# Configuring Material Verification Checklists (QMS)

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<a href="/en/gr/78610/">QualityOne Vaults</a>
 provide audit-specific checklist functionality to allow users to create their own material verification checklists. These checklists allow users to perform internal and supplier verification for foreign-supplied material to help control hazards using a checklist's functionalities. Users can collect internal and supplier responses for all the hazards that need to be controlled for material compliance with industry requirements such as FSMA (Food Safety Modernization Act).

You must configure this functionality before users can start <a href="/en/gr/544043/">working with material verification checklists</a>
 in their <a href="/en/gr/650396/">audits</a>
. For more information about configuring and designing general checklist functionality, see <a href="/en/gr/47738/">Configuring Checklists</a>
 and <a href="/en/gr/52824/">Designing Checklists</a>
.

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      <p><strong>Note</strong>: This feature is currently available only to Early Adopters. Contact your Veeva Representative for more details.</p>
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## Configuration Overview {#config-overview}

1. [Enable Checklists in your Vault][1]
2. [Configure the _Material Verification_ checklist workflow][2]
3. [Configure your _Material Verification_ checklist design][3]
  * [Add _Hazards_ when designing sections][4]
  * [Configure the _Start checklist_ object action][5]
  * [Configure _Material Verification by Material Category_][7]
4. [Configure user permissions for _Material Verification_][6]

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      <p><strong>Note</strong>: Depending on your Vault’s creation date and which features are currently enabled and configured, some of the steps described in this article may be unavailable or already complete in your Vault.</p>
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## Enabling Checklists {#enabling}

You can configure your Vault to allow you to submit data in a checklist format. To enable this feature, navigate to **Admin > Settings > General Settings** and click **Edit**. In the _Checklist_ section, select the **Enable Checklists** checkbox and click **Save**.

Once enabled, you can create a _Checklist Type_ for the _Material Verification_ object. See <a href="/en/gr/47738/#how-to-enable-checklists-for-an-object">Configuring Checklists</a>
 for more details.

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      <p><strong>Important</strong>: Once enabled, you cannot disable <em>Enable Checklists</em>.</p>
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## Configuring the Material Verification Checklist Workflow {#workflow}

By default, the _MV Accepted_ and _MV Pending Acceptance_ object workflows are active and do not contain steps. If your organization plans to use workflows to initiate <a href="/en/gr/47738/">checklists</a>
, we recommend you use these because they have specialized system actions that are not available with other workflows:

* _Set Respondent_, which sets the _Respondent_ field.
* _Ensure Completeness_, which verifies that all sections of the checklist are completed.

To configure the _MV Accepted_ and _MV Pending Acceptance_ object workflows, see <a href="/en/gr/66930/">Configuring Checklist Workflows</a>
 for
more details. Replace the _Accepted_ workflow with the _MV Accepted_ workflow and _Pending Acceptance_ workflow with the _MV Pending Acceptance_ workflow for the purposes of the _Material Verification Checklist_ configuration.


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      <p><strong>Note</strong>: The best practice for workflow configuration depends on whether you use the entry action option or the user action option of the <a href="#action"><em>Start checklist</em> object action</a>.</p>
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## Configuring the Material Verification Checklist Design {#configure-design}

Once you have [enabled Checklists][1] and [configured the workflow][2], you can configure and design your material verification checklist to allow users to submit data in a question and answer format. You can build checklist designs by creating records for the various _[Material Verification Checklist objects][0]_ within your _Checklist Design_, or you can use the <a href="/en/gr/537448/">Visual Checklist Designer</a>
 to design and manage your checklist from a single page. For help designing your checklists, see <a href="/en/gr/52824/">Designing Checklists</a>
.

To configure a _Material Verification Checklist Design_, see <a href="/en/gr/47738/#configuration-overview">Configuring Checklists</a>
 for more details. Complete the steps listed in the Configuration Overview and ensure that you also do the following at the appropriate step in the process flow:

* During _Section Design_ creation, ensure the _Name_ values for checklist sections match the _Hazard Classification_ picklist values. See [Adding Hazards to Material Verification Checklists][4] for more details.
* During _Material Verification Lifecycle_ configuration, ensure you configure the _Start checklist_ action. See [Configuring Start Checklist Object Action][5] for more details.

### Adding Hazards to Material Verification Checklists {#hazards}

When <a href="/en/gr/52824/">designing</a>
 your checklist, you must ensure users are able to <a href="/en/gr/544043/#using-hazards">add _Hazard_ records</a>
 to their responses so that users can identify the hazards to control for a material in their checklist response.

To add hazards to a material verification checklist:

* Add values to the _Hazard Classification_ <a href="/en/gr/1269/">picklist</a>
. We recommend the following values:
  * Biological Hazards
  * Chemical Hazards
  * Physical Hazards
  * Allergens
* Ensure the section names in your [configured checklist designs][3] match the picklist values you add to the _Hazard Classification_ picklist. This enables checklist respondents to add _Hazard_ records with a _Hazard Classification_ value that matches the section name to their responses in that section. Vault populates additional _Hazards_ for checklist respondents to add to their responses from _Material-Hazard_ records, or from _Material Category-Hazard_ records when _Material-Hazard_ is not specified.

### Configuring Start Checklist Object Action {#action}

The _Material Verification_ lifecycle contains the _Start checklist_ action. _Start checklist_ triggers Vault to
instantiate a checklist for the _Material Verification_ object and send the checklist to the respondent. Add this action as a <a href="/en/gr/43127/#assign-actions">record action</a>
 on the _Material Verification_ object. Do not select _Available in All Lifecycle States_ and click **Save**.

You must configure this action as an entry action or a user action on a _Material Verification_ lifecycle state needed
to initiate the material verification checklist. Ensure that you configure the checklist using only the user action
approach or only the entry action, but not both. See <a href="/en/gr/47738/#initiate_checklists">Configuring Checklists</a>
 for more details.

If you configure the _Start checklist_ action as a user action, ensure you configure the _MV Accepted_ workflow. If you configure the _Start checklist_ action as an entry action, ensure you configure the _MV Pending Acceptance_ workflow. See [Configuring the Material Verification Checklist Workflow][2] for more details.

### Configuring Material Verification by Material Category {#material-category}

You can give users the ability to instantiate one (1) checklist for multiple materials in the same material category and sub-category, specified as a field value on the _Material_ object record. 

To do this, you must first do the following to configure _Material Verification_ object types: 

* Ensure the _Verification By Material_ and _Verification By Material Category_ object types are set to _Active_.
* Ensure the _Material_ and _Supplier_ fields are <a href="/en/gr/32857/#assign">assigned</a>
 to the _Verification by Material_ object type.
* Ensure the _Material Category_, _Material Sub-category_, and _Supplier_ fields are <a href="/en/gr/32857/#assign">assigned</a>
 to the _Verification by Material Category_ object type.

You must also populate the _Material Category_ and _Material Sub-Category_ <a href="/en/gr/1269/">picklists</a>
 with the appropriate values, which will be available for users to select in the _Material Category_ and _Material Sub-category_ fields of _Material Verification_ records. 

To use the _Verification by Material Category_ feature, you must also populate the _Material Category-Hazard_ object records, which store the hazards associated with each material category and sub-category. When populated, the list of _Material Category-Hazard_ records will display as a list of hazards for each category and sub-category of materials.

## Limitations {#limitations}

The following limitations affect material verification checklists:

* You cannot add _Hazards_ to ad hoc questions in a checklist.
* If a _Hazard Classification_ is inactive, the related _Hazards_ cannot be added to a question response.
* Depending on configuration, you can add a maximum of 15 _Hazards_ per question response with eight (8) _Hazards_ as the default limit. For additional help on this configuration, contact your Veeva Representative for more details.

## Configuring User Permissions {#user-permissions}

You must ensure users have a security profile with the appropriate _Read_, _View_, _Edit_, and _Create_ <a href="/en/gr/22824/">permissions</a>
 to access the appropriate objects and object fields:

* For the _Audit_ object: _Read_ permission
* For the _Material_ object: _Read_ permission
* For the _Hazard_ object: _Read_ permission
* For the _Material Verification_ object: _Read_ permission.
* For the _MV Response-Hazard_ object: _Create_ and _Delete_ permission.

## Related Permissions {#permissions}

You can complete all the steps in this article with the standard _System Administrator_ or _Vault Owner_ security profile. If your Vault uses custom security profiles, your profile must grant the following <a href="/en/gr/22824/">permissions</a>
:

<table>
  <tr>
    <th><strong>Type</strong></th>
    <th><strong>Permission</strong></th>
    <th><strong>Controls</strong></th>
  </tr>
  <tr>
    <td>Security Profile</td>
    <td>Admin: Configuration: Object Lifecycles: Edit</td>
    <td>Ability to modify object lifecycles.</td>
  </tr>
  <tr>
    <td>Security Profile</td>
    <td>Admin: Configuration: Objects: Create, Edit</td>
    <td>Ability to create and modify Vault objects.</td>
  </tr>
  <tr>
    <td>Security Profile</td>
    <td>Admin: Security: Permission Sets: Read, Create, Edit, Delete</td>
    <td>Ability to make changes to permission sets for users.</td>
  </tr>
  <tr>
    <td>Security Profile</td>
    <td>Admin: Settings: General Information: Edit</td>
    <td>Ability to modify settings in the Vault <em>General Settings</em> page.</td>
  </tr>
</table>

[0]: #objects
[1]: #enabling
[2]: #workflow
[3]: #configure-design
[4]: #hazards
[5]: #action
[6]: #user-permissions
[7]: #material-category