Veeva Claims Project Management allows you to configure Vault so users can populate a Project with Claims in the following ways:
- Add Claims to Project: Allows users to bulk add existing Claims to a specified Project.
- Selectively Create Claims: Allows users to selectively create Claims for specified Statement and Product combinations.
- Bulk Create Claims: Allows users to create Claims for all Statement and Product combinations.
- Assign Available Product Claims: Allows users to view and assign available Claims for a Product and Project.
Configuration Overview
Configuring your Vault to generate Claims for a Project involves the following steps:
- Configure bulk add Claims to a Project
- Configure selective Claim creation
- Configure bulk Claim creation
- Optional: Configure the Assign Available Product Claims action
- Configure user permissions
Note: 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.
Configuring Bulk Add to Project
When users run the Add to Project action for a list of Claims from the Claims Library tab, they can refine their selection and specify which Project to which they want to add the Claims. When the action completes, Vault generates the following records:
- One (1) Claim Project for each unique combination of Claim and Project.
- One (1) Project Statement for each unique combination of Statement and Project.
- One (1) Project Product for each unique combination of Project and Product associated with the selected Claims.
This action does not create duplicate records. If a combination already exists, Vault will not generate a new record for that combination. When users run this action, Vault creates temporary Bulk Add to Project User Input records.
How to Configure the Add to Project Action
You can configure this action as a record action on the Claim object.
- Assign the Add to Project action to the Claim object.
- Do one (1) of the following:
- Select the Available in All Lifecycle States checkbox and define atomic security.
- Configure the user action on the appropriate lifecycle states for the Claim Lifecycle.
About DAC for Objects
When users create new join records by running the Add to Project action, Vault sets the Vault Owner group as the owner of the generated records. If you configure DAC for the following objects, Vault assigns the current user as the owner of the generated records:
- Claim Project Join
- Project Product Join
- Project Statement
Configuring the Bulk User Input Object Cleanup Job
The Bulk User Input Object cleanup Job deletes temporary user input records created from bulk actions more than 24 hours before the jobs run. You can configure the job’s schedule to run at a specific time. We recommend that you schedule this job to run daily.
Configuring Selective Claim Creation
Note: Your Vault’s configuration must include the Statement object for users to be able to generate multiple Claims which are automatically included in the Project.
You can configure the Create Claims Run As System action on the Project object to allow users to selectively create Claims from a Project. When users run the action, they can select which Statements to create as Claims for the products specified in the Selectively Create Claims dialog. You can configure which Statement fields display to users as column headers in the dialog. Vault generates one (1) Claim for each specified combination of Statement and Product, provided the combination of Statement and Product does not already exist as a Claim in your Vault. Generated Claims have a Created By value of “System”.
Note: In Vaults created prior to 24R1, you may have configured the Selectively Create Claims via User Input action, which allowed users to selectively create Claims based on their permissions. This action is now deprecated and replaced by the Create Claims Run As System action, which creates all applicable Claims, regardless of a user’s permissions.
How to Configure the Create Claims Run As System Action
To configure selective Claim creation:
- Assign the Create Claims Run As System action to the Project object. Do not select Available in All Lifecycle States. We suggest labeling this action “Create Selective Claims”.
- Configure the user action on the appropriate lifecycle states for the Project Lifecycle and specify the following:
- Optional: Enter Instructional Text. This displays for users in the Selectively Create Claims dialog.
- Enter the names of up to ten (10) supported Statement fields to display as Statement Grid Columns when users view and select records while completing the action. Separate values with a comma. The order in which you list fields dictates the order of columns from left to right on the page.
- Enter the names of up to ten (10) supported Product fields to display as Product Grid Columns on the Confirmation page after users expand a Statement section. Separate values with a comma. The order in which you list fields dictates the order of columns from left to right on the page.
- Enter an Action Label. We suggest labeling this action “Create Selective Claims”.
Supported Field Types
Vault supports the following object field types as grid columns:
- Component (for lifecycle states)
- Currency
- Date
- Long Text
- Lookup
- Number
- Object
- Picklist
- Text
- Yes/No
If you have configured object types on the Statement or Product objects, ensure you assign any fields you add as grid columns to all applicable object types.
Configuring Bulk Claim Creation
Note: Your Vault’s configuration must include the Statement object for users to be able to generate multiple Claims which are automatically included in the Project.
When users run the Bulk Create Claims action on a Project record, Vault generates one (1) Claim for each combination of Statement, Product, and Scope, provided the combination does not already exist as a Claim. Scope is defined in the Product Classification picklist and allows users to define, for example, whether to create the Claim for the Statement and Product combination for a product, brand, or sub-brand classification. You can define custom values for the Product Classification picklist.
Review the following behavior regarding the process of generating Claims from a Project:
- The creation process adheres to users’ permissions and lets users view and create only the records to which they have Edit permission.
- The creation process creates Claims only when the Statement Scope matches the Product Classification of the Product.
- If a Statement does not have Scope specified, the creation process creates one (1) Claim per Product.
- If object types are enabled on the Claim object, the Bulk Create Claims (Project) action creates Claim records only for the default object type.
- If you add custom fields on the Local Adaptation object that are required, ensure you specify a default value.
How to Configure the Bulk Create Claims Action
To configure the Bulk Create Claims action:
- Assign the Bulk Create Claims (Project) action to the Project object.
- Optional: Configure the Bulk Create Claims (Project) action as an entry action.
Configuring the Assign Available Product Claims Action
You can configure the Assign Available Claims action on the Product object, which allows users to selectively assign available Claims by generating new Claims for a Product and Project. See Configuring View & Assign Product Claims for more details.
Configuring User Permissions
You must ensure users have the appropriate read and create permissions to access the appropriate objects and object fields in addition to the permissions outlined below:
To bulk add Claims to a Project:
- Create permission for the Bulk Add to Project User Input object, including Edit permission for the Select Project field.
The Selectively Create Claims dialog that users see after running the Create Claims Run As System action displays data based on the following user permissions:
- Grid columns for Statement and Product fields for which they have Read permission.
- Products and Statements for which they have Read permission.