Enable PVA Scheduling

Learn how to configure your Vault to support PVA Scheduling.

About PVA Scheduling

With the 25R1 release, Vault SafetyDocs supports PVA Scheduling. Scheduling defines when and how often Vault automatically creates PVA Activity records and documents for a given PVA Obligation record. This is useful in situations where a PVA has obligations with recurring activities, such as circulating a weekly summary of literature articles.

After you have enabled this feature, see the following articles for more information:

Prerequisites

Before configuring this feature in your Vault, you must enable PVA Management.

Overview

To configure PVA Scheduling in your Vault:

Configure the PVA Obligation Object

To configure the PVA Obligation object, navigate to Admin > Configuration > Objects > PVA Obligation and:

Update the PVA Obligation Layout

To update the PVA Obligation layout:

  1. Navigate to Layouts > PVA Obligation Detail Page Layout.
  2. In the Details section, add the following fields:
    • Schedule
    • Activity Creation Days Prior
    • Start Date
    • Source Vault Report
    • Source Report Prompt
    • Source Report Format
  3. Select Save.

Configure the PVA Obligation Default Object Type

To configure Scheduled Obligation as the default PVA Obligation object type:

  1. In the Details tab, select Edit.
  2. In the Options section, select the Default Object Type drop-down and select Scheduled Obligation.
  3. Select Save.
  4. Configure a field default for the Obligation Direction field with Picklist.pva_distribution_type__v.outbound__v as the Default Value.
  5. Select Save.

Configure PVA Obligation Actions

To configure PVA Obligation actions, assign the following actions to the PVA Obligation object:

  • Schedule PVA Obligation
  • Cancel Scheduled Obligation

Then, add each action as a user action on the PVA Obligation object lifecycle using the following conditions:

  • Condition Type: All conditions are met
    • Lifecycle State equals Active
    • PVA Obligation Type equals Scheduled Obligation

Configure the PVA Activity Object

To configure the PVA Activity object:

Configure the Update all Activity Dates Action

To configure the Update all Activity Dates action, assign the Update all Activity Dates action to the PVA Activity object. Then, add the action as a user action on the PVA Activity object lifecycle using the following conditions:

  • Condition Type: All conditions are met
    • Lifecycle State equals New or In Progress
    • PVA Obligation Type equals Scheduled Obligation

Set a Field Default for the Activity Type field

Configure a field default for the Activity Type field with pva_obligation__vr.obligation_direction__v as the Default Value.

Configure PV Agreement Actions

To configure PV Agreement actions, assign the following actions to the PV Agreement object:

  • Schedule PVA Obligations
  • Cancel Scheduled Obligations

Then, add the actions as entry actions on the following PV Agreement object lifecycle states:

  • Add the Schedule PVA Obligations action on the Effective state
  • Add the Cancel Scheduled Obligations action on the Terminated state

Update Object Layouts

To configure PVA Scheduling in your Vault, update layouts for the following objects:

Update the Schedule Layout

To update the Schedule layout:

  1. Navigate to Admin > Configuration > Objects > Schedule > Layouts > Schedule Detail Page Layout.
  2. Under the Details section, insert a Related Object section with the following information:
    • Related Object: Schedule Component
    • Section Label: Components
    • Creation Option: Create record in pop-up dialog
  3. Select Done.
  4. Select Save.

Update the Schedule Component Layout

To update the Schedule Component layout:

  1. Navigate to Admin > Configuration > Objects > Schedule Component > Layouts > Schedule Component Detail Page Layout.
  2. In the Details section, add the following fields:
    • Order
    • Number of Repeats
    • Periodicity (Value)
    • Periodicity (Unit)
    • Schedule
  3. Select Save.

Update the Schedule Recurrence Layout

To update the Schedule Recurrence layout:

  1. Navigate to Admin > Configuration > Objects > Schedule Recurrence > Layouts > Schedule Recurrence Detail Page Layout.
  2. In the Details section, add the following fields:
    • Name
    • Recurrence Type
    • Schedule
    • Start Date
    • PV Agreement
    • PVA Obligation
  3. Under the Details section, insert a Related Object section with the following information:
    • Related Object: Scheduled Event
    • Section Label: Scheduled Events
    • Creation Option: Prevent record creation
  4. Select Done.
  5. Select Save.

Update the Scheduled Event Layout

To update the Scheduled Event layout:

  1. Navigate to Admin > Configuration > Objects > Scheduled Event > Layouts > Scheduled Event Detail Page Layout.
  2. In the Details section, add the following fields:
    • Name
    • Schedule Recurrence
    • Schedule
    • Schedule Component
    • Scheduled Date
    • Actual Runtime
    • Result (Message)
  3. Select Save.

Grant PVA Actions Object Permissions

Ensure you update your permission sets to grant the appropriate level of access for users according to your organization’s process. Manage PVA Actions object permissions from Admin > Users & Groups > Permission Sets > PVA Actions > Objects > [Object].

We recommend granting the following object permissions:

Object Object Permissions
PVA Obligation of type Base PVA Obligation
  • Read
  • Edit
  • Delete
PVA Obligation of type Manual Obligation
  • Read
  • Create
  • Edit
  • Delete
PVA Obligation of type Scheduled Obligation
  • Read
  • Create
  • Edit
  • Delete
Schedule
  • Read
Schedule Component
  • Read
Schedule Recurrence of type PVA Obligation Recurrence
  • Read
Scheduled Event
  • Read
Scheduler Exception
  • Read