Learn how to configure your Vault to distribute Workbench Reports externally.
About the Feature
With the 25R2 release, SafetyDocs extends the PVA Scheduling and document distribution functionalities by allowing:
- Vault to generate Workbench Report documents from a Workbench Report Set
- Users to distribute the generated Workbench Reports to recipients via email or Vault task
This feature supports organizations with large volumes of reporting data in adopting time-saving SafetyDocs PVA capabilities, reducing the manual effort required to populate your Library and distribute documents to partners for review.
Prerequisites
Before configuring this feature in your Vault, you must:
- Have a Veeva Safety Workbench license
- Have a Veeva SafetyDocs license
- Enable PVA Scheduling
- Enable PVA Document Distribution via Email
- Enable PVA Document Distribution via Vault Task
Overview
To configure Distribute Workbench Reports Externally in your Vault, you must copy the standard layouts for the following objects and set the copied layout as the default:
- PVA Obligation
- PVA Obligation - Contact Join
- Schedule
- Schedule Component
- Schedule Recurrence
- Scheduled Event
- Scheduler Exception