Components of Approved Notes
Approved Notes consists of the following components:
Monitoring Rule (Monitoring_Rule_vod)
Defines the list of fields monitored by Approved Notes, as well as a stated reason why the fields are monitored. Monitoring rules can have one or more monitoring phrases associated with them, defining the monitored text.
Background Monitoring rules monitor defined fields during a scheduled monitoring process job. End-users can enter, save, and sync any value in monitored fields without any indication that the field is being monitored. Evaluation of the entered field values are performed after the notes are saved in CRM and synced Online.
See Creating Monitoring Rules for more information about how to create and use monitoring rules.
Each monitoring rule can have one or more monitored phrases representing which words or phrases are monitored. There are multiple types of monitoring phrases, enabling greater flexibility when defining monitored text:
Contains – Matches if the entered text contains the phrase
For example, a Contains phrase where the phrase is "earn" matches both "learn" and "learned."
Exact – Matches if the entered text is exactly the phrase
For example, an Exact phrase where the phrase is "earn" matches earn but does not match "learn" or "learned."
Exact matches are case-sensitive.
Regex – Designates the monitored phrase as a regular expression (regex)
Regex monitored phrases use the Python regex version 3.7. Invalid regex monitored phrases are skipped during the Approved Notes process.
Positive and negative look-ahead and look-behind is not supported.
See Creating Monitored Phrases for more information about how to create and use monitoring phrases.
Monitored Text (Monitored_Text_vod)
Violations of monitoring rules are stored as Monitored_Text_vod records. Compliance users can use these records to review, reassign, and provide feedback on violations.
Reviewer Central will be deprecated in the 23R1.0 release, currently scheduled for April 13, 2023. It will be replaced by Using Monitored Text to Review Approved Notes Violations.
Reviewer Central is a tab in Veeva CRM online where compliance users can view a list of all violations.
Compliance users can use Review Central to provide feedback on whether the violation is valid in context.