Configure Literature Inclusion in Aggregate Reports

Learn how to configure your Vault to include Literature Articles and Literature Article Products in aggregate reports.

About the Feature

With the 25R2 release, SafetyDocs extends aggregate reporting functionality by allowing users to mark specific Literature Articles and Literature Article Products for inclusion in aggregate reports.

After you have configured this feature, see Manage the Literature Review Process for more details.

Overview

To configure Literature Inclusion in Aggregate Reports:

• Update the Literature Article and Literature Article Product object layouts
• Update sample Aggregate Report Templates

Additional configuration instructions will be provided in a subsequent release.

Update Object Layouts

To update the Literature Article and Literature Article Product object layouts:

1. Navigate to Admin > Configuration > Objects > [Object] > Layouts.
2. Do one (1) of the following:
   • Create a new custom layout:
     1. Copy the [Object] Detail Page Layout standard layout.
     2. Set the new custom layout as the default.
     3. Delete any other existing custom layouts.
   • Update the existing default layout:
     1. Select the [Object] Detail Page Layout.
     2. Add the following fields to the appropriate section (Review Outcome for the Literature Article object and Details for the Literature Article Product object):
        • Aggregate Report Outcome
        • Aggregate Report Special Type
3. Select Save.

Update Sample Aggregate Report Templates

To update the sample Aggregate Report Templates, complete the following process for both PBRER Global Template - Complex (Sample) and PSUR Global Template - Complex (Sample):

1. Navigate to Business Admin > Objects > Aggregate Report Templates > [Aggregate Report Template].
2. Select Edit.
3. Expand the Aggregate Report Template Item section, then select Create.
4. In the Select Section Type dialog, select Vault Report, then select Continue and populate the fields as follows:
   • Name: Enter 11.1 Literature Line Listing
   • Item Order: Enter 265
   • Source Report: Select Sample Literature for Aggregate Reporting
   • Report Format: Select Excel Template
   • Source Report Prompt: Enter OSY00000002M019.OSF00000005L373%2C%2C%2CEQ=${ProductFamily}&reportTypeRef1742397460219.OSF000000055178%2C%2C%2CBETWEEN=${DataPeriodStart}%3B%3B${DataPeriodEnd}
5. Select Save.