# Configuring Automatic Quantitative Assessments (Compliance Management) [Compliance Management ](/en/lr/71434/) provides users with the ability to [automatically create _Quantitative Assessment_ records](/en/lr/615756/#automatic) for substances of concern by determining if concentrations of restricted substances in the formula are within acceptable limits. Vault allows users to quickly determine whether a formula is compliant in specified local markets based on pre-defined mappings, allowing users to derisk product launches by assessing the right-to-sell in certain markets before initiating testing and commercialization. You must complete all required steps in [Configuring Quantitative Assessments](/en/lr/615757/) before completing the steps in this article. ## About Automatic Quantitative Assessments {#about} Compliance Management Vaults include the [_Create Quantitative Assessments_ action][5] on the _Formulation_ object, which identifies any _Substances_ in the related _Formulation Concentrations_ that match the _Substances_ in existing _Regulatory Restrictions_, including which of the substance's concentrations exceeds the maximum allowable limit for the _Formula's_ intended use case. When users run the _Create Quantitative Assessments_ action on a _Formulation_ record, Vault suggests the applicable _Quantitative Assessments_ for these substances of concern based on your [pre-defined units of measure mappings][4], which allow you to define how Vault compares different units of measure. Users can then review the potential _Quantitative Assessments_ and specify which records they want to create. When the action completes, Vault inactivates any existing _Quantitative Assessments_ with the same _Regulatory Restriction_ and _Formulation Concentration_ values as the newly generated records. For all _Substances_ in the _Formula's_ related _Formulation Concentrations_, Vault suggests potential _Quantitative Assessments_ for _Substances_ with active _Regulatory Restrictions_ that meet the following criteria: * The _Amount_ field is populated. * The _Restriction Type_ is "Max". * The _Unit_ maps to a corresponding value on the _Formulation Concentration_ in either of the following ways: * The _Unit_ value equals the _Concentration Unit_ value of the _Formulation Concentration_. * An active [Object Field Picklist Entry Mapping][4] maps the _Unit_ value to a custom unit of measure field on the _Formulation Concentration_. If Vault finds multiple _Regulatory Restrictions_ for the same _Substance_ for different units of measure, the action only considers the most recently created _Regulatory Restriction_. ## Configuration Overview {#overivew} Configuring your Vault to use Quantitative Assessments involves the following steps: 1. [Configure object fields][1] 2. [Map units of measure][4] 3. [Configure the _Create Quantitative Assessments_ action][5] 4. [Configure user permissions][6]
## Configuring Object Fields {#object-fields} You must configure object fields on the _Quantitative Assessment_ and _Formulation Concentration_ objects to support the automatic creation of _Quantitative Assessments_. ### Quantitative Assessment {#qa} Ensure that the _Name_ field on the _Quantitative Assessment_ object is [system-managed](/en/lr/30986/). ### Formulation Concentration {#fc} You must add the appropriate [custom fields](/en/lr/15057/#how_to_add_object_fields) for units of measure to the _Formulation Concentration_ object. These fields must be a Number type or Formula type that returns a numeric value. You can map these fields to the corresponding values in the [_Unit_ picklist](/en/lr/615757/#picklists). ## Mapping Units of Measure {#map} You can configure your Vault to compare different units of measure using Object Field Picklist Entry Mapping components to map the custom fields for units of measure on the [_Formulation Concentration_][3] object to the applicable values in the _Unit_ picklist used in _Regulatory Restriction_ records. Vault references these mappings when users run the _Create Quantitative Assessments_ action and suggests potential _Quantitative Assessments_ to create for all Substances for which applicable _Regulatory Restrictions_ exist. For example, if your _Formulation Concentrations_ specify Dioxane concentration in weight percentage (wt%) and your _Regulatory Restrictions_ specify Dioxane units in parts per billion (ppb), you can map wt% to ppb so that Vault can easily compare a _Formula's_ Dioxane concentration to restrictions and identify which _Quantitative Assessments_ to create for all applicable _Regulated Categories_.
To map concentration units of measure: 1. Navigate to **Admin > Configuration > Object Field Picklist Entry Mapping**. 2. Enter a unique **Name** for the mapping you are creating, such as `wt_percent_ppb`. 3. For **Object**, select **Formulation Concentration**. 4. For **Field**, enter the name of the [custom field on the _Formulation Concentration_ object][3] you are mapping in "Field.[field_name__c]" format. For example, `Field.wt_percent__c`. 5. Enter a unique **Label** for the mapping you are creating, such as "Wt Percent PPB". 6. For **Picklist**, select **Unit**. 7. For **Picklist Entry**, enter the name of the _Unit_ picklist value you are mapping to in "Picklistentry.[picklistentry_name__c]" format. For example, `Picklistentry.ppb__c`. 8. Specify if the Object Field Picklist Entry Mapping is **Active**. If you select **No**, Vault ignores the inactive mapping. 9. Click **Save**. Object Field Picklist Entry Mappings must be unique. You cannot create multiple mappings for the same field and picklist entry combination. ## Configuring the Create Quantitative Assessments Action {#action} You must configure the _Create Quantitative Assessments_ user action on the _Formulation_ object to allow users to create _Quantitative Assessments_ automatically. When users run the action on a _Formula_ type of _Formulation_ record, they can review a list of potential _Quantitative Assessments_ for substances of concern on the _Select the Quantitative Assessment records to create_ page before selecting which records to create. ### About the Create Quantitative Assessments Action {#action-about} Vault populates some fields on potential _Quantitative Assessments_ depending on whether a value on a _Formulation Concentration_ record is equal to the value on the applicable _Regulatory Restriction_ record. If the values are equal, Vault uses the corresponding value. If the values are not equal and an active [Object Field Picklist Entry Mapping][4] component maps the unit values, Vault uses the mapped value. Vault populates _Quantitative Assessment_ fields as follows: * **Formulation Concentration**: Depending on value mapping: * Equal unit values: The _Formulation Concentration_ record's _Total Concentration_ field value. * Mapped unit values: The _Formulation Concentration_ record's [mapped][4] field value. * **Formula Unit**: Depending on value mapping: * Equal values: The _Formulation Concentration_ record's _Concentration Unit_ field value. * Mapped values: _Formulation Concentration_ record's [mapped][4] _Unit_ picklist value. * **Regulated Category**: The _Regulatory Restriction_ record's _Regulated Category_ field value. * **Location**: The _Regulated Category_ record's _Location_ field value. * **Intended Use**: The _Regulatory Restriction_ record's _Intended Use_ field value. * **Restriction Amount**: The _Regulatory Restriction_ record's _Amount_ field value. * **Restriction Unit**: The _Regulatory Restriction_ record's _Unit_ field value. * **Converted Concentration**: Depending on value mapping: * Equal unit values: The _Formulation Concentration_ record's _Total Concentration_ field value. * Mapped unit values: The _Formulation Concentration_ record's [mapped][4] field value. * **Assessment Status**: Depending on concentration amounts: * If the _Formulation Concentration_ is less than or equal to the _Restriction Amount_: **Y** * If the _Formulation Concentration_ is more than the _Restriction Amount_: **N** The _Create Quantitative Assessments_ action will fail for the following reasons: * No mappings exist for the applicable units of measure and the corresponding record values are not equal. * You have configured a lifecycle on the _Quantitative Assessment_ object. * Any applicable _Regulated Restrictions_ have a _Type_ that is not "Max". * The relevant data on the applicable _Formulation_, _Formulation Concentration_, or _Regulatory Restriction_ records change after a user runs the action and before the job completes. * Any _Substance_ appears more than once in the _Formulation_. ### How to Configure the Create Quantitative Assessments Action {#action-how} To configure the _Create Quantitative Assessments_ user action, [assign](/en/lr/43127/#assign-actions) the action to the _Formulation_ object and do one (1) of the following: * Select the **Available in All Lifecycle States** checkbox to apply [atomic action security](/en/lr/47850/#Atomic_Security_Actions) defaults for the applicable lifecycle states. * Add the action as a [user action](/en/lr/59885/#user-actions) to the applicable states of the _Formulation_ object lifecycle.
## Configuring User Permissions {#user-permissions} You must ensure users have the appropriate read and create [permissions](/en/lr/22824/) to access the appropriate objects and object fields in addition to the permissions outlined below: * For the _Formulation Concentration_ object: _View_ permission and _Read_ permission on the following fields: * _Concentration Unit_ * _Formula_ * _Substance_ * _Total Concentration_ * Any [mapped units of measure fields][4] * For the _Quantitative Assessment_ object: _Create_ permission and _Read_ permission on the following fields: * _Assessment Status_ * _Converted Concentration_ * _Formula Concentration_ * _Formula Unit_ * _Intended Use_ * _Regulated Category_ * _Restriction Amount_ * _Restriction Unit_ * _Status Icon_ * _Substance_ * For the _Regulated Category_ object: _View_ permission and _Read_ permission on the _Location_ field. * For the _Regulatory Restriction_ object: _View_ permission and _Read_ permission on the following fields: * _Amount_ * _Intended Use_ * _Regulated Category_ * _Restriction Type_ * _Substance_ * _Unit_ * _Pages: All Pages: Automate Quantitative Assessments Page_. ## Related Permissions {#related-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/):
Type Permission Controls
Security Profile Admin: Configuration: Objects: Create, Edit Ability to create and modify Vault objects and Object Field Picklist Entry Mapping components.
Security Profile Admin: Configuration: Picklists: Edit Ability to create and modify Vault objects.
Security Profile Admin: Security: Permission Sets: Edit Ability to view and use the Loader tab.
Security Profile Application: Vault Actions: API: Metadata API Ability to access the Object Field Picklist Entry Mapping page from the Application Configurations section of the Admin > Configurations page.
[1]: #object-fields [2]: #qa [3]: #fc [4]: #map [5]: #action [6]: #user-permissions