The Formulation Composition Viewer allows you to easily visualize a formula’s hierarchical composition, including all compositional components, and quickly check if the constituent chemicals meet regulatory requirements by reviewing compliance data in the viewer, including all Compliance Assessments generated from imported formulation questionnaire data. This allows you to ensure that the formula is compliant before approving it for use by your organization.

The viewer displays all relevant child Formulations based on the child Formulation Compositions of the parent Formulation. When you add child Formulation Compositions to a Formulation, Vault automatically includes the relevant Formulations in the viewer.

From within the viewer, you can create and edit Compliance Assessments for Formulations listed in the viewer for each Regulated Category. You can also update active Compliance Assessments to reflect changes to existing assessment statuses.

Depending on your Admin’s configuration, object, field, and section labels may appear differently than the labels mentioned in this article.

About the Formulation Composition Viewer

You can access the Formulation Composition Viewer on a Formulation record to view that record’s composition. The viewer lists all relevant Formulations based on the active child Formulation Compositions that make up the formulation, with composition attributes on the left side of the grid and regulated categories on the right.

If a Formulation listed in the grid has child records, you can click on the caret icon to collapse or expand that section. Vault hides any records, columns, and cell values that you do not have the appropriate permissions to view. If a formulation contains more than 500 compositions, the viewer does not display any records and instead displays a message stating that there are too many records to show. You can create a report to view more than 500 compositions.

The cells on the right side of the grid display the compliance status of each formula for the specific Regulated Category. If there is no active Compliance Assessment for the specific formula and category, the cell is empty.

Depending on your Admin’s configuration, the viewer may shade hierarchical levels to help you distinguish the hierarchical composition of the Formulation. The viewer may also highlight an entire row when you hover on it to help you easily distinguish the relevant grid values.

Formulation Composition Viewer

Adding New Compliance Assessments

To create new Compliance Assessments from within the Formulation Composition Viewer grid:

  1. Hover over the empty cell for the specific Formulation and Regulated Category that requires an assessment.
  2. Click on the plus (Plus Icon) icon to open the Create Compliance Assessment page. The Formulation and Regulated Category fields are automatically populated based on the cell you clicked into from the grid.
  3. Enter a Name.
  4. Optional: You can change the Status to Inactive, but the inactive record will not appear in the Formulation Composition Viewer.
  5. Select a Compliance Assessment Status. This value will appear in the cell that you clicked into on the Formulation Composition Viewer grid.
  6. Optional: Select an Assessment Status Color for the Compliance Assessment Status to draw special attention to the compliance status. The viewer will display this color for all users to alert them of the status. If you leave this field blank, Vault displays the Compliance Assessment Status in Vault’s default hyperlink color.
  7. Click Save.
  8. Click Back to previous page to return to the Formulation record’s detail page. Changes are immediately reflected in the viewer.

Updating Compliance Assessments

If the cells in the market attribute columns display a status value, there is an existing Compliance Assessment record for that specific Formulation and Regulated Category. You can update a specific assessment from within the viewer to reflect its current status.

To update an existing Compliance Assessment record from within the Formulation Composition Viewer:

  1. Click on the hyperlink value in that cell to open the existing Compliance Assessment record.
  2. Click on the Edit (Edit Icon) icon and make any necessary changes.
  3. Click Save.
  4. Click Back to previous page to return to the Formulation record’s detail page. Changes are immediately reflected in the viewer.

Deleting Compliance Assessments

To delete an existing Compliance Assessment record from within the Formulation Composition Viewer:

  1. Click on the hyperlink value in that cell to open the existing Compliance Assessment record.
  2. Click the Delete (Delete Icon) icon.
  3. In the dialog, click Continue to confirm the deletion and return to the Formulation record’s detail page.