Veeva QMS’ special Related Events section allows for the creation, deletion, or modification of linked Quality Event or standalone Quality Event records. The Related Events application section can be added to any page layout for the Quality Event object or standalone Quality Event objects, such as Deviations or Complaints. This section allows users to view and interact with any object records related to the current record, or vice versa. This section is especially valuable in configurations where visibility to related events may be necessary regardless of which type of event a given record may be.
Users can only see the Related Events section if they have permissions assigned to view records that could be displayed in the section and permissions for the Related Event (related_event__v) object as well. QMS also prevents partial records from being created or displayed in this section.
Users who link records via this special section need only create a single relationship record, and QMS will automatically create (and manage, in the case of deletion) the inverse linking record, so that regardless of which record a user is viewing, they will see the relationship in this section.
Supported Objects
You can select standard objects in Veeva QMS support relationship management via the Related Events section. The following objects support the Related Events section, and their records can be linked to any other record for these supported objects, including records for the same object:
- Quality Event (
quality_event__v) - Change Control (
change_control__v) - Complaint (
complaint__v) - Continuous Improvement (
continuous_improvement__v) - Deviation (
deviation__v) - Nonconformance (
nonconformance__v) - Lab Investigation (
lab_investigation__v) - Finding (
finding__v) - Change Plan (
change_plan__v) - MedTech CAPA (
medtech_capa__v) - Field Corrective Action (
field_corrective_action__v) - Health Hazard Evaluation (
health_hazard_evaluation__v)
Configuring Event Relationships Between Objects
Complete the following steps to utilize the Related Events functionality for a given set of objects:
- Activate the relevant entries in the Related Event Types (
related_event_types__v) picklist. Only the objects described by active entries in this picklist can be selected in the Related Events section. - Configure the Related Events section on the layouts of your desired objects. For example, if your organization wants to relate Change Controls to Findings, update the applicable layouts of both of those objects and all applicable object types.
- Ensure that the security policies for users expected to view or interact with Related Events are granted the relevant permissions for the Related Events (
related_event__v) object and records and all relevant relatable objects and records. - Optional: Update page layouts for records of the Related Event object.
- Optional: Update the atomic security to describe in which states of different types of records relationships may or may not be modified.