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:

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:

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