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 applicable fields, then select Save.
Upon successful creation of a Core Implementation Strategy, the following sections appear:
Core Implementation Strategy Fields
The following fields may be available:
| Field | Description |
|---|---|
| Name | Enter a name for the Core Implementation Strategy. Depending on your Admin’s configuration, this field may be auto-populated. For Core Implementation Strategies created from an existing Core Implementation Strategy, Vault populates the Name of the initiating Core Implementation Strategy plus the Market name. |
| 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. For Core Implementation Strategies created from an existing Core Implementation Strategy, Vault populates the initiating Core Implementation Strategy. |
| Core Implementation Plan | Select the Implementation Plan-classified document that describes the strategy for risk measure implementation. For Core Implementation Strategies created from an existing Core Implementation Strategy, Vault populates the document from the initiating Core Implementation Strategy. |
| Version | Select the version of the Core Implementation Plan document. |
| Core RMP | Select the Core RMP for the implementation strategy. |
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, including all related documents.
Note: We recommend adding all related Core Risk Measures to the Core Implementation Strategy before creating Local Implementation Strategies.
To create Local Implementation Strategies from a Core Implementation Strategy:
- Navigate to Risk Management > Core Implementation Strategies > [Core Implementation Strategy].
- Update the lifecycle state to Approved.
After the action finishes running, Vault sends a notification and:
- Copies existing Local Implementation Strategies
- Creates new Local Implementation Strategies for any Country without an existing record
- Creates Local Risk Measures
Copy Existing Local Implementation Strategies
Vault copies all Local Implementation Strategies from the Core Implementation Strategy in the Based On field of the initiating Core Implementation Strategy. For each new Local Implementation Strategy, Vault copies all field values from the Core Implementation Strategy, 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 |
| Local Implementation Plan | The Local Implementation Plan document from the copied Local Implementation Strategy |
| Pre Launch Date | Vault leaves this field blank |
| Actual Launch Date | Vault leaves this field blank |
Create New Local Implementation Strategies
After creating copies of existing Local Implementation Strategies, Vault creates a new Local Implementation Strategy for any Country without an existing Local Implementation Strategy, provided the Country meets the following criteria:
- A Local Implementation Strategy does not exist for the Country on the initiating Core Implementation Strategy
- The Product on the Core Implementation Strategy is registered in the Country
- The Country requires an RMP, as determined by the following logic:
- If the Core RMP defined on the originating Core Implementation Strategy has no Core RMP Type value, Vault considers all Countries with an RMP Required value of RMP Required
- If the Core RMP defined on the originating Core Implementation Strategy contains a Core RMP Type value, Vault considers all Countries indicated in its Covered Countries field
Vault populates any new Local Implementation Strategies 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 |
Create Local Risk Measures
Vault creates new Local Risk Measures for each:
- Core Risk Measure on the Core Implementation Strategy
- Local Risk Measure linked only to a previous Local Implementation Strategy version, also known as a local-only Local Risk Measure
Vault populates any new Local Risk Measures as follows:
| Field | Value |
|---|---|
| Name | The name of the Core Risk Measure plus the Market name |
| Core Risk Measure | The Core Risk Measure |
| Market | The Country of the associated Local Implementation Strategy |
| Based On | The Core Risk Measure or local-only Local Risk Measure |
| Core Implementation Strategy | The initiating Core Implementation Strategy |
| Local Implementation Strategy | The Local Implementation Strategy for the Market |
Create a New Core Implementation Strategy Version
To create a new version of a Core Implementation Strategy:
- Navigate to Risk Management > Core Implementation Strategies > [Core Implementation Strategy].
- Select All Actions > Copy to New Version.
Upon completion, Vault sends a notification and creates:
- A copy of the initiating Core Implementation Strategy and copies its field values, unless otherwise indicated
- An exact copy of each Core Risk Measure on the initiating Core Implementation Strategy