Learn how to upload a Workbench Report to the Vault Library.
About Uploading Workbench Reports to the Vault Library
If configured by your Admin, the Upload to Library action becomes available when a Workbench Report is set to the Final Review state type.
After triggering the Upload to Library action on a Workbench Report for the first time, Vault does the following:
- Creates a new Vault Library document with the Workbench Report document type.
- Names the document according to the Workbench Report.
- Attaches the Excel version of the Workbench Report to the document.
- Copies the Workbench Report category and subcategory field values to the document.
- Cross-references the Workbench Report and the document and allows users to download the PDF rendition.
- Sets the document to the Generated state.
- Enables blind protection and study content protection on the document.
If a Vault document already exists for the Workbench Report:
- Vault updates the existing document with a new minor version.
- Vault attaches the Excel version of the Workbench Report.
- If you updated the report Name or Report Subcategory value, Vault does not copy the new value over to the document and instead maintains the existing value that was specified.
If you delete a Workbench Report, Vault does not automatically delete the associated Vault document. You must navigate to the Vault Library and manually delete the document.
Prerequisites
Before you can use this feature, your Admin must enable uploading Workbench Reports to the Vault Library.
Upload to Library
To upload a Workbench Report directly to the Vault Library:
- Navigate to Workbench > Ad Hoc Reports.
- Select the applicable Workbench Report that is in the Final Review state type.
- From the All Actions menu, select Upload to Library.
Note: If you do not see this action, contact your Admin to ensure you are assigned the appropriate permissions.