In Veeva Medical, Communication Objectives describe desired strategic outcomes and are associated with categories such as Efficacy and Safety. You can associate Communication Objectives with documents, giving you insight into content strategy execution.
Associating Communication Objectives
You can associate a Communication Objective by navigating to the document or Scientific Statement object record and selecting the desired record in the Communication Objective field.
You can add the new Communication Objective shared document field to relevant document types. On documents, the Communication Objective field can be populated manually by users, automatically by Vault, or both. You can manually select a Communication Objective in the Communication Objective field of the Doc Info page. You must configure and perform the Sync Communication Objective user action or entry action to create the associated Communication Objective Content record for reporting.
Automatically Associating Communication Objectives to Documents
If a document includes a Scientific Statement record that is associated with a Communication Objective, Vault automatically populates the Communication Objective document field in two ways:
- Auto-linking, either by clicking the Auto-linking icon or Suggest Links
- Manually creating Scientific Statement link annotations, and then performing the Sync Communication Objective entry action or user action
When Vault automatically populates the Communication Objective document field, it also creates the Communication Objective Content records for reporting.
Removing Communication Objectives from Documents
You can remove a Communication Objective from a document in one of the following ways:
- Manually removing the Communication Objective value from the Doc Info page and clicking Save
- Removing the link annotation from the document
After performing either of these actions, you must also perform the Sync Communication Objective action to update the associated Communication Objective Content record.
Reporting on Communication Objectives
You can report on Communication Objectives by viewing the Communication Objective with Document and Scientific Statements report. This report returns a list of Communication Objectives and what document and page the Scientific Statement is found on, if applicable. This report also uses the Communication Objective Content object. To use this report, these records can be created automatically through Auto-linking or the Sync Communication Objective user or entry action described above.
Related Permissions
You can complete all steps in this article with the standard Business Admin, System Admin, or Vault Owner profile. If your vault uses custom security profiles, your profile must grant the following permissions:
Type | Permission Label | Controls |
---|---|---|
Security Profile | Objects: Communication Objective: Read, Create, Edit, Delete | Ability to view, edit, and manage Communication Objective object records |
Security Profile | Objects: Scientific Statement: Create, Edit, Delete | Ability to create, edit, and delete statements, including references |
Security Profile | Objects: Scientific Statement Target: Create, Edit, Delete | Ability to see and add suggested links |
Security Profile | Objects: Link Target: Create, Edit, Delete | Ability to see and add suggested links |
Security Profile | Admin: Configuration: Document Lifecycles: Read, Edit | Ability to view and edit existing document lifecycles |