**Source URL:** https://safety.veevavault.help/en/lr/832416/index.md

# Enable PVA Scheduling

Learn how to configure your Vault to support PVA Scheduling. 

## About PVA Scheduling
With the 25R1 release, 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:
- <a href="/en/lr/827001/">Configure Schedule Records</a>
- <a href="/en/lr/01242/#pva-scheduling">Manage Pharmacovigilance Agreements</a>

## 25R3 Update: Scheduler Enhancements {#r253-update}

With the 25R3 release, SafetyDocs introduces two (2) additional standard _Schedules_, allowing users to schedule _PVA Obligations_ on the last day of the month or the first selected day of the week each month. This feature supports using these monthly recurrence patterns when <a href="/en/lr/827001/#create-custom-schedules">creating custom _Schedules_</a>. See [Configure Scheduler Enhancements][20] to configure your Vault for this feature.

 <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>: For organizations with both SafetyDocs and Workbench Vaults, as both applications include the <em>Schedule</em> object, configuring Scheduler Enhancements in SafetyDocs automatically applies these enhancements to <a href="/en/lr/884894/"><em>Workbench Report Set</em> scheduling</a> in Workbench.</p>
    </div>
  </div>
</div>



## 25R2 Updates
With the 25R2 release, SafetyDocs introduces the following updates:
* [Automated Distribution of PVA Reports][16]
* [Workbench Report Set Scheduling][18]

### Automated Distribution of PVA Reports {#automated-distribution-pva-reports}
With the 25R2 release, SafetyDocs extends its PVA Scheduling functionality by introducing the ability to distribute _Vault Report_ or _Workbench Report Set_ documents right after generation. This reduces the manual effort required to circulate recurring reports as part of a PVA obligation, such as weekly reconciliation of _Case_ listings. To enable this feature, see [Configure Automated Distribution of PVA Reports][17].

After you have enabled this feature, see the following article for more information: <a href="/en/lr/01242/#auto-send-generated-document-field">Manage Pharmacovigilance Agreements</a>.

### Workbench Report Set Scheduling {#workbench-report-set-scheduling}
With the 25R2 release, Vault extends its scheduling functionality to Veeva Safety Workbench by introducing the ability to <a href="/en/lr/860557/#schedule-workbench-report-sets">automatically run _Workbench Reports_ in a _Workbench Report Set_ on a schedule</a>. As part of this feature, Vault enhances PVA Scheduling by allowing users to select specific days when defining a _Weekly Schedule_ on a _PVA Obligation_.

To configure these updates in your Vault, update the following object layouts:
* <a href="/en/lr/884894/#update-schedule-recurrence-layout">_Schedule Recurrence_</a>
* <a href="/en/lr/869629/#update-pva-obligation-layout">_PVA Obligation_</a>

After you have enabled this feature, see the following article for more information: <a href="/en/lr/01242/#days-to-run">Manage Pharmacovigilance Agreements</a>.

## Prerequisites
Before configuring this feature in your Vault, you must <a href="/en/lr/01324/">enable PVA Management</a>.

## Overview
To configure PVA Scheduling in your Vault: 
- [Configure the _PVA Obligation_ object][1]
- [Configure the _PVA Activity_ object][5]
- [Configure _PV Agreement_ actions][8]
- [Update object layouts][9]
- [Grant _PVA Actions_ object permissions][14]
- Set the _Safety Scheduler Job_ to <a href="/en/lr/22897/#how-to-edit-job-definitions">active</a>

## Configure the PVA Obligation Object
To configure the _PVA Obligation_ object, navigate to **Admin > Configuration > Objects > PVA Obligation** and:
- [Update the _PVA Obligation_ object layout][2]
- [Configure the _PVA Obligation_ default object type][3]
- [Configure _PVA Obligation_ actions][4]

### 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, <a href="/en/lr/26387/#how-to-add-object-fields">add</a> 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
<div class="note-border alert-info">
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    <div><i class="far fa-info-circle"></i></div>
    <div class="alert-text">
      <p><strong>Note</strong>: Depending on the structure of your PVAs, you may prefer to set <em>Manual Obligation</em> as your default <em>PVA Obligation</em> object type.</p>
    </div>
  </div>
</div>



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 <a href="/en/lr/42778/#how-to-set-a-field-default">field default</a> 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, add <a href="/en/lr/59885/#define-actions">user actions</a> on the _Active_ state of the _PVA Obligation Lifecycle_ using the following conditions:
* **Condition Type**:  Select **All conditions are met**
* **If**: Select **PVA Obligation Type** > **equals** > **Scheduled Obligation**
* **Allow the following actions**:
    * Select **Schedule PVA Obligation**
        * **Action Label**: Enter `Schedule PVA Obligation`
    * Select **Cancel Scheduled Obligation**
        * **Action Label**: Enter `Cancel Scheduled Obligation`

## Configure the PVA Activity Object
To configure the _PVA Activity_ object:
- [Configure the _Update all Activity Dates_ action][6]
- [Set a field default for the _Activity Type_ field][7]

### Configure the Update all Activity Dates Action
To configure the _Update all Activity Dates_ action, add a <a href="/en/lr/59885/#define-actions">user action</a> on the _New_ and _In Progress_ states of the _PVA Activity Lifecycle_ using the following conditions:
* **Condition Type**:  Select **All conditions are met**
* **If**: Select **PVA Obligation > PVA Obligation Type** > **equals** > **Scheduled Obligation**
* **Allow the following actions**:
    * Select **Update all Activity Dates**
        * **Action Label**: Enter `Update all Activity Dates`

### Set a Field Default for the Activity Type field
Configure a <a href="/en/lr/42778/#how-to-set-a-field-default">field default</a> 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, add <a href="/en/lr/59885/#entry-actions">entry actions</a> on the following _PV Agreement Lifecycle_ states:
* On the _Effective_ state:
    * **Condition Type**: Select **Always**
    * **perform actions**: Select **Schedule PVA Obligations**
* On the _Terminated_ state:
    * **Condition Type**: Select **Always**
    * **perform actions**: Select **Cancel Scheduled Obligations**

## Update Object Layouts
To configure PVA Scheduling in your Vault, update layouts for the following objects:
- [_Schedule_][10]
- [_Schedule Component_][11]
- [_Schedule Recurrence_][12]
- [_Scheduled Event_][13]

### 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 <a href="/en/lr/26387/#how-to-add-sections">**Related Object** section</a> 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, <a href="/en/lr/26387/#how-to-add-object-fields">add</a> 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, <a href="/en/lr/26387/#how-to-add-object-fields">add</a> the following fields:
  - **Name**
  - **Recurrence Type**
  - **Schedule**
  - **Start Date**
  - **PV Agreement**
  - **PVA Obligation**
3. Under the _Details_ section, insert a <a href="/en/lr/26387/#how-to-add-sections">**Related Object** section</a> with the following information:
  - **Related Object**: Scheduled Event
  - **Section Label**: Scheduled Events
  - **Creation Option**: Prevent record creation
3. Select **Done**.
4. 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, <a href="/en/lr/26387/#how-to-add-object-fields">add</a> 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 <a href="/en/lr/22824/#object-permissions">permission sets</a> 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:

<table>
  <tr>
    <th>Object</th>
    <th>Object Permissions</th>
  </tr>
  <tr>
    <td><em>PVA Obligation</em> of type <em>Base PVA Obligation</em></td>
    <td>
        <ul>
            <li><em>Read</em></li>
            <li><em>Edit</em></li>
            <li><em>Delete</em></li>
        </ul>
    </td>
  </tr>
  <tr>
    <td><em>PVA Obligation</em> of type <em>Manual Obligation</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>
  </tr>
  <tr>
    <td><em>PVA Obligation</em> of type <em>Scheduled Obligation</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>
  </tr>
  <tr>
    <td><em>Schedule</em></td>
    <td>
        <ul>        
            <li><em>Read</em></li>
        </ul>
    </td>
  </tr>
  <tr>
    <td><em>Schedule Component</em></td>
    <td>
        <ul>        
            <li><em>Read</em></li>
        </ul>
    </td>
  </tr>
  <tr>
    <td><em>Schedule Recurrence</em> of type <em>PVA Obligation Recurrence</em></td>
    <td>
        <ul>        
            <li><em>Read</em></li>
        </ul>
    </td>
  </tr>
  <tr>
    <td><em>Scheduled Event</em></td>
    <td>
        <ul>        
            <li><em>Read</em></li>
        </ul>
    </td>
  </tr>
  <tr>
    <td><em>Scheduler Exception</em></td>
    <td>
        <ul>        
            <li><em>Read</em></li>
        </ul>
    </td>
  </tr>
</table>

## (25R3) Configure Scheduler Enhancements {#r253-configure}
To allow users to create custom _Schedules_ on specific days of the month, you must update the applicable _Schedule Component_ object layouts to <a href="/en/lr/26387/#how-to-add-object-fields">add</a> the _Periodicity (Unit Monthly)_ field below the _Periodicity (Unit)_ field.

## (25R2) Configure Automated Distribution of PVA Reports {#r252-configure-automated-distribution-pva-reports}
To enable Automated Distribution of PVA Reports, you must <a href="/en/lr/26387/#copy-a-layout">copy the standard layout</a> for the _PVA Obligation_ object and <a href="/en/lr/26387/#set-a-default-layout">set it as the default</a>.

[1]: #configure-the-pva-obligation-object
[2]: #update-the-pva-obligation-layout
[3]: #configure-the-pva-obligation-default-object-type
[4]: #configure-pva-obligation-actions
[5]: #configure-the-pva-activity-object
[6]: #configure-the-update-all-activity-dates-action
[7]: #set-a-field-default-for-the-activity-type-field
[8]: #configure-pv-agreement-actions
[9]: #update-object-layouts
[10]: #update-the-schedule-layout
[11]: #update-the-schedule-component-layout
[12]: #update-the-schedule-recurrence-layout
[13]: #update-the-scheduled-event-layout
[14]: #grant-pva-actions-object-permissions
[15]: #distribute-workbench-reports-externally
[16]: #automated-distribution-pva-reports
[17]: #r252-configure-automated-distribution-pva-reports
[18]: #workbench-report-set-scheduling
[19]: #r253-update
[20]: #r253-configure