Configuring the Related Batches Section (Quality)

Veeva Quality provides the Related Batches application section, which lets users associate Batch records to a quality process record by using pre-defined filters to search for Batch records to add and remove.

The Batch object is used across Quality processes. Associating Batch records to a quality process record using a related object section can be time-consuming. The special Related Batches section helps simplify this process by letting Admins configure default filters for Batch object fields that users can populate to narrow their search.

From the Related Batches section, users can add or remove up to 1,000 Batch records at once, and create new Batch records to add. For each Batch that users add or remove, Vault creates or deletes a join record connecting a process record to a Batch record.

Supported Objects

The Related Batches section is supported for all custom and standard objects in Quality that have a related custom or standard join object that connects to the Batch object. For instance, the Deviation object has a corresponding Deviation - Batch join object.

To configure the Related Batches section:

  1. Navigate to Admin > Configuration > Objects > [object] > Layouts, and select the applicable layout.
  2. Click Insert Section and select Related Batches as the section type.
  3. Optional: Update the Label and Name, select lifecycle states in which to display the section, and add Section Help.
  4. Select the Primary Record. This is the quality process object on which the section displays.
  5. Select the Join Object that connects the object selected as the Primary Record with the Batch object.
  6. Under Default Filters Selector, select the fields that will appear as default filters when users search for Batches to add or remove. You can also select a default Operator for each field.
  7. Click Done.
  8. Save the layout.

Configuring User Permissions

In addition to the relevant permissions for the supported quality process object, users must have the following permissions in order to view the Related Batches application section:

  • View permission for the Related Batches object control on the relevant quality process object
  • Read permission for the relevant process - Batch join object
  • Read permission for the Batch object
  • Read permission for the relevant join object’s parent reference fields

To add and remove related batches on a quality process record, users additionally require the following permissions:

  • Create and Delete permission for the relevant join object
  • Edit permission for the relevant process record’s relationship to its corresponding join object, controlled via Atomic Security: Relationships, in all relevant lifecycle states
  • Create permission for the Batch object, if users need to create new Batch records from the Search: Add Batch dialog
  • Edit permission for the Batch reference field on the relevant join object