During the batch disposition process, your organization may need to ensure that input batches used to produce a primary batch are approved for use and not impacted by quality events. Vault Batch Release provides the option to generate a genealogy to accurately display relationships between batches in your Vault.
Generating Batch Genealogy Records
The Batch Genealogy object captures relationships between a primary batch and its related input batches and quality events. If configured by an Admin, users can initiate an action to generate reports on the Batch Genealogy object, which automatically attaches a PDF of the report to a Batch Disposition record.
Vault may create Batch Genealogy records upon the creation of new Batch Dispositions and update them if a user creates or deletes a related batch. If configured by an Admin, users can also execute a user action to generate or recalculate a batch’s genealogy.
Automatic Removal of Genealogy Records
Vault has a weekly scheduled job to delete Batch Genealogy records for batches with all their dispositions in the Completed or Cancelled state type.
Limitations
Vault does not create Batch Genealogy records for batches with more than 20 input batches and related batches with circular dependencies.
Configuration Overview
Complete the following steps to allow users to utilize the batch genealogy feature:
- Add the Generate Genealogy Records field to the Batch Disposition Plan object page layout and configure the field to Show as checkbox.
- Ensure that the desired Batch Disposition Plans have the Generate Genealogy Records field selected. This option allows Vault to simultaneously create a Batch Genealogy record upon creating a Batch Disposition for a particular batch.
- Configure a user action to generate a Batch Genealogy for a specific disposition’s batch.
- Configure the Generate Document from Report user action on the Batch Disposition Lifecycle to generate a genealogy report.
- Ensure the Batch Release: Remove Batch Genealogy Records (Weekly) job definition is active.
Configuring the Generate Batch Genealogy Action
Ensure that the Generate Batch Genealogy user action is configured on the Batch Disposition Lifecycle in the desired lifecycle state. This action generates or recalculates a batch’s genealogy. Vault notifies the user who executed the action when the operation is complete or has failed due to an error.
Configuring the Generate Document From Report Action for Genealogy Reports
The Generate Document From Report action allows a user to create a document containing a batch genealogy report directly from a Batch Disposition record. The newly generated document, in PDF form, is linked from the Genealogy Report document reference field on the originating Batch Disposition record. In order for users to have access to this function, you must create a report and make the Generate Document From Report action available to users in the desired lifecycle states on the Batch Disposition Lifecycle.
Creating a Report for Batch Genealogy
Before configuring the Generate Document From Report action, you must select a compatible report type and create a report. The available report types for generating genealogy reports are Batch with Batch Genealogy, Batch with Batch Disposition, and Batch with Quality Event.
Note: If your Vault utilizes standalone quality event objects, the Batch with Quality Event report type is available for use with the Deviation, Change Control, Lab Investigation, and Complaint objects.
Related Permissions
Your permission set must provide Read permission to the Batch Genealogy (batch_genealogy__v) object in order for you to access Batch Genealogy records.