# Enable Workbench Report Set Scheduling

Learn how to configure your Vault to run _Workbench Report Sets_ on a schedule.

## About the Feature
With the 25R2 release, Workbench introduces the ability to automatically run _Workbench Report Sets_ on a schedule, ensuring timely compliance and reducing the manual workload required to generate recurring reports.

After you have enabled this feature, see the following articles for more information: 
* <a href="/en/lr/827001/">Configure Schedule Records</a>
* <a href="/en/lr/860557/">Generate & Run Report Sets</a>

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      <p><strong>Note</strong>: If you have a <a href="/en/lr/01233/">Veeva SafetyDocs license</a>, you can configure your Vault to <a href="/en/lr/869629/">distribute <em>Workbench Reports</em> to external users</a>.</p>
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## 25R3 Update: Scheduler Enhancements {#r253-update}
With the 25R3 release, Workbench introduces two (2) additional standard _Schedules_, allowing users to schedule _Workbench Report Sets_ on the last day of the month or the first selected day of the week each month. This feature additionally supports using these monthly recurrence patterns when <a href="/en/lr/827001/#create-custom-schedules">creating custom _Schedules_</a>. See <a href="/en/lr/832416/#r253-configure">Configure Scheduler Enhancements</a> to configure your Vault for this feature.

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      <p><strong>Note</strong>: For organizations with both SafetyDocs and Workbench Vaults, as both applications include the <em>Schedule</em> object, configuring Scheduler Enhancements in Workbench automatically applies these enhancements to <a href="/en/lr/832416/"><em>PVA Activity</em> scheduling</a> in SafetyDocs.</p>
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## Overview
To configure Workbench Report Set Scheduling in your Vault, you can <a href="/en/lr/26387/#copy-a-layout">copy the standard layouts</a> for the following objects, <a href="/en/lr/26387/#set-a-default-layout">set the copied layouts as the default</a>, and <a href="/en/lr/26387/#delete-a-layout">delete</a> any other existing custom layouts:
* _Schedule Recurrence_
* _Workbench Report Set_

Alternatively, you can update the following object layouts:
* [_Schedule Recurrence_][1]
* [_Workbench Report Set_][2]

If required for your business processes, you can optionally [configure the standard success and failure _Notification Templates_][3] to impact how Vault notifies your users when a _Workbench Report Set_ has completed its scheduled run.

## Update the Schedule Recurrence Object Layout {#update-schedule-recurrence-layout}
To update the _Schedule Recurrence_ object layout:
1. Navigate to **Admin > Configuration > Objects > Schedule Recurrence > Layouts** and select your current default _Schedule Recurrence_ layout.
2. In the _Details_ section, <a href="/en/lr/26387/#how-to-add-object-fields">add</a> the following fields:
   * Below the _Schedule_ field, add the _Days to Run_ field
   * Below the _PVA Obligation_ field, add the _Workbench Report Set_ field
3. Select **Save**.
4. Select **Layout Rules**.
5. Select **Create** and populate the field values as follows:
   * **Label**: Enter `Hide Days to Run`
   * **IF this Layout Rule Expression is TRUE**: Enter `schedule__vr.name__v != 'Weekly'`
   * **Apply the following display effects:**
      * **Effect**: Select **Hide**
      * **Type**: Select **Fields**
      * **Values**: Select **Days to Run**
6. Select **Save**.

## Update the Workbench Report Set Layout {#update-workbench-report-set-layout}
To update the _Workbench Report Set_ object layout:
1. Navigate to **Admin > Configuration > Objects > Workbench Report Set > Layouts** and select your current default _Workbench Report Set_ layout.
2. Below the _Filters_ section, <a href="/en/lr/26387/#how-to-add-sections">insert</a> the <img class="inline" src="https://platform.veevavault.help/assets/images/saf-app-control.png" alt="slider" style="" /> **Scheduling** control section and populate the fields as follows, then select **Done**:
   * **Section Label**: Enter `Scheduling`
   * **Show the section only in these lifecycle states**: Select **Pending**
3. Below the _Scheduling_ section, <a href="/en/lr/26387/#how-to-add-sections">insert a related object section</a> and populate the fields as follows, then select **Done**:
   * **Related Object**: Select **Workbench Report Set Activity**
   * **Show the section only in these lifecycle states**: Select **Pending**
   * **Creation Option**: Select **Create record in new page**
4. Select **Save**.
5. Navigate to the **Details** tab and select **Edit**.
6. In the _Options_ section under _Dynamic Access Control_, select the **Enable Custom Sharing Rules** checkbox, then select **Save**.
7. Navigate to the **Sharing Rules** tab and select **Create**. 
8. On the _New Sharing Rule_ page, populate the fields as follows, then select **Save**:
   * **Label**: Enter `All Workbench Managers`
   * **Name**: Enter `all_workbench_managers_report_sets`
   * **Description**: Enter `All users with the Workbench Management permission set will have Editor access to all Workbench Report Sets`
9. In the _Roles_ section, select **Add** and populate the fields as follows, then select **Save**:
   * **Role**: Select **Editor**
   * **Users and Groups**: Select **Workbench Admin**

## Configure Notification Templates {#configure-notification-templates}
To configure success and failure _Notification Templates_ to suit your business requirements:
1. Navigate to **Admin > Configuration > Notification Templates**.
2. Search for `Scheduled Workbench Report Set` to filter results to only the relevant _Notification Templates_.
3. Select the desired **[Notification Template]**, then select **Edit**.
4. On the _Create Notification Template_ page, modify the <a href="/en/lr/2157/#tokens">relevant fields</a> as required for your business processes.
5. Select **Save**.

[1]: #update-schedule-recurrence-layout
[2]: #update-workbench-report-set-layout
[3]: #configure-notification-templates