In Vaults using Veeva AI for Quality, Veeva QMS provides a Deviation Agent that can generate a narrative summary of the investigation or CAPA plan for a Deviation. The summary includes information from key related records, such as Investigations and Root Causes for an investigation summary, and CAPA Actions for a CAPA plan summary. The Deviation Agent can also answer questions about a Deviation record via Veeva AI Chat.
Supported Objects & Object Types
The Deviation Agent supports the following objects and object types:
- Deviation: All object types
- Quality Event: Deviation and GCP Deviation object types
The Agent does not support custom objects and object types.
Your Vault may process deviations using either a standalone Deviation object or a Quality Event object of the Deviation or GCP Deviation object type. In this article, these objects are collectively referred to as Deviations.
How to Generate a Narrative Summary
To generate a narrative summary:
- Navigate to a Deviation record with a supported object type.
- Click Edit.
- Next to the Investigation Summary & Conclusion or CAPA Plan Summary field, click the Generate Summary (
) icon to invoke the Agent for summary generation. - Review the generated summary.
- Click Save.
When you click Save, the narrative summary is saved to the field from which you generated it.
For the best results, we recommend generating a narrative summary only when a record is in its later lifecycle states, and when the data is expected to be most complete.
Using the Ask Questions Action
You can ask questions about a Deviation record using Veeva AI Chat. Click the Veeva AI (
) icon in the upper right of the Vault interface while viewing a record, and begin typing your question into the text box. You can ask questions about the record you are currently viewing, as well as the records related to the primary record.
Related Permissions
To interact with the Deviation Agent, you must have the following permissions:
| Type | Permission Label | Controls |
|---|---|---|
| Security Profile | Agents: Deviation Agent: Execute | Ability to generate a narrative summary using the Deviation Agent. |
| Security Profile | Agents: Super Agent: Execute | Ability to ask questions via Veeva AI Chat about a Deviation record. |
| Security Profile | Application: Vault Actions: Veeva AI Chat: Use Chat | Ability to view and interact with Veeva AI Chat. |
| Security Profile | Objects: Deviation: [object type] Edit | Ability to edit Deviation records of the relevant object type. |
| Security Profile | Objects: Deviation: Object Field Permissions: CAPA Plan Summary, Investigation Summary & Conclusion: Edit | Ability to edit relevant fields on Deviation records. |
| Atomic Security | Deviation Lifecycle: [state] Atomic Security: Fields: CAPA Plan Summary, Investigation Summary & Conclusion: Edit | Ability to edit relevant fields in applicable lifecycle states of the Deviation Lifecycle. |