# Configuring Lab Investigations (QMS)

<a href="/en/gr/78610/">QualityOne Vaults</a> allow users to peform <a href="/en/gr/577583/">lab investigations</a> for out-of-specification (OOS) and out-of trend (OOT) inspection sample test results. This feature allows users to document, standardize, and track the process of performing Phase I and Phase II lab investigations and associate records containing information about the OOS or OOT sample test result, root cause, risk assessment, corrective actions, and more.

## Configuration Overview {#overview}

Configuring your Vault to use Lab Investigations involves the following steps:

1. [Import and configure Lab Investigations elements][1], including lifecycle, workflows, and object layout. 
2. [Configure picklist options][2].
3. [Configure user permissions][3].

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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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## Importing Lab Investigations Configuration Elements {#import-elements}

In order to use Lab Investigations, you will need to import and deploy a <a href="/en/gr/36919/">configuration migration package</a>. This package includes specially configured elements to use for Phase I and Phase II lab investigations.

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      <p><strong>Note</strong>: Contact your Veeva Representative to access the VPK to deploy the configuration.</p>
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The configuration migration package includes the following Lab Investigation configuration elements:

* _Lab Investigation_ object <a href="/en/gr/29798/">lifecycle</a>.
* _Lab Investigation_ document type.
* _Lab Investigation Phase I and Phase II_ <a href="/en/gr/33498/">workflows</a>: guide the process for Phase I and Phase II lab investigations, including initializing, approving, and closing an investigation.
* _Lab Investigation_ <a href="/en/gr/26387/">object layout</a>: includes extensive information about the lab investigation as well as related records with additional information about the initial OOS or OOT test sample, root cause, corrective actions, and more. 

These elements do not require further configuration after deploying, but you can customize them if needed.

## Configuring Picklist Options {#picklists}

Lab Investigations comes with a set of picklists with pre-defined values, as well as some picklists you must configure by defining the values according to your organization's business requirements:

* _Sample Type_ (`lab_inv_sample_type__v`) picklist.
* _Product Type_ (`lab_inv_product_type__v`) picklist.
* _Impacted Areas_ (`lab_inv_impacted_areas__v`) picklist.

## Configuring User Permissions {#user-permissions}

You must ensure users have the appropriate read and create <a href="/en/gr/22824/">permissions</a> to access the appropriate objects and object fields in addition to the permissions outlined below:

* _Create_, _Edit_, and _Delete_ permissions for the following objects: 
    * _Lab Investigation_
    * _NCR - Lab Investigation_
    * _Lab Investigation - Inspection_
    * _Material - Lab Investigation_
    * _CAR - Lab Investigation_

## Related Permissions {#related-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: Create, Edit</td>
    <td>Ability to create and modify object lifecycles.</td>
  </tr>
  <tr>
    <td>Security Profile</td>
    <td>Admin: Configuration: Object Workflows: Create, Edit</td>
    <td>Ability to create and modify object workflows.</td>
  </tr>
  <tr>
    <td>Security Profile</td>
    <td>Admin: Configuration: Objects: Create, Edit</td>
    <td>Ability to create and modify Vault objects.</td>
  </tr>
</table>

[1]: #import-elements
[2]: #picklists
[3]: #user-permissions