The Document Usage object captures more comprehensive metrics than Vault’s standard document auditing allows, providing a more accurate view of document usage over time. Each time that a user performs specific actions on documents in their Steady state, such as views, downloads, copies, and rendition downloads, Vault automatically creates a new (non-editable) Document Usage object record. Fields on each Document Usage record track key usage metrics for documents in your Vault.
Once the Document Usage object contains data, Admins can create reports to see aggregated metrics, with the ability to drill into record-level details to better understand channel distribution performance. For example, Gladys, a brand manager, can use these metrics to see which documents have the most views or downloads, and to understand which documents are most utilized when determining future resource allocations.
Captured Events
The Document Usage object captures the following events for Steady state documents:
Basic Events
- View Document
- Download Source File
- Download Rendition
- Download from Distribution
- Copy
Brand Portal Events
- View Document (via Brand Portal or Medical Portal)
- Download Source File (via Brand Portal or Medical Portal)
- Download Rendition (via Brand Portal or Medical Portal)
Send as Link Events
- View Document (via Send as Link)
- Download Document (via Send as Link)
- Download Video (via Send as Link)
Integration Events
- View Document (Embedded Viewer)
- Download Document Rendition (Embedded Viewer)
- Download Source File (Embedded Viewer)
- View Document (Standalone Viewer)
- Download Document Rendition (Standalone Viewer)
- Download Source File (Standalone Viewer)
Metric Descriptions
Object Field |
Description |
Example Data |
Name |
System Managed: DU-{##########} |
DU-0000000001 |
Document ID |
Document ID and Version of viewed document |
(Cholecap Works (v1.0)) |
Document Type |
Document Type Detail of viewed document |
Patient Education |
User |
Username of user who performed the action |
John Doe |
Activity Type |
The performed action:
|
View |
Activity Date |
Date and time the event occurred |
9/22/2017 9:12 AM PDT |
Channel |
Application in which the action occurred:
|
Vault |
Context |
Additional metadata to provide more context:
|
Vault |
Object Visibility
The Document Usage object is a raw object that is automatically enabled in all Vaults and tracks usage from the time of enablement forward. Before you can access Document Usage data, you must configure a report type on the Document Usage object, or an Admin must set up a custom tab. From a report or custom tab, you can edit columns and export data, making it easy to see the most relevant metrics in your preferred format.
Related Permissions
You must have a security profile that grants the Document Usage: Read object permission to view the Document Usage object in a custom tab.