# Configuring Standard Metrics PromoMats Standard Metrics allow Vault users to track key metrics about their content. Vault automatically records metrics related to the document's review and approval cycle. Users can see information relevant to Standard Metrics in the _Standard Metrics_ section of a document's [_Doc Info_](/en/lr/9753/) page.
## About Content Information Fields PromoMats Standard Metrics includes the following content information fields. Users can modify these field values when creating or editing documents. * [_Global Content Type_][1] is a picklist field and stores the universally accepted content type for a document. * [_Content Creation Currency_][2] is an object field and stores the unit of currency used for the content and is the parent object to _Content Creation Cost_. * _Content Creation Cost_ is an object field and stores the price range for the content. You cannot edit, delete, or deactivate these fields, however, you can use [field level security](/en/lr/2942/) to hide them from users, make them read-only, or use [field dependencies](/en/lr/2617/) to require users to enter a value for them when creating a document. ## Configuring Document Lifecycle States {#lifecycle-states} Standard Metrics uses document lifecycle state types to automatically populate [date fields](/en/lr/58143/#date-fields). For all document lifecycles, you should ensure that the following [state types](/en/lr/14560/) are mapped to specific document lifecycle states: * _In Review_ * _Steady State_ Vault calculates a set of metrics for each _Steady_ state version of a document. When a document moves out of a _Steady_ state, for example, from version 1.0 to version 1.1, the date fields become blank, and Vault calculates them again when the document enters an _In Review_ state. You may need to adjust your approval workflow to include a state change to an _In Review_ state for re-approval steps. ## Setting the Default Content Creation Currency {#defaults} You have the option to select the default Content Creation Currency on the _Application Settings_ page. When you select a default Content Creation Currency, all new documents will have the _Content Creation Currency_ field set to the default currency you selected. Users can update this value by selecting a different currency from the drop-down. The default options are: * Australian Dollar (AUD) * Canadian Dollar (CAD) * Chinese Yuan (CNY) * Decline to Provide * European Euro (EUR ) * Japanese Yen (JPY) * Pound Sterling (GBP) * Swiss Franc (CHF) * United States Dollar (USD) * Not Set If you select _Not Set_ as the default Content Creation Currency, there will be no default value populated in the currency field when a user creates a document. Selecting _Decline to Provide_ as the default _Content Creation Currency_ field automatically defaults the _Content Creation Cost_ field to _Decline to Provide_. The _Content Creation Currency_ and _Content Creation Cost_ fields are set to _Decline to Provide_ by default for the following document types regardless of the default currency you selected: * Event Material * InDesign Component * Health Authority Form * Compliance Package * Multichannel Presentation * Multichannel Slide * Email Template * Email Fragment * Master Email Fragment * Template Fragment ## Setting the Default Global Content Type {#default-global-content-type} You have the option to map a default Global Content Type to a document type, subtype, or classification. When a new document of this type is created, the default Global Content Type will be automatically populated in the _Global Content Type_ field. Users can select a different content type from the drop-down. If you don't select a default Global Content Type for a document subtype, it will default to the Global Content Type selected for the parent document type, or to "Not Specified" if no default exists, on **Save**. You can select the default Global Content type on the [Document Types](/en/lr/618/) page. For example: If you map the _Reference Materials_ Global Content Type to the _Reference_ document type, Vault automatically populates _Reference Materials_ in the _Global Content Type_ field of any new _Reference_ documents. To map a default Global Content Type: 1. Navigate to **Admin > Configuration > Document Types**. 2. Click **Edit Details** on a document type, subtype, or classification. 3. Select a _Global Content Type_. 4. Click **Save**. Vault automatically populates the default Global Content Type for the following standard document types: * Event Material * InDesign Component * Health Authority Form * Compliance Package * Multichannel Presentation * Multichannel Slide * Email Template * Email Fragment * Master Email Fragment * Template Fragment Users can [update these fields](/en/lr/467/) from the Doc Info page. ## Configuring Lifecycle States for Durations {#lifecycle-states-durations} Pulse uses configured document lifecycle state groups in Vault to determine [how long documents sit in different business processes](/en/lr/58143/#duration-fields). To map these processes to lifecycle state groups: 1. Navigate to **Admin > Configuration** and, under _Application Configurations_, click **Standard Metrics State Mappings**. You can also click **Standard Metrics State Metrics** in the _Components_ selector. 2. Click **Edit**. 3. Select a **State** in the drop-down for each _Lifecycle_ and each duration metric. You can map zero, one, or many states in each document lifecycle to each metric, however you cannot add a lifecycle state to more than one business process. 4. Click **Save**. To export the standard metrics configuration as a CSV file, click . You can also use the **Deployment** tab to migrate your lifecycle state groups.
The table below includes suggested mapping for the lifecycle state groups. Your Vault may have custom document lifecycles and lifecycle states that should be included in your groups. You should only add lifecycle states used by promotional materials to these groups. Refer to the [group definitions](/en/lr/58143/#duration-fields) for more information on these lifecycle state groups.
Lifecycle State Group Document Lifecycle Lifecycle State
Time in Content Creation Material Draft, Revise and Resubmit, Approved for Production
General Draft, Revise and Resubmit
Time in Quality Check Material In Coordinator Review, Pending QC
Time in Review and Approval Material In Review and Approval, In Physical Copy Review, In Certification, In Review, In Approval
General In Review
Time in Regulatory Submission Material Pending Health Authority Submission, Awaiting Response from Health Authority, Submit to Health Authority
Submission Ready Lifecycle Draft, In Review, Revise Binder, Submission Ready
Compliance Package Draft, In Review, Revise and Resubmit
## Configuring Duration Reports and Dashboards You can create reports and dashboards for durations by using the _Standard Metrics Durations with Documents_ report type, which uses data from the _Standard Metrics Duration_ object. This object is managed by the _Standard Metrics Durations_ job. When the **Standard Metrics Durations** job runs for the first time, Vault gets data for up to one (1) year before the current date. Vault runs all subsequent jobs daily at 2:00 AM GMT. These subsequent runs do not include this historical data. You can also run this job manually. You must [complete state mappings][3] before activating the job. After configuring lifecycle states for durations, navigate to **Admin > Operations > Job Definitions** and activate the **Standard Metrics Durations** job to begin gathering duration data.
Users can create and run the following reports: * _Standard Metrics Durations in the Previous 12 Months_ * _Standard Metrics Durations in the Last 12 Months_ * _Standard Metrics Durations by Global Content Type in the Last 12 Months_ * _Standard Metrics Durations by Country in the Last 12 Months_ * _Standard Metrics Durations by Product in the Last 12 Months_ Users can also view this information using the _Veeva Standard Duration Metrics_ [dashboard components](/en/lr/8934/). ## Related Permissions The following permissions control actions related to Standard Metrics: | Type | Permission Label | Controls | | --- | --- | --- | | Security Profile | Object: Content Creation Cost: Read | Ability to view _Content Creation Cost_ records. | | Security Profile | Object: Content Creation Currency: Read | Ability to view _Content Creation Currency_ records. | | Security Profile | Pages: Standard Metrics State Mappings | Ability to view and edit the _Standard Metrics State Mappings_ page.| [1]: #default-global-content-type [2]: #defaults [3]: #lifecycle-states-durations