs every two (2) years, as defined by both this field and the Periodicity (Unit) field value.

Example Schedule with Multiple Schedule Components

The PBRER Schedule record consists of two (2) Schedule Component records, which allow Vault to run the schedule every six (6) months for the first two (2) years, then once a year thereafter. Its first Schedule Component record, which runs every six (6) months for the first two (2) years, contains the following field values:

Number of Repeats is 4: This Schedule Component repeats four (4) times, at the intervals specified in the Periodicity fields. As the Periodicity field values define a repeating interval of every six (6) months, this means Vault runs this Schedule Component for two (2) years.
Order is 1: When looking at all of the Schedule Component records on the Schedule, Vault runs this Schedule Component first.
Periodicity (Unit) is Months: This Schedule Component runs every x months, where x is equal to the Periodicity (Value) field value.
Periodicity (Value) is 6: This Schedule Component runs every six (6) months, as defined by both this field and the Periodicity (Unit) field value.

Its second Schedule Component record, which runs once a year indefinitely after the first Schedule Component has reached its end, contains the following field values:

Number of Repeats is 0: This Schedule Component repeats indefinitely.
Order is 2: When looking at all of the Schedule Component records on the Schedule, Vault runs this Schedule Component second.
Periodicity (Unit) is Years: This Schedule Component runs every x years, where x is equal to the Periodicity (Value) field value.
Periodicity (Value) is 1: This Schedule Component runs every one (1) year, as defined by both this field and the Periodicity (Unit) field value.

Prerequisites

To create Schedules, your Admin must enable PVA Scheduling.

Create Custom Schedules

To create a Schedule, you must:

Create the parent Schedule record
Create one (1) or more child Schedule Component records to define how Vault runs the Schedule

Create Schedules

To create a Schedule:

Navigate to Business Admin > Objects > Schedules.
Select Create.
In the Name field, enter a descriptive name for your Schedule.
Select Save.

Create Schedule Components

To create a Schedule Component:

From the Components section of your Schedule record, select Create.
In the dialog that appears, populate the following fields, then select Save:

Field	Description
Number of Repeats	Enter a number between 0 and 100. This is the number of times this Schedule Component will repeat in the schedule. Entering `0` allows the component to repeat indefinitely.
Order	Enter a number between one (1) and 25. For Schedules with multiple Schedule Components, this number determines the order in which Vault runs the Schedule Components.
Periodicity (Unit)	Select a unit from the picklist: Days Weeks Months Years In combination with the Periodicity (Value) value, this determines the period of time between each repeat.
Periodicity (Unit Monthly)	If you selected Months in the Periodicity (Unit) field, you can select an option to define a specific pattern for when this Schedule Component runs: Monthly on the First Selected Day of the Week Last Day of the Month Note: If you leave this field blank, Vault initiates the monthly Schedule Component on the Start Date defined in the PVA Obligation or Workbench Report Set using the Schedule.
Periodicity (Value)	Enter a number between one (1) and 365. In combination with the Periodicity (Unit) value, this determines the number of time units between each repeat.