Learn how to manage core and local implementation strategies for your Risk Management Plans.
About RMP Implementation Strategies
An implementation strategy is an element of an RMP focused on how to implement a given risk measure. SafetyDocs defines implementation strategies as either Core Implementation Strategies or Local Implementation Strategies, based on their related Risk Management Plan.
Overview
This article explains how to:
- Create a Core Implementation Strategy
- Create Local Implementation Strategies from a Core Implementation Strategy
- Create a new Core Implementation Strategy version
Prerequisite
To use Implementation Strategies, your Admin must configure your Vault for Risk Management.
Create a Core Implementation Strategy
To create a Core Implementation Strategy:
- Navigate to Risk Management > Core Implementation Strategies.
- Select Create.
- Complete the fields on the Create RMP Core Implementation Strategy page, then select Save:
| Field | Description |
|---|---|
| Name | Enter a name for the Core Implementation Strategy. Depending on your Admin's configuration, this field may be auto-populated. |
| Product Family | Select the Product Family of the Product that this implementation strategy is for. |
| Based On | Select the previous implementation strategy on which this Core Implementation Strategy is based. If this is the first time measures are being developed, this can be left blank. |
| Core Implementation Plan |
From your document library, select the document that describes the strategy for Risk Measure implementation. The document must be classified as Risk Management > Risk Measure > Implementation Plan.
Upload risk measure implementation plan documents using the standard document creation process. |
| Version | Select the version of the Core Implementation Plan document. |
| Core RMP | Select the Core RMP for the implementation strategy. |
Result
Upon successful creation of a Core Implementation Strategy, the following sections appear:
Documents Section
In the Documents section, add any related documents for the Core Implementation Strategy using the standard document creation process.
Risk Measures Section
If you selected a Core RMP for this Core Implementation Strategy, Vault generates Risk Measure records in the Risk Measures section.
To create additional Risk Measures for this Core Implementation Strategy:
- Select Create.
- Complete the Core Risk Measure fields.
- Select Save.
Create Local Implementation Strategies from a Core Implementation Strategy
For each region that requires risk implementation strategies, Vault can create local implementation strategies from a Core Implementation Strategy record, including all related documents.
Note: We recommend adding all related Risk Measure records to the Core Implementation Strategy before running the Create Local Implementations action.
To create Local Implementation Strategy records from a Core Implementation Strategy:
- Navigate to Risk Management > Core Implementation Strategies > [Core Implementation Strategy].
- Select All Actions > Create Local Implementations.
Result
Vault sends a notification after the Create Local Implementations action finishes running. Vault performs the following actions to create Local Implementation Strategy records:
- Copy Based On Local Implementation Strategy Records
- Create Local Implementation Strategy Documents
- Create Local Implementation Strategy Records
- Create Local Risk Measure Records
Copy Based On Local Implementation Strategy Records
Vault copies all Local Implementation Strategy records associated with the Core Implementation Strategy record in the Based On field of the initiating Core Implementation Strategy. Vault copies all field values with the following exceptions:
| Field | Value |
|---|---|
| Name | The name of the Core Implementation Strategy plus the Market Name |
| Product Family | The Product Family of the initiating Core Implementation Strategy |
| Core Implementation Strategy | The initiating Core Implementation Strategy |
| Based On | The copied Local Implementation Strategy |
| Pre Launch Date | Vault leaves this field blank |
| Actual Launch Date | Vault leaves this field blank |
Create Local Implementation Strategy Documents
Using the value in the Local Implementation Strategies field of the initiating Core Implementation Strategy record, Vault:
- Creates a copy of each document in the Draft lifecycle state
- Links each new document to the new Local Implementation Strategy record
Note: When uploading local implementation plan documents to your library, use the Risk Management > Risk Measure > Local Implementation Plan document type.
Create Local Implementation Strategy Records
Vault creates a Local Implementation Strategy record for each Country that meets the following criteria:
- The Product on the Core Implementation Strategy is registered
- The Country record’s RMP Required field value is RMP Required
- A Local Implementation Strategy record does not exist
Vault populates any new Local Implementation Strategy records as follows:
| Field | Value |
|---|---|
| Name | The name of the Core Implementation Strategy plus the Market name |
| Market | The Country of this Local Implementation Strategy |
| Product Family | The Product Family of the Core Implementation Strategy |
| Core Implementation Strategy | The initiating Core Implementation Strategy |
| Based On | Vault leaves this field blank |
| Version | Vault leaves this field blank |
| Pre Launch Date | Vault leaves this field blank |
| Actual Launch Date | Vault leaves this field blank |
Create New Local Risk Measure Records
Vault creates a Local Risk Measure record for each Core Risk Measure record on the Core Implementation Strategy.
Create a New Core Implementation Strategy Version
To create a new version of a Core Implementation Strategy record, navigate to Risk Management > Core Implementation Strategies > [Core Implementation Strategy] and select All Actions > Copy to New Version.
Result
Vault sends a notification after the Copy to New Version action finishes running. When creating a new Core Implementation Strategy record, Vault copies the following records:
Copy the Core Implementation Strategy Record
Vault creates a copy of the Core Implementation Strategy record and sets the fields as follows:
| Field | Value |
|---|---|
| Name | The name of the copied Core Implementation Strategy record with an appended timestamp |
| Core Implementation Strategy | The initiating Core Implementation Strategy record |
| Based On | The copied Core Implementation Strategy record |
| Version | Vault adds one (1) major (+1.0) version number to the previous version |
All other fields contain the same value as the copied Core Implementation Strategy record.
Copy Core Implementation Plan Documents
Vault creates a new draft of the document in the Core Implementation Plan field on the copied Core Implementation Strategy record, linking it to the new Core Implementation Strategy record.
Copy Core Risk Measure Records
For each Core Risk Measure on the initiating Core Implementation Strategy record, Vault creates an exact copy of the Core Risk Measure record.