Source: https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/PatientCRM/Config/CustomLifecycles.htm

## Using Custom Lifecycles in Patient Journey Steps

To enable distinct data models for patient programs, users can associate custom objects and lifecycles with Patient Journey Steps. This ensures accurate reporting for programs requiring specific details, for example titration, while also maintaining a unified workflow.

**Who can use this feature?**

* Business Admin Users – Browser
* [Adding Custom Lifecycles to Patient Journey Steps](#AddingCustomLifecyclestoPatientJourneyStepsas)
* End Users - Browser
* [Using Custom Lifecycles](#Using)
* Users require a Patient CRM License

### Configuring Custom Lifecycles for

[![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)All Users](#)

To configure this feature, ensure the following features are configured:

* [Configuring Patient CRM](ConfiguringPatientCRM.htm)
* [Defining Patient Journeys](PatientJourneys.htm)
* [Managing Care Team Members](../ManagingPatients/CareTeam.htm)

### Adding Custom Lifecycles to Patient Journey Steps as

[![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)
Business Admin Users](#)

Business admin users can create and define custom objects and their associated lifecycles, then associate that object with a Patient Journey Step:

1. Navigate to **Admin > Configuration > Objects**.
2. Create the appropriate custom object.

   Ensure the name\_\_v field on the custom object is system-managed.
3. Navigate to **Admin > Configuration > Objects > patient\_journey\_step\_\_v > Object Types**.
4. Create a new object type with a name matching the custom object.
5. Grant the new object type access to all of the same fields as the **adherence\_\_v** object type, except for the adherence\_\_v field.
6. Navigate to **Admin > Configuration > Objects > patient\_journey\_step\_detail\_\_v > Object Types**.
7. Create a new object type with a name matching the custom object.
8. Grant the new object type access to all of the same fields as the **adherence\_\_v** object type, except for the adherence\_\_v field.
9. Navigate to **Fields**.
10. Create an Object Reference field referencing the custom object.

    Ensure the new field is made available to the newly created object type.

#### Creating the Custom Lifecycle

Once the object, fields, and object types have been defined, business admin users can create the appropriate custom lifecycle:

1. Navigate to **Admin > Configuration > Object Lifecycles**.
2. Create the appropriate lifecycle for the custom object. See [Configuring Object Lifecycles](https://platform.veevavault.help/en/lr/30683/) for more information on creating lifecycles for objects.

   Ensure the lifecycle has matching Application Roles to support automatic Care Team assignment.
3. Navigate to **Admin > Configuration > Objects**.
4. Select the custom object.
5. Update the object lifecycle to the newly created lifecycle.
6. Ensure [Matching Sharing Rules](https://platform.veevavault.help/en/lr/36122/) and/or [Custom Sharing Rules](https://platform.veevavault.help/en/gr/25494/) are configured to appropriately share records of the custom object with Patient CRM users.
7. Navigate to **Business Admin > Patient Journey Steps**.
8. Edit or create the appropriate step.
9. Select the newly created object type corresponding to the custom object.
10. Select **Continue**.
11. Populate the following fields:

    * Patient Journey – Select the appropriate Patient Journey
    * Patient Journey Step Phase – Select the appropriate Patient Journey Step Phase
12. Select **Save**.

### Using Custom Lifecycles as

[![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)End Users](#)

When end users and [Care Team Members](../ManagingPatients/CareTeam.htm) initiate a Patient Journey Step associated with a custom object and lifecycle, the necessary records for the custom object are automatically created and assigned appropriately.

### Related Topics

[Defining Patient Journeys](PatientJourneys.htm)

[Managing Care Team Members](../ManagingPatients/CareTeam.htm)

[Viewing Patient Details](../ManagingPatients/ViewPatientDetails.htm)