# Configuring Quantitative Assessments (Compliance Management)

[Compliance Management](/en/lr/71434/) provides users with the ability to use [quantitative assessments](/en/lr/615756/) to quickly compare the total concentration of substances in a formulation to substance restrictions in a given market, allowing them to determine if that formulation is compliant early in the product development lifecycle. This allows your organization to derisk product launches by assessing the right-to-sell in certain markets before initiating testing and commercialization.

If you have integrated your Compliance Management Vault with a third-party application such as a PLM system, you can configure your Vault to import data to _Formulation Concentration_ and _Regulatory Restriction_ records and populate certain fields on _Quantitative Assessments_ with those same values.

## Configuration Overview {#overview}

Configuring your Vault to use Quantitative Assessments involves the following steps:

1. Optional: [Set up an external connection][1] to integrate data from a third-party application to pull data into _Quantitative Assessments_.
2. [Configure object layouts][2]
3. [Add values to picklists][3]
4. [Create the appropriate _Formulation Concentrations_ and _Regulatory Restrictions_][4]
5. [Populate _Regulated Categories_ with the appropriate _Location_ values][5]
6. Optional: [Configure your Vault to automatically create _Quantitative Assessments_][7]
7. Optional: [Configure reports][6] so users can easily track and compare assessment and concentration data

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      <p><strong>Note</strong>: Depending on your Vault’s creation date and which features are currently enabled and configured, some of the steps described in this article may be unavailable or already complete in your Vault.</p>
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## Setting Up External Connection Integration {#external-connection}

You can set up an [external connection to a third-party application](/en/lr/53358/#Create_Connections), such as a PLM system, to pull concentration and restriction data into _Formulation Concentrations_ and _Regulatory Restrictions_. Vault [populates certain fields on _Quantitative Assessments_][4] with the same values in the related _Formulation Concentrations_ and _Regulatory Restrictions_.

## Configuring Object Layouts {#object-page-layouts}

You must make the following changes to [object layout](/en/lr/26387/) to support Quantitative Assessments:

* Add the _Location_ field to the _Regulated Category_ object layout.
* Insert the _Formulation Concentration_ and _Quantitative Assessment_ related object sections to the _Formulation_ object layout. 

## Adding Values to Picklists {#picklists}

Compliance Management Vaults include the following picklists to support Quantitative Assessments, which users populate when they create _Quantitative Assessments_:

* _Intended Use_
* _Restriction Type_
* _Quantitative Assessment Status_
* _Unit_

You can [add values to these picklists](/en/lr/1269/) to suit your organization's needs.

## Creating Formulation Concentrations & Regulatory Restrictions {#create-records}

You must create the appropriate _Formulation Concentrations_ and _Regulatory Restrictions_ in your Vault. You can populate these records with values from an [integrated third-party application][1] or use [Vault Loader](/en/lr/26607/) to bulk create and populate these records.

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      <p><strong>Note</strong>: If you configure <a href="#automatic">Automatic Quantitative Assessments</a>, the <em>Create Quantitative Assessments</em> action will fail if any applicable <em>Regulatory Restrictions</em> have a <em>Restriction Type</em> value that is not “Max”.</p>
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The _Quantitative Assessment_ object includes _Formulation Concentration_ and _Regulatory Restriction_ object reference fields, which Vault populates on _Quantitative Assessments_ based on the user's _Formula_ and _Regulated Category_ selections. When users create new _Quantitative Assessments_, Vault utilizes a [Vault Java SDK trigger](/en/lr/45776/) to populate the following fields based on the user-selected _Formulation Concentration_ and _Regulatory Restriction_ values on that record:

<table>
    <tr>
        <th><strong>Target Field</strong></th>
        <th><strong>Source Record</strong></th>
        <th><strong>Source Field</strong></th>
    </tr>
    <tr>
        <td><em>Formula Concentration</em></td>
        <td><em>Formulation Concentration</em></td>
        <td><em>Total Concentration</em></td>
    </tr>
    <tr>
        <td><em>Formula Unit</em></td>
        <td><em>Formulation Concentration</em></td>
        <td><em>Concentration Unit</em></td>
    </tr>
    <tr>
        <td><em>Intended Use</em></td>
        <td><em>Regulatory Restriction</em></td>
        <td><em>Intended Use</em></td>
    </tr>
    <tr>
        <td><em>Restriction Type</em></td>
        <td><em>Regulatory Restriction</em></td>
        <td><em>Restriction Type</em></td>
    </tr>
    <tr>
        <td><em>Restriction Amount</em></td>
        <td><em>Regulatory Restriction</em></td>
        <td><em>Amount</em></td>
    </tr>
    <tr>
        <td><em>Restriction Unit</em></td>
        <td><em>Regulatory Restriction</em></td>
        <td><em>Restriction Unit</em></td>
    </tr>
</table>

## Populating Regulated Categories {#populate-records}

You must ensure that the _Location_ field is populated appropriately on all relevant _Regulated Categories_ in your Vault so that users can track _Quantitative Assessments_ for specific market locations of interest. You can use [Vault Loader](/en/lr/26607/) to update this field on all applicable records.

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      <p><strong>Note</strong>: In Vaults created prior to 23R3, the <em>Regulated Category</em> object in your Vault may be configured with the custom <em>Location</em> (<code class="language-plaintext highlighter-rouge">location__c</code>) field. If this is the case in your Vault, you must populate the standard <em>Location</em>  (<code class="language-plaintext highlighter-rouge">location__v</code>) field on all <em>Regulated Categories</em>.</p>
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## Configuring Automatic Quantitative Assessments {#automatic}

You can configure your Vault to automatically create _Quantitative Assessments_ for substances of concern in a _Formulation_. See [Configuring Automatic Quantitative Assessments](/en/lr/628492/) for more details.

## Configuring Reports {#reports}

We recommend configuring the following types of [Multi-pass reports](/en/lr/55007/) so users can easily track and compare assessment and concentration data in relation to the relevant objects:

* Formulation Quantitative Assessments 
* Formulation Qualitative Assessments
* Formulation Total Concentrations
* Substance Quantitative Assessments

## Related Permissions {#permissions}

You can complete all the steps in this article with the standard _System Administrator_ or _Vault Owner_ security profile. If your Vault uses custom security profiles, your profile must grant the following [permissions](/en/lr/22824/):

<table>
  <tr>
    <th><strong>Type</strong></th>
    <th><strong>Permission</strong></th>
    <th><strong>Controls</strong></th>
  </tr>
    <tr>
    <td>Security Profile</td>
    <td>Admin: Configuration: Objects: Create, Edit</td>
    <td>Ability to create and modify Vault objects.</td>
  </tr>
  <tr>
    <td>Security Profile</td>
    <td>Application: Vault Actions: Connections: Manage Connections</td>
    <td>Ability to view and manage connections.</td>
  </tr>
  <tr>
    <td>Security Profile</td>
    <td>Application: Vault Owner Actions: Vault Owner Actions: Vault Loader</td>
    <td>Ability to view and use the <em>Loader</em> tab.</td>
  </tr>
  <tr>
    <td>Security Profile</td>
    <td>Application: Vault Owner Actions: Vault Owner Actions: Record Migration</td>
    <td>Ability to load object records (through Vault Loader or Vault API only) in a lifecycle state other than <em>Starting State</em>.</td>
  </tr>
</table>


[1]: #external-connection
[2]: #object-page-layouts
[3]: #picklists
[4]: #create-records
[5]: #populate-records
[6]: #reports
[7]: #automatic